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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

Omdia is Negative on 8K Growth

by Bob Raikes

What They Say DTV Europe reported that at NAB in a session on UltraHD, Omdia had forecast that growth in 8K adoption would slow down. It is forecasting 2.7 million homes in the installed …

Tags:Forecasts| Market Data| Super Hi-Vision (8K)

DSCC Looks at Panel Makers’ Finances

by Bob Raikes

What They Say DSCC published a blog article (registration required) that highlighted the recent financial results of panel makers as it anticipates Q1 results arriving. The firm expects a continued downtrend in results. The …

Tags:Financial Data| LCD Panels| Market Data