The LCD industry is changing rapidly and in order to catch up with the dynamics more frequently, we publish MarketWise-LCD Industry Dynamics every month. Here are key takeaways from the April report. The supply of driver ICs and T-cons have been tight since last year. […]
On April 20, 2015, Chinese panel maker BOE officially announced its investment of CNY 40 billion in the world’s largest TFT LCD fab, a Gen 10.5 with glass substrates sized 3370 × 2940 mm. Mass production is scheduled for late 2017 or early 2018. The last (and only until now) Gen 10 investment was in 2008 by Sharp in Sakai, Japan. […]
For years, panel makers have been interested in total solution products (display + touch modules). They have developed various embedded touch structures with touch controller IC makers to expand their scope to the touch business. This has allowed them to increase revenue by establishing a more flexible pricing strategy. […]
Recently, there has been discussion in the Chinese LCD TV supply chain about offering free LCD TVs as a promotional tool. The conversations are a result of Alibaba, the big e-commerce provider in China, possibly planning to introduce a TV, the Ali-TV, as a shopping platform for its users. The biggest attraction is that the TV might be offered for free. […]
On March 9, Apple announced the Apple Watch and new MacBook at its Spring Forward event. The company also acclaimed its Force Touch (with Taptic™ Engine) as a new concept in these products. Apple previously seemed more interested in pressure-sensing technology, as it applied for a stylus use patent. […]
The LCD industry is changing rapidly and in order to catch up with the dynamics more frequently, we publish MarketWise-LCD Industry Dynamics every month. Here are key takeaways from the March report. The smartphone industry is concerned about three evils: backlight, cover glass, and battery. […]
Based on recent supply chain checks, LCD TV sales recovered during the three weeks of the Chinese New Year holiday, from 2 February to 22 February 2015, unlike the weakness we saw during the same period in 2014. Our preliminary estimate is that LCD TV sales volume totaled 3.7 million units, a 4% increase Y/Y. The positive results were basically in line with most TV makers’ expectations. […]
The LCD industry is changing rapidly and in order to catch up with the dynamics more frequently, we publish MarketWise-LCD Industry Dynamics every month. Here are key takeaways from the February report. Chinese mobile phone brands are willing to shift to high-end models with low-priced LTPS high resolution panels. […]
Panel prices are becoming the biggest swing factor for TV makers’ profitability. The LCD module is 70-80% of the cost of an LCD TV set, and most of the value-added features are in the LCD panel rather than the chassis. TV makers’ procurement has been heavily dependent on panel prices when the market is in oversupply, but when the market is in shortage, panel availability affects market share. […]
The LCD industry is changing rapidly and in order to catch up with the dynamics more frequently, we publish MarketWise-LCD Industry Dynamics every month. Here are key takeaways from the January report. Japanese LTPS panel makers are offering low-priced high-end smartphone panels. […]
Recently, two leading local brands announced their TV shipment results in 2014, Skyworth only grew 1% Y/Y in China, 24% Y/Y in overseas market (mainly OEMs); TCL’s overall sales volume of LCD TV decreased 3.5% to 16.57 million sets, slightly short of the target of 17 million. Furthermore, TCL LCD TV shipments were 8.5 million, down 14% Y/Y in China domestic market. […]
We saw practically no new innovations or product releases from top smartphone makers this year at CES. However, smaller, less-known smartphone manufacturers took full advantage of the event. In terms of number of products introduced, TCL Alcatel took the #1 spot for offering a series of affordable smartphones. […]
Each year, the CES in Las Vegas jump-starts the technology market. It did so this year as well, but what was really different was the lack of real news makers in 2015. In past years, devices, mainly TVs, have occupied headlines, but this year, they lacked any real novelty. […]
In a recent survey, we observed that all LCD TV panel makers are increasing their business target for 2015. Their confidence comes from strong demand for LCD TV panels, the increasing variety of TV models, and the aggressiveness of leading brands like Samsung VD, LG Electronics, and Sony. The 2015 target is 261M, up from the 249M panels shipped in 2014. […]
At CES 2015, Corning unveiled its new glass product, Iris, which focuses on the light-guide plate (LGP) in edge-lit LCD TVs. Current LGPs in LCD backlight units are made with acrylic, but Corning has proposed a new revolutionary material, glass. The announcement has ignited several discussions in the industry. […]
