Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
What They Say The Elec reports data from Omdia that panel sales from China will reach 36.3% of the market this year at $42.5 billion close to the 37.3%/$42.5 billion of panel shipments from …
Tags:China| Korea| Large LCD Supply| LCD Fabs| OLED Fabs
by Bob Raikes
What They Say Digitimes reported that Hannstar Display has bought production facilities, previously used for touch sensors, from HannsTouch Solutions for $95.5m. The facility will be used to make miniLED and microLED displays. What …
Tags:Hannstar (Hannspree)| LCD Fabs| MicroLED| MiniLED
by Milos Pavlovic
What They Say The Verge published a detailed report on the failure of the planned Foxconn LCD fab in Wisconsin. The company’s application for subsidies has been rejected as the number of employees was …
Tags:Investment| LCD Fabs| USA
by Bob Raikes
A couple of weeks ago, I read an editorial from DSCC’s Bob O’Brien that talked about OLED vs LCD. He pointed out that when his firm started in 2016, it focused on OLED research …
Tags:Investment| Large LCD Supply| LCD Fabs| OLED Fabs
by Bob O'Brien
BOE Technology Group, Ltd (BOE) announced this week the proposed acquisition of majority stakes in two of the four CEC Panda LCD fabs in China, the Gen 8.5 fab in Nanjing and the Gen …
Tags:BOE| China| Large LCD Supply| LCD Fabs| Mergers & Acquisitions
by Ken Werner
Most of us are generally aware that some electronics companies are moving their sources of display out of China. Even Foxconn, the China-friendly Tawan-based company that is China’s largest employer plans to move more …
Tags:BOE| China| CSOT| Foxconn (Honhai)| Large LCD Supply| LCD Fabs
by Bob Raikes
What They Say Omdia released free of charge a detailed look (26 Powerpoint slides) at the takeover of Samsung’s Suzhou fab by CSOT/TCL. The document looks at what is happening, how TCL might develop …
Tags:CSOT| Large LCD Supply| LCD Fabs| Market Data
by Bob Raikes
This is the third of my two part (!) series on the state of play going forward in the global LCD business and the focus this time is on what may happen in the …
Tags:China| Large LCD Supply| LCD Fabs
by Bob Raikes
A couple of weeks ago, Ross Young of DSCC ran a webinar that summarised the impact of the Coronavirus on the display industry, and he subsequently published a detailed blog, but he kindly sent …
Tags:Large LCD Supply| LCD Fabs| Reorganisation & Restructuring| Small Medium Panel Supply
by Pete Putman
Foxconn’s original plan to build a Gen 10.5 LCD fab in Racine County has taken yet another weird turn. The saga continues. Foxconn, which had announced it would build a state-of-the-art LCD fab and …
Tags:Foxconn (Honhai)| LCD Fabs| USA
by Ken Werner
No, this is not a question of cosmic proportions. I’m not, for example, asking how we should tackle the current Covid 19 pandemic. Rather, I’m asking a much narrower display-related question. Last week Bob …
Tags:Large LCD Supply| LCD Fabs| QD OLEDs| Samsung
by Bob Raikes
As regular and long term readers will know, I’m keen on trying to spot inflection points in the development of the industry – moments after which the industry will never be quite the same. …
Tags:Crystal cycle| IHS DisplaySearch| LCD Fabs| Reorganisation & Restructuring| Samsung
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