Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
What They Say Bloomberg Opinion (no fee) has an interesting interview with a shipping specialist that summarised the problems in shipping at the moment. Some nuggets from the talk: After years of over-investment and …
Tags:China| Investment| Pricing| Transport
by Bob Raikes
What They Say The Elec in Korea reported that LG Display and Samsung Display will be conservative in their spending to boost OLED capacity. Samsung is believed to be planning to convert is L7-2 …
Tags:Investment| LG Displays (LGD)| OLED Fabs| Samsung Display
by Bob Raikes
What They Say Porotech of the UK announced that it has raised £3 million ($4.2m) to find the next stage in the development of its technology (Porotech Offers Native Red LED Epiwafers for MicroLED …
Tags:Investment| MicroLED| R&D (Research & Development)
by Ian Hendy
This article aims to summarise my SID 2021 business conference talk, on an area of thought that fascinates me: the role of the economics of display innovation and the role of innovation leadership in …
Tags:China| Investment| Japan| Korea| MicroLED| Taiwan
by Bob Raikes
What They Say A number of sources, including Digitimes, have reported that the Indian government is looking to invest to build LCD production in the country. The Secretary of MeitY (the Ministry of Electronics …
Tags:India| Investment| LCD Fabs
by Bob Raikes
What They Say Valens, the Israeli fabless chip company behind the HDBaseT technology, sent us a mail to say that it is going public using a ‘SPAC’, PTK Acquisition Corp (PTH), and listed on …
Tags:HDBaseT| Investment
by Bob Raikes
What They Say Our Display Daily today is a guest article from Bob O’Brien of DSCC and covers OLED materials, but Ross Young from the firm also published a blog about capex in the …
Tags:Investment| LCD Fabs| OLED Fabs
by Bob Raikes
What They Say During Facebook’s Q1 2021 earnings call, Marki Zuckerberg highlighted the continued investment in AR & VR as a key to ‘the next computing platform’. In a comment that was aimed at …
Tags:Augmented Reality| | Financial Data| Investment| Virtual Reality
by Bob Raikes
What They Say Campfire is a new company that has come out of stealth, although the firm is reported to have had its roots in the Meta AR firm which dissolved in 2019. The …
Tags:Augmented Reality| Investment
by Bob Raikes
What They Say Apple said that it planned to invest $430 billion in the US over the next five years and committed to build a new North Carolina Campus in the Research Triangle Area. …
Tags:Apple| Investment| R&D (Research & Development)| USA
by Bob Raikes
What They Say To the surprise of nobody in the display analyst community, we suspect, Reuters reported that Foxconn has formally acknowledged that its planned ‘Wisconsin project’, backed by ex-President Trump, will not be …
Tags:Foxconn (Honhai)| Investment| Large LCD Supply| USA
by Bob Raikes
What They Say VentureBeat reports that Epic Games has raised $1 billion to help fund its development of a ‘metaverse’ and the round values the company at $28.7 billion. Among the investors was Sony …
Tags:3D (Three Dimensions)| Augmented Reality| Investment| | Virtual Reality
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