Display Supply & Demand – Page 4

OLED is FPD’s Only Bright Spot

by Tom Allen

Amidst falling TFT-LCD revenues, OLED is the only display technology with an expected revenue increase, says IHS. Revenues for the overall flat panel display (FPD) industry are expected to fall 2% YoY in 2015, …

AUO Expects 10% Rise in TV Demand

by Tom Allen

AUO has told shareholders that it expects TV demand to rise 10% YoY this year. Replacement demand in both emerging and developed markets will drive sales, said chairman and president Paul Peng.

Tags:AUO| Display Supply & Demand| Large Display Monitor| TV Set Market| Vol 22 - Issue 23

IHS Business Conference Kicks Off SID

by Steve Sechrist

At the (almost) standing room only Display Week Business Conference to kick off the Society for Information Display’s yearly symposium and expo, the pre-show audience was flooded with marketing data from presentations documenting the …

Tags:Display Supply & Demand| IHS DisplaySearch| Market Data| SID Display Week 2015| Vol 22 - Issue 23

Forget Demand, Supply Drives Price

by David Barnes

The perennial problem with supply-demand forecasts is that demand is a function of price. Watching internal and external analysts forecast supply-demand up close and personal for 20 years leads me to conclude that such …

Tags:Display Supply & Demand| Pricing| SID Display Week 2015| Vol 22 - Issue 14

Connected Cars to Drive Display Forward

by Steve Sechrist

A new study on connected cars of the future predicts that the growing market for displays/sensors and micro controllers will move the auto industry well beyond a niche market. It tracks a new wave …

02 Hendy Says 2015 Will be a Bad Year for Display Suppliers

by Bob Raikes

Ian Hendy of Hendy Consulting then spoke. Hendy has a consulting business with David Barnes of Bizwits and spends his time consulting for companies that want to be in the display business somewhere. The …

IHS DisplaySearch Discusses the Display Supply Chain for 2014 and 2015

by Norbert Hildebrand

IHS DisplaySearch released its view of the display supply chain in 2014 and 2015. The report looks at large, medium and small panel supply and demand as well as materials and display technologies. In …

Tags:Display Supply & Demand| Large LCD Supply| Small Medium Panel Supply| Vol 22 - Issue 08

OLEDs Drive Metal Oxide Backplane Adoption

by Tom Allen

7km² of metal oxide backplanes will be used in the global OLED industry in 2024, according to IDTechEx, enabling a $16 billion market at the module level. These components will also be in desired …

Panels Move to Be Largest Factor in Set Prices

by Tom Allen

Changing panel prices are becoming the largest swing factor to TV makers’ profitability, says David Hsieh of DisplaySearch (http://tinyurl.com/ofwz9e6). The LCD module represents between 70% and 80% of the cost of a set, and …

Steady as We Go for Panel Supply

by Bob Raikes

This week, we have published our report on the BETT show which took place at the end of last week and we’ve got into the serious build up for ISE. It’s a busy time …

TV, Mobile and Automotive Drive Area Demand Growth

by Tom Allen

Significant increases in flat-panel display (FPD) area demand are being driven by steadily rising TV, smartphone, mobile and PC and automotive displays, according to IHS. The global FPD industry was focused on unit growth …

Sharp Cuts LCD TV Estimate

by Tom Allen

Local sources say that Sharp estimates that LCD TV shipments will reach 6 million units in the fiscal 2014/15 year, which ends in March. The company had been targeting 8.2 million units.