Empowering display industry professionals with cutting-edge insights and analysis
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
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)
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
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 …
Tags:Apple| Cloud Gaming| CPUs| | Large LCD Supply| LCD Fabs| Medical| MiniLED| Nvidia| Virtual Reality
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
by Bob Raikes
What They Say The Taiwanese panel makers reported their financial results for August. AUO was up in area from July (by 3.6%) while revenues were down 1.91% because of reducing prices. Innolux was up …
Tags:Financial Data| LCD Fabs
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
by Barry Young
Large panel capacity is up 5.7% Y/Y, due to the growth in China, offset somewhat by Samsung’s partial exit from LCD production. Samsung’s large area display capacity share has dropped from 11% in Q120 …
Tags:Financial Data| LCD Fabs| Market Data| OLED TVs| OLEDs
by Barry Young
Terry Gou has big ideas. In 1974,he founded Foxconn, now China’s largest private employer and exporter assembling the largest share of iPhone and hundreds of other products. But he wanted to move up the …
Tags:AUO| China| Foxconn (Honhai)| Innolux| LCD Fabs| sharp
by Milos Pavlovic
What They Say Digitimes reported data from Sigmaintell that forecast that the top TV brands would buy 42.60 million TV panels in Q3 of 2021, up 4.4% on Q2, but down 8% on Q3 …
Tags:Large LCD Supply| LCD Fabs| Market Data| TVs (TV Sets)
by Bob Raikes
What They Say Digitimes reported that Hannstar is to invest around $600 million in boosting the capacity of its 5G fab which was established in 2005. The capacity is around 130-140K substrates/month but this …
Tags:Hannstar (Hannspree)| Investment| LCD Fabs| Litigation| Taiwan
by Bob O'Brien
The unprecedented increase in prices for LCD TV panels will soon come to an end as the demand surge which resulted from the COVID-19 pandemic eases and industry supply has caught up. We expect …
Tags:Forecasts| Large LCD Supply| LCD Fabs| Market Data| Pricing
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