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The Detritus of Japan Display

by Omid Rahmat

JDI’s decline reflects wider turbulence in the display panel industry, where intense price competition, rapid technological changes, and the rise of Chinese manufacturers have reshaped the market.

Tags:financials| JDI| LCD| OLED

BOE Profits Surge 108%

by Emory Kale

In 2024, BOE reported total revenue of ¥198.38 billion ($27.75 billion), marking a 13.66% YoY increase from ¥174.54 billion ($24.41 billion) in 2023. The company’s net profit attributable to shareholders surged to ¥5.32 billion …

Tags:BOE| financials| LCD| OLED

BOE Record Q1 Net Profit to Surge 63%

by Emory Kale

The LCD segment delivered particularly strong results, benefiting from China’s continued trade-in policy incentives and inventory building by overseas customers.

Tags:AMOLED| BOE| financials| LCD

UDC Has a Record Breaking Year

by Emory Kale

Although the commercial rollout of the blue technology has been delayed, management maintained that the setback is measured in months rather than years.

Tags:financials| OLED| UDC