Large LCD Supply – Page 4

Due to Weak Demand and High Inventories, Only 17.5 Million Notebook Panels Shipped in April, Hitting a New Post-Pandemic Low, Says TrendForce

by Bob Raikes

What They Say TrendForce, the Taiwanese analyst firm, said that because of Chinese lockdowns, April shipments of notebooks were only 17.5 million, down 21.5% YoY. The firm is forecasting Q2 sales of 55.1 million …

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

Keynote Session Summary – Bad Year for Display Financials, But Display Performance Continues to Improve

by Milos Pavlovic

What They Say In a blog article (registration required), Ross Young of DSCC picked out some highlights of his keynote talk at the SID/DSCC Business Conference of Display Week. (The Tragedy of the LCD …

SID’s 60th Anniversary – Optimism in the Face of Falling Panel Prices, Demand and Profitability (Part 1)

by Barry Young

Ross Young, CEO of DSCC started the Business Conference with a message that the last two years saw record breaking revenues, shipments and profits, but warned that it would take four years before the …

Market Bifurcation

by Ian Hendy

What a difference 12 months can make. In the middle of 2021, the display industry was at peak, with annual revenues of almost $160bn. Corona bounce working and studying from home had pulled in …

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

Taiwan Panel Makers Down

by Bob Raikes

What They Say AUO and Innolux reported April data that showed how tough the LCD market is at the moment. AUO’s revenue was down by 27.9% month-on-month and 31.76% down year-on-year to $681 million …

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

The Tragedy of the LCD Commons

by Bob Raikes

Well, it was the second day of SID Display Week and I took myself along to the SID/DSCC Business Conference in line with my plan. The big topic of the day was the over-supply …

US TV Panel Pricing Still Declining – DSCC

by Bob Raikes

What They Say Sweta summarised how LCD panel prices are going in her DD on Monday (When Can LCD TV Panel Prices Stop Declining?) and just as we published it, DSCC updated its thoughts …

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

World Events and the Coming Glut in Large Area LCD Panels – Part 1

by Barry Young

DD Contributor and OLED Association CEO Barry Young recently wrote an interesting article about the global macroeconomic situation which included material from a recent Omdia briefing. It also covered the battle between OLED and …

Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs

World Events and the Coming Glut in Large Area LCD Panels – Part 2

by Barry Young

On Tuesday, we published the first part of Barry Young’s article on the developments in the large area panel market and we focused on the macroeconomics and LCD supply side. In this article, he …

Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs

DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/ Downsizing

by Milos Pavlovic

What They Say DSCC’s blog update pointed out a change in its capacity outlook with a switch to a reduction in the outlook after six quarters of increasing capacity forecasts after delays and cancellations …

Could High Performance Oxide Become the #2 FPD Backplane in Five Years?

by Ian Hendy

The oxide semiconductor has always to my mind been the interesting middle ground in the display industry. But to date, it has been mastered by relatively few players Sharp and LGD come to mind) …

DSCC Updates on LCD TV Panels

by Bob Raikes

What They Say Earlier this week, DSCC put out a blog post highlighting the slowing down of TV LCD panel prices as price gets close to cash cost for some panel makers. Inventories are …

Tags:Financial Data| Large LCD Supply| Pricing| TV Set Market