Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
What They Say Analyst Ming-Chi Kuo has reported on Twitter that based on conversations with the supply chain, he believes that Apple has asked Foxconn to boost the production of the iPhone 14 Pro …
Tags:Apple| iPhone| Smartphone Market| Supply Chain
by Bob Raikes
What They Say Taiwan suffered magnitude 6.4 and 6.8 earthquakes yesterday and Trendforce of Taiwan reported on the impact of the events on chips and panels. Chip makers have not been significantly affected, it …
Tags:AUO| Innolux| Semiconductors| Supply Chain| Taiwan
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 …
Tags:Apple| Financial Data| Forecasts| Huawei| Large LCD Supply| Market Data| OLEDs| Samsung| Samsung Display| Small Medium Panel Supply| Supply Chain| Xiaomi
by Bob Raikes
What They Say Another hat-tip to Sixteen-Nine.net for spotting a report that container shipping costs from China to the West Coast of the US have dropped around 60% from January 2022 and are now …
Tags:Supply Chain
by Bob Raikes
What They Say We have previously reported on forecasts from DSCC that Samsung would retain its share of supply to Apple for the iPhone 14 at around the same level of last year, despite …
Tags:Apple| BOE| Financial Data| iPhone| LG Displays (LGD)| LTPO TFT| OLEDs| Samsung Display| Supply Chain
by Bob Raikes
What They Say Although Samsung Display is doing well with its OLED sales to Apple (Samsung set for record Q3 profit on iPhone 14 series shipments), the same is not true of other Korean …
Tags:Apple| China| Korea| Samsung| Semiconductor Market| Supply Chain
by Bob Raikes
What They Say Semiconductor Engineering published quite a long article on the state of play of microLED developments and has some useful information, especially if you are new to the field. In it, Eric …
Tags:Apple| Apple Watch (iWatch)| Investment| MicroLED| R&D (Research & Development)| Small Pixel Pitch LED SPP| Supply Chain
by Bob Raikes
What They Say DSCC has increased the detail of its tracking service for flexible OLEDs and in announcing that said that panel shipments for the upcoming iPhone 14, expected to be launched on September …
Tags:Apple| BOE| LG Displays (LGD)| OLEDs| Samsung Display| Smartphones| Supply Chain
by Bob Raikes
What They Say The government in Sichuan, China, said that it would ration power to industrial users for six days potentially causing problems for a number of companies in the display supply chain. The …
Tags:BOE| China| Supply Chain
by Bob Raikes
What They Say DSCC published a blog article with extracts from its latest OLED shipment report and said that OLED panel revenues increased 12% Y/Y on 3% Y/Y unit declines as a result of …
Tags:Display Supply & Demand| Financial Data| OLEDs| Supply Chain
by Bob Raikes
What They Say Although there are negative signs in the smartphone market, Bloomberg reported that Apple has asked suppliers to maintain volumes of its new iPhones in line with last years launch – which …
Tags:Apple| Forecasts| Foxconn (Honhai)| iPhone| Smartphone Market| Supply Chain
by Bob Raikes
What They Say Sigmaintell published its latest TV price data for early August and showed that all sizes continue to decline sharply. 32″ was down $1 but 65″ was down $5 and 75″ down …
Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)
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