
BOE Says “Boo” to Korea’s OLED Industry
by Omid Rahmat
Investments in factories and materials set the strategic tone for the Chinese company’s positioning in the OLED space.
Tags:BOE| Manufacturing| OLED| showcase
by Omid Rahmat
Investments in factories and materials set the strategic tone for the Chinese company’s positioning in the OLED space.
Tags:BOE| Manufacturing| OLED| showcase
by Emory Kale
By opening this section 337 investigation, the USITC will now assign an administrative law judge to hold an evidentiary hearing and make an initial determination on whether the Chinese companies violated US trade laws.
Tags:BOE| Intellectual Property| Samsung| showcase
by Omid Rahmat
First mover advantage may not be a thing in the display industry.
Tags:BOE| LTPO| Oppo| showcase
by Emory Kale
LG Display has also confirmed it will soon be offering 32, 34, and 39-inch OLED panels, likely for use in monitors, but the 32-inch may also be used in the TV market.
Tags:BOE| LG| OLED| QD-OLED| Samsung| WOLED
by Shawnee Blackwood
OLED smartphone panel shipments grew 25% YoY, while OLED TV panels declined 40% versus last year.
Tags:BOE| DSCC| LG| Market Data| OLED| Samsung| showcase| TCL CSOT| Visionox
by Omid Rahmat
Several panel makers plan two-week shutdowns around Lunar New Year in early 2024 to rebalance supply and demand.
Tags:AUO| BOE| HKC| LCD| showcase| TCL CSOT
by Emory Kale
Inventory control and cost cutting continues unabated.
Tags:BOE| LCD| Sigmaintell| TCL CSOT
by Emory Kale
A new filing with the United Sates International Trade Commission alleges OLED patent infringements.
Tags:BOE| OLED| Patents| Samsung Display
by Omid Rahmat
Something’s got to give. Diversification into non-display products, cost-cutting and inventory controls are a recipe for distraction.
Tags:BOE| financials| Innolux| LCD| LG| OLED| Samsung| showcase
by Emory Kale
The decline in core profitability seems driven by tough macro environment and slower growth in mainstay display business.
Tags:BOE| financials| OLED
by Emory Kale
Apple is buoying up the display business for the Korean industry but that’s about the only good news for now.
Tags:Apple| BOE| iPhone 15| LG Display| OLED| Samsung| SDC
by Emory Kale
For Samsung and LG’s LCD panel supply in 2024, the predicitions are declines in market share for Chinese makers BOE (from 22% to 15%), CSOT (21% to 20%) and HKC (22% to 18%).
Tags:BOE| HKC| Korea| LCD| LG| OLED| Samsung| TCL CSOT