From Jon Peddie Research
by Omid Rahmat
Vedanta has hired a Texas Instruments and NXP Semiconductor vet, David Reed, as CEO of is semiconductor business. Last year, Vedanta and Foxconn announced a joint venture to build a $20 billion fab for …
Tags:Foxconn| India| Manufacturing| OLED Fabs| Vedanta
by Bob Raikes
What They Say UBI Research of Korea published a press release that said that there is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A …
Tags:BOE| China| Investment| LG Displays (LGD)| LTPO TFT| OLED Fabs| Samsung Display
by Bob Raikes
What They Say Visionox is planning to co-invest $1.5 billion on a new flexible AMOLED fab in Hefei. Visionox will have a 45.5% stake, as will State-owned Hefei Dongxin Investment while Hefei Xincheng State-owned Assets Management …
Tags:AMOLED| China| Investment| OLED Fabs
by Bob Raikes
What They Say DSCC pointed out that the LCD continues to suffer with display fab utilisation further slowing in Q3 and worse than expected. After a 6% sequential decline in Q2’22, total TFT input for all …
Tags:Financial Data| Forecasts| Large LCD Supply| Market Data| OLED Fabs
by Bob Raikes
What They Say The Elec looked at the market for OLED deposition equipment and asked if Canon Tokki could continue to dominate in G8 as it has in previous generations as both Samsung Display …
Tags:Canon| LG Displays (LGD)| OLED Fabs| Production Equipment| Samsung Display
by Bob Raikes
What They Say The Elec reports that an expectation that Xi Jinping will enjoy a third term of office in China is leading to more certainty in China and that this could mean that Tianma …
Tags:China| CSOT| Investment| LCD Fabs| OLED Fabs| Tianma
by Bob Raikes
What They Say DSCC added to the gloom in the display industry when it confirmed its forecast that the smartphone OLED panel market will decline by 13% in unit terms this year to 554 …
Tags:LTPS TFT| OLED Fabs| Small & Medium Displays| Small Medium Panel Supply| Smartphone Market
by Bob Raikes
What They Say DSCC said that it expects OLED revenues to drop by 4% year on year in 2022 to $40.3 billion because of faster declines in smartphones and slower growth in IT and …
Tags:Forecasts| Market Data| OLED Fabs| OLEDs| Supply Chain
by Bob Raikes
What They Say TrendForce said that it expects the penetration of OLED into the smartphone market to get over 50% in 2023, up from 42%. (This would be on a unit basis, I assume …
Tags:OLED Fabs| OLEDs| Samsung Display
by Milos Pavlovic
What They Say The Elec reports that Samsung plans to first make single stack rather than tandem OLEDs on the G8 line that it has just decided to build for IT applications. Samsung Display’s …
Tags:Apple| iPad| OLED Fabs| OLEDs| Samsung Display
by Bob Raikes
What They Say UBI Rersearch of Korea reported that its estimate for the value of the medium and large OLED display market was $1.67 billion with shipments rising by 11.2% on an annual basis. …
Tags:Forecasts| Market Data| OLED Fabs
by Bob Raikes
Dr JS Choi is President and CEO of Samsung Display (SDC) and he gave a keynote address at the recent IMID conference with the title “Changing (the) display industry with disruptive innovation”. We listened …
Tags:Investment| Microdisplays| MicroLED| OLED Fabs| OLED Notebooks| OLEDs| QD OLEDs| Samsung Display| Smartphones| Vapour Deposition| Waveguide Display