Empowering display industry professionals with cutting-edge insights and analysis
by Milos Pavlovic
What They Say Sigmaintell Research of China published its Large LCD panel price trend report for February and forecast that all prices will be up again in March. The rises are being helped by …
Tags:Large LCD Supply| Market Data| Pricing
by Bob Raikes
What They Say Sigmaintell that said that sales of monitors in the Chinese market in 2020 were 34.5 million units. The forecast for 2021 is 3% in volume to 35.6 million units. 144Hz monitors …
Tags:BOE| Covid-19| CSOT| Desktop Monitors| Large LCD Supply| Samsung Display
by Bob Raikes
The LCD panel market is the kind of market that gives classical economics a good name. When supply is stronger than demand, prices dive and when demand is stronger than supply, prices rise. This …
Tags:Large LCD Supply| LCD Fabs| Pricing
by Milos Pavlovic
What They Say Digitimes reports that AUO is to boost its capex this year to boost LCD production. It will reach $785 million against around $550 million in 2020. The focus will be on …
Tags:AUO| Investment| Large LCD Supply| Production Equipment
by Bob Raikes
What They Say DSCC said that the high LCD pricing and strong performance by LCD makers has meant that capex planning has been strongly boosted and the firm has upgraded its forecast for equipment …
Tags:Forecasts| Large LCD Supply| Production Equipment| Small Medium Panel Supply
by Bob Raikes
What They Say DSCC published an article about LCD pricing and believes that price rises will continue to increase in Q2 driven by limited capacity growth and shortages of glass. What We Think I’m …
Tags:Large LCD Supply| Pricing
by Bob Raikes
What They Say AUO was down 7.8% in revenues on the month of January on a sequential basis to $950 million, but a long way up on a year ago at the start of …
Tags:Large LCD Supply| Small Medium Panel Supply| Taiwan
by Bob Raikes
What They Say The ETNews in Korea reports that there has been a change in the policy of the Samsung Electronics VD business towards the QD-OLED technology being developed by Samsung Display (Samsung Visual …
Tags:Large LCD Supply| QD OLEDs| Samsung
by Bob Raikes
What They Say Innolux reported a solid quarter to finish 2020 with sales of $2.79 billion and operating profits of $360 million. For the year, it made sales of $9.64 billion and net profit …
Tags:Innolux| Large LCD Supply| Taiwan
by Bob Raikes
What They Say DSCC said in its blog that AGC had suffered a small accident in its plant in Korea that may add to lengh of the tightness of supply in glass following problems …
Tags:Asahi Glass Corporation (AGC)| Glass| Korea| Large LCD Supply| Pricing
by Bob Raikes
What They Say LG Display had a good Q4 with revenue up 11% on a quarterly basis on strong demand for TV and IT products to $614 million. Operating margin was 9% with EBITDA …
Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| OLED TVs
by Bob Raikes
What They Say Trendforce reported that a shortage of display driver chips is driving LCD makers to focus on monitor and notebook panels, which are more profitable than TV panels and larger TV panels, …
Tags:Desktop Monitors| Display Drivers| Large LCD Supply
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