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Guangzhou OLED Update

by Ken Werner

In 2017, LG Display (LGD) announced it would build a Gen 8.5 OLED fab in Guangzhou, China, with production of TV-sized panels to begin October 2019. Initial production was to be 60,000 substrates per …

Tags:China| LG Displays (LGD)| OLED Fabs

TCL and JOLED Connect to Make IJP OLED TV Panels

by Barry Young

TCL’s CSoT and JOLED formed an alliance to “start joint-development of large-sized OLEDs for TV”, printed with RGB pixels. CSoT has a Gen 6 OLED fab in Wuhan for small/medium displays and has prototyped …

Tags:China| CSOT| InkJet Deposition| Investment| JOLED

The Recovery Begins in the Large-Sized TFT Display Market

by Artem Alekseenko

Following a dismal first quarter roiled by the impact of COVID-19, the large-area thin-film transistor (TFT) display market has started to rebound in the second quarter, paving a path for shipments to rise by …

Tags:China| Covid-19| TFT

Imagination Deal Under UK Government Scrutiny – Canyon Bridge Violated the Deal

by Jon Peddie

When Canyon Bridge Partners, which is owned by China Reforma Chinese state-owned investment fund, sought to buy Imagination Technologies in 2017, Theresa May’s government approved the acquisition on the basis that Canyon Bridge was …

Tags:China| Financial Data| Imagination Tech| Mergers & Acquisitions| Semiconductor Industry

…and then China got Sick

by Steve Sechrist

It was the 19th century Habsburg era diplomat Prince Klemens von Metternich who once said, “When France sneezes, Europe catches a cold”. Well, it’s a different viral strain, but that’s pretty much what seems …

Tags:Apple| China| Covid-19| IDC| Manufacturing| Market Data| Smartphone Market

Wuhan Lockdown Closes Display Companies

by Ken Werner

As the epicenter of the coronavirus epidemic Wuhan, an industrial powerhouse and the capital of Hubei Province, is locked down. The Hubei Provincial Government has ordered most enterprises to resume work no earlier than …

Tags:China| Health and Safety| Large LCD Supply| LCD Fabs

Korean OLED Manufacturers Have Their Ups and Downs

by Ken Werner

LG Display (LGD) has released an earnings reports that is disheartening, at least it is if you work for LGD and not for Samsung Display or BOE. But LGD is also experiencing serious teething …

Tags:China| Korea| LG Displays (LGD)| OLED Fabs| OLEDs| Production Capacity| QD OLEDs| Samsung

In the USA, Are Chinese TVs Off the Table?

by Steve Sechrist

In case you missed it, the ongoing trade spat between the US and China, the world’s largest communist nation (yep – wonder why we don’t often see this in print?) has resulted in a …

Tags:China| Display Supply & Demand| Large LCD Supply| Market Data

The VR / AR Market Growth – I am Still Not Convinced

by Norbert Hildebrand

In recent news, market forecasts and surveys seem to hint at an uptick in VR market success. Combine this with the continued support from several large players and it seems that the AR / …

Tags:Augmented Reality| China| Market Data| USA| Virtual Reality