Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. Sony to join TSMC on new $7bn …
Tags:Dolby Vision| Financial Data| Google| LG Electronics (LGE)| OLED TVs| Patents| Semiconductors| sharp| Small Pixel Pitch LED SPP| sony
by Bob Raikes
What They Say Innolux & AUO released their monthly reports. AUO was up 35.3% in sales for the third quarter over 2020 although area shipped was down 6.1% over the same period. Innolux said …
Tags:AUO| Financial Data| Innolux
by Bob Raikes
What They Say Valens Semiconductor, a fabless chip company that is behind the HDBaseT technology, is listing on the NYSE today using a SPAC, the PTK Acquisition Corp. The move valued Valens at $1.1 …
Tags:Financial Data| HDBaseT| Interfaces
by Bob Raikes
What They Say The Taiwanese panel makers reported their financial results for August. AUO was up in area from July (by 3.6%) while revenues were down 1.91% because of reducing prices. Innolux was up …
Tags:Financial Data| LCD Fabs
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the second part of this week. Major Broadcasters Launch NEXTGEN TV on Five …
Tags:Acer| ATSC| Comcast| Financial Data| Interactive Displays| Market Data| MEA (Middle East & Africa)| Samsung| Smart TV| USA| VideoConferencing
by Bob Raikes
What They Say A bellwether of the ProAV market in the UK (mainly but also with business in Europe and the US) is the Midwich group, the key distributor in that segment. The firm …
Tags:Distribution| Education| Financial Data| Pro AV
by Bob Raikes
What They Say Confirming the reports we’ve seen from several analysts, DSCC updated its report on TV LCD panel pricing and confirmed the continued fall in pricing and its forecast for further falls by …
Tags:Financial Data| Large LCD Supply| LCD Fabs| Pricing
by Barry Young
Large panel capacity is up 5.7% Y/Y, due to the growth in China, offset somewhat by Samsung’s partial exit from LCD production. Samsung’s large area display capacity share has dropped from 11% in Q120 …
Tags:Financial Data| LCD Fabs| Market Data| OLED TVs| OLEDs
by Bob Raikes
What They Say HP Inc. released its fiscal Q3 results with revenue up 7% to $15.3 billion and net earnings of $1.1 billion (up 51%) with an operating margin of 9.8% (up from 6.1%). …
Tags:Financial Data| HP Inc| PC Market (Personal Computers - PCs)
by Bob Raikes
What They Say Vizio said that it has completed negotiations with advertisers with commitments of $100 million, up fourfold from a year ago. The sales efforts are said to have been helped by the …
Tags:Advertising| Financial Data| Vizio
by Bob Raikes
What They Say The Elec reported that nearly half of South Korean equipment makers (13 or 30) have recorded operating losses in Q2 2021 because of conservative investment spending by Samsung Display and LG …
Tags:Financial Data| Investment| Korea| OLED Fabs
by Bob Raikes
What They Say LG Display said in a regulatory filing yesterday that it has decided to boost its capacity for flexible OLEDs (which it calls pOLEDs) by investing $2.8 billion. Reports in Korea suggests …
Tags:Financial Data| Investment| LG Displays (LGD)
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