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Gagnon Warns on Inelastic Market for Large TVs (IC7)

by Bob Raikes

In a talk over lunch, Paul Gagnon of IHS gave a good talk on TV trends. He was very interesting on the conservative nature of buyers of very big screens. The sales of very …

Tags:IHS Markit| Large Display Monitor| Mobile Display Monitor| SID Display Week 2015| TV Set Market| Vol 22 - Issue 24

Gagnon Identifies Profit Opportunities (BC12)

by Bob Raikes

The next session was on the financial Implications of the display industry and the first speaker was Paul Gagnon of IHS, again.The display market has grown to around 4 billion units, the revenues are …

Tags:IHS Markit| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| SID Display Week 2015| TV Set Market| Vol 22 - Issue 24

Hsieh Outlines TV and Mobile Panel Developments (BC2)

by Bob Raikes

Next, David Hsieh of IHS asked “Is low cost the only path to success?”. He started by showing an interesting chart on the relationship between the profits for brands and for panel makers. Samsung …

Tags:IHS Markit| Large Display Monitor| LCD Panels| LCD TVs| Mobile Display Monitor| SID Display Week 2015| Small Medium Panel Supply| TV Set Market| Vol 22 - Issue 24

Apple to Take Half of Smartwatch Display Market

by Tom Allen

Forecast to grow 250% this year, smartwatch display shipments will reach a new record level in 2015, of 34 million units, says IHS. Demand for the Apple Watch will drive the increase. The display …

Tags:Apple Watch (iWatch)| IHS Markit| Mobile Display Monitor| Smartwatches| Vol 22 - Issue 23

TV Panels to Reach Record High in 2015

by Tom Allen

Global TV panel shipments will reach a new record level this year, of 265 million units, says IHS. The increase represents a 5% YoY rise, despite the strengthening dollar against other currencies. IHS also …

Tags:IHS Markit| Large Display Monitor| TV Set Market| Vol 22 - Issue 22| Worldwide

Smartphones Spur Shift in Small/Medium Display Panel Demand, IHS Says

by Helen Vince

Ongoing improvements in smartphone display performance is leading to increasing demand for high-resolution panels with lower power consumption requirements, which are not supported by the most common legacy technologies (non-crystalline thin-film silicon or a-Si …

Tags:IHS Markit| Small Medium Panel Supply| Smartphones

As Smartphone Panel Prices Fall, Panel Makers Focus on Cost Reduction, IHS Says

by Helen Vince

As smartphone panel selling prices continue to fall, display manufacturers are focused on finding ways to reduce production costs, in order to eke out profits. For example, five-inch full-high-definition (FHD) mobile phone panels experienced …

Tags:IHS Markit| Small Medium Panel Supply| Smartphone Market

Smartphones Leave a-Si, Panels Approach Break-Even

by Tom Allen

Continued increases in smartphone display performance is leading to rising demand for high-resolution panels with low power requirements – which are not supported by common a-Si backplanes. Worldwide shipments of sub-9″ a-Si TFT LCD …

Tags:IHS Markit| LCD Panels| Mobile Display Monitor| Pricing| Vol 22 - Issue 21

OTT STBs Overtake IPTV – But Not For Long

by Tom Allen

Retail shipments of OTT set-top boxes (STBs) will overtake IPTV STB shipments from pay-TV operators this year, says IHS. 31 million retail OTT units will be shipped in 2015, compared to 30 million IPTV …

Tags:IHS Markit| IPTV| Large Display Monitor| Market Data| Pay TV| STBs| Vol 22 - Issue 20

Competitors Need Apple Watch to Succeed – IHS

by Tom Allen

IHS expects the smartwatch market to grow from 3.6 million units in 2014 to 101 million in 2020. The overall success of the smartwatch market will be driven by the Apple Watch, said IHS …

Tags:Apple Watch (iWatch)| IHS Markit| Mobile Display Monitor| Operating Systems| Smartwatches| Vol 22 - Issue 20

SID Investors’ Conference Highlights Emerging Technologies

by Tom Allen

SID is partnering with IHS and Cowen and Company for its 11th Annual Investors’ Conference, The event will take place during Display Week (31st May – 5th June, San Jose). The conference will last …

Tags:Back Panel| Events| IHS Markit| Large Display Monitor| Mobile Display Monitor| QD Vision| Quantum Dots| SID Display Week 2015| Vol 22 - Issue 20