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E Ink Projects Sales Growth in 2023 Based on US ESLs

by Bob Raikes

What They Say The Taipei Times reports that E Ink is optimistic that a boost in the take-up of Electronic Shelf Labels (ESLs) in the US next year will help its business which should …

Tags:E Ink| Electronic Shelf Labels (ESLs)| eReaders| Financial Data

Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED

by Milos Pavlovic

What They Say In its blog (registration required), DSCC highlighted the difference in financial results between LCD and OLED makers, with an increasing ‘chasm’ between OLED-focused makers and those making LCDs. Q3 was the …

Tags:BOE| Display Supply & Demand| Financial Data| LG Displays (LGD)| Samsung Display| Supply Chain

Nvidia Down in Q3 FY 2023

by Bob Raikes

What They Say Nvidia’s results for Q3 of its financial yeat to the end of October, with revenue down 17% YoY and 12% QoQ to $5,931 with margin also down 11.6 points from last …

Tags:Financial Data| GPUs| Semiconductors

Sharp to Restructure SDP

by Bob Raikes

What They Say Sharp reported its quarterly and half year result to the end of September. Overall sales were up 3.3% year on year for the first half at $9.02 billion with profits down …

Tags:Financial Data| sharp

LG Display facing delays in OLEDoS spending plan

by Bob Raikes

What They Say The Elec said that plans by LG Display to make OLEDoS displays (after being requested by Apple) for headset use have been delayed as there is no agreement between LG Corporation, the …

Tags:Financial Data| Investment| LG Displays (LGD)| Microdisplays

Leia Inc. Announces $125M Debt Financing

by Bob Raikes

What They Say We have been reporting on Leia Inc, which is developing lightfield displays, since 2017. Now Auganix reports that it has agreed $125 million in growth credit financing from a fund managed …

Tags:Financial Data| Investment| Light Field Displays

Meta fires 11,000 – Reality Labs Impact Unclear

by Bob Raikes

What They Say Meta has fired 11,000 staff as it deals with the challenges of reduced revenue and tougher times for the big tech companies. Mark Zuckerberg apologised for the process and said that …

Tags:| Financial Data| Reorganisation & Restructuring| Virtual Reality

Innolux & AUO Report October Numbers

by Bob Raikes

What They Say This ‘stock chart’ has rarely looked so inappropriate!Innolux & AUO put out their monthly results for October. Innolux was down 8.0% MoM and 41.7% YoY to $521 million with large display …

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

Acer Reports Financials for Q3 2022 and October

by Bob Raikes

What They Say Acer announced its quarterly result for the year to September which showed that the firm is down 32.6% from YTD 2021 at $6.78 billion. Q3 was down to $2.01 billion and …

Tags:Acer| Financial Data

Mid-week Links – Week Ending 11th November 2022

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 middle of this week. Connected TV Advertising’s Big Secret: Two Can Be …

Tags:Application Processors| Augmented Reality| AVOD| Desktop Monitors| Financial Data| Investment| MMD (AOC Philips)| Roku| Samsung| Smart TV| Smartphones| Virtual Reality

Sony DSCs up – although TV & Smartphones Down

by Bob Raikes

What They Say Sony posted its financials for its fiscal Q2 to the end of September with a boost in sales and income over last year. The presentation included segmental analysis and forecasts that …

Tags:Cameras| Financial Data| sony| TV Set Market