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Yantian Delays Worse than the Suez Canal

by Bob Raikes

What They Say The South China Morning Post reports that the delays at the port of Yantian (Shenzen) caused by Covid procedures and outbreaks, are causing bigger shipping delays than the recent problems with …

Tags:China| Pricing| Supply Chain| Transport

8K Display Pricing Trend Analysis

by Milos Pavlovic

What They Say Chris Chinnock, wearing his 8K Association hat, has looked at the development of pricing in 8K displays, and reports that 8K has followed the general price trend of increasing prices, but …

Tags:LCD Panels| Pricing| Super Hi-Vision (8K)

LCD TV Panel Price Rally is Near an End

by Bob O'Brien

The unprecedented increase in prices for LCD TV panels will soon come to an end as the demand surge which resulted from the COVID-19 pandemic eases and industry supply has caught up. We expect …

Tags:Forecasts| Large LCD Supply| LCD Fabs| Market Data| Pricing

LCD Supply Demand Shifting to Oversupply

by Bob Raikes

What They Say DSCC published a blog post highlighting that the LCD industry is moving into oversupply as demand for TVs in the US has started to weaken as the US has rolled out …

Tags:Forecasts| Large LCD Supply| Pricing| TVs (TV Sets)

BoM Analysis: Apple Watch Series 6 Costs $136 to Produce

by Bob Raikes

What They Say Counterpoint Research said that its estimate of the BoM cost of the Apple Watch Series 6 is around $136, putting the display subsystem at around $18. The display is an LTPO-based …

Tags:Apple Watch (iWatch)| Pricing| Smartwatches| Supply Chain| Teardowns

Links Week Ending 4th June 2021

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the second part of this week. Samsung talks about EZCal Prime Day Monitor …

Tags:Desktop Monitors| Display Calibration| LG Electronics (LGE)| Pricing| Samsung| Smart TV| STBs| Testing| TVs (TV Sets)

LCD Industry Stability Could Break Out….

by Bob Raikes

Over the years, I have watched Ross Young give display conference business keynotes many times. There are few people that can get as much information across as concisely as he does. I guess you …

Tags:Large LCD Supply| Pricing| SID Display Week 2021

Sigmaintell – TV Panel Prices Still Rising

by Bob Raikes

What They Say Sigmaintell Research of China published its early May edition of TV panel price trends and it shows a continuing increase in pricing from April to May from $2 on 32″ panels …

Tags:Large LCD Supply| Pricing| TVs (TV Sets)

Epistar to Raise Prices for LED, miniLED

by Bob Raikes

What They Say Digitimes reports that Epistar plans to increase prices for LEDs and miniLEDs this quarter as demand is strong and material costs have risen, quoting the firm’s president speaking at Touch Taiwan. …

Tags:LED| Pricing| Touch Taiwan 2021

Sigmaintell Sees Small LCD Pricing as Flat, TVs as Rising

by Bob Raikes

What They Say Sigmaintell put out its panel pricing reports for both small/medium and large panels for April 2021. Small medium prices are broadly stable, with a rise in one size of amorphous LCD …

Tags:Large LCD Supply| Pricing| Small Medium Panel Supply