CSOT – Page 2 – Display Daily

Weak Demand and Redlining Inventory, Panel Makers Forced to Reduce Utilization, Says TrendForce

by Artem Alekseenko

Moving into 2H22, terminal brands continue to adjust their inventory, not only weakening panel demand, but also inducing a sustained drop in panel quotations. The sharp increase in operating pressure affecting panel manufacturers has …

Tags:Analytics & Tools| CSOT| LCD displays

Maciejewski Touts TCL’s TV Tech in Twenty Two

by Bob Raikes

Marek Maciejewski of TCL has started a YouTube channel and uploaded an interesting 45 minute video on developments in the TCL TV business this year. There’s a lot in it but a couple of …

AMOLED Materials Market to Grow to $2.9 Billion by 2026

by Bob Raikes

What They Say DSCC has a new report and said that AMOLED stack materials are expected to grow by an 18% annual rate from $1.07 billion in 2020 to $2.9 billion. If UDC is …

TCL eyes India smart TV market with locally-made display panels

by Bob Raikes

What They Say Digitimes reports that TCL has launched three new 4K smartTVs in India based on using locally assembled LCD modules which are made at Tirupati, Andhra Pradesh. Shipments from the plant (apparently …

Tags:CSOT| India| LCD Module Assembly| TCL

TCL CSoT Promotes Advanced OLED Technology

by Bob Raikes

What They Say Chinese website Weixin.qq.com reporter that TCL Huaxing has said that it has developed LTPO technology that can cover a range of 1 to 144Hz refresh. It has also developed MLP (Micro …

Tags:China| CSOT| OLED Fabs| TCL

Display revenue to drop 15% this year – Omdia

by Milos Pavlovic

What They Say Quoting Omdia as the source, the Elec said that display revenue in 2022 is expected to drop 15% year-on-year to US$133.18 billion with LCD revenues falling 32% from $38.3 billion to …

Emerging Trends for Next Gen IT Displays at DisplayWeek 2022

by Sweta Dash

The display Industry showcased innovations for next generation displays at the 60th anniversary of the SID Display Week conference in May (San Jose, CA). It was really exciting to attend in-person after three years. …

TCL gets ready to produce polarizer-free LTPO AMOLED panels

by Bob Raikes

What They Say Reports from China spotted by OLED-Info point to TCL CSOT succeeding in making polariser-free LTPO OLEDs on its T4 production line in Wuhan. TCL CSOT joins other brands with the technology …

Tags:China| CSOT| Flexible Displays| OLEDs

Samsung to Buy 6.5 million OLEDs from BOE and CSOT in 2022

by Milos Pavlovic

What They Say The Elec quoted respected analyst Nakane-san of Mizhuo Securities as saying at the UBI Conference in Korea as saying that last year Samsung bought 800K OLEDs from BOE and CSOT of …

DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/ Downsizing

by Milos Pavlovic

What They Say DSCC’s blog update pointed out a change in its capacity outlook with a switch to a reduction in the outlook after six quarters of increasing capacity forecasts after delays and cancellations …

Display Fab Utilization Slowing to Alleviate Panel Price Declines

by Bob Raikes

What They Say DSCC published a blog article that highlighted that LCD prices have now got to the point ‘toward … or even below cash costs’ and makers have started to reduce fab utilisation. …

Tags:BOE| China| CSOT| Large LCD Supply

Flexible OLED Display will continue to Drive Next Gen Smartphones

by Sweta Dash

Technology developments, material improvements, product innovations combined with capacity expansions and higher competition will help flexible OLED display to gain higher share and drive the next generation smartphone market. There has been slowdown in …