Large LCD Supply – Page 13

LCD panel prices keep rallying in September

by Bob Raikes

What They Say Digitimes reports that panel prices are rising for TVs, notebooks and PC monitors partly because of restricted supply of driver and power management chips. What We Think Panel makers have to …

Tags:Large LCD Supply| Pricing

More Fab Moves in China (Covid Brings Harsh Reality to Display Industry Part 4 of 2!!)

by Bob Raikes

I had got to Part 3 of my two part series on the developments in China with the changes in the industry and thought I was done. However, I got some updated information that …

Tags:China| Large LCD Supply| Reorganisation & Restructuring

Large-area FPD Panel Availability Set To Tighten Significantly In 2021

by Charles Annis

Korean panel makers’ exit from LCD TV production expected to create a supply bottleneck. From 2013 through 2020 worldwide flat panel display (FPD) capacity grew almost 50 percent, expanding to 335 million square meters …

Tags:Covid-19| Large LCD Supply| Market Data

Financial Sanity in China (Covid Brings Harsh Reality to Display Industry Part 3 of 2!)

by Bob Raikes

This is the third of my two part (!) series on the state of play going forward in the global LCD business and the focus this time is on what may happen in the …

Tags:China| Large LCD Supply| LCD Fabs

Covid-19 Forces Sanity on the LCD Industry (Covid Brings Harsh Reality to Display Industry Part 2)

by Bob Raikes

In my last Display Daily (Covid Brings Harsh Reality to Display Industry (Part 1) I reported on what has happened to the display application and supply side. As we saw, after the last two …

Tags:China| Large LCD Supply

Covid Brings Harsh Reality to Display Industry (Part 1)

by Bob Raikes

A couple of weeks ago, Ross Young of DSCC ran a webinar that summarised the impact of the Coronavirus on the display industry, and he subsequently published a detailed blog, but he kindly sent …

Tags:Large LCD Supply| LCD Fabs| Reorganisation & Restructuring| Small Medium Panel Supply

What Now?

by Ken Werner

No, this is not a question of cosmic proportions. I’m not, for example, asking how we should tackle the current Covid 19 pandemic. Rather, I’m asking a much narrower display-related question. Last week Bob …

Tags:Large LCD Supply| LCD Fabs| QD OLEDs| Samsung

Wuhan Lockdown Closes Display Companies

by Ken Werner

As the epicenter of the coronavirus epidemic Wuhan, an industrial powerhouse and the capital of Hubei Province, is locked down. The Hubei Provincial Government has ordered most enterprises to resume work no earlier than …

Tags:China| Health and Safety| Large LCD Supply| LCD Fabs

Can LCD Panel Oversupply Drive TV Demand?

by Sweta Dash

LCD TV panel capacity has increased substantially in 2019 mostly due to the expansion of Gen 10.5 fabs. After growth in 2018, LCD TV demand weakened this year caused by slower economic growth, concerns …

Tags:Large LCD Supply| LCD Fabs| OLED TVs| Pricing| TV Set Market

In the USA, Are Chinese TVs Off the Table?

by Steve Sechrist

In case you missed it, the ongoing trade spat between the US and China, the world’s largest communist nation (yep – wonder why we don’t often see this in print?) has resulted in a …

Tags:China| Display Supply & Demand| Large LCD Supply| Market Data

65-inch & Larger TV Display – Ready for Strong Growth

by Sweta Dash

Massive LCD capacity is coming into production in the next three years optimized for 65-inch and 75-inch TV. Most of the capacity is coming from 10.5 Gen fabs especially from China. There is a …

BOE and China Star: Big 65- and 75-inch panel shipments in 2019 come with challenges

by David Hsieh

Two of China’s biggest display panel manufacturers, BOE and ChinaStar, are in the midst of implementing changes that will likely have significant effects on the 65- and 75-inch TV supply chain while also incurring …