Large LCD Supply – Page 23

CSOT Expects Chinese TV to Be Self Sufficient

by Bob Raikes

Following TCL’s announcement that it would soon start construction of a G11 plant through its CSOT subsidiary in Shenzen in China (and which will have more capacity than BOE’s G10.5, following an investment of …

Tags:China| Large Display Monitor| Large LCD Supply| Vol 24 - Issue 22

BC06 O’Brien Looks at the State of the Consumer Market

by Bob Raikes

Bob O’Brien, a founder of DSCC, opened up the second session of the business conference which looked at the ‘Current State of the Consumer Electronic Market’. O’Brien started by looking at the big picture. …

BC03 Corning Looking for Boost from LGPs

by Bob Raikes

John Zhang introduced his company, Corning, where he is a VP and General Manager. The company sees itself as a centre of glass science, optical physics and ceramic science – with unique fusion drawing …

BC01 DSCC Business Conference is Successful

by Bob Raikes

Yong-Seog Kim, the President of the SID, opened the Business Conference, which took place on the day before the main exhibition and Symposium, by saying that the industry is in a great period of …

Why LCDs are Not Just Big Chips

by Bob Raikes

This week, IC Insights forecast that because of the current high pricing regime for memory, Samsung might go past Intel in the value of its semiconductor sales in Q2 of this year, the first …

Tags:Intel| Large LCD Supply| Samsung| Vol 24 - Issue 18

AUO Positive About Results

by Bob Raikes

Along with its financial results, AUO talked to investors and told them that ASPs for LCDs had increased by 2% to $421 per sq. metre, compared to $413 in Q4. CEO and Chairman, Paul …

Tags:AUO| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Vol 24 - Issue 17

Witsview Puts Samsung at #5 for TV Panels

by Bob Raikes

Witsview has released its Q1 TV panel data and is slightly more conservative than Sigmaintell. The company has released the volume by panel maker for the majors.

Tags:Large Display Monitor| Large LCD Supply| Market Data| Vol 24 - Issue 16

61.1 Million LCDs to Ship in Q2

by Bob Raikes

Sigmaintell has forecast that 61.1 million TV panels will ship globally in Q2 2017, up 2.8% on Q1, but down 4.4% on Q2 2016. Small sets (23.6″ and 32″) and mainstream (55″) sets will …

Tags:Large Display Monitor| Large LCD Supply| Vol 24 - Issue 16

Large TV Panel Prices Show Slight Price Increase in April

by Alan Spencer

Sigmaintell has released its second-quarter 2017 estimates for the demand and supply of global TV panels, and expects to see a slight growth of 5.8%. This month, most of the panel prices remain relatively …

Tags:Large Display Monitor| Large LCD Supply| Pricing| Vol 24 - Issue 16

LCD Makers Looking at Half G10.5?

by Bob Raikes

We’ve heard that an idea is being floated around in Korea and Taiwan of building ‘half 10.5G’ fabs which are shaped, at 2940 x 1685 (half the 2940 x 3370 of 10.5G) to allow …

Tags:Large Display Monitor| Large LCD Supply| Vol 24 - Issue 16

TV Panels Shipped Reach 59.6 million Globally in 1Q17

by Alan Spencer

China-based Sigmaintell Consulting has reported that there were 59.6 million TV panels shipped globally in the first quarter of 2017, which was a fall of 0.8% compared to the same quarter last year. However, …

Tags:Large Display Monitor| Large LCD Supply| TV Production| Vol 24 - Issue 15

Samsung & LG Revising Plans for LCD

by Bob Raikes

The Investor blog in Korea reports that both LG Display and Samsung Display have dropped plans to reduce their LCD capacity. “We previously expected the LCD supply shortage to ease in the second quarter, …