iPhone Problems Hurt LG Display
by Emory Kale
Apple is buoying up the display business for the Korean industry but that’s about the only good news for now.
Tags:Apple| BOE| iPhone 15| LG Display| OLED| Samsung| SDC
Mobile and Display Lead Samsung’s Better Than Anticipated Third Quarter Performance
by Emory Kale
Samsung Display’s operating profit was estimated at over 1 trillion won ($746 million), helped by OLED panel supply for the iPhone 15.
Tags:iPhone 15| OLED| Samsung| SDC
The Conundrum of Inventory Levels for the Panel Industry
by Omid Rahmat
Feast or famine, the tech industry as a whole is running a little blind right now.
Tags:BOE| DSCC| Financial Data| LGD| SDC| Tianma| Visionox
Increased Panel Shipments and Enhanced Features Expected for Apple’s iPhone 15
by Emory Kale
BOE is expected to commence shipping panels for the iPhone 15 Plus, while SDC will continue supplying panels for all four iPhone 15 models, similar to its contributions in previous iPhone iterations.
Tags:Apple| BOE| iPhone 15| LGD| OLED| SDC| showcase| TFE
Samsung Display Acquires AR/VR Leader eMagin in $218 Million Deal
by Emory Kale
Samsung Display views this acquisition as strategically vital.
Tags:Augmented Reality| eMagin| Microdisplays| SDC| VR
Samsung to Use Recycled Glass in Construction of New Eco-Friendly HQ
by Shawnee Blackwood
Waste not, want not.
Tags:Recycling| Samsung| SDC
Linde to Expand Facility in South Korea to Support Samsung Display’s OLED Conversion Project
by Omid Rahmat
$100 million investment in Linde’s Tangjeong complex will boost nitrogen supply for Samsung Display’s manufacturing process
Tags:LCD| Linde| OLED| SDC
Sony Expected to Dominate Apple’s MR Device OLEDoS Market as LG Display and Samsung Face Delays
by Emory Kale
The never ending saga of a product that raises clicks but may not be able to raise the ghost of the metaverse.
Tags:Apple| FMM| LGD| MR (Mix Reality)| OLEDos| SDC| sony| WOLED (White OLED)
Will the Chinese Government Consolidate LCD TV Panel Manufacturing Among 3 Companies?
by Omid Rahmat
According to the CEO of UBI Research, the threat to LCD pricing and supply should be of great concern.
Tags:LCD| LG Displays (LGD)| OLED| SDC| UBI Research
Samsung Display Invests $3.1 Billion Out of $45.6 Billion in OLED Production in Central and Southern Korea’s
by Omid Rahmat
The intensifying competition between the US, South Korea, Japan, and China to reshape supply chains could usher in a golden era for materials, parts, and equipment manufacturers.
Tags:Manufacturing| OLED| SDC
LG Display’s Ambitious Plans for OLED Production Delayed Due to Economic Factors
by Emory Kale
In 2019, LG Display was preparing for the installation of new production lines for 6th generation OLEDs in Paju, with plans to increase production capacity to more than 700,000 sheets per year. The company …
Tags:Investment| LG Displays (LGD)| Manufacturing| OLED| SDC
Apple iPhone 14 Panel Shipments Drop 23% MoM With Anemic Growth
by Omid Rahmat
As we approach the end of March, the latest survey of supply chain data from DSCC indicates that panel shipments for the iPhone 14 Series are tracking 2% higher than the iPhone 13 Series …
Tags:BOE| DSCC| iPhone| LDC| Market Data| OLED| SDC
