Supply Chain – Page 5 – Display Daily

Sigmaintell Research｜Global TV Panel demand shrinks more than expected, Structural Production Cuts and Product Upgrades are good strategies

by Bob Raikes

What They Say Sigmaintell Consulting of China confirmed the view expressed at the SID/DSCC Business Conference that the global TV industry is in a ‘cold winter’ phase with ‘the spring’ still far away. Market …

Keynote Session Summary – Bad Year for Display Financials, But Display Performance Continues to Improve

by Milos Pavlovic

What They Say In a blog article (registration required), Ross Young of DSCC picked out some highlights of his keynote talk at the SID/DSCC Business Conference of Display Week. (The Tragedy of the LCD …

SID’s 60th Anniversary – Optimism in the Face of Falling Panel Prices, Demand and Profitability (Part 1)

by Barry Young

Ross Young, CEO of DSCC started the Business Conference with a message that the last two years saw record breaking revenues, shipments and profits, but warned that it would take four years before the …

Vuzix’s M400 Smart Glasses are now “ISO class 2 clean room” certified.

by Bob Raikes

What They Say Vuzix said that its M400 Smart Glasses are now “ISO class 2 clean room” certified. That means the AR glasses have been approved for use in numerous sterile workplaces such as …

Tags:Supply Chain| Vuzix| Waveguide Display

The Tragedy of the LCD Commons

by Bob Raikes

Well, it was the second day of SID Display Week and I took myself along to the SID/DSCC Business Conference in line with my plan. The big topic of the day was the over-supply …

BOE almost made no iPhone OLED panels since February

by Bob Raikes

What They Say The Elec reports that BOE has only made a small number of OLED panels since February. This was initially because of a shortage of drivers (with LX Semicon reported to be …

Tags:Apple| BOE| OLEDs| Supply Chain

Nintendo Switch Sales Set to Drop

by Bob Raikes

What They Say Nikkei reports that Nintendo expects to sell around 10% fewer of its Switch consoles this year compared to fiscal 2021, so it expects a total around 20 million. Sales peaked in …

Tags:Nintendo Consoles| Supply Chain

Samsung Unhappy About Apple Order Drops?

by Bob Raikes

What They Say Quoting the Korean IT Home as source, Patently Apple reported that Samsung Display’s CEO, Joo-Sun Choi has met with Apple CEO Tim Cook and asked him not to reduce the firm’s …

Tags:Apple| OLEDs| Samsung Display| Supply Chain

When Can LCD TV Panel Prices Stop Declining?

by Sweta Dash

LCD TV panel prices have been declining since July 2021 and the trend is expected to continue throughout Q2 2022. With an improvement in the Covid19 situation and a shift away from STH (Stay-at-home) …

Chinese Whispers:BOE to Supply iPhone OLEDs

by Bob Raikes

What They Say Cinno Research in China reported that BOE has done a deal to supply OLEDs for the iPhone 14 and supply could reach 59 million units (around 25% or so of the …

SK IE Technology to supply PI film for HP’s foldable OLED notebook

by Bob Raikes

What They Say The Elec reported that SK IE Technology is to supply polyimide film for a foldable notebook that HP is said to be developing, based on a 17″ 3840 x 2160 when …

BOE’s iPhone OLED production problems to continue up to May

by Bob Raikes

What They Say The Elec reported that BOE is continuing to have supply problems with OLEDs for iPhones as it has had challenges in getting enough display driver supply. The blog said that both …

Tags:BOE| Display Drivers| LG Displays (LGD)| Supply Chain