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Apple Gives Conditional Approval to BOE for iPhone 13

by Bob Raikes

What They Say The Elec reported that Apple has given conditional approval to supply OLEDs for the iPhone 13 series. The paper said that a small order has been placed but with an allowance …

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

Covid Hits E Ink Production

by Bob Raikes

What They Say E Ink is having problems supplying enough of its EPD panels according to GoodEReader.com. The prime reason is the effect of the coronavirus on its production facility in Yangzhou in Eastern …

Tags:Covid-19| E Ink| Supply Chain

Large OLED panels to likely face shortage in 2024

by Bob Raikes

What They Say Korean OLED analyst specialist, UBI Research, quoted in The Elec, has forecast that there will be a shortage of supply of large OLED panels for TVs by 2024. Demand will increase …

Tags:LG Displays (LGD)| OLED Fabs| OLED TVs| OLEDs| Supply Chain

Counterpoint Publishes an Interesting Lead Time Chart

by Bob Raikes

What They Say Counterpoint Research in its newsletter published guidance on the PC market and said that momenum would continue to push strong sales. Premium notebook PC demand may squeeze Chromebooks. Overall, the firm …

Tags:Production| Semiconductors| Supply Chain

NanoLED – Next Generation Display

by Sweta Dash

Display industry is continuing its journey in the path of innovation for next generation products. Quantum Dots have become a technology platform from LCDs to OLEDs and MicroLED displays to printable electroluminescent displays. NanoLED …

Tags:EL Quantum Dots| Quantum Dots| R&D (Research & Development)| SID Display Week 2021| Supply Chain

Samsung to order 3m OLED panels from LG?

by Bob Raikes

What They Say The Asia Economy Reporter (Korean language) reports that the much rumoured deal between the Samsung Electronics VD business and LG Display for OLED panel supply is about to be announced. The …

Tags:LG Displays (LGD)| MicroLED| OLEDs| QD OLEDs| Samsung| Supply Chain

Chip Lead Times Continue to Extend

by Bob Raikes

What They Say Bloomberg reports that chip lead times have been going further out with power management chips which have slipped out to to 25.6 weeks according to Susquehanna Financial Group (SFG). However, many …

Tags:Semiconductors| Supply Chain

Possible Strike at Samsung Display

by Bob Raikes

What They Say In an unusual move, some labour union workers at Samsung Display have walked out after failing to agree a pay rise with management at the Asan plant in Korea. The group, …

Tags:Samsung Display| Supply Chain

Yantian Delays Worse than the Suez Canal

by Bob Raikes

What They Say The South China Morning Post reports that the delays at the port of Yantian (Shenzen) caused by Covid procedures and outbreaks, are causing bigger shipping delays than the recent problems with …

Tags:China| Pricing| Supply Chain| Transport

China tops automotive display market in 2020

by Bob Raikes

What They Say The Elec reported, based on data from Omdia, that China is now the biggest market for automotive displays as it is now the largest the market for vehicles. LCD will remain …

Tags:Automotive| Market Data| OLEDs| Supply Chain