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LCD TV Panel Prices Headed for One “L” of a Recovery in Q4

by Bob Raikes

What They Say Earlier this week, DSCC published a blog article summarising the situation on LCD TV panel pricing, describing the situation as a ‘Perfect Storm’ with Continued oversupply Near-universally weak demand and excessive …

Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)

Links Week Ending 29th July 2022

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 end of this week. Meta bumps prices of Quest 2 headsets ahead …

Tags:Apple| Asus| Desktop Monitors| Digital Signage| DOOH| | Game Playing| JCDecaux| Laser| LED| MMD (AOC Philips)| Patents| Pricing| Sky| Smartphones| Virtual Reality

BoM Analysis: Xiaomi’s 12S Ultra Costs $516 After Upgrades

by Bob Raikes

What They Say Counterpoint Research published a BoM analysis of the Xiaomi 12S Ultra which, the firm said, is intended to improve Xiaomi’s presence in the >$600 market for smartphones in the Chinese market. …

Tags:China| Pricing| Smartphones| Xiaomi

Mobile & Tablet Panel Price Trend in July.2022

by Bob Raikes

What They Say Sigmaintell released its data on the latest pricing for mobile and tablet LCDs and expects to seeing continuing price declines. For all technologies, demand is weak, orders are being reduced and …

Tags:Forecasts| Pricing| Small Medium LCDs

TV Market Suffering from Excess Inventory

by Bob Raikes

What They Say The topic of inventory is one that DSCC has looked at a number of times this year. It has published a new blog post on the topic of TV inventories and …

Tags:Crystal cycle| Large LCD Supply| Pricing

Global TV panel makers start the largest production cut in history

by Bob Raikes

What They Say We published a press release from Sigmaintell on the site today. To summarise the long release: Whereas Q1 and Q2 of the year are usually less than 50% of the total …

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

Rockets & Feathers in Display Pricing

by Bob Raikes

Hat-tip today to Paul Krugman, an economist that writes for the New York times who introduced me to the phrase “rockets and feathers”. It got me thinking about pricing. In using the phrase, which …

Tags:Large LCD Supply| Pricing

Sigmaintell Covers Mobiles & Tablets

by Bob Raikes

What They Say After reporting on its TV panel prices yesterday (Sigmaintell Research?TV Panel Price Trends in Jun.2022 (The early June edition)) and now we have its data on smartphone and tablet panel prices. …

Tags:Pricing| Small Medium Panel Supply| Smartphones| tablets

Samsung Galaxy Z Fold 4: Everything we know so far

by Bob Raikes

What They Say Laptop Magazine had a look at the current state of rumours about the upcoming Galaxy Z Fold 4. It concludes that it will be released in August It is likely to …

Tags:Flexible Displays| Foldable Devices| Pricing| Samsung| Smartphone Market| Smartphones

Links Week Ending 6th May 2022

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are (quite!) a few from the second part of this week. Zeochem offers custom Deuterium solutions for …

Tags:Desktop Monitors| | ISE 2022| LED| MMD (AOC Philips)| OLED Materials| OLED TVs| Pay TV| Pricing| Samsung| Semiconductor Market| storage| USB Monitors| Virtual Reality| Virtual Sets