Financial Data

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Innolux & AUO Continue to Suffer in Q3

by Bob Raikes

What They Say Innolux and AUO released their monthly data and unsurprisingly, given the weak market conditions, the firms were both well down.  Innolux said that its revenues were up 11.1% on August in …

Tags:AUO| Financial Data| Innolux| Large LCD Supply| Small Medium LCDs| Supply Chain

McKinsey Values Immersive Opportunity

by Bob Raikes

What They Say In its round-up of innovation and technology opportunities, McKinsey has ‘immersive-reality’ technologies as #9 in its list based on $30 billion of investment in 2021. Interest in the technology has declined …

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

Ingram Micro set to go public again

by Bob Raikes

What They Say Channelweb reports that Ingram Micro is to go public with an IPO after the firm filed a statement with the US SEC. It’s just a year since Ingram was acquired by …

Tags:Financial Data| Ingram Micro| Mergers & Acquisitions

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Display Industry to Show Weakness thru H123, Suffers 1st Quarterly Loss in Q222 after 7 Consecutive Profitable Quarters

by Bob Raikes

Over the past few months the economic conditions for the consumer electronics market have been deteriorating, but there is a start of a normalizing correction in inventories, which had been built up throughout the …

Tags:Apple| Financial Data| Forecasts| Huawei| Large LCD Supply| Market Data| OLEDs| Samsung| Samsung Display| Small Medium Panel Supply| Supply Chain| Xiaomi

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Acer Up on July, but Down on 2021

by Bob Raikes

What They Say Acer reported its financial result for August and highlighted the 15.9% month on month growth to $644 million, rather than the 7.9% decline year on year. The firm said that commercial …

Tags:Acer| Financial Data

Royole Has Assets Frozen

by Bob Raikes

What They Say The Caixin newswire has reported that Royole Corp of China has had $5.3 million equivalent of assets ‘frozen’ by a local court because of ‘contract disputes’ with suppliers. The application is …

Tags:Financial Data| Flexible Displays| Reorganisation & Restructuring

Samsung set for record Q3 profit on iPhone 14 series shipments

by Bob Raikes

What They Say We have previously reported on forecasts from DSCC that Samsung would retain its share of supply to Apple for the iPhone 14 at around the same level of last year, despite …

Tags:Apple| BOE| Financial Data| iPhone| LG Displays (LGD)| LTPO TFT| OLEDs| Samsung Display| Supply Chain

Links Week Ending 9th September 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 end of this week. There are a lot as I was so …

Tags:Augmented Reality| Aviation| Cameras| Cinema| Cloud Gaming| Contact Lens Display| Desktop Monitors| | Financial Data| Haptics| Investment| LC Materials (Liquid Crystal)| LG Electronics (LGE)| Market Data| MMD (AOC Philips)| Optics| PlayStation| Reorganisation & Restructuring| Samsung| sony| Virtual Reality

Dell & HP Report

by Bob Raikes

What They Say Dell & HP announced their quarterly results. Dell was up 9% on last year to $26.4 billion in the quarter to the end of July with good sales in client and …

Tags:Dell| Financial Data| HP Inc

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TCL Result Sees GP Margin Rise

by Bob Raikes

What They Say TCL put out its interim result for the first half of 2022 to the end of June. The company saw revenues of $4.29 billion (down 3.5%) with a gross margin up …

Tags:China| Financial Data| Smartphone Market| TCL