Flat Panel Display Fab Utilization Rebounds in Q1 2025
by Joseph Bryans
While industry capacity still exceeds demand, the gap is smaller than it was in 2022–2023.
Tags:Counterpoint| LCD Fabs| Market Data| OLED Fabs
Display Fab Utilization Shows Recovery in 2023, But Oversupply Risks Loom
by Shawnee Blackwood
The drive for higher utilization must be carefully managed to prevent potential oversupply and its subsequent impact on the industry in the second half of 2023.
Tags:DSCC| LCD Fabs| Market Data| OLED Fabs
Next Orbit Ventures to Sell Stake in Indian Wafer Fab Consortium to B C Jindal Group Amid Regulatory Uncertainty
by Omid Rahmat
Deal bolsters India’s wafer fab and display manufacturing ambitions amid regulatory uncertainty.
Tags:India| LCD Fabs| Manufacturing| OLED Fabs
LG Display to halt TV LCD panel production in Korea this month
by Bob Raikes
What They Say The Elec reports that LG Display will stop making LCD TV panels in its P7 plant in Korea this month although manufacture of IT LCD panels will continue in the firm’s …
Tags:Large LCD Supply| LCD Fabs| LG Displays (LGD)
Tianma and CSOT likely place equipment orders within year
by Bob Raikes
What They Say The Elec reports that an expectation that Xi Jinping will enjoy a third term of office in China is leading to more certainty in China and that this could mean that Tianma …
Tags:China| CSOT| Investment| LCD Fabs| OLED Fabs| Tianma
Last Hold-Out Sells in Wisconsin – but What Will Foxconn Do?
by Bob Raikes
What They Say Hat-tip to the Ojo-Yoshida Report for spotting that the last homeowner that was holding out against a compulsory sale to release for a possible factory for Foxconn in Wisconsin has just …
Tags:Foxconn (Honhai)| Investment| LCD Fabs| USA
LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 1)
by Barry Young
Jeong Ho-young got his dream job in December 2019, when he became CEO of LG Display (LGD). His role would be to speed up the transition from LCDs to OLEDs, which his predecessor had …
Tags:Financial Data| Large LCD Supply| LCD Fabs| LG Displays (LGD)| OLED Fabs
SDP Now Back in Sharp
by Bob Raikes
What They Say In June, Nikkei reported that Sharp had said that it was buying back the shares in Sakai Display Products (its G10 fab in Japan) to make it a wholly ownd subsidiary. …
Tags:Foxconn (Honhai)| Japan| LCD Fabs| Mergers & Acquisitions| sharp
DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop
by Milos Pavlovic
What They Say DSCC has updated its capex and equipment report and said that total LCD and OLED equipment spending remained relatively flat on a move-in basis despite a number of delays and cancellations. …
Tags:Forecasts| Investment| Large LCD Supply| LCD Fabs| Market Data| OLED Fabs| Production Equipment| Small Medium Panel Supply
HannStar Display posts small profit for 2Q22
by Bob Raikes
What They Say Congratulations to Hannstar that actually got to a profit in Q2 of $630K although revenues were down by 9% from Q1 at $150 million with a gross margin of 11%. Second-quarter …
Tags:Financial Data| Hannstar (Hannspree)| LCD Fabs
Display Fab Schedules Pushed Out on Market Weakness
by Bob Raikes
What They Say DSCC published a blog outlining how the current low fab utilisation in the LCD business and weak demand is forcing panel makers to review their capacity plans, or at least their …
Tags:Financial Data| Large LCD Supply| LCD Fabs| OLED Fabs
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
