BOE Narrows Losses in First Three Quarters of 2023
by Emory Kale
The decline in core profitability seems driven by tough macro environment and slower growth in mainstay display business.
Tags:BOE| financials| OLED
Samsung Display’s Third Quarter is Resilient
by Emory Kale
Samsung Display delivered a solid performance in Q3 despite weak market conditions.
Tags:financials| Samsung Display| showcase
Could Meta and Apple be Stifling MicroLED Development?
by Omid Rahmat
Could AR and VR are be sucking up investments in microdisplays that could be put to better use somewhere else?
Tags:Augmented Reality| financials| | VR
Corning Touting Double-Digit Price Increases in Display Technologies
by Joseph Bryans
The display business saw volumes lower than expected in Q3’23 and more decline expected in Q4’23.
Tags:Corning| display manufacturing| financials| Gorilla Glass| Materials
LG Display Reports Improving But Still Negative Third Quarter Results
by Emory Kale
The company resolved production issues that delayed OLED panel shipments and is expanding capacity to meet demand.
Tags:financials| LG Display| OLED
Taiwan’s Display Industry Begs for Consolidation
by Omid Rahmat
Consolidation should be the mantra of some companies.
Tags:AUO| DSCC| financials| Hannstar| Innolux
114.5% Rise in MiniLED TV Shipments for TCL in 1H23
by Emory Kale
TCL had a solid first half of 2023 despite the challenges of growing its TV brand in the face of a general decline in demand.
Tags:financials| MiniLED| QLED| TCL| TV
Huawei Rebounds From US Sanctions With Smartphone Growth
by Shawnee Blackwood
Huawei’s smartphone business saw shipments grow by 76.1% YoY.
Tags:CHIPS Act| financials| Huawei| Smartphones
TSMC Sees MoM Revenue Increase but an Overall 10% Drop in 2023
by Emory Kale
TSMC is predicting a 9.1% increase in third-quarter consolidated sales compared to the second quarter.
Tags:financials| Semiconductors| TSMC
Vizio Reports Growth in Platform Revenue and SmartCast Usage
by Artem Alekseenko
Smart TV shipments declined by 11% but SmartCast ARPUs rose by 18%.
Tags:financials| Smart TV| Vizio
Is Apple’s Smartphone Business Smart Money for the Display Industry?
by Omid Rahmat
The iPhone remains the dominant force in the company’s earnings, but it is also facing a challenging time as slight quarterly declines in sales put the pressure on the upcoming launch of the iPhone 15 series.
Tags:Apple| financials| iPhone| Market Shares - Brands
AMD’s Q2’23 Financials Hold Opportunities for Displays Vendors
by Omid Rahmat
AMD’s Q2’23 financials show continued softness in the PC market, and a weakening gaming market. Is this an opportunity for displays to fill the void left by the graphics giants?
Tags:AMD| financials| Gaming| PCs
