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AUO Drops Half G10.5 Plan

by Bob Raikes

We reported recently on a decision by Samsung to back away from a half G10.5 fab (Samsung Display Switches Plan from LCD to OLED) and now the PJTime blog has reported that AUO has …

Tags:AUO| Large Display Monitor| LCD Fabs| Mobile Display Monitor| Vol 24 - Issue 23

Is a Foxconn US LCD Fab A Possibility?

by Bob Raikes

In a blog post, David Hsieh of IHS has said that there is a serious prospect that Foxconn will break the traditional pattern of making displays in Asia, by building a fab in the …

Tags:IHS Markit| Large Display Monitor| LCD Fabs| Mobile Display Monitor| USA| Vol 24 - Issue 23

KN1 Press Breakfast and Keynotes – AUO Promotes LCD

by Bob Raikes

Our week at the SID exhibition, after the press conference, started with the annual SID Press breakfast when Sri Peruvembra, who looks after marketing for the SID, gave an update. One of the topics …

Tags:AUO| Automotive| Large Display Monitor| LCD Fabs| Mobile Display Monitor| Quantum Dots| SID Display Week 2017| SID Society| Vol 24 - Issue 21

BC15 Tamura Looks at LCD vs OLED

by Bob Raikes

Yoshio Tamura is from DSCC and said that the OLED supply demand could follow a similar path to the LCD business. However, he said, there are many challenges in engineering and patents. DSCC has …

Tags:Display Supply & Demand| Large Display Monitor| LCD Fabs| Mobile Display Monitor| OLED Fabs| SID Display Week 2017| Small Medium Panel Supply| Vol 24 - Issue 21

Orbotech Wins CHOT Order

by Yvette Raikes

Israeli technology company, Orbotech, has won a $24 million order from Xianyang CaiHong Optoelectronics Technology (CHOT) of China to supply automated optical inspection, array testing and array repair systems for use in the production …

Tags:Large Display Monitor| LCD Fabs| Mobile Display Monitor| Production Equipment| Test Equipment| Vol 24 - Issue 21

BC05 Mizhou Looks at Finance and Supply

by Bob Raikes

Yasuo Nakane is an analyst from Mizhuo Securities where he looks at the display industry and was introduced by Young as a highly respected analyst in the FPD industry. If you think that Ross …

Tags:Investment| Large Display Monitor| LCD Fabs| Mobile Display Monitor| OLED Fabs| Production Equipment| SID Display Week 2017| Vol 24 - Issue 21

BC01 DSCC Business Conference is Successful

by Bob Raikes

Yong-Seog Kim, the President of the SID, opened the Business Conference, which took place on the day before the main exhibition and Symposium, by saying that the industry is in a great period of …

Tags:Display Supply & Demand| Large Display Monitor| Large LCD Supply| LCD Fabs| Market Data| Mobile Display Monitor| OLED Fabs| Production Equipment| SID Display Week 2017| Vol 24 - Issue 21

Picture Clears on LG G10 Fab Plans

by Milos Pavlovic

There have been a number of reports that LG Display is unsure about how to use the P10 G10.5 fab in Paju (LGD Confirms Plans for Large OLED Factory), which is intended to allow …

Tags:Large Display Monitor| LCD Fabs| LG Displays (LGD)| Mobile Display Monitor| OLED Fabs| Vol 24 - Issue 20

Japan Display to Increase Automotive LCD Production

by Alan Spencer

Japan Display has announced that it will increase LCD glass panel production capacity at its Tottori Plant from November 2017. This month, the company is building a new automated assembly line for prototypes and …

Tags:Automotive| Japan Display Inc (JDI)| LCD Fabs| Mobile Display Monitor| Vol 24 - Issue 12

In LCD, are the Chinese Coming?

by Bob Raikes

For while now, it has been clear that ‘the Chinese are coming’ to the LCD business. Recently, we hit one of those ‘inflection points’ that analysts like me are so keen on. Our friends …

Tags:BOE| China| CSOT| Foxconn (Honhai)| LCD Fabs| LG Displays (LGD)| Samsung Display| Vol 24 - Issue 10

AUO Explains Plans

by Bob Raikes

At its recent investor’s event, AUO’s Paul Pen said that the firm had cut its debt to improve its financial position. The firm expects demand to grow faster than supply this year and it …

Tags:AUO| Large Display Monitor| LCD Fabs| Vol 24 - Issue 07