Large LCD Supply – Page 12

More from the LGD Earnings Call

by Bob Raikes

What They Say LGD said that large OLED capacity in Paju & Guangzhou i s 140K substrates/month to allow 7-8 million panels in 2021 up from 4.2 to 4.5 million this year (originally planned …

Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| OLED Fabs

Comment on Today’s DD – The OLED Cost Curve looks Flat after 2022

by Bob Raikes

What They Say Although LG will eventually (when yields are better) reduce the price of its WOLED fab in Guangzhou below that in Korea, the firm will still see competition from miniLED + QD …

Tags:Large LCD Supply| OLED TVs| Pricing

DSCC TV Cost Report Brings Comparison of OLED vs. MiniLED

by Bob Raikes

DSCC has released its Q3 2020 update of its Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes new costs models for LCDs with MiniLED backlights, …

Tags:Large LCD Supply| Market Data| OLEDs

TV Sales Down in China during National Day shopping

by Bob Raikes

What They Say Digitimes reported data from All View Cloud, a Chinese analyst firm, that TV sales around China’s National Day were down 8.3% to 2.684 million. Online sales also declined for the first …

Tags:Large LCD Supply| Pricing| TVs (TV Sets)

Taiwanese Panel Makers Have Good Sales

by Bob Raikes

What They Say The Taiwanese panel makers have put out their monthly data – see below graphics. What We Think Given the recovery in large panel prices, the boost in large panel volumes will …

LCD vs OLED – A Capital Topic!

by Bob Raikes

A couple of weeks ago, I read an editorial from DSCC’s Bob O’Brien that talked about OLED vs LCD. He pointed out that when his firm started in 2016, it focused on OLED research …

Tags:Investment| Large LCD Supply| LCD Fabs| OLED Fabs

Q320 results in highest single quarter of global TV shipments

by Bob Raikes

What They Say Data from Trendforce showed that TV volumes reached a new historic high of 62.05 million units in Q3 2020, up 38.8% QoQ and 12.9% YoY partly because of deferred shipments from …

Tags:Large LCD Supply| Samsung| TCL| TVs (TV Sets)| USA

LGD Revenues Shift to OLED, but LCD Changes Pushed Back

by Milos Pavlovic

What They Say Pulse News in Korea has reported that from this year, LG Display will earn more from its OLEDs than its LCDs in the TV panel market, quoting data from Omdia. The …

Tags:Large LCD Supply| LG Displays (LGD)

BOE Acquiring CEC Panda Fabs in Nanjing and Chengdu

by Bob O'Brien

BOE Technology Group, Ltd (BOE) announced this week the proposed acquisition of majority stakes in two of the four CEC Panda LCD fabs in China, the Gen 8.5 fab in Nanjing and the Gen …

Tags:BOE| China| Large LCD Supply| LCD Fabs| Mergers & Acquisitions

When It Comes to Displays, China Wins

by Ken Werner

Most of us are generally aware that some electronics companies are moving their sources of display out of China. Even Foxconn, the China-friendly Tawan-based company that is China’s largest employer plans to move more …

Analysis of TCL ChinaStar’s acquisition of Samsung Suzhou Gen8.5 LCD factory

by Bob Raikes

What They Say Omdia released free of charge a detailed look (26 Powerpoint slides) at the takeover of Samsung’s Suzhou fab by CSOT/TCL. The document looks at what is happening, how TCL might develop …

Tags:CSOT| Large LCD Supply| LCD Fabs| Market Data

Latest Large-Area Display Capacity Outlook Shows 1% Decline in 2021

by Ross Young

Last week DSCC released the capacity section of its Quarterly Display Capex and Equipment Market Share Report which looks into industry capacity by application, frontplane, backplane, country, supplier, substrate, etc. One of the interesting …

Tags:China| Large LCD Supply| Pricing