Small Medium Panel Supply

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DSCC Examines Leading Panel Suppliers’ 2018 Q1 Results

by Andrew Fenn

During the first quarter of 2018, Chinese suppliers outperformed Taiwan and Korean suppliers, helped by government subsidies, lower labour and fab costs, and the exclusion of interest payments in odd quarters, according to DSCC. …

Tags:Financial Data| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| OLED Fabs| Small Medium Panel Supply| Vol 25 - Issue 17

Apple

WSJ Reports Problems for LGD Flexible OLEDs

by Milos Pavlovic

The Wall St Journal reports that Apple’s attempts to use LG Display as a secondary supplier for flexible OLEDs has hit trouble as LG Display has not been able to keep up with the …

Tags:AMOLED| Apple| iPhone| LG Displays (LGD)| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 16

DSCC Launches Smartphone Display Cost and Forecast Report

by Andrew Fenn

DSCC has launched its latest quarterly smartphone display cost report, covering the most critical variables in smartphone panel cost including screen size, resolution and substrate type. Discussing the report, co-founder and president Bob O’Brien …

Tags:Market Data| Mobile Display Monitor| Small Medium Panel Supply| Smartphone Market| Vol 25 - Issue 16

Small Panel Makers See Monthly Improvement But Down on Year

by Yvette Raikes

Following the shortest month, sales of small and medium panels from the four big panel makers bounced back 10.6% MoM to 97.79 million, but this was down 13.7% YoY. AUO saw March revenue of …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 14

IT Panel Volume to Grow

by Bob Raikes

Data from Witsview, quoted in the Taiwanese press, puts the total of IT panels (notebooks + monitors) at 314.94 in 2017 and the company is forecasting 326.37 – a 3.6% increase – in 2018. …

Tags:Desktop Monitors| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Notebooks| Small Medium Panel Supply| Vol 25 - Issue 13

Apple

GS Reduces iPhone Forecast

by Bob Raikes

Goldman Sachs has downgraded its forecast for iPhone sales and expects 53 million sales in Q1 (down 1.7 million) and 40.3 million in Q2, down 3.2 million from its previous forecast. Over the whole …

Tags:Apple| Flexible Displays| Mobile Display Monitor| OLED Fabs| OLEDs| Small Medium Panel Supply| Smartphones| Vol 25 - Issue 13

DSCC Releases Latest OLED Forecast

by Damir Lokas

DSCC released the forecast slides for the Q1’18 issue of its Quarterly OLED Shipment and Fab Utilization Report and said that it has revised the outlook for 2018 down by 22%, but still expects …

Tags:Large Display Monitor| Market Data| Mobile Display Monitor| OLED Fabs| OLEDs| Small Medium Panel Supply| Smartphones| Vol 25 - Issue 11

OLED-A Highlights Flex OLED Changes

by Bob Raikes

The OLED Association published its latest forecasts for different OLED fabs now that a number of planned expansions have been revised in the light of the sales of the iPhone X (DSCC Releases Latest …

Tags:Flexible Displays| Mobile Display Monitor| OLEDs| Small Medium Panel Supply| Vol 25 - Issue 11

Shorter Month Means Fewer Panels Shipped

by Yvette Raikes

The shorter month of February saw a drop of 20.6% MoM in small and medium panel shipments to 88.387 million for the four main suppliers, but this was only down 6.3% YoY. HannStar saw …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 11

Taiwan Small and Medium-Sized Panel Market Steady in 2017 Q4

by Andrew Fenn

Digitimes Research has released more data regarding the LCD panel market in the fourth quarter of 2017, this time for small and medium-sized panels, which dropped by 1.1% to 314 million units, a bigger …

Tags:Mobile Display Monitor| Small Medium Panel Supply| Taiwan| Vol 25 - Issue 06

Innolux President Predicts a Bright 2018

by Andrew Fenn

Innolux president Robert Hsiao has revealed the company is feeling optimistic about 2018, expecting a boost to its performance over that seen last year, according to Digitimes. Hsiao predicts a 7-9% quarter-on-quarter drop in …

Tags:Innolux| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 06

AUO President Predicts Stable 2018 for LCD Panel Market

by Andrew Fenn

Michael Tsai, president of AU Optronics, recently said, as reported by Digitimes, that the company anticipates that the global LCD market will be stable in 2018. AUO reportedly estimates a 6-8% annual increase in …

Tags:AUO| Large Display Monitor| Large LCD Supply| Small Medium Panel Supply| Vol 25 - Issue 06