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Huawei Strengthens its Position Against Apple

by Omid Rahmat

LG and Samsung need to accelerate MicroLED development to maintain their edge in the face of encroachments on their core display business opportunities.

Tags:Apple| China| Huawei| iPhone 15| showcase| smartphone

China’s Smartphone Shipments Shrink in Q3’23

by Emory Kale

Honor returned to the top market share position at 18% on shipments of 11.8 million units, benefitting from product and channel strengths.

Tags:Apple| Canalys| China| Honor| Huawei| Market Data| Oppo| Smartphones| Vivo| Xiaomi

AI Bans on China Could Hurt Display Industry

by Omid Rahmat

There is a lot of uncertainty around smartphone and IT product sales even as Chinese companies take advantage to solidify their positions in their home market.

Tags:Apple| Artificial Intelligence (AI)| Automotive| China| CHIPS Act| Huawei| showcase| Xiaomi

The IP Wars

by Omid Rahmat

A former senior Samsung Display researcher was indicted in South Korea for allegedly leaking proprietary OLED technology secrets to Chinese display companies.

Tags:China| Intellectual Property| Korean| OLED| Samsung| showcase

TCL CSOT Rattles Large OLED Display Market

by Omid Rahmat

The Korean display industry has adopted the mantra that only the paranoid survive, and it may be right.

Tags:China| InkJet Deposition| JOLED| Korea| OLED| showcase| TCL CSOT

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 Clarifies Stance on iPhone Use Among Officials

by Emory Kale

The remarks by the Foreign Ministry have led some observers to infer that while there may not be a formal ban, there could be informal advisories against the use of iPhones for official business.

Tags:China| CHIPS Act| iPhone