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DSCC Examines Leading Panel Suppliers’ 2018 Q1 Results

by Andrew Fenn

During the first quarter of 2018, Chinese suppliers outperformed Taiwan and Korean suppliers, helped by government subsidies, lower labour and fab costs, and the exclusion of interest payments in odd quarters, according to DSCC. …

Tags:Financial Data| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| OLED Fabs| Small Medium Panel Supply| Vol 25 - Issue 17

Chinese FPD factory financing model

Building new display fabs in China to face financing challenges

by David Hsieh

When the Chinese government announced years ago that it was supporting the country’s display manufacturing industry in its 13th Five Year Plan from 2016 to 2020-specifically, to upgrade the manufacturing floor and develop expertise …

Tags:China| Investment| LCD Fabs| OLED Fabs| Vol 25 - Issue 16

IHS: AMOLED Panel Shipment Area to More Than Quadruple by 2024

by Andrew Fenn

With growing demand for AMOLED TV panels, panel shipments by area are forecast to more than quadruple to 22.4 million m² by 2024, according to IHS Markit. Shipments of AMOLED TV panels doubled to …

Tags:IHS Markit| Large Display Monitor| Market Data| Mobile Display Monitor| OLED Fabs| OLEDs| Vol 25 - Issue 16

Display Equipment Spending and Growth by Technology

DSCC: ​$109 Billion Spending Expected from 2017 to 2022

by Andrew Fenn

From 2017 to 2022, display suppliers are predicted to spend $109 billion, down from the $116 billion predicted last quarter, to meet the demand for larger and higher-resolution TVs and thinner, lighter and flexible …

Tags:Investment| Large Display Monitor| LCD Fabs| Market Data| Mobile Display Monitor| OLED Fabs| Production Equipment| Vol 25 - Issue 14

JDI Puts OLED Plans on Hold

by Bob Raikes

JDI has had to re-align its capital raising and investment plans in the light of market developments over the last nine months. Having first planned to raise funds to invest in OLED production, the …

Tags:Investment| Japan Display Inc (JDI)| LCD Fabs| Mobile Display Monitor| OLED Fabs| Vol 25 - Issue 14

LG Clarifies Ambitious OLED Plans

by Bob Raikes

LG Display has told the Nikkei that it plans to boost its OLED TV panel output to 10 million by 2020 and Lee Sang-hoon, a Senior VP with the company, said that the number …

Tags:Investment| Large Display Monitor| LG Displays (LGD)| Mobile Display Monitor| OLED Fabs| TV Set Market| Vol 25 - Issue 13

visionox

Black Cattle OLED Fab Receives Additional Funding

by Bob Raikes

Black Cattle Foods (BCF) is a Chinese soyabeen producer which is getting into OLED panel manufacture, with help from Visionox. (Visionox Developing a 814 PPI AMOLED for VR). The OLED-A reported that the company …

Tags:China| Investment| Large Display Monitor| Mobile Display Monitor| OLED Fabs| Vol 25 - Issue 13

Apple

GS Reduces iPhone Forecast

by Bob Raikes

Goldman Sachs has downgraded its forecast for iPhone sales and expects 53 million sales in Q1 (down 1.7 million) and 40.3 million in Q2, down 3.2 million from its previous forecast. Over the whole …

Tags:Apple| Flexible Displays| Mobile Display Monitor| OLED Fabs| OLEDs| Small Medium Panel Supply| Smartphones| Vol 25 - Issue 13

DSCC Releases Latest OLED Forecast

by Damir Lokas

DSCC released the forecast slides for the Q1’18 issue of its Quarterly OLED Shipment and Fab Utilization Report and said that it has revised the outlook for 2018 down by 22%, but still expects …

Tags:Large Display Monitor| Market Data| Mobile Display Monitor| OLED Fabs| OLEDs| Small Medium Panel Supply| Smartphones| Vol 25 - Issue 11

Denso Confirms ¥30 Billion Investment in JOLED

by Andrew Fenn

Following months of rumours, Japanese autoparts manufacturer Denso will invest ¥30 billion ($282 million) in automotive display business, JOLED. The company will receive a 15% share in the business in return. Other companies who …

Tags:InkJet Deposition| Investment| JOLED| Large Display Monitor| Mobile Display Monitor| OLED Fabs| Vol 25 - Issue 11

IHS: Growth of AMOLED Capacity Slowing in South Korea While Accelerating in China

by Andrew Fenn

After two years of unprecedented capacity expansion, South Korean flat panel display (FPD) manufacturers will essentially halt new AMOLED panel factory construction for mobile applications in 2018. At the same time, their Chinese rivals …

Tags:China| IHS Markit| Korea| Large Display Monitor| Mobile Display Monitor| OLED Fabs| Vol 25 - Issue 10

Smartphone Market: New Opportunities for LTPS LCD?

by Sweta Dash

Just one year back, the outlook for LTPS LCD (Low Temperature Polycrystalline Silicon Liquid Crystal Display) was filled with fear and uncertainties as smartphone brands such as Samsung, Apple and top China brands shifted …

Tags:iOS (Apple)| Japan Display Inc (JDI)| OLED Fabs| Polysilicon LCD| Samsung| Smartphone Market| Tianma| Vol 25 - Issue 10