Supply Chain – Page 6 – Display Daily

TSMC grappling with ‘unexpected’ chip tool constraints, CEO says

by Milos Pavlovic

What They Say It’s not news that chip supply chains are constrained, but TSMC said that even though it’s revenues are expected to be up 37% year on year in Q2, it is struggling …

Tags:Financial Data| Production Capacity| Semiconductor Market| Supply Chain| TSMC

Links Week Starting 11th April 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. ICDT in China to be postponed because …

The Long View on LCDs vs OLEDs

by Bob Raikes

A couple of friends, well versed in the technology and graphics industries recently expressed surprise when I mentioned the withdrawal of Samsung from the LCD business. We had an email exchange and so I …

AUO to set up 8.5G panel line with low carbon emissions

by Bob Raikes

What They Say Digitimes reported that AUO has decided to set up a new 8.5G fab at the Central Taiwan Science Park (CTSP) in Taichung city that will be built to feature green buildings …

Earthquake Disrupts Chips and Components

by Bob Raikes

What They Say Wednesday saw a substantial earthquake off the Northeast Coast of Japan. The quake registered as magnitude 7.3, down below the level 9.0 of the disastrous one that caused the tsunami that …

Tags:Automotive| Japan| Semiconductors| Supply Chain| Ukraine

Foxconn Looking to Strong First Quarter

by Bob Raikes

What They Say Foxconn had a good 2021, with revenues up 12% year on year to $210 billion with profits of $4.9 billion. Smart consumer products logged the highest revenue contribution ratio at 54%, …

Tags:Financial Data| Foxconn (Honhai)| Supply Chain| Ukraine

Daktronics Plans to Double LED display Production

by Bob Raikes

What They Say Daktronics in the US said that it was looking to boost its production capacity will double the firm’s Brookings, South Dakota, US plant, increasing the area by 90,000 sq ft (8350 …

Tags:Daktronics| LED| Production Capacity| Small Pixel Pitch LED SPP| Supply Chain

Noctiluca Sets Out Its Stall for Advanced OLED Materials

by Bob Raikes

The Pacific Northwest Chapter of SID held a webinar last month that featured a talk by Noctiluca, a company that is developing OLED emitter materials and one that I have been intending to write …

Links W/C 7th March 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. A great 360 degree presentation of Van …

Trains from China to the EU Disrupted

by Bob Raikes

What They Say The aggressive war by Russia on Ukraine is having an impact on the train routes that have been established for moving goods from China through to Russia. The South China Morning …

Tags:China| Europe| Supply Chain

CSOT forms team to eye iPhone OLED supply

by Milos Pavlovic

What They Say The Elec reports that CSOT has made a special team to try to win OLED business from Apple for its T4 G6 flexible OLED fab. Two phases are live and with …

Tags:Apple| CSOT| Flexible Displays| OLEDs| Supply Chain

Ross Young’s 2022 Outlook Blog

by Bob Raikes

What They Say A week or so ago, I covered Ross Young’s recent overview of the OLED industry (Real Decisions Over OLED To Guide Industry to 2026), so I didn’t cover another blog article …