Large LCD Supply – Page 3

TV Market Suffering from Excess Inventory

by Bob Raikes

What They Say The topic of inventory is one that DSCC has looked at a number of times this year. It has published a new blog post on the topic of TV inventories and …

Tags:Crystal cycle| Large LCD Supply| Pricing

Global TV panel makers start the largest production cut in history

by Bob Raikes

What They Say We published a press release from Sigmaintell on the site today. To summarise the long release: Whereas Q1 and Q2 of the year are usually less than 50% of the total …

Samsung Buying Fewer TV panels from BOE due to Royalty Issue

by Bob Raikes

What They Say The Elec reports that Samsung and BOE have fallen out on the supply of TV LCD panels after Samsung is said to have demanded a royalty payment in return for BOE …

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

Rockets & Feathers in Display Pricing

by Bob Raikes

Hat-tip today to Paul Krugman, an economist that writes for the New York times who introduced me to the phrase “rockets and feathers”. It got me thinking about pricing. In using the phrase, which …

Tags:Large LCD Supply| Pricing

Panel makers monthly fab utilization plan revision overall display fabs including LCD and OLED

Omdia: Global display makers’ capacity utilization projected to fall to 73% in 3Q22

by Milos Pavlovic

What They Say Omdia said that it expects display fab utilisation to drop to 73% in Q3 2022, the lowest level since 2012. In June and July, the level is expected to drop to …

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

Taiwan Panel Makers Down, Still

by Bob Raikes

What They Say AUO and Innolux released their financial results for June. AUO was down 5.8% on May and 39% on June 2021 in revenue to $694 million. For the year, the firm is …

Tags:AUO| Financial Data| Innolux| Large LCD Supply| Taiwan

Sigmaintell Research｜TV Panel Price Trends in Jul.2022 (The early July edition)

by Bob Raikes

What They Say Sigmaintell published its forecast for early July TV LCD panel pricing. Despite the existing low level, all sizes are down significantly with 65″ down nearly 8% down month on month. 32″ …

Tags:Large LCD Supply| Pricing

New 11-inch-and-above tablet panels with LTPS and OLED technologies to impact demand in 2H22

by Bob Raikes

What They Say Omdia’s Linda Lin published a blog that highlighted that although tablet brands were reducing their purchasing, they are still forecast to have bought 2% more than in Q1 at 61.3 million, …

Tags:Large LCD Supply| OLEDs| Small Medium Panel Supply| tablets

Samsung Battens Down the Hatches

by Bob Raikes

Yesterday, DSCC’s Bob O’Brien published a blog article that revealed that Samsung has told all its business groups to suspend purchases and control their inventory status. Samsung has informed flat panel display makers in …

Display revenue to drop 15% this year – Omdia

by Milos Pavlovic

What They Say Quoting Omdia as the source, the Elec said that display revenue in 2022 is expected to drop 15% year-on-year to US$133.18 billion with LCD revenues falling 32% from $38.3 billion to …

Flat Panel Display Revenues, Profits Tumbled in Q1’22

by Bob Raikes

What They Say DSCC published a blog post that set out the results from its financial health report on the display supply chain (registration required). Despite the recent comments about dramatically declining LCD prices, …

Tags:Financial Data| Large LCD Supply| LCD Panels

Sigmaintell Research｜Global TV Panel demand shrinks more than expected, Structural Production Cuts and Product Upgrades are good strategies

by Bob Raikes

What They Say Sigmaintell Consulting of China confirmed the view expressed at the SID/DSCC Business Conference that the global TV industry is in a ‘cold winter’ phase with ‘the spring’ still far away. Market …