BOE – Page 10 – Display Daily

[China Trend Report] Further Delays to BOE Chengdu B16 Line Investment

by Bob Raikes

What They Say UBI Research of Korea published a press release that said that there is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A …

Samsung Display to dominate Apple iPhone 14 OLED supply this year

by Bob Raikes

What They Say Reinforcing the message from DSCC about SDC’s OLED dominance (Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED) The Elec reported that SDC expects to supply 70% of …

Tags:Apple| BOE| LG Displays (LGD)| Samsung Display

OLED Panel Revenues Decreased 11% Y/Y in Q3’22 as Smartphones and TVs Drop 16% and 12%

by Bob Raikes

What They Say DSCC has released its latest OLED report and highlighted that OLED revenues have dropped 11% YoY with a 17% drop in panel shipments. By OLED application: Smartphones decreased 26% Y/Y in …

Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED

by Milos Pavlovic

What They Say In its blog (registration required), DSCC highlighted the difference in financial results between LCD and OLED makers, with an increasing ‘chasm’ between OLED-focused makers and those making LCDs. Q3 was the …

Samsung’s Galaxy M54 OLED to be developed by BOE and CSOT

by Bob Raikes

What They Say The Elec reports that a new OLED display for a budget Samsung smartphone for the Southeast Asia market, the M54, is being developed by BOE and CSOT. It is unclear whether …

Tags:BOE| CSOT| OLEDs| Smartphones

DSCC Webinar Updates on Smartphones

by Bob Raikes

Sweta recently gave a summary of the recent DSCC Global Display Supply Chain Dynamics and Technology Outlook Conference, which took place virtually last month. She covered the TV and IT segments (DSCC Supply Chain …

LG Display starts to ship LTPO AMOLED displays to Apple

by Bob Raikes

What They Say ETNews reported that LG Display has now started shipping LTPO AMOLED displays to Apple, breaking what has up to now been an exclusive deal with SDC. What We Think In its …

BOE developed a transparent direct-view mini-LED display

by Bob Raikes

What They Say BOE has released information in Chinese about a new miniLED display that allows the development of a transparent display where the area of transparency is around 90% of the pixel and …

Tags:BOE| MicroLED| Transparent Displays

Strategy Analytics: Samsung Display Widens Lead in the Smartphone Display Panel Market in H1 2022

by Artem Alekseenko

The report finds that the smartphone display panel market posted a 5 percent revenue decline year-over-year in H1 2022. The market continues to be led by Samsung Display with 53 percent revenue share followed by BOE Technology with …

Tags:Analytics & Tools| BOE| Samsung Display| Smartphone Market

Flat Panel Display Revenues and Profits Continued to Deteriorate in Q2’22

by Bob Raikes

What They Say DSCC has updated its analysis of the state of the industry now that all the numbers are in for Q2. The great profits of last year have now turned to losses …

Samsung set for record Q3 profit on iPhone 14 series shipments

by Bob Raikes

What They Say We have previously reported on forecasts from DSCC that Samsung would retain its share of supply to Apple for the iPhone 14 at around the same level of last year, despite …

Samsung Display transfers LCD patents to CSOT

by Bob Raikes

What They Say The Elec reports that Samsung Display (SDC) has sold and transferred its LCD patents to TCL’s CSOT panel making subsidiary which bought the Samsung Suzhou fab in China in 2020. Samsung …

Tags:BOE| CSOT| Patents| Samsung| TCL