Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
What They Say Xiaomi saw a 20% drop in revenue in Q2, year on year, below the predictions of analysts. Volume of handsets was down 22%, and revenues down 29%, further than the market …
Tags:China| Financial Data| India| Smartphone Market| Xiaomi
by Bob Raikes
What They Say Just as we went to press, the BBC reported that CineWorld had seen its shares plunge 60% after a report in the WSJ said that the firm was preparing for bankruptcy. …
Tags:Cinema| Cinema going| Financial Data| Reorganisation & Restructuring
by Bob Raikes
What They Say In all the doom and gloom in LCD making, dogged survivor HannStar Display told Digitimes that the firm is optimistic of keeping its utilisation at 90% to 95% as it has …
Tags:Financial Data| Hannstar (Hannspree)| Small & Medium Displays| Small Medium LCDs| Small Medium Panel Supply
by Bob Raikes
What They Say Last week the Taipei Times reported that microLED developer PlayNitride had made its debut on the Taiwan Stock Exchange’s Taiwan Innovation Board – the first company to trade on the new …
Tags:Financial Data| Investment| MicroLED
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. MSI: Ergonomic gaming display with WQHD and 170 …
Tags:Augmented Reality| BenQ| Cameras| Desktop Monitors| Financial Data| | LG Electronics (LGE)| Litigation| MicroLED| MSI| NTT Docomo| Patents| Satellite
by Barry Young
Yesterday, we published the first part of my article on LG Display’s strategic challenges in moving from LCD to OLED. (LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the …
Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| OLED Fabs
by Bob Raikes
What They Say DSCC published a blog article with extracts from its latest OLED shipment report and said that OLED panel revenues increased 12% Y/Y on 3% Y/Y unit declines as a result of …
Tags:Display Supply & Demand| Financial Data| OLEDs| Supply Chain
by Milos Pavlovic
What They Say DSCC gave a comparison of the financial results in Q2 of three major display glass makers, Corning, NEG and AGC in the light of the weak demand for TV LCD panels. …
Tags:Financial Data| Glass
by Barry Young
Jeong Ho-young got his dream job in December 2019, when he became CEO of LG Display (LGD). His role would be to speed up the transition from LCDs to OLEDs, which his predecessor had …
Tags:Financial Data| Large LCD Supply| LCD Fabs| LG Displays (LGD)| OLED Fabs
by Bob Raikes
What They Say Vizio saw its revenues rise by 2% compared to Q2 last year to $408.9 million with around ¾ of the value coming from hardware. TV and sound bar numbers were flat …
Tags:Financial Data| Smart TV| TVs (TV Sets)| USA| Vizio
by Bob Raikes
What They Say AUO and Innolux reported their results for July and are both suffering. AUO saw sales of $581 million, down 15.8% from June and 47.7% down year on year. Area was down …
Tags:AUO| Financial Data| Innolux| Taiwan
by Bob Raikes
What They Say Acer published its sales for July and saw sales of $582 million – that’s down by 33% by our calculation on $870 million in July 2021. For the year to July, …
Tags:Acer| Financial Data
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