LCD Fabs


AUO, HannStar Display capacity expansion delayed

by Bob Raikes

What They Say Digitimes reported that AUO has slowed down its planned capacity expansion at its LTPS LCD fab in Kunshan, China. It had been looking to boost capacity from 27-28K substrates/month to 36K …

Tags:AUO| Hannstar (Hannspree)| LCD Fabs| Taiwan

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

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 …

Tags:Large LCD Supply| LCD Fabs| Production Capacity| Production Equipment| SID Display Week 2022| Supply Chain

DSCC Shows Large Drop in 2023 Display Equipment Spending

by Bob Raikes

What They Say DSCC reported that it has seen a number of fab expansion projects delayed and a few cancelled. The firm has revised its forecast for 2023 spending down 57% to $5.3 billion. …

Tags:Forecasts| Investment| LCD Fabs| Market Data| OLED Fabs| Production Equipment

When Can LCD TV Panel Prices Stop Declining?

by Sweta Dash

LCD TV panel prices have been declining since July 2021 and the trend is expected to continue throughout Q2 2022. With an improvement in the Covid19 situation and a shift away from STH (Stay-at-home) …

Tags:Covid-19| Display Supply & Demand| LCD Fabs| Pricing| Russia| Supply Chain

Tianma Fab

Tianma to invest in 8.6-gen panel project

by Bob Raikes

What They Say Tianma announced that it is to proceed with a plan to invest $5.18 billion in a new G8.6 LCD fab in Xiamen, China. The company itself said that it would start …

Tags:China| IGZO| LCD Fabs| Tianma

Taiwanese Panel Makers down for Q1 and March

by Bob Raikes

What They Say Innolux and AUO released their monthly data for March. Innolux was up 9.0% in revenue terms on February, but 22.8% down on last year to $822 million. Volumes were up to …

Tags:Financial Data| LCD Fabs| Taiwan

The Long View on LCDs vs OLEDs

by Bob Raikes

A couple of friends, well versed in the technology and graphics industries recently expressed surprise when I mentioned the withdrawal of Samsung from the LCD business. We had an email exchange and so I …

Tags:LCD Fabs| LG Displays (LGD)| Market Data| OLED Fabs| Samsung| Samsung Display| Supply Chain| TVs (TV Sets)

AUO to set up 8.5G panel line with low carbon emissions

by Bob Raikes

What They Say Digitimes reported that AUO has decided to set up a new 8.5G fab at the Central Taiwan Science Park (CTSP) in Taichung city that will be built to feature green buildings …

Tags:AUO| Innolux| Investment| LCD Fabs| MicroLED| Supply Chain| Taiwan

Ross Young’s 2022 Outlook Blog

by Bob Raikes

What They Say A week or so ago, I covered Ross Young’s recent overview of the OLED industry (Real Decisions Over OLED To Guide Industry to 2026), so I didn’t cover another blog article …

Tags:Apple| Display Drivers| Forecasts| Large LCD Supply| LCD Fabs| Pricing| Supply Chain| Under-Display Cameras| Virtual Reality

Real Decisions Over OLED To Guide Industry to 2026

by Bob Raikes

Display Supply Chain Consultants (DSCC) held an event to give an update on global display market trends – set nicely half way between the SID Display Week Business Conferences and still available to purchase …

Tags:BOE| Desktop Monitors| Forecasts| LCD Fabs| LG Displays (LGD)| Market Data| OLED Fabs| OLEDs| Samsung| Smartphones| tablets| TVs (TV Sets)