Display Supply & Demand – Page 2

Q321 AUO/Innolux Profit Greater than Cumulative Profit for the Past 3 Years, but Danger Lurks …

by Barry Young

AUO announced Q321 revenue of $3.56b up 35% Y/Y with GP of $0.98b up 670% Y/Y. The firm’s guidance for Q421 calls for low single-digit decline in shipments (surface area) and mid-single digit declines …

Tags:AUO| Display Supply & Demand| Innolux| Large LCD Supply| LCD Fabs

Q2 OLED Supply/Demand Update – Oversupply to Persist

by Bob Raikes

What They Say DSCC has published two new blog articles covering its revised Quarterly OLED Supply/Demand and Capital Spending Report. One of the triggers for the revision was the news that Apple will use …

Tags:Desktop Monitors| Display Supply & Demand| Forecasts| Notebooks| OLEDs

When the Rain Turns Green

by Len Scrogan

It’s raining, and the droplets look green. With over one million educational employees having been laid off due to the pandemic, life hasn’t been easy for educators in the States. But as the springtime …

Tags:Display Supply & Demand| Education

Polarizer supply to improve in 2H21, says BenQ Materials chairman

by Bob Raikes

What They Say Digitimes reported a comment from the chairman of BenQ Materials that suggested that the ramp-up of new capacity from Chinese makers would ease the current tight supply of polariser film, although …

Tags:Display Supply & Demand| Polarisers

Large Area FPD Panel Demand Increases by 12% in Q3 2020

by Artem Alekseenko

Demand for flat panel displays (FPD) is set to reach 220 million m2 in 2020, more than 4% higher than 2019 according to Omdia’s latest research. In Q3 2020 alone demand has risen by …

Tags:Analytics & Tools| Display Supply & Demand| LCD Panels| OLEDs

2019 Gaming Monitor Shipment Reaches 57% Growth YoY, While Curved Monitors Take 60% Market Share, Says TrendForce

by Artem Alekseenko

According to the latest research from the WitsView research division of TrendForce, the 2019 shipment of gaming monitors (defined by WitsView as monitors with frame rate over 100Hz) is estimated at up to 8.5 …

Tags:Display Supply & Demand

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

E Ink Hits Capacity on Strong ESL Market Demand

by Steve Sechrist

In case you missed it, a recent report from E Ink Holdings (EIH) confirms that capacity at its Northern Taiwan fab in Linkou, is fully booked, primarily from the growing demand in the electronic …

Tags:Display Supply & Demand| E Ink| Electronic Shelf Labels (ESLs)| Production Capacity

What Bob Saw on the Net 19/09/2019

by Bob Raikes

Most days, our editor, Bob, spends some time looking around the net for news. Here are some articles and links that he thought worth sharing… (note that registration or subscriptions may be required!) Cedia …

OLED Panel Revenues by Quarter Q116 Q418

DSCC Updates OLED Panel Shipments After Slow First Quarter of 2018

by Andrew Fenn

According to DSCC, after a record fourth quarter of 2017, OLED revenues fell 33% quarter-on-quarter in the first quarter of 2018 but grew 39% year-on-year to $5.9 billion. After declining further in the second …

Sony Looking to Double OLED Supply

by Bob Raikes

Business Korea reports that Sony has been enjoying great demand for its OLED TVs and the paper said that as a result, the company has asked LG to double its OLED TV shipments. The …

OLED revenues to reach $21 billion in 2017

by Bob Raikes

DSCC released its latest Quarterly OLED Supply/Demand and Capital Spending Report in the first half of July. Some of the highlights include: The company has identified 76 different phases of OLED capacity investments, including …