Lack of Display Industry Demand Hurts Merck’s Bottom Line
by Emory Kale
Merck forecasts ongoing sales impacts in 2023 due to a slowing display solutions business.
Tags:LCD| Materials| Merck| UDC
LCD TV Panel Prices Hit an All-Time Low in September 2022, but Have Started to Recover in Q2’23
by Omid Rahmat
The gist of it: Will panel price rises last? Toss a coin. IT products are in recession and recovery looks to be some way off, but consumer sentiment seems to be strong. The balance …
Tags:DSCC| LCD| Market Data| Production Capacity
Linde to Expand Facility in South Korea to Support Samsung Display’s OLED Conversion Project
by Omid Rahmat
$100 million investment in Linde’s Tangjeong complex will boost nitrogen supply for Samsung Display’s manufacturing process
Tags:LCD| Linde| OLED| SDC
Innolux and AUO Throttling TV and Laptop Display Production
by Omid Rahmat
Taiwanese LCD panel makers AUO and Innolux are expected to reduce factory utilization this quarter due to an industry downturn. Innolux has said that it is putting on hold production, and furloughing employees, at …
Tags:AUO| Innolux| LCD
OLED Fabs Face Capacity Utilization Challenges Despite LCD Recovery
by Shawnee Blackwood
While LCD recovery is prominent, OLED will have to wait for further high-end consumer electronics demand to recover.
Tags:LCD| Manufacturing| OLED| omdia
A First Look at Hyundai’s Automotive Rollable Display
by Shawnee Blackwood
We covered the initial hints of Hyundai’s rollable display for automotive a few days ago. Now, we get to see it. The display features a QHD resolution and four driving modes, including a full-screen …
Tags:Automotive| Hyundai| LCD| OLED| Rollable Displays
Korean and Chinese Manufacturers Sloppily Carving Up LCD/OLED Markets
by Omid Rahmat
The gist of it: Korea seems to be ceding LCD manufacturing to Chinese manufacturers. This may be a flawed strategy but spooked Korean investors may expect Samsung and LG to make cuts in order …
Tags:BOE| LCD| LG| Manufacturing| OLED| Samsung| TCL
Will the Chinese Government Consolidate LCD TV Panel Manufacturing Among 3 Companies?
by Omid Rahmat
According to the CEO of UBI Research, the threat to LCD pricing and supply should be of great concern.
Tags:LCD| LG Displays (LGD)| OLED| SDC| UBI Research
TSMC’s Sales Slump and Its Impact on the Semiconductor Industry Creates Greater Uncertainties
by Omid Rahmat
One of the world’s largest chip makers faces decelerating sales, it’s fortunes tied to those of customers like Apple, Qualcomm, and AMD. Taiwanese display manufacturers feeling the pinch, too.
Tags:AUO| Financial Data| Innolux| LCD| Manufacturing| TSMC
Oversupply Impacts Premium TV Market Display Costs
by Shawnee Blackwood
QD-OLED panels have the highest cost of any display technology on the market.
Tags:DSCC| LCD| Manufacturing| Market Data| OLED| QD OLEDs
Cutting-Edge G5 Displays Feature in John Deere’s 2024 Tractor Line-Up
by Shawnee Blackwood
Farmers are the salt of the earth and they deserve automotive displays as much as anyone else. John Deere, the tractor makers, has given them those displays and is going to upgrade them with …
Tags:Automotive| LCD
Samsung Puts Aftermarket Chinese Panels and BOE in US Government Crosshairs
by Omid Rahmat
The tl;dr version: Samsung is looking to protect its US market from the encroachment of cheaper panels from China as replacement screens for repair shops. Its actions have now given the USITC a chance …
Tags:BOE| LCD| OLED| Right to Repair| Samsung
