Large LCD Supply – Page 2

Flat Panel Display Revenues and Profits Continued to Deteriorate in Q2’22

by Bob Raikes

What They Say DSCC has updated its analysis of the state of the industry now that all the numbers are in for Q2. The great profits of last year have now turned to losses …

Why 8K TV is Going to Develop

by Bob Raikes

I’ve already been at IFA a couple of days as the show opens to the public today. I have been in the Samsung Innovation room where the firm and a number of independent specialists …

Tags:Large LCD Supply| OLED TVs| Super Hi-Vision (8K)| TVs (TV Sets)

LCD TV Panel Prices Reach New Lows

by Milos Pavlovic

What They Say DSCC commented in its blog on the all time lows that are now being seen in LCD TV panels and forecast that the prices will continue to decline, with an expectation …

Tags:Display Supply & Demand| Large LCD Supply| Pricing

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 2)

by Barry Young

Yesterday, we published the first part of my article on LG Display’s strategic challenges in moving from LCD to OLED. (LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the …

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

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 1)

by Barry Young

Jeong Ho-young got his dream job in December 2019, when he became CEO of LG Display (LGD). His role would be to speed up the transition from LCDs to OLEDs, which his predecessor had …

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

Sigmaintell Research｜TV Panel Price Trends in Aug. 2022 (Early August Version)

by Bob Raikes

What They Say Sigmaintell published its latest TV price data for early August and showed that all sizes continue to decline sharply. 32″ was down $1 but 65″ was down $5 and 75″ down …

Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)

DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop

by Milos Pavlovic

What They Say DSCC has updated its capex and equipment report and said that total LCD and OLED equipment spending remained relatively flat on a move-in basis despite a number of delays and cancellations. …

LCD Oversupply Will Persist Through 2023

by Bob Raikes

What They Say Gloomy news this week from DSCC which has looked ahead to try to see where the oversupply in the LCD business might come to an end. However, the firm’s forecast puts …

Tags:China| Forecasts| Large LCD Supply| Market Data| MicroLED

Flat Panel Display Revenues Falling 20% in 2022, but Revenues Will Recover to $152 Billion in 2026

by Bob Raikes

What They Say DSCC has published a blog highlighting display industry revenues and shows how 2021 really was a ‘blip’ with great sales of devices and high panel prices, but with a ‘fall to …

Tags:Large LCD Supply| Small Medium Panel Supply

LCD TV Panel Prices Headed for One “L” of a Recovery in Q4

by Bob Raikes

What They Say Earlier this week, DSCC published a blog article summarising the situation on LCD TV panel pricing, describing the situation as a ‘Perfect Storm’ with Continued oversupply Near-universally weak demand and excessive …

Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)

LG Display Updates on Q2

by Bob Raikes

What They Say LG Display held its quarterly conference call and confirmed that it had underperformed its guidance with revenues down 13% QoQ and 19% YoY from a combination of continued disruption in China …

Display Fab Schedules Pushed Out on Market Weakness

by Bob Raikes

What They Say DSCC published a blog outlining how the current low fab utilisation in the LCD business and weak demand is forcing panel makers to review their capacity plans, or at least their …

Tags:Financial Data| Large LCD Supply| LCD Fabs| OLED Fabs