Large LCD Supply – Page 6

TV Panel Pricing Rate of Fall Eases in November

by Bob Raikes

What They Say DSCC released data on the continued and dramatic drop in LCD TV panel prices which saw the fastest ever price declines in the history of the industry in September and October. …

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

Samsung to buy more TV panels from LGD

by Bob Raikes

What They Say Samsung’s TV business is expected to buy more LCD TV panels from Taiwanese makers and LGD next year, according to a report in The Elec. The firm will try to minimise …

Flat Panel Display Revenue Hit All-Time High in Q3’21 but Profits Slipped

by Bob Raikes

What They Say On its blog, DSCC said that flat panel revenues hit a new peak in Q3 2021, but the drop in LCD panel pricing is reducing profits. The company released an interesting …

Sigmaintell Research｜TV Panel Price Trends in November 2021 (the early November edition)

by Bob Raikes

What They Say Sigmaintell of China sent us its latest data and forecast for LCD pricing for TV applications. The company continues to see pricing drop, most heavily in percentage terms at 50″ which …

Tags:Large LCD Supply| LCD Panels| Pricing

Q321 AUO/Innolux Profit Greater than Cumulative Profit for the Past 3 Years, but Danger Lurks …

by Barry Young

AUO announced Q321 revenue of $3.56b up 35% Y/Y with GP of $0.98b up 670% Y/Y. The firm’s guidance for Q421 calls for low single-digit decline in shipments (surface area) and mid-single digit declines …

Tags:AUO| Display Supply & Demand| Innolux| Large LCD Supply| LCD Fabs

LGD Expects new WOLED Customers

by Bob Raikes

What They Say LG Display held its quarterly briefing for analysts and, as usual, there was some useful information. Highlights for us were: IT panels represented 45% of revenue, while TV was 32%, down …

Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| OLEDs| TVs (TV Sets)

Links Week Commencing 25th October 2021

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. Nvidia’s GeForce Now gets an RTX 3080 …

Slowdown in TV Market Driving LCD Oversupply

by Bob Raikes

What They Say Highlighting the reasons for the sharp drop in TV LCD panel pricing in recent months, DSCC quoted Digitimes which reported TV brands lowering their sales targets. Samsung: from 48M TVs to …

Tags:Forecasts| Large LCD Supply| Market Data

LCD TV Panel Prices in Free-Fall in September

by Bob Raikes

What They Say DSCC reported that LCD prices in September were in ‘free-fall’ with a new record of the largest price drop seen in a month, following new records in the length of time …

Tags:Large LCD Supply| Pricing

DSCC Looks at Large LCD Capacity & Equipment Results

by Bob Raikes

What They Say DSCC published articles that set out how large panel (G7+) capacity for displays to rise in 2022, after a 13% increase in 2021 and said that this would continue pressure on …

Tags:Forecasts| Large LCD Supply| Market Data| Production Equipment

Sigmaintell Research｜TV Panel Price Trends in September 2021 (the early September edition)

by Bob Raikes

What They Say Sigmaintell has put out its report on TV panel prices and confirmed what DSCC had said, that prices are falling sharply and the firm said that “the negotiation between the two …

Tags:Large LCD Supply| LCD Fabs| Pricing

LCD TV Panel Prices Keep Falling

by Bob Raikes

What They Say Confirming the reports we’ve seen from several analysts, DSCC updated its report on TV LCD panel pricing and confirmed the continued fall in pricing and its forecast for further falls by …

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