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LCD Capacity Upgraded on Numerous Expansions

by Bob Raikes

What They Say DSCC published a blog detailing the changes in its forecast for LCD & OLED capacity as the LCD industry has become profitable again and makers try to squeeze out more production …

Tags:China| Large LCD Supply| OLED Fabs

LG Display to Boost Chinese OLED TV Panel Output

by Bob Raikes

What They Say The Elec reported that LG Display plans to boost the production capacity of its fab in Guangzhou, China, which currently has a capacity of 60K substrates per month. It will be …

Tags:China| LG Displays (LGD)| OLED Fabs| OLED TVs

LCD Capex Up, OLED Down

by Bob Raikes

What They Say Our Display Daily today is a guest article from Bob O’Brien of DSCC and covers OLED materials, but Ross Young from the firm also published a blog about capex in the …

Tags:Investment| LCD Fabs| OLED Fabs

FPD Revenues to Increase 28% in 2021 to Record $151 Billion

by Bob Raikes

What They Say DSCC posted a blog article that highlighted the strong growth in FPD revenues to a record forecast of $151 billion in 2021 although revenues are likely to flatten from 2022. Mobile …

Tags:AUO| BOE| CSOT| Innolux| Large LCD Supply| LCD Fabs| LG Displays (LGD)| OLED Fabs| Samsung Display| sharp

OLED Production to Increase 94% Y/Y in Q2 2021

by Bob Raikes

What They Say DSCC reported that a recovery from the pandemic, combined with strong demand for OLEDs in smartphones, TVs and other devices, and coupled with capacity increases, will lead OLED production to grow …

Tags:OLED Fabs| Small Medium Panel Supply

TFT Input by region

China to Hit 61% of TFT Input by this Quarter

by Bob Raikes

What They Say DSCC has released its latest Fab Utilisation report and released some details on is blog. In Q4, the total TFT input for all display makers was up 3% Q/Q and 15% …

Tags:BOE| Large LCD Supply| LG Displays (LGD)| OLED Fabs| Small Medium Panel Supply

Samsung Display Considers Expanding Notebook OLED Production

by Bob Raikes

What They Say The Elec in Korea reports a talk given in Korea by UBI Research has said that he thinks that Samsung Electronics is unlikely to use QD-OLED for its TVs. Instead, it …

Tags:Investment| OLED Fabs| QD OLEDs| QNED| Samsung

Visionox Makes Profit and Looks to New Clients

by Bob Raikes

What They Say A report by the OLED-info blog on Visionox, quoting Chinese sources, says that Visionox expects to report a small profit of $21 to $31 million for the year. It has added …

Tags:Financial Data| OLED Fabs

BOE’s 2nd Gen 10.5 LCD factory to reach full capacity in 1st half

by Milos Pavlovic

What They Say The Elec reports, quoting local Chinese media, that BOE has secured $3 billion in funding to expand its B12 production line for OLEDs for smartphones in Chongqing. The company currently operations …

Tags:BOE| Investment| Large LCD Supply| OLED Fabs| Small Medium LCDs