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

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