Who Gets the Finger in US-China Supply Chain Cold War
by Omid Rahmat
Stay close to your partners and work around the politics.
Tags:China| CHIPS Act| Supply Chain
Only a Quarter of Supply Chain Workforce Fully Engaged, Turnover in Sector Is 33% Higher Than Pre-pandemic
by Artem Alekseenko
A mere 16% of the workforce is willing to go the extra mile in their roles.
Tags:Artificial Intelligence (AI)| Covid-19| Gartner| Supply Chain
What’s Going to Drive Display Costs?
by Omid Rahmat
We might entering a golden age for display materials.
Tags:Manufacturing| Materials| Supply Chain
Display IP Licensing and the Automotive Supply Chain
by Omid Rahmat
The increasing digitalization of automobiles due to the rise of EVs and autonomous driving has created opportunities for component manufacturers to propose new technologies and joint developments. Display component makers must enhance their technological …
Tags:Automotive| Supply Chain
Display Shipments: Party Like It’s 2019
by Omid Rahmat
Strategizing display manufacturing post-pandemic has no historical context or roadmap that you can call on to provide some succor. Market prognostications suffer from a similar malaise. It may be that the best you can …
Tags:Manufacturing| Supply Chain
Foxconn Eases China Factory Restrictions
by Bob Raikes
What They Say Foxconn has ended most of the restrictions on its factory in Zhengzhou, China including the “point-to-point” system, in which employees had to restrict daily movements to between their dormitories and the campus. …
Tags:Apple| Covid-19| Foxconn (Honhai)| Supply Chain
DSCC Downgrades Display Capacity Growth
by Bob Raikes
What They Say DSCC said that for the fourth consecutive quarter it has downgraded it display capacity forecast as more delays and cancellations are recognised in the face of weak demand and poor pricing. …
Tags:Display Supply & Demand| Forecasts| Large LCD Supply| Market Data| Supply Chain
Apple to lose 6 Million iPhone 14 Pros
by Bob Raikes
What They Say Bloomberg quoted “a person familiar with assembly operations” as saying that Apple’s iPhone 14 Pro shipments could fall short by 6 million units after the disruption in Zhengzhou, China that we …
Tags:Apple| China| Foxconn (Honhai)| Smartphone Market| Supply Chain
OLED Panel Revenues Decreased 11% Y/Y in Q3’22 as Smartphones and TVs Drop 16% and 12%
by Bob Raikes
What They Say DSCC has released its latest OLED report and highlighted that OLED revenues have dropped 11% YoY with a 17% drop in panel shipments. By OLED application: Smartphones decreased 26% Y/Y in …
Tags:BOE| LG Displays (LGD)| Market Data| OLEDs| Samsung Display| Supply Chain
Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED
by Milos Pavlovic
What They Say In its blog (registration required), DSCC highlighted the difference in financial results between LCD and OLED makers, with an increasing ‘chasm’ between OLED-focused makers and those making LCDs. Q3 was the …
Tags:BOE| Display Supply & Demand| Financial Data| LG Displays (LGD)| Samsung Display| Supply Chain
Tablet Shipments rise over 20% sequentially in 3Q22
by Bob Raikes
What They Say Digitimes Research said that tablet shipments rose 20% to 38.4 million units with increased orders from Apple. Apple and Samsung accounted for nearly 60% of volume in Q3 (Apple was 38.2%). …
Tags:Market Data| Supply Chain| tablets
Top-5 notebook brands see shrinking shipments in October
by Bob Raikes
What They Say Digitimes Research reported that the combined shipments in October from the top five notebook brands (excluding Apple) were down 13% from September and nearly 40% down on last year. Lenovo went past …
Tags:Large LCD Supply| Market Data| Notebooks| ODMs & OEMs| Supply Chain
