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LCD Fab Utilization to Fall Below 68% in Q1’24

by Shawnee Blackwood

The developments in the coming months are crucial in determining the pace of recovery in LCD TV display prices, particularly for Chinese panel makers.

Tags:BOE| HKC| LCD| Manufacturing| Market Data| omdia

OLED TV is Kind of Meh

by Omid Rahmat

OLED TV shipments dropped from 7.5 million units last year to 5.7 million units in 2023.

Tags:LG Display| monitors| OLED| omdia| Samsung Display| showcase| TV Sets

Chinese Firms Lead Foldable Phone Explosion, Forcing Rapid Innovation

by Shawnee Blackwood

Chinese display makers haven’t been first to market with innovations like low-temperature polycrystalline oxide (LTPO) backplanes, polarizer-less technology and ultrathin cover glass but it hasn’t hurt them much.

Tags:China| foldables| market research| omdia| showcase| Smartphones

LCD Panel Makers Slash Production as Demand Slows

by Shawnee Blackwood

Chinese display manufacturers are considering further utilization drops below 60% in Q1’24 around Chinese New Year in hopes of minimizing price erosion.

Tags:LCD| Manufacturing| Market Data| omdia| showcase

LCD TVs Getting Bigger and Bigger

by Joseph Bryans

The average LCD TV shipped in September had a screen size of 52.1 inches diagonally, up from 49.8 inches in May. Just five years ago, the average screen size was 44 inches.

Tags:LCD| omdia| showcase| TV Sets

LCD and OLED Panel Glut Forecast to Dampen Price Recovery

by Joseph Bryans

This tug-of-war between panel makers trying to restrict supply and set makers limiting purchases reflects an industry still struggling to align production with demand after years of over-expansion.

Tags:OLED| omdia| Production Capacity

Apple’s iPad Panel Demand Drops 36% in 2023

by Shawnee Blackwood

Apple’s iPad panel purchasing is forecast to decline 36% YoY to 45.5 million units in 2023 – its lowest volume since 2020.

Tags:Apple| iPad| omdia| showcase| tablet

Cloud Gaming and TV Futures

by Omid Rahmat

Microsoft and Sony lead in games library services, with 51 million combined subscriptions currently.

Tags:Cloud Gaming| omdia| showcase| Streaming Games