BOE Sees Staggering 22.55% Drop in Display Business
by Omid Rahmat
The display business represents over 88% of the company’s revenues, and took the biggest hit to revenues YoY in 2022.
Tags:BOE| Financial Data| LCD| LTPO
Apple’s Uncertainties Could be Holding Back OLED Investment by Samsung and LG
by Omid Rahmat
Uncertainty affects investment plans and complicates the transition to 8th generation OLED technology.
Tags:Apple| BOE| Canon Tokki| CSOT| DNP| LG| OLED| Samsung
Samsung, BOE and LG Display Place on the Podium for AMOLED Market Share
by Shawnee Blackwood
In 2022, shipments of small-to-medium size (9.0-inch and smaller) AMOLED experienced a decrease of 6% due to reduced smartphone demand resulting from global inflation. Samsung continued to hold its position as the top manufacturer …
Tags:BOE| Everdisplay| LG Display| LTPO-AMOLED| LTPS-AMOLED| Samsung| Smartphones| Visionex
Did BOE Drop the Ball Giving Samsung Apple’s iPhone 15 Display Business
by Omid Rahmat
Samsung is being slated as it is starting manufacturing of displays for the next big iPhone release earlier than anticipated. This is assumed to be a result of BOE’s problems in addressing issues of …
Tags:Apple| BOE| iPhone 15| LTPO TFT| LTPS TFT
Apple iPhone 14 Panel Shipments Drop 23% MoM With Anemic Growth
by Omid Rahmat
As we approach the end of March, the latest survey of supply chain data from DSCC indicates that panel shipments for the iPhone 14 Series are tracking 2% higher than the iPhone 13 Series …
Tags:BOE| DSCC| iPhone| LDC| Market Data| OLED| SDC
BOE Confirmed to Supply LTPO OLEDs for Apple From Mianyang
by Omid Rahmat
BOE has long been transitioning from LTPS technology to LTPO technology in its B7, B11, and B12 factory production lines. It may now have the confirmation that it will be giving Samsung a run …
Tags:Apple| BOE| LTPO TFT| OLED
Will BOE Lose Apple’s iPhone 15 Business Because of Sanctions?
by Omid Rahmat
The Chinese display giant is facing problems with the yield of its panels.
Tags:Apple| BOE| iPhone 15| OLEDs
When Push Becomes Shove, Display Manufacturing Will Go China’s Way
by Omid Rahmat
The US Congress is trying to figure out how to put a stop to the flow of goods and capital to China from the tech sector. Pressure has been applied to allies like South …
Tags:BOE| Canon Tokki| China| LG Displays (LGD)| Manufacturing| OLED Materials| Samsung
BOE Beats Samsung to the Punch on iPhone 15
by Omid Rahmat
Second half of 2023 boost for BOE from winning back Apple.
Tags:Apple| BOE| iPhone
BOE Shows 600Hz Notebook Display in China
by Bob Raikes
What They Say Toms Hardware reports based on a Chinese language newspaper report that BOE showed a 16″ 600Hz notebook panel at an industry event in Chengdu, China. It also had a 17.3″ foldable OLED …
Tags:BOE| China| Flexible Displays| Foldable Devices| HFR - High Frame Rate| IPS| LCD displays| MiniLED| Notebooks
[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 …
Tags:BOE| China| Investment| LG Displays (LGD)| LTPO TFT| OLED Fabs| Samsung Display
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