Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
What They Say Hat-tip to Macworld for pointing out that the iPhone 14 Pro and Pro Max supply issues mean that it’s now too late to get one of those models in time for …
Tags:Apple| iPhone| Smartphones| Supply Chain
by Bob Raikes
What They Say ETNews reported that LG Display has now started shipping LTPO AMOLED displays to Apple, breaking what has up to now been an exclusive deal with SDC. What We Think In its …
Tags:Apple| BOE| Flexible Displays| LG Displays (LGD)| LTPO TFT| OLEDs| Samsung Display| Smartphone Market| Supply Chain
by Milos Pavlovic
What They Say ETNews said that Samsung is looking to further diversify its smartphone production geographically and may reduce the proportion of its smartphone production in Vietnam from 50% this year to 40% in …
Tags:Samsung| Smartphone Market| Smartphones| Supply Chain
by Bob O'Brien
After fifteen months of decreases, LCD TV panel prices finally hit bottom in September 2022 and prices for several sizes increased in October. We now expect to see a modest increase in prices through …
Tags:Display Supply & Demand| Large LCD Supply| LCD Panels| Pricing| Supply Chain
by Bob Raikes
What They Say Bloomberg has reported that Apple is pushing Pegatron to assemble iPhone 14 models in India as it seeks to diversify away from production in China. Foxconn already assembles some units of the …
Tags:Apple| India| iPhone| Smartphone Market| Supply Chain
by Bob Raikes
What They Say Reuters reports that China has an action plan intended to allow shipments of 25 million HMDs by 2026 with a value of $48 billion under the country’s 14th five year plan. …
Tags:Augmented Reality| China| Forecasts| HMDs (Head Mounted Displays)| Supply Chain| Virtual Reality
by Bob Raikes
What They Say The Economist said that videos have been made of workers fleeing a huge iPhone-assembly plant in Zhengzhou, in central China, after the facility was locked down to contain a covid-19 outbreak. Reuters …
Tags:China| Covid-19| Foxconn (Honhai)| iPhone| Supply Chain
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. For the next couple of weeks, we …
Tags:Foxconn (Honhai)| HDR - High Dynamic Range| OLED TVs| Retail| Smartphones| Supply Chain|
by Bob Raikes
What They Say Apple is reported to have asked its suppliers to dramatically reduce the production of some models of the iPhone 14. The iPhone 14 Plus seems to be the most affected with …
Tags:Apple| iPhone| Smartphones| Supply Chain
by Bob Raikes
What They Say Innolux and AUO released their monthly data and unsurprisingly, given the weak market conditions, the firms were both well down. Innolux said that its revenues were up 11.1% on August in …
Tags:AUO| Financial Data| Innolux| Large LCD Supply| Small Medium LCDs| Supply Chain
by Bob Raikes
What They Say DSCC said that it expects OLED revenues to drop by 4% year on year in 2022 to $40.3 billion because of faster declines in smartphones and slower growth in IT and …
Tags:Forecasts| Market Data| OLED Fabs| OLEDs| Supply Chain
by Bob Raikes
What They Say DSCC added its views to the discussion about the adjustments in Apple’s iPhone 14 plans. The firm compared its survey on smartphone panels with the Bloomberg reports and currently sees iPhone 14 …
Tags:Apple| Smartphones| Supply Chain
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