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Facebook will keep investing heavily in AR and VR

by Bob Raikes

What They Say During Facebook’s Q1 2021 earnings call, Marki Zuckerberg highlighted the continued investment in AR & VR as a key to ‘the next computing platform’. In a comment that was aimed at …

Tags:Augmented Reality| | Financial Data| Investment| Virtual Reality

AUO sales driven by rising prices in 1Q21

by Bob Raikes

What They Say Like the other panel suppliers, AUO enjoyed the business in Q1 2021, with sales up 3.0% on Q4 2020 to $2.98 billion, and up 54.5% on last year. Net profit was …

Tags:AUO| Financial Data

IT the Biggest Earner for LGD

by Bob Raikes

What They Say LG Display held its quarterly earnings call. The company did well although down on Q4 with revenue down 8% QoQ to $6.2 billion with net profit of £240 million. Smartphone shipments …

Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| Small Medium Panel Supply

Samsung and Apple Report Good Results

by Milos Pavlovic

What They Say Samsung reported profits of $8.45 billion on sales of $59 billion in Q1 2021. Solid sales of smartphones and consumer electronics outweighed lower earnings from semiconductors and displays. The display business …

Tags:Apple| Financial Data| Samsung

barco

Barco Reveals Q1 Progress

by Bob Raikes

What They Say Barco reported its results for Q1 2021 and saw a boost of 21% in orders compared to Q4 2020 and up 10% compared to a year ago to €228.9 million. Sales …

Tags:Barco| Financial Data

Panel Makers Set for Great Operating Profits in Q1

by Bob Raikes

What They Say The Elec reports that Samsung’s Display business as well as LG Display should report record sales and operating profits at $6.6 billion/$358 million and $6.19 billion/$457 million respectively. Both will be …

Tags:BOE| Financial Data| LG Displays (LGD)| Samsung Display

LG and Acer Doing Well in 2021

by Bob Raikes

What They Say LG announced its preliminary results for Q1 2021 and said that revenue and operating profit increased 27.7% and 39.2%, respectively, from the same quarter the previous year and reached the highest …

Tags:Acer| Financial Data| LG Electronics (LGE)

AUO & Innolux Enjoying the Markets

by Bob Raikes

What They Say In line with the positive results in the LCD business, AUO and Innolux announced strong results for March with the first reporting revenue of $1.08 billion, up 20% on February and …

Tags:AUO| Financial Data| Innolux| Large LCD Supply

MacBook & iPad Supply Hits a Crunch

by Bob Raikes

What They Say Nikkei reports that some Apple MacBook and iPad production has been postponed because of chip supply issues. Some orders have been moved back from the first half of the year to …

Tags:Apple| Financial Data| Samsung| Semiconductors

Links Week Ending 9th April 2021

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. Uber Looking at adding AR to App …

Tags:5G| Augmented Reality| Financial Data| Lenovo| Litigation| Nokia| Patents| Pay TV| Pricing| Samsung| Smartphones| sony| TVs (TV Sets)

Links Week Ending 23rd April 2021

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. Previewing Q1’21 Display Supplier Earnings – What …

Tags:Awards| Dolby Atmos| Financial Data| Foxconn (Honhai)| LG Displays (LGD)| LG Electronics (LGE)| Litigation| Lumens (Korea)| OLEDs| Panasonic| Quanta| R&D (Research & Development)| Remote Controls| Samsung| Security| Smart TV| Supply Chain| TVs (TV Sets)| VOD| warranty

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UDC and LG Display Extend Their Deal

by Bob Raikes

What They Say UDC and LG Display have extended their long term OLED Technology License and Material Purchase Agreements for a further five years. UDC pointed out that the companies have had agreements for …

Tags:Financial Data| LG Displays (LGD)| OLED Materials| UDC