Empowering display industry professionals with cutting-edge insights and analysis
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
by Joseph Bryans
LCD fab utilization jumped to 83% in Q3’23, up from just 65% a year earlier during the depths of the downturn.
Tags:DSCC| LCD| Market Data| Production Capacity| showcase
by Omid Rahmat
The gist of it: Will panel price rises last? Toss a coin. IT products are in recession and recovery looks to be some way off, but consumer sentiment seems to be strong. The balance …
Tags:DSCC| LCD| Market Data| Production Capacity
by Bob Raikes
What They Say The Elec reports that Samsung Display has postponed the installation of a pilot line for QNED display manufacture by at least a year and has disbanded the team that would have …
Tags:Production Capacity| QD OLEDs| QNED| Samsung Display
by Bob Raikes
Well, it was the second day of SID Display Week and I took myself along to the SID/DSCC Business Conference in line with my plan. The big topic of the day was the over-supply …
Tags:Large LCD Supply| LCD Fabs| Production Capacity| Production Equipment| SID Display Week 2022| Supply Chain
by Bob Raikes
What They Say Semiconductor Today reported that ams Osram GmbH said at a recent investors’ day that it will build a new 8″ wafer LED front-end fab in its existing site at Kulim, Malaysia. …
Tags:MicroLED| Osram| Production Capacity
by Bob Raikes
What They Say Business Korea reported that Samsung Display (SDC) had reported on its internal bulletin board to employees that its yields on QD-OLEDs had now reached 75% and that it is aiming for …
Tags:LG Displays (LGD)| Pricing| Production Capacity| QD OLEDs| Samsung Display| WOLED (White OLED)
by Milos Pavlovic
What They Say It’s not news that chip supply chains are constrained, but TSMC said that even though it’s revenues are expected to be up 37% year on year in Q2, it is struggling …
Tags:Financial Data| Production Capacity| Semiconductor Market| Supply Chain| TSMC
by Bob Raikes
What They Say Daktronics in the US said that it was looking to boost its production capacity will double the firm’s Brookings, South Dakota, US plant, increasing the area by 90,000 sq ft (8350 …
Tags:Daktronics| LED| Production Capacity| Small Pixel Pitch LED SPP| Supply Chain
by Milos Pavlovic
What They Say DSCC’s blog update pointed out a change in its capacity outlook with a switch to a reduction in the outlook after six quarters of increasing capacity forecasts after delays and cancellations …
Tags:BOE| CSOT| Display Supply & Demand| Large LCD Supply| LG Displays (LGD)| Production Capacity| Small Medium Panel Supply
by Bob Raikes
What They Say The Elec from Korea reported that Solus Advanced Materials has started to build a new factory for OLED materials in Changzhou, Jiangsu province in China. At just $20.5 million, it’s not …
Tags:China| Investment| OLED Materials| Production Capacity
by Bob Raikes
What They Say Yesterday we reported information from ‘The Elec’ in Korea that Corning was planning to expand its TV glass capacity in China. We were contacted later by Bob O’Brien of DSCC, who …
Tags:Corning| Glass| Production Capacity
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