Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
What They Say AUO published its results for Q1 2022 and reported sales of $2.76 billion, down 12.4% and operating profit of $179 million. Area shipments were down by 7% QoQ and 4.7% year …
Tags:AUO| Financial Data
by Bob Raikes
What They Say DSCC published a blog article (registration required) that highlighted the recent financial results of panel makers as it anticipates Q1 results arriving. The firm expects a continued downtrend in results. The …
Tags:Financial Data| LCD Panels| Market Data
by Milos Pavlovic
What They Say It’s not news that chip supply chains are constrained, but TSMC said that even though it’s revenues are expected to be up 37% year on year in Q2, it is struggling …
Tags:Financial Data| Production Capacity| Semiconductor Market| Supply Chain| TSMC
by Bob Raikes
What They Say Following on from Samsung (Samsung Enjoying 2022 Business So Far), LG released its preliminary results for Q1 and reported sales up 18.5% on last year to $17.2 billion and profit up …
Tags:Acer| Chromebooks| Financial Data| LG Electronics (LGE)
by Bob Raikes
What They Say Innolux and AUO released their monthly data for March. Innolux was up 9.0% in revenue terms on February, but 22.8% down on last year to $822 million. Volumes were up to …
Tags:Financial Data| LCD Fabs| Taiwan
by Bob Raikes
What They Say Samsung released its guidance on its Q1 result and said that it expects to report a jump of 50% in operating profits for its best Q1 result since 2018, on the …
Tags:Financial Data| Samsung
by Bob Raikes
What They Say Despite the weakening market conditions for finished sets, the equipment makers are doing well, reported DSCC in a blog post (registration needed). Q4 2021 was a record quarter for the segment, …
Tags:Financial Data| Production Equipment
by Bob Raikes
What They Say Huawei saw its revenue drop by 28.5% in 2021 to $99.9 billion with consumer sales (including smartphones) down 50%. Wearables were actually up by 30% along with smart speakers, and, bizarrely …
Tags:Financial Data| Huawei
by Milos Pavlovic
What They Say Omdia reported its Q4 2021 figures for the semiconductor business showing that Intel just, barely, squeezed past Samsung Electronics for the year as a whole although Samsung was in top spot …
Tags:AMD| Broadcom| Financial Data| Intel| Mediatek| Nvidia| Qualcomm| Samsung| Semiconductor Market| TI (Texas Instruments)
by Bob Raikes
What They Say Magnachips said that it has a new DDIC for OLED TVs, adding to its OLED support after the company introduced chips for smartphones. (Magnachip Enters Full-Scale Mass Production of High Frame …
Tags:Display Drivers| Financial Data| OLED TVs
by Bob Raikes
What They Say Foxconn had a good 2021, with revenues up 12% year on year to $210 billion with profits of $4.9 billion. Smart consumer products logged the highest revenue contribution ratio at 54%, …
Tags:Financial Data| Foxconn (Honhai)| Supply Chain| Ukraine
by Bob Raikes
What They Say AUO and Innolux released their results for February. Innolux was down in revenue by 8.6% on January and down 13.4% on last year to $769 million. Large panels were down 15.0% …
Tags:AUO| Financial Data| Innolux
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