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Links mid-Week Week Ending 27th May 2022

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 middle and end of this week. AR Insider looks at a survey …

Tags:Acer| Apple| Augmented Reality| Automotive| Broadcast| China| Curved Displays| Desktop Monitors| Dolby Vision| DVB| Leyard| Market Data| MiniLED| Notebooks| OLED TVs| OTT Video| Panasonic| Retail| Small Pixel Pitch LED SPP| Streaming Video| Touch Market

Q1’22 OLED Revenues Flat Y/Y Despite 4% Unit Decline

by Bob Raikes

What They Say DSCC published its OLED shipment report for Q1 and gave an extract on its blog (registration required) and said that revenues were flat, but units declined 4%. (chart on the blog) …

Tags:Market Data| OLEDs

SID’s 60th Anniversary – Optimism in the Face of Falling Panel Prices, Demand and Profitability (Part 1)

by Barry Young

Ross Young, CEO of DSCC started the Business Conference with a message that the last two years saw record breaking revenues, shipments and profits, but warned that it would take four years before the …

Tags:Augmented Reality| China| HMDs (Head Mounted Displays)| Korea| Large LCD Supply| Market Data| MicroLED| OLED Fabs| OLEDs| SID Display Week 2022| Supply Chain| Virtual Reality

HEMIX Home Electronics Market Index Q1/2022

by Bob Raikes

What They Say The GfU in Germany said that the German market for consumer electronics was up in Q1 2022 by 7.5% over last year and almost reached €12 billion. ‘Private IT’ was down …

Tags:Desktop Monitors| Market Data| Notebooks| PC Market (Personal Computers - PCs)| Smartphone Market| tablets

GfU Claims 10 Years of OLED Success in Germany

by Bob Raikes

What They Say The GfU published a report that sales of OLED TVs in Germany reached more than €1 billion for the first time in 2021, up 24% on 2020. The researcher highlighted the …

Tags:Germany| Market Data| OLED TVs

My Display Week 2022 Expectations

by Bob Raikes

I’m rushing around today as I prepare for a transatlantic flight tomorrow. The normal level of stress before a big trip is even worse this year with all the Covid paperwork, but still I’m …

Tags:Flexible Displays| Forecasts| Market Data| MicroLED| OLEDs

DSCC Shows Large Drop in 2023 Display Equipment Spending

by Bob Raikes

What They Say DSCC reported that it has seen a number of fab expansion projects delayed and a few cancelled. The firm has revised its forecast for 2023 spending down 57% to $5.3 billion. …

Tags:Forecasts| Investment| LCD Fabs| Market Data| OLED Fabs| Production Equipment

Global Smartphone Market Declined by 7% YoY in Q1 2022

by Bob Raikes

What They Say There was a rush of releases with Q1 market data from firms including IDC and Counterpoint. Counterpoint said that he global smartphone market declined by 7% YoY and 12% QoQ to …

Tags:Apple| Market Data| Samsung| Smartphone Market| Xiaomi

LG Earnings Call Summary

by Bob Raikes

What They Say LG Display held its earnings call this week. The firm announce operating profit of $30 million and net profit of $42.6 million on sales of $5.08 billion, down from last quarter …

Tags:Financial Data| LG Displays (LGD)| Market Data