BOE – Page 11 – Display Daily

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

SDC Dominating iPhone 14 Series Launch with >80% Share

by Bob Raikes

What They Say DSCC has increased the detail of its tracking service for flexible OLEDs and in announcing that said that panel shipments for the upcoming iPhone 14, expected to be launched on September …

BOE To Make Adjustments after Power Outage

by Bob Raikes

What They Say The government in Sichuan, China, said that it would ration power to industrial users for six days potentially causing problems for a number of companies in the display supply chain. The …

Tags:BOE| China| Supply Chain

Samsung Buying Fewer TV panels from BOE due to Royalty Issue

by Bob Raikes

What They Say The Elec reports that Samsung and BOE have fallen out on the supply of TV LCD panels after Samsung is said to have demanded a royalty payment in return for BOE …

Tags:BOE| Large LCD Supply| Samsung| TCL| TVs (TV Sets)

China’s BOE Set to Supply Display Panels for iPhone 14

by Bob Raikes

What They Say Caixin reports that BOE has been certified by Apple as a supplier of displays for the iPhone 14, quoting “several people familiar with the matter”. The report said that BOE will …

BOE & Merck Clarify an LGD Mystery

by Bob Raikes

Most of the time on Display Daily in the last year or two, we have tended to talk about mostly about OLED, microLED and QD OLED, the new technologies that are changing the premium …

LG Chem started to supply ‘Blue Host’ to BOE

by Bob Raikes

What They Say ETNews from Korea reports that LG Chem has started to supply a blue host OLED material to BOE in China for the first time. The firm is said to be using …

Tags:BOE| OLED Materials| Supply Chain

Apple to evaluate BOE’s iPhone 14 OLED panel this week

by Bob Raikes

What They Say The Elec reported that BOE has passed samples to Apple for evaluation as a supplier for the expected iPhone 14 and hopes to get approval ‘within the month’. If the go …

Display revenue to drop 15% this year – Omdia

by Milos Pavlovic

What They Say Quoting Omdia as the source, the Elec said that display revenue in 2022 is expected to drop 15% year-on-year to US$133.18 billion with LCD revenues falling 32% from $38.3 billion to …