Empowering display industry professionals with cutting-edge insights and analysis
by Artem Alekseenko
According to the IDC Worldwide Quarterly Mobile Phone Tracker, 84.8 million smartphones were shipped in China in the third quarter of 2020, down 14.3% year-on-year (YoY). This was the result of multiple factors: soft …
Tags:China| IDC| Smartphone Market
by Bob Raikes
What They Say OLED-Info has reported that Seeya Information Technology, a start-up in China making OLED microdisplays, has now started production with a capacity of around 20 million displays/year. OLED-Info is selling several OLED …
Tags:China| Microdisplays| OLED Fabs
by Bob Raikes
What They Say Although we haven’t been able to pin down an original source, we have seen various reports that Royole has announced a $2.4 billion flexible OLED fab to be built in Qingdao, …
Tags:China| Flexible Displays| Investment| OLED Fabs
by Bob Raikes
What They Say Merck KGAA said that it was planning to boost its capacity for OLED material manufacture with new capacity in Korea at Pyeongtaek and Shanghai. The value of the investment is €20 …
Tags:China| Investment| Korea| Merck| OLED Materials
by Bob Raikes
What They Say UBI posted some interesting data on the development of the OLED industry in the first half of 2020. The overall market was flat in volume and down slightly in value. Panels …
Tags:China| Korea| OLED Fabs
by Artem Alekseenko
Chinese manufacturers are expected to raise their market share from 39% this year to 52% next year in the monitor panel market, and 36% to 39% in the notebook panel market, according to TrendForce’s …
Tags:Analytics & Tools| China| CSOT| LTPS TFT| Manufacturing
by Bob Raikes
What They Say OLED-Info reports that TCL’s CSOT business will start to ship inkjet-made OLED panels for TVs in 2024 What We Think TCL has been working with JOLED. There was lots of coverage …
Tags:China| CSOT| InkJet Deposition| OLED TVs| TCL
by Bob Raikes
What They Say There has been a movement away from assembling notebook PCs in China and the MIC now forecasts that Vietnam & Thailand will overtake China. 90% of the market of 160 million …
Tags:China| Manufacturing| Notebooks
by Bob O'Brien
BOE Technology Group, Ltd (BOE) announced this week the proposed acquisition of majority stakes in two of the four CEC Panda LCD fabs in China, the Gen 8.5 fab in Nanjing and the Gen …
Tags:BOE| China| Large LCD Supply| LCD Fabs| Mergers & Acquisitions
by Ken Werner
Most of us are generally aware that some electronics companies are moving their sources of display out of China. Even Foxconn, the China-friendly Tawan-based company that is China’s largest employer plans to move more …
Tags:BOE| China| CSOT| Foxconn (Honhai)| Large LCD Supply| LCD Fabs
by Bob Raikes
What They Say The WTO ruled that tariffs imposed by the Trump administration in the US on Chinese imports were a violation of international rules. What We Think After this announcement, Trump said “Then …
Tags:China| Litigation| USA
by Ross Young
Last week DSCC released the capacity section of its Quarterly Display Capex and Equipment Market Share Report which looks into industry capacity by application, frontplane, backplane, country, supplier, substrate, etc. One of the interesting …
Tags:China| Large LCD Supply| Pricing
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