Empowering display industry professionals with cutting-edge insights and analysis
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
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 …
Tags:Apple| BOE| LG Displays (LGD)| OLEDs| Samsung Display| Smartphones| Supply Chain
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
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)
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 …
Tags:Apple| BOE| LG Displays (LGD)| OLEDs| Samsung| Small Medium Panel Supply| Supply Chain
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 …
Tags:BOE| IPS| LC Materials (Liquid Crystal)| LCD displays| LG Displays (LGD)| Merck| Wide Viewing Angles
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
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 …
Tags:Apple| BOE| iPhone| OLEDs| Small Medium Panel Supply| Supply Chain
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 …
Tags:BOE| CSOT| Innolux| Large LCD Supply| LCD TVs| LG Displays (LGD)
by Bob Raikes
What They Say DSCC has found an interesting talk by BOE at Display Week about the development of ‘water drop shaped’ hinges. The hinge is less tight than the kind of hinge used by …
Tags:BOE| Flexible Displays| Foldable Devices| Smartphones
by Sweta Dash
The display Industry showcased innovations for next generation displays at the 60th anniversary of the SID Display Week conference in May (San Jose, CA). It was really exciting to attend in-person after three years. …
Tags:AUO| BOE| CSOT| Desktop Monitors| Market Data| MiniLED| Notebooks| OLED Fabs| OLEDs| Pricing| QD OLEDs| Samsung Display| Smartphones| tablets| TCL| Tianma| TVs (TV Sets)| WOLED (White OLED)
by Bob Raikes
All we analysts love a teardown. It’s great to see how things are put together in real detail. It’s the modern equivalent of the ‘cut-away view’ that I loved as a youngster. At Display …
Tags:Apple| BOE| Desktop Monitors| LCD Backlights| MiniLED| Samsung| tablets| TCL| Teardowns| TVs (TV Sets)
Jon Peddie Research
4 St. Gabrielle Ct.
Tiburon, California 94920
415-435-9368
© 2025 Jon Peddie Research
