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IHS: LG Retains Lead in Large Display Area Shipments in 2018 Q1

by Andrew Fenn

Despite the low seasonality factor and brands turning their focus away from volume growth, the demand for large display panels showed better-than-expected results in the first quarter of 2018, albeit still weak, according to …

Tags:AUO| BOE| IHS Markit| Innolux| Large Display Monitor| Large LCD Supply| LG Displays (LGD)| Market Data| Samsung| Vol 25 - Issue 19

E Ink Invests in SES-imagotag

by Bob Raikes

E Ink and SES-imagotag, the ESL and pricing specialist, have announced a collaboration and E Ink has agreed to invest €26 million in the company. The aim of the partnership is to develop smart …

Tags:BOE| E Ink| Electronic Shelf Labels (ESLs)| Investment| Mobile Display Monitor| Vol 25 - Issue 19

Taiwan Large-Size LCD Panel Shipments to Slip in 2018 Q2

by Andrew Fenn

Shipments of large LCD panels (9″ and above) out of Taiwan (excluding Sharp) are expected to fall a further 1.4% quarter-on-quarter during the second quarter of 2018, having declined 4.3% in the first three …

Tags:BOE| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| tablets| Vol 25 - Issue 18

BOE is Biggest LCD Panel Supplier in Q1

by Bob Raikes

BOE put out a statement reported by the Global Times claiming that it hit the top spot in terms of TV panel supply, with shipments of 12.5 million in Q1. However, we checked with …

Tags:BOE| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 17

BOE Denies LCD Yield Issues

by Bob Raikes

Responding to comments that it might be struggling to get good yields at its G10.5 fab in Hefei and its 8.5G line in Fuzhou, BOE has said that it is running with an overall …

Tags:BOE| Large Display Monitor| LCD Fabs| Vol 25 - Issue 13

Google to Present on HR OLEDs at SID

by Bob Raikes

Last year at SID, Google’s Clay Bavor gave a keynote in which he said that Google was working on systems with 20 megapixels per eye and drew gasps from the assembled engineers. At this …

Tags:BOE| Google| LG Displays (LGD)| Mobile Display Monitor| OLEDs| Virtual Reality| Vol 25 - Issue 10

BOE to Open Third Flexible OLED Fab in Chongqing

by Andrew Fenn

BOE has officially announced plans to construct its third 6G flexible OLED line in Chongqing’s Liangjiang New District, at a cost of CNY46.5 billion ($7.3 billion). Nikkei reports that BOE will be contributing around …

Tags:BOE| China| Flexible Displays| LCD Fabs| Mobile Display Monitor| OLED Fabs| Vol 25 - Issue 09

BOE Confirms G10.5 Wuhan Investment

by Andrew Fenn

A Chinese media report identifies BOE as formally announcing its investment to build a further G10.5 fab in Wuhan (BOE Formalises Second G10.5 Plan) for 120K per month substrates (around 1 million per month …

Tags:BOE| Flexible Displays| Large Display Monitor| Vol 25 - Issue 10

IHS: Chinese Panel Makers Catching Up in LTPS LCD Panel Shipments for Mobile

by Andrew Fenn

Total shipments of mobile phone displays, including TFT LCD and AMOLED panels, reached 2.01 billion units in 2017, up 3% from 2016, according to preliminary estimates from IHS Markit. In the growing mobile phone …

Tags:BOE| Japan Display Inc (JDI)| LG Displays (LGD)| Market Data| Mobile Display Monitor| sharp| Small Medium Panel Supply| Smartphones| Tianma| Vol 25 - Issue 05

Chinese Boost OLED Plans

by Bob Raikes

The ET News in Korea summarised the latest plans of Chinese OLED makers which are being accelerated. BOE is moving its phase 2 B11 line from Q4 2019 to Q3 2018 and will order …

Tags:BOE| China| CSOT| Flexible Displays| Mobile Display Monitor| OLED Fabs| Samsung| Vol 25 - Issue 04

BOE Exempt from Repaying $984 Million Loan

by Andrew Fenn

There are unconfirmed reports coming out of Taiwan that China-based panel maker BOE Technology has been exempted from repaying a CNY6.3 billion loan ($984 million) by the local government in Fuzhou, China. The loan …

Tags:BOE| China| Investment| Large Display Monitor| LCD Fabs| Mobile Display Monitor| Vol 25 - Issue 03

BOE Takes Over SES Imagotag

by Bob Raikes

We didn’t spot it at the time, but it seems that in December, BOE of China completed the acquisition of a majority stake of 6.67 million shares in SES Imagotag, which specialises in Electronic …

Tags:BOE| Electronic Shelf Labels (ESLs)| Large Display Monitor| Mergers & Acquisitions| Mobile Display Monitor| Vol 25 - Issue 02