Empowering display industry professionals with cutting-edge insights and analysis
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
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)
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
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
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
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
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
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
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| | Lenovo| Virtual Reality
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
by Bob Raikes
What They Say China-based Apple wannabe, Xiaomi, has new AR glasses in a series that it is calling Mijia (a name also used for other products). There is a single display and dual cameras …
Tags:Augmented Reality| China| Crowdfunding (Kickstarter etc)| Xiaomi
by Bob Raikes
What They Say There has been a flurry of news and releases in the last few days as the big research companies send out their Q2 data. A particularly interesting topic is the smartphone …
Tags:Apple| China| Foldable Devices| Smartphone Market
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