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The Detritus of Japan Display

by Omid Rahmat

JDI’s decline reflects wider turbulence in the display panel industry, where intense price competition, rapid technological changes, and the rise of Chinese manufacturers have reshaped the market.

Tags:financials| JDI| LCD| OLED

Displays Are More Strategic Than You Think

by Chris Chinnock

What you see at Display Week can show up as products at CES next year and provide clues into the competitive struggles among a range of new and existing display.

Tags:AUO| BOE| Display Week 2025| LCD| OLED| showcase

BOE Profits Surge 108%

by Emory Kale

In 2024, BOE reported total revenue of ¥198.38 billion ($27.75 billion), marking a 13.66% YoY increase from ¥174.54 billion ($24.41 billion) in 2023. The company’s net profit attributable to shareholders surged to ¥5.32 billion …

Tags:BOE| financials| LCD| OLED

BOE Record Q1 Net Profit to Surge 63%

by Emory Kale

The LCD segment delivered particularly strong results, benefiting from China’s continued trade-in policy incentives and inventory building by overseas customers.

Tags:AMOLED| BOE| financials| LCD

OLED Momentum Raises Capex Forecast

by Shawnee Blackwood

China remains the key player, expected to account for 83% of total capex.

Tags:Counterpoint| LCD| Market Data| Micro OLED| OLED

Automotive Display Panel Market Continues to Grow

by Emory Kale

China’s panel manufacturers have demonstrated remarkable competitiveness, surpassing half the global market share.

Tags:Automotive| LCD| LTPS| Market Data| MiniLED| OLED| Sigmaintell