Supply Chain – Page 4 – Display Daily

Links Week Starting 15th August 2022

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. (I’m still catching up after Display Week!) …

Samsung Display to apply different grades of materials on iPhone 14 OLED panels

by Bob Raikes

What They Say The Elec reports that Samsung Display will use different OLED material stacks on different models of the Apple iPhone 14 series. The 6.1″ and 6.7″ standard models will use the M11 …

Tags:Apple| LG Displays (LGD)| OLED Materials| Samsung Display| Supply Chain

LCD TV Panel Prices Headed for One “L” of a Recovery in Q4

by Bob Raikes

What They Say Earlier this week, DSCC published a blog article summarising the situation on LCD TV panel pricing, describing the situation as a ‘Perfect Storm’ with Continued oversupply Near-universally weak demand and excessive …

Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)

71% of TVs Purchased Were Sold on Promotion Through April 2022

by Bob Raikes

What They Say Highlighting the difficult conditions in the US TV market, NPD said that there has been a surge in TVs being sold on promotion. From January through April 2022, 71% of TVs …

Tags:Supply Chain| TV Set Market| USA

China’s BOE Set to Supply Display Panels for iPhone 14

by Bob Raikes

What They Say Caixin reports that BOE has been certified by Apple as a supplier of displays for the iPhone 14, quoting “several people familiar with the matter”. The report said that BOE will …

LG Chem started to supply ‘Blue Host’ to BOE

by Bob Raikes

What They Say ETNews from Korea reports that LG Chem has started to supply a blue host OLED material to BOE in China for the first time. The firm is said to be using …

Tags:BOE| OLED Materials| Supply Chain

Samsung Battens Down the Hatches

by Bob Raikes

Yesterday, DSCC’s Bob O’Brien published a blog article that revealed that Samsung has told all its business groups to suspend purchases and control their inventory status. Samsung has informed flat panel display makers in …

Apple to evaluate BOE’s iPhone 14 OLED panel this week

by Bob Raikes

What They Say The Elec reported that BOE has passed samples to Apple for evaluation as a supplier for the expected iPhone 14 and hopes to get approval ‘within the month’. If the go …

LG Display invests $1bn in Vietnam facility

by Bob Raikes

What They Say The Aju Business Daily reports that LG Display is raising $1.0 billion to expand its OLED module assembly facilities at its plant in Hai Phong, Vietnam. Despite difficult geopolitical and macroeconomic …

Tags:LG Displays (LGD)| OLEDs| Small Medium Panel Supply| Supply Chain

LGD Adds LG Chem as Deuterium Supplier – Samsung to Boost Foldables

by Bob Raikes

What They Say The Korean ET News reports that after initially getting supplies of ‘deuterium blue’ from DuPont of the US, LG Display is now also getting supplies from LG Chem for its OLED.EX …

Excess Inventory Acts as a Gale-Force Headwind for Display Industry

by Bob Raikes

What They Say Earlier this week, DSCC published a blog article characterising the inventory issues in the supply chain as acting like a “Gale-Force Headwind for Display Industry” and the Nikkey reinforced this idea …

Tags:Display Supply & Demand| Retailers| Supply Chain| USA

BOE Responds to Apple Rumour

by Bob Raikes

What They Say The Elec recently reported that BOE had possibly fallen out of favour with Apple by modifying some aspect of OLEDs intended for iPhones (BOE almost made no iPhone OLED panels since …

Tags:Apple| BOE| iPhone| Smartphones| Supply Chain