The research firm Omdia says the increasing use of miniLED backlights in higher quality consumer TVs is having the spinoff effect on the commercial ... […]
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. […]
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. […]
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 price of quantum dot (QD) material has been the main hurdle for its adoption in LCD. At the moment, there are only a limited number of QD material makers commercially available, and they are profiting from their monopoly position. QD material is very unstable under high temperatures, so it can’t be deposited directly on the LED chip like other white LEDs. […]
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. […]
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. […]
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 December report. Many in the industry say the polarizer will be the tightest component in 2015. […]
