Small Medium Panel Supply

OLED Smartphone Panel Revenues to Decline 5% Y/Y in 2022

by Bob Raikes

What They Say DSCC added to the gloom in the display industry when it confirmed its forecast that the smartphone OLED panel market will decline by 13% in unit terms this year to 554 …

Tags:LTPS TFT| OLED Fabs| Small & Medium Displays| Small Medium Panel Supply| Smartphone Market

Display Industry to Show Weakness thru H123, Suffers 1st Quarterly Loss in Q222 after 7 Consecutive Profitable Quarters

by Bob Raikes

Over the past few months the economic conditions for the consumer electronics market have been deteriorating, but there is a start of a normalizing correction in inventories, which had been built up throughout the …

UBI: 724.8 million small-area OLED displays will ship in 2022

by Bob Raikes

What They Say OLED-Info reported data attributed to UBI Research on sales of small OLEDs which are expected to reach 724.8 million units, growing to 937.8 million by 2027. Q2 OLED revenues were $7.87 …

Tags:Market Data| OLEDs| Small Medium Panel Supply

Sigmaintell Research｜Mobile & Tablet Panel Price Trends in Aug.2022

by Bob Raikes

What They Say Sigmaintell Research released its price forecast for August panel pricing for mobile and tablet use. It’s not surprise to see all the segments reported reduced prices and the firm sees no …

Tags:Forecasts| Pricing| Small & Medium Displays| Small Medium Panel Supply

HannStar Display Hopes to Maintain High Utilisation

by Bob Raikes

What They Say In all the doom and gloom in LCD making, dogged survivor HannStar Display told Digitimes that the firm is optimistic of keeping its utilisation at 90% to 95% as it has …

Tags:Financial Data| Hannstar (Hannspree)| Small & Medium Displays| Small Medium LCDs| Small Medium Panel Supply

DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop

by Milos Pavlovic

What They Say DSCC has updated its capex and equipment report and said that total LCD and OLED equipment spending remained relatively flat on a move-in basis despite a number of delays and cancellations. …

Flat Panel Display Revenues Falling 20% in 2022, but Revenues Will Recover to $152 Billion in 2026

by Bob Raikes

What They Say DSCC has published a blog highlighting display industry revenues and shows how 2021 really was a ‘blip’ with great sales of devices and high panel prices, but with a ‘fall to …

Tags:Large LCD Supply| Small Medium Panel Supply

OLED Smartphone Revenue to Decline 16% in 2022 on Macroeconomic Environment and Weakened Consumer Demand

by Bob Raikes

What They Say DSCC looked in a blog article at the impact of a weak smartphone market on OLED panel procurements and expects Q2 2022 to be down 17% QoQ and 10% YoY to …

Tags:OLEDs| Small Medium Panel Supply| Smartphone Market

China’s BOE Set to Supply Display Panels for iPhone 14

by Bob Raikes

What They Say Caixin reports that BOE has been certified by Apple as a supplier of displays for the iPhone 14, quoting “several people familiar with the matter”. The report said that BOE will …

New 11-inch-and-above tablet panels with LTPS and OLED technologies to impact demand in 2H22

by Bob Raikes

What They Say Omdia’s Linda Lin published a blog that highlighted that although tablet brands were reducing their purchasing, they are still forecast to have bought 2% more than in Q1 at 61.3 million, …

Tags:Large LCD Supply| OLEDs| Small Medium Panel Supply| tablets

Apple to evaluate BOE’s iPhone 14 OLED panel this week

by Bob Raikes

What They Say The Elec reported that BOE has passed samples to Apple for evaluation as a supplier for the expected iPhone 14 and hopes to get approval ‘within the month’. If the go …

LG Display invests $1bn in Vietnam facility

by Bob Raikes

What They Say The Aju Business Daily reports that LG Display is raising $1.0 billion to expand its OLED module assembly facilities at its plant in Hai Phong, Vietnam. Despite difficult geopolitical and macroeconomic …

Tags:LG Displays (LGD)| OLEDs| Small Medium Panel Supply| Supply Chain