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Display’s Big Six Post Strongest Results in Years as OLED Shift Pays Off

by Joseph Bryans

Korean incumbents Samsung Display and LG Display have leveraged their OLED technology leadership to rebuild margins, while Chinese scale players BOE, TCL CSOT, and HKC have used aggressive capacity utilization and cost discipline to generate strong cash flows.

Tags:BOE| HKC| LG| omdia| Samsung| showcase| TCL CSOT| TrendForce| Visionox

Apple Changes OLED Roadmap

by Omid Rahmat

Following the underwhelming performance of the current OLED iPad Pro, Apple has re-examined and adjusted its OLED roadmap.

Tags:Apple| BOE| ipad pro| LG| OLED| showcase| Visionox

The Materials Wars

by Omid Rahmat

Tianma, TCL CSOT, BOE, and Visionox point to a bullish framing of Chinese OLED capabilities.

Tags:Corning| DuPont| Materials| Merck| NEG| OLED| showcase| Visionox

OLED Market for Foldable Phones Poised to Double by 2028

by Shawnee Blackwood

Despite the robust competition from Chinese manufacturers, Samsung Display is predicted to maintain its lead position in the foldable phone market.

Tags:BOE| foldables| Market Data| OLED| Samsung| Smartphones| TCL| UBI Research| Visionox