2024 Display Market: Stack Them High, Sell Them Low
by Omid Rahmat
Macroeconomic sentiments worldwide are shaping strategies for companies willing to do a land grab.
Tags:Macroeconomics| Market Data| showcase
When a Bank Falls in Silicon Valley Does it Break a Screen?
by Omid Rahmat
There’s a lot of virtual pearl-clutching going on at the heart of the startup kingdom of VCs and its pet piggy bank, Silicon Valley Bank (SVB). With no desire to try and rehash the …
Tags:Financial Data| Macroeconomics
Tech Spending in ME, Turkey, and Africa Close to $100 Billion in 2023
by Omid Rahmat
Overall spending on information and communications technology (ICT) across the Middle East, Türkiye, and Africa (META) will top $233.8 billion this year, an increase of 3.9% over 2022. That’s according to the latest predictions …
Tags:Macroeconomics| MEA (Middle East & Africa)
Counterpoint Macro Index Drops to Lowest Level in Two Years in June 2022
by Bob Raikes
What They Say Counterpoint Research published its outlook on the economic situation with a rating of its ‘Macro Index’ at 82.86, the lowest since June 2020. The index takes into account geopolitical and supply …
Tags:Forecasts| Macroeconomics
World Events and the Coming Glut in Large Area LCD Panels – Part 1
by Barry Young
DD Contributor and OLED Association CEO Barry Young recently wrote an interesting article about the global macroeconomic situation which included material from a recent Omdia briefing. It also covered the battle between OLED and …
Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs
World Events and the Coming Glut in Large Area LCD Panels – Part 2
by Barry Young
On Tuesday, we published the first part of Barry Young’s article on the developments in the large area panel market and we focused on the macroeconomics and LCD supply side. In this article, he …
Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs
TSMC says Electronics Demand Starting to Slow
by Bob Raikes
What They Say Nikkei reports news from TSMC that demand for CE goods is starting to slow amid the uncertainties of the Russian war on Ukraine and Covid-related uncertanties in China. The Chairman, Mark …
Tags:CE (Consumer Electronics) Data| Macroeconomics| Semiconductor Market| TSMC
Sanctions on Russia from the West and Industrialised Asia
by Bob Raikes
As widely reported, there have been severe restrictions placed on the Russian financial system in retaliation by the West to the unprovoked invasion of the Ukraine. Korea, Japan and Singapore have joined in the …
Tags:Macroeconomics| Russia| Taiwan| Ukraine
Collapse of the Lira & Chinese Property Market
by Bob Raikes
What They Say The Turkish lira plummeted by 7% in a single night this week against the US dollar. Analysts are deeply sceptical about the policy of Turkey’s President Erdogan. The currency is around …
Tags:China| Europe| Macroeconomics
Nuclear Fusion Is Close Enough to Start Dreaming
by Bob Raikes
What They Say Bloomberg published an interesting article that suggested that nuclear fusion is showing a lot of signs that the technology, which has been ‘promising’ for decades is ‘getting ready for prime time’. …
Tags:Macroeconomics| Power
Why There are Supply Chain Problems
by Bob Raikes
What They Say Economist Paul Kedrosky included an interesting chart on his daily feed of such things. It is from the US Bureau of Economic Activity (BEA) and highlighted the dramatic change in the …
Tags:Macroeconomics| Supply Chain
Krugman on China’s Bubble
by Bob Raikes
What They Say Renowned economist, in a New York Times subscription newsletter has pointed out that in his view, the Chinese economy has a high risk of hitting problems as growth in recent years …
Tags:Financial Data| Macroeconomics
