Supply Chain – Page 7 – Display Daily

Apple’s ‘Nightmare Before Christmas’ in the Supply Chain

by Bob Raikes

What They Say Nikkei did a deep dive using two journalists in Taiwan, on the issues that Apple is facing in the supply chain for the iPhone 13. The paper said that Apple is …

Tags:Apple| Smartphones| Supply Chain

Taiwan PC monitor shipments grow 4.6% in 3Q21, says Digitimes Research

by Bob Raikes

What They Say Digitimes Research reported that Taiwan PC monitor shipments in Q3 2021 were up 4.6% on Q2. The total was down 6.5% year on year to 23.18 million in Q3. 21.x- and …

Tags:Desktop Monitors| Supply Chain| Taiwan

Apple reportedly warns of slowing demand for iPhones

by Bob Raikes

What They Say Bloomberg reported that Apple has told suppliers that it is seeing weaker demand for the iPhone 13 range. As they have got hard to get because of supply chain shortages, consumers …

Tags:Apple| Small Medium Panel Supply| Smartphone Market| Supply Chain

Nintendo Cuts Back Production

by Bob Raikes

What They Say Following the news of cut backs in iPad production, the Nikkei reports that Nintendo has cut back its production plan for Switch consoles this quarter from 30 million to 24 million. …

Tags:Nintendo| Supply Chain

Apple trims iPad production to feed chips to iPhone 13

by Bob Raikes

What They Say Nikkei reported that Apple is moving restricted chip supplies to the iPhone 13 rather than its iPad production. It put the rate of cut back as at 50% of the original …

Tags:Apple| iPhone| Supply Chain| tablets

Why There are Supply Chain Problems

by Bob Raikes

What They Say Economist Paul Kedrosky included an interesting chart on his daily feed of such things. It is from the US Bureau of Economic Activity (BEA) and highlighted the dramatic change in the …

Tags:Macroeconomics| Supply Chain

Apple taps China’s BOE for premium displays for iPhone 13

by Bob Raikes

What They Say Nikkei reports that Apple has accepted BOE as a supplier of OLEDs for the iPhone 13 with the Chinese firm shipping small volumes of the 6.1″ display in late September. The …

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

Apple Production Plan Drops

by Bob Raikes

What They Say Bloomberg reported that chip shortages will impact even the might Apple’s iPhone 13. The service reported that Apple has reduced its plan from 90 million handsets in Q4 by as many …

Tags:Apple| Semiconductor Market| Smartphones| Supply Chain

P&H Tech signs deal with Dupont for OLED materials

by Bob Raikes

What They Say The Elec reports that P&H Tech of Korea has signed a deal with Dupont to supply ‘longer life’ blue materials. Earlier this year, P&H said it planned to boost its capacity …

Tags:DuPont| Investment| OLED Materials| Supply Chain

OLEDs Into IT – the Whys & Wherefores

by Bob Raikes

At the DisplayForum in 2003, Barry Young, then of DisplaySearch and now of the OLED Association and a contributor to Display Daily, said that the ‘perfect’ application for OLEDs was the portable DVD player. …

Semiconductor Shortages Hitting Smartphone Industry Hard; Counterpoint Lowers H2 2021 Shipment Forecasts

by Bob Raikes

What They Say Counterpoint Research has reduced its shipment forecast for smartphones in 2021 from 9% growth to just 6% at 1.4 billion units because of the semiconductor shortage. The firm said that OEMs …

Tags:Forecasts| Market Data| Semiconductors| Smartphone Market| Supply Chain

Links Week Ending 8th October 2021

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 second part of this week. HP Inc. Completes Acquisition of Teradici Ambient …