BOE – Page 5 – Display Daily

OLED Panel Shipments See Strong Q3 Growth

by Shawnee Blackwood

OLED smartphone panel shipments grew 25% YoY, while OLED TV panels declined 40% versus last year.

2024’s Going to Be Fun in All the Bad Ways

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

Panel Stocking is Over and Prices Continue to Drop

by Emory Kale

Inventory control and cost cutting continues unabated.

Tags:BOE| LCD| Sigmaintell| TCL CSOT

Samsung Display Even More Irked With BOE Than Usual

by Emory Kale

A new filing with the United Sates International Trade Commission alleges OLED patent infringements.

Tags:BOE| OLED| Patents| Samsung Display

Trade Show & Corporate Event Photography at CES 2023

Squeeze For Profits; Lose the Thread

by Omid Rahmat

Something’s got to give. Diversification into non-display products, cost-cutting and inventory controls are a recipe for distraction.

BOE Narrows Losses in First Three Quarters of 2023

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

iPhone Problems Hurt LG Display

by Emory Kale

Apple is buoying up the display business for the Korean industry but that’s about the only good news for now.

LCD Panel Supply Chain Shifts Coming in 2024 as Samsung and LG Look to Reduce Reliance on Chinese Suppliers

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%).

The OLED IT Market Doesn’t Speak With One Voice

by Omid Rahmat

Depending on who you talk to, 2024 will see a surge in OLED shipments into the IT market or it may be 2025, or 2026, or 2027.

IT OLED Shipments Projected to Grow 41% Annually

by Emory Kale

The IT market is expected to emerge as a new high-value segment for OLEDs.

Aftermarket Smartphone Display Sales Fueling Growth in 2023

by Shawnee Blackwood

Samsung is the only top five company predicted to have a drop in shipments in 2023, primarily due to decreasing demand for rigid AMOLED panels.

Chinese Companies Dominate the Automotive Display Market in 2023

by Shawnee Blackwood

Chinese companies have both the capacity and the cost structure to continue to dominate the automotive display market.