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MiniLEDs with Yole Part 2

by Bob Raikes

The second part of the Yole webinar looked at the development of miniLED in direct view displays rather than in backlights. The market developed because there were hundreds of companies that could put together …

Tags:China| Investment| LED| MicroLED| MiniLED| Pricing| Small Pixel Pitch LED SPP

Links Week Starting 19th September 2022

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week – only a few as I have …

Tags:Android| China| Desktop Monitors| Europe| Game Playing| Gaze Recognition| HTC| Market Data| MiniLED| Rugged Displays| Samsung| Smart TV| Sports and Stadiums| tablets| TCL| Transparent Displays| TVs (TV Sets)| USA| Virtual Reality

4 of 5 chip experts say Korea faces ‘worst crisis’ in decade

by Bob Raikes

What They Say Although Samsung Display is doing well with its OLED sales to Apple (Samsung set for record Q3 profit on iPhone 14 series shipments), the same is not true of other Korean …

Tags:Apple| China| Korea| Samsung| Semiconductor Market| Supply Chain

Advanced TV Market Growth Slowed in Q2’22

by Bob Raikes

What They Say DSCC published its latest Advanced TV report that, unsurprisingly, found that the combination of macroeconomic and geopolitical events and higher prices for OLED TVs led to a dramatic slowdown in growth …

Tags:China| LG Electronics (LGE)| Market Data| MiniLED| OLED TVs| Samsung| sony| TVs (TV Sets)

Shenzen Electronics Market Shuts to Fight Covid Outbreak

by Bob Raikes

What They Say Reuters reported that the ‘world’s largest electronics market’ of Huaqiangbei has been shut for four days and service suspended at a number of subway stations as authorities fight to contain a …

Tags:China| Covid-19

Huawei founder Ren declares a battle for survival

by Bob Raikes

What They Say Caixin Global of China reported a memo from Huawei’s founder Ren Zhengfei to the firm’s employees in which he said that the focus should be on profits and cash flow instead …

Tags:China| Huawei| Reorganisation & Restructuring

TCL report1

TCL Result Sees GP Margin Rise

by Bob Raikes

What They Say TCL put out its interim result for the first half of 2022 to the end of June. The company saw revenues of $4.29 billion (down 3.5%) with a gross margin up …

Tags:China| Financial Data| Smartphone Market| TCL

Xiaomi

Xiaomi Result Shows Smartphone Sales Down

by Bob Raikes

What They Say Xiaomi saw a 20% drop in revenue in Q2, year on year, below the predictions of analysts. Volume of handsets was down 22%, and revenues down 29%, further than the market …

Tags:China| Financial Data| India| Smartphone Market| Xiaomi

Sigmaintell Looks at Folding Smartphones

by Milos Pavlovic

What They Say Sigmaintell Research of China said that it expects the global shipments of ‘small’ folding smartphones to be 9 million with YoY growth of around 138% and with higher growth than larger …

Tags:Apple| China| Flexible Displays| Foldable Devices| Market Data| Samsung| Smartphone Market| Xiaomi

BOE To Make Adjustments after Power Outage

by Bob Raikes

What They Say The government in Sichuan, China, said that it would ration power to industrial users for six days potentially causing problems for a number of companies in the display supply chain. The …

Tags:BOE| China| Supply Chain

Lenovo Plans new Gaming Headset

by Bob Raikes

What They Say Lenovo has a new Legion VR700 headset in China for gaming, powered by the Qualcomm XR2 processor with a 4K RealRGB display. However, at the moment details are limited as there …

Tags:China| Game Playing| Lenovo| Virtual Reality

LCD Oversupply Will Persist Through 2023

by Bob Raikes

What They Say Gloomy news this week from DSCC which has looked ahead to try to see where the oversupply in the LCD business might come to an end. However, the firm’s forecast puts …

Tags:China| Forecasts| Large LCD Supply| Market Data| MicroLED