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Display Shipments: Party Like It’s 2019

by Omid Rahmat

Strategizing display manufacturing post-pandemic has no historical context or roadmap that you can call on to provide some succor. Market prognostications suffer from a similar malaise. It may be that the best you can …

Tags:Manufacturing| Supply Chain

New Cross-Linkable Polymer Developed for High-Performance OLEDs

by Emory Kale

This new material could have significant implications for the development of high-performance, solution-processed OLEDs, particularly for use in flexible and wearable electronics. A new research paper funded by the South Korean government and appearing …

Tags:Manufacturing| OLED| R&D (Research & Development)

How China’s Growth in LCD Driver ICs May Be Significant

by Emory Kale

According to one regional research organization, in 2022, mainland China’s share of the global large-size TFT-LCD panel shipment market will increase to about 54%. One outcome is going to be the increase in TFT-LCD …

Tags:Display Drivers| LCD Panels| Manufacturing

JDI Selling Higashiura LCD Fab to Sony

by Omid Rahmat

The asset sale is expected to take place on April 1, 2024, with revenue expected to be recorded from Sony based on newly-adjusted lease and outsourcing agreements from April 2023. Japan Display Inc. (JDI) …

Tags:JDI| LCD| Manufacturing| sony

Applied Materials Display Business Tanked Last Quarter

by Omid Rahmat

Net sales for the three months ended January 29, 2023 decreased compared to the same period in the prior year primarily due to lower customer investments in display manufacturing equipment as a result of …

Tags:Applied Materials| display technology| Manufacturing

Chip Makers Scramble for Federal Money

by Omid Rahmat

The CHIPS Act is creating a frenzy of activity around its over $200 billion in financial incentives and additional tax breaks. To stop China from becoming an advanced power in semiconductors and to maintain …

Tags:Intel| Manufacturing| Samsung| TSMC

SMIC Sees Big Price Drops in ICs for Displays

by Omid Rahmat

The Chinese chipmaker’s recent earnings call said that prices for ICS used in displays and flash memory chips in smartphones have dropped by 30% but that it would be continuing to invest in capital …

Tags:Manufacturing| SMIC