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.
Tags:Apple| BOE| iPhone 15| LG Display| OLED| Samsung| SDC
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%).
Tags:BOE| HKC| Korea| LCD| LG| OLED| Samsung| TCL CSOT
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.
Tags:Apple| BOE| DSCC| LG| Samsung| showcase| UBI Research
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.
Tags:BOE| LG| Monitor| notebook| OLED| Samsung| tablet| Visionox
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.
Tags:AMOLED| BOE| Innolux| Market Data| Samsung| smartphone| Tianma| TrendForce
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.
Tags:Automotive| BOE| CSOT| OLED| showcase| TFT LCD| Tianma| Visionox
BOE Will Rule Flexible OLED Displays This Year
by Emory Kale
China’s OLED manufacturing capacity and its domestic market are weighing heavily on Korean minds.
Tags:AMOLED| BOE| China| Flexible Displays| foldables| Korea| OLED| showcase
China’s High-Performance Optoelectronic Thin Film Industry Facing Shift to Energy Sector
by Emory Kale
Market uncertainties may lead to a decrease in investments in thin film technologies this year even as the industry enjoys a number of successes recently.
Tags:BOE| display manufacturing| LG| optical film| optoelectronics| Samsung
Samsung vs. BOE: Patent Dispute Intensifies
by Shawnee Blackwood
Samsung may have gained the upper hand as ITC rules in favor of the company’s interpretation of claims.
Tags:BOE| OLED| Patents| Samsung| showcase
Premium Displays Can Do it All
by Omid Rahmat
Premium displays are not a rising tide that lifts all boats, at least not as far as the display industry is concerned.
Tags:Apple| BOE| LG| OLED| Samsung| Smartphones
The Conundrum of Inventory Levels for the Panel Industry
by Omid Rahmat
Feast or famine, the tech industry as a whole is running a little blind right now.
Tags:BOE| DSCC| Financial Data| LGD| SDC| Tianma| Visionox
