Vertical Divider

Vertical Divider

Musing From an OLED Advocate

• Devices
• Data Points/Production/Materials
• Technology/IT
• Econ/Financials

<

>

August 08, 2021

• Reverse Passthrough Headset
• ​​Apple Watch “Black Box” Reduces the Transparency of Collected Data
• ​LG evo Gaining on Mini LED Luminance, but Still Far Behind
• ​Samsung Builds Virtual Production Studio With The Wall Display
• ​TCL Goes Head to Head w/Samsung for 8K QLED Mini LED TVs

August 02, 2021 
​​

• ​Facebook Reorganizes to Accommodate the Metaverse
• ​​Zuckerberg Uses the Verge to Drill Down into the Metaverse
• ​The Unintended Consequence of Micro LED TV Technology --The Smaller the Size, the Higher the Cost
• ​QD-OLED TVs Expected in H122
• ​LG Market Testing StandBy Me OLED Monitor
• Gamers Anticipate a Refresh Rate North of 480Hz
• Xiaomi Will Soon Launch an Affordable Mi 11t Flagship
• ​​Realme Pushing to Develop High-quality Products
• ​Apple Patents a Foldable Device with a Flexible Transparent Wall
• ​Motorola Edge Series 20 Has a 6.67” 90Hz OLED 
• ​Google Fold to Come w/7.57” Display from SDC
• ​Huawei P50 Pro+ Has 10-20x Optical Continuous Zoom: A New Era of Mobile Imaging
• ​The Demise of the Notch in 2024
• ​Surface Duo – Not Dead Yet

July 25, 2021

​

• ​T-Mobile Drives US 5G Competition in $100-$250 Price Band
• ​FCC Votes Unanimously to Pay $1.9 Billion To Rip Out and Replace Huawei and ZTE Networking Gear
• ​The BP Doctor Pro Smartwatch from YHE Techs Monitors Blood Pressure Using an Inflatable Cuff
• ​Samsung Announces 1000” MicroLED TV
• ​Apple to Release New iPad Mini Adopting iPad Air Design
• ​High Priced OnePlus Nord 2 Released
• ​Huawei P50 Launch Is Confirmed for July 29
• ​Always-on Feature Coming to the iPhone 13 Pro and Pro Max
• ​BOE Reportedly Using Corning’s UTG on Foldable Display Cover Lens
• ​Expanding iPhone With a Sliding Body Design and a Flexible Screen
• ​Google Hopes to Exploit Reliance Jio’s Network w/an Affordable JioPhone
• ​Leakers Unpack Samsung’s August 11 Event in July

July 18, 2021

• ​​Smart Glasses Developers Lower Expectations, Seek Common Ground with Eyewear Plus
• ​Buy an OLED TV and Lose Weight
• ​iPhone 13 Smaller Models Place Cameras in Diagonal Format
• ​Pixel 6 to Feature Rigid OLED Panels From Samsung 
• ​iPad with an OLED Expected in 2022 or Maybe 2023

July 11, 2021

• ​​Seeya Competes Near Eye Display Market with 7 OLED Micro Displays
• ​Vivo’s 3 Phones in the X60 Series Have a 6.56-inch Samsung-sourced AMOLED panel
• ​ZTE to Release an Axon 30 5G With Improved Under-Panel Camera
• ​Samsung’s Galaxy Z Flip 3 To Come In A Dual-Tone Color Scheme 
• ​Nintendo Announces 7-Inch OLED Switch Launching Oct. 8
• The Samsung Galaxy Book Pro 360 Has a 15.6” OLED and weighs just 1.3kg, but FHD Resolution Disappointing

July 04, 2021

• ​Apple opts for Larger Battery Over More Sensors in Watch 7
• ​Galaxy Watch 4 Adds Bioelectrical Impedance Analysis Sensor
• ​​TCL Announces Smart Glasses with Sony 1080p OLED Screens
• ​LG Designs a TV That Rolls Up into a Speaker-Like Format
• ​LGE’s C1 -- the Best Gaming TV Available in 2021
• ​​Redmi Customers Want OLED Displays, UPC Version Coming in H221
• ​Vivo Trademarks NexFold, NexSlide and NexRoll 
• Samsung Patents A Sliding Smartphone with A Rollable Screen
• Apple Expected to Make Minor Upgrades for the iPhone 13

June 27, 2021

• ​LGE Releases a 83” 4K OLED TV in Korea and US
• ​ASUS ZENBOOK 13 OLED REVIEW: AMD Helps OLED Hit the Mainstream
• ​Wide Adoption of OLED Laptops and Tablets Starting
• ​OPPO's Rollable Phone Is a Tantalizing Concept
• ​Samsung to Introduce a 512GB Option for the Galaxy Z Fold 3
• ​Samsung Changing New Flagship Smartphone Releases

June 20, 2021

• Sony’s PSVR Headset to Use an OLED Display
• ​Hisense is Back Selling OLED TVs
• ​Leica Launches Its First Smartphone with A Huge Sensor
• ​The End of the OnePlus Experiment
• Honor Releases Mid-Range Honor 50 and Honor 50 Pro
• ​​Chinese OEMs Developing Fast Charging Standard
• ​Honor Moves Out of Comfort Zone w/Magic Fold
• Xiaomi to Unveil a 2nd Foldable in Q421
• ​Samsung Expected to Decrease the Size of the S22 Panels Compared to the S21
• ​Z Fold 3 and Z Flip 3 Due in August
• ​Pixel 6 – Another Year of Modest Improvements

June 12, 2021
​

• Google Announces Time-lapse Astrophotography for Pixel
• People with High Flicker Sensitivity Bothered by OLED Displays 
• ​Sony’s Xperia 1 III -- The First Phone with a 4K, 120Hz OLED Panel And A Variable Periscope Zoom Lens 
• Samsung Providing Foldable Displays to Google, Apple, vivo, Xiaomi and OPPO
• Leakers Report UPC on Z Fold 3, Good But Not Perfect

June 05, 2021

• ​Apple Watch S6 BOM is $136
• ​OPPO’s 46mm Smart Watch
• ​AR Display Luminance Requirements: Micro OLEDs vs. Micro LEDs
• ​LG Electronics Is Planning To Release Mini-LED TVs Globally In June
• ​Samsung Discounts Advanced TVs to Compete with LGE and TCL
• ​SKYWORTH Shows an 88” 8K OLED TV w/Acoustic Glass Sound
• ​5G Variant of Moto G Stylus Expected
• ​OnePlus Expected to Position the OnePlus Nord CE as Competition to Samsung’s Galaxy A52 5G. 
• Monster Galaxy Tab S8?
• ​iPhone 13 to Come with 120 HZ Refresh, Always-on Display and Smaller Notch
• ​Qualcomm to Enter the Smartphone Market w/Gaming Model_05/30/21
• ​Huawei Teases the P50
• ​Z Fold 3 Due for Release in August

May 30, 2021

• ​Apple Watch to Incorporate First Major Design Changes Since 2018_05/30/21
• ​Apple’s New Gestural Controls_05/30/21
• ​Google Pixel 6 Pro_05/30/21
• Realme

May 23, 2021

• ​Android 12 to Allow Google Pixel And Samsung Smartphones Into Car Keys

• ​​LG’s Rollable TV Goes Vertical and Horizontal
• ​Samsung Display Previews The S-Foldable Panel At DisplayWeek
• ​Xiaomi’s Mi 11X and the Mi 11X Pro—Flagship Killers at $400 and $430
• ​2021 Vehicle Display Shipments to Grow 17% Y/Y​

May 15, 2021

• ​LGE and Samsung Compete for Gaming Monitors w/OLEDS and Mini LEDs
• ​Samsung Display Working on a 1000 ppi OLED for Smartphones
• ​Apple to Replace Qualcomm Modems with Internally Developed Devices
• ​Samsung Galaxy S22 Ultra -- Improved Periscope Camera With Continuous Zoom 
• ​Z Fold3 – Under Panel Camera: 16MP Sony IMXx71 with 1μm pixels
• ​Surface Duo Now Priced at $699​

May 09, 2021

• ​Visteon opts for the Low Priced Spread
• ​Honor Play 5 leaked w/6.53 OLED and Dimensity 800U SoC
• ​Galaxy Z Leaks

May 02, 2021

• ​Bosworth On AR – “Developing Passthrough Feature On The Oculus Quest”
• ​​Garmin Releases High Style Venu 2 and Venu 2S
• ​Chromebook Shipments Up 369% Y/Y in Q121 
• ​Samsung to Stop Using Lidar with the Galaxy 22
• ​New Smartphones
• ​Mate X2 Refresh to Use a Cheaper SOC
• ​Magic Leap 2.0 -- Cheaper, Thinner and Lighter​
• Samsung Introduces Its New OLED Notebooks

August 08, 2021

• ​​Apple’s Wearables Hit Record Revenue Levels In 2nd Quarter, Becoming Its 2nd Largest Product Revenue Segment 
• ​Apple Anticipates iPhone Growth by Pulling-In Component Shipments
• ​​HannStar to Add Gen 5.5 w/30K Substrate/month Capacity​
• Samsung Designing Tablet w/Large Flexible Display
• ​​Notebooks Migrating from a-Si to LTPS and IGZO
• ​OPPO Introducing Smartphone w/UPC in Early August
• ​Google Confirms Pixel 6 And Pixel 6 Pro w/Tensor Chip
• ​2020 - 2024 LCD Capex to Reach $63.5B, OLED at $70.8B
• ​Q221 Tablet Shipments Up 5% Y/Y to 45.2m
• TV ASPs Forecast to Decline from Sept - Dec’21
• ​As Samsung Loses Share, It Vows To Make Foldable Smartphones 'Mainstream'
• The Coming Glut of ICs
• ​Intel’s Program to Recapture IC Leadership
• IC Insights Forecasts a CAGR Of 7%-8%, Just Below Its 30-Year Rate of 9%

​August 02, 2021

• ​Samsung and LG to Supply OLED Panels for iPads
• ​LGD Will Increase Gen 6 OLED Capacity by 15,000 Substrates/Month Capacity in 2022
• ​Corning Expands Gorilla Glass Application to the Mobile Camera Lens
• ​LCD Large Panel Outlook for August
• ​June Large Area LCD Shipments Down 2.7% Y/Y, But ASPs Rise
• ​An FPD Revenue Record in 2021 Followed by Four Years of Declining Revenue
• ​Musing Commentary on Aug. 02, 2021 Week

July 25, 2021

• ​​Olympic’ Fan Ban Causes a Run on OLED TVs in Japan
• ​Narrowing Price Gap Between OLED and LCD Panels Causing Increased Demand for OLED TV Sets
• ​SDC and LGD Expanding Gen 6 Capacity for iPhone 14 LTPO Demand
• Merck and UDC/PPG Expand OLED Material Production
• ​​AR/VR Headset Shipments in Q121 Grew 45% Y/Y
• ​IT OLED Panels Expected to Reach 10.4m Panels in 2022
• ​Battle for Dominance of Aircraft Cabin Design Surfaces – OLEDs vs. μLEDs
• ​OPPO 2nd Place Q221 Smartphone Finish Driven by Multi-brand Strategy
• ​Q221 -- 63% of iPhone Shipments Were iPhone 12 Models
• ​Smaller LCD Panel Makers Switching Focus Away from TVs
• Musing Commentary on July 25, 2021

July 18, 2021

• ​​8K Growing Pains
• HannStar to Add 30K LCD Panel Capacity
• ​LG 32” UltraFine OLED Pro display Expected in July 27” in October
• ​1.1m Notebook OLED Panels Shipped in Q121
• ​China’s Q221 Smartphone Down 26.3% Y/Y
• ​Monitor Retail Prices Under Intense Pressure
• ​July TV Panel Prices Decrease for Smaller Sizes
• ​Q221 PC Shipments Rise 13.2% Y/Y
• ​SDC Forecasts More OLED Notebook Panels in 2021
• ​Samsung Reverses Course; Increases Most Mini LED TV Set Prices
• ​Visionox Leaves Questions on Ownership Transfer Unanswered, While Suffering a Loss in H121
• ​Samsung Joins Apple to Challenge Leakers
• ​Chip Wars: China Foundries Cut Capacity Support For Taiwan Chipmakers
• ​OLED Driver ICs Under Cost Pressure
• ​Lack of Consensus Rules on Nintendo Switch Pro
• ​Musing Commentary
• Apple Anticipating Strong iPhone 13 Demand

July 11, 2021

• ​​AVACO Developing Sputter Equipment for LG’s LTPO Backplanes
• ​​Manufacturers Using OLED Panels in More and More Laptops and Tablet PCs
• ​LCD TV Prices Could Have Peaked in July, But Expected to Remain High thru the End of 2021
• Semiconductor Shortage – Minor Impact on Smartphones 
• Are QNEDs Ready to Replace Blue Emitters in QD-OLEDs?
• In 2021, 46% of All Smartphones Sold to Have OLED Displays
• ​​iPhone 12 Series Ships 100m Units in Seven Months
• ​OLED Revenue Forecasted for 12% GAGR thru 2025

July 04, 2021

• Tim Cook Threatens to Take a Bite Out of Apple Leakers
• ​​BOE, LCD, Micro Display and OLED Fab Status Report
• ​Samsung and LG to Add OLED Capacity for Smartphones, TVs, and IT
• ​Huawei’s Smartphone Installed Base Falling Slower than Shipments, But Shrinkage Is Inevitable
• ​OLED Smartphone Panels to Reach Near 50% Share in 2021 with Sufficient DDICs
• ​May Large Panel LCD Sales Rose 4.4% Sequentially and 55.5% Y/Y
• 2021 OLED Panel Y/Y Shipments and Revenue up 47% and 27.3%, Respectively

June 27, 2021

• ​U-Best Polymer Industry Developing Competitive Material to UTG and CPI
• ​​APS Material Could Displace DNP as a Prime FMM Provider
• ​China Topped the Automotive Display Market In 2020 with a 30% Share
• ​Automotive Display Shipments to Reach 239m by 2030
• ​OLED Flexible Panel Makers to Show Mixed Results in Q221
• ​Slowdown in China’s Q221 Smartphone Shipments Causing Little Impact on Component Shortages
• ​Q121 Tablet Market -- 38m units up 38% Y/Y
• ​Can the Duo Be Saved?
• ​Updates on Corning
• ​Samsung Executes Third of TV Price Reductions as Sales Volume Falls

June 20, 2021
​

• ​Solus Supplies HTL Material for LGD
• ​China Captures 40.3% of the Global Display Market in 2020​
• Apple Watch to Hold Driver’s Licenses, House Keys, And Transit Passes
• ​​Kopin Develops the First All Plastic Pancake Optic for Near Eye Applications
• ​LG Display’s Q121 25.9% Share of the Global Automotive Large Display Market is #1
• China’s May Phone Shipments Down 32.0% Y/Y
• ​India’s Local Smartphone Manufacturing Struggling as Chinese Share Rises
• TV ASPs Peak in July’21, but Not Likely to Return to 2019 Levels Until 2023

June 12, 2021

• ​The State-of-the Art in IJP of OLEDs and QDs
• BOE Planning A 3rd Gen 10.5 Fab with A 150,000 Substrate/Month Capacity 
• Samsung Remains #1 in TV Set Sales w/32.9% Revenue Share in Q121
• Q121 OLED Large Panel Revenue Was $1.45 UP 156% Y/Y
• ​Large Area Shipments, Revenues and ASPs Expected to Peak at the End of 2021
• ​Panel Revenue and LCD ASP Change Reach Unprecedented Levels in 2020 and Q121
• ​Harmony OS Attracts Lots of Attention, But No Smartphone OEMs

June 05, 2021

• ​Q121 Advanced TV Shipments up 70% Y/Y to 3.8m
• ​Q121 iPhone 12 Mini And SE Models Had Lowest Share In US
• ​Harmony Officially Released by Huawei
• ​LGE Converting Smartphone Assembly Plant to Appliances
• ​TCL’s IJP OLED Fab Delayed 
• ​Samsung to Convert L7-2 Fab from LCDs to OLEDs by August ‘21
• ​Samsung & LG to Produce 180-190m OLED Panels for iPhone 13

May 30, 2021

• ​CSoT to Build 2nd Flexible Gen 6 OLED Fab
• ​Samsung Display Adopts AI to Improve OLED Manufacturing
• ​Samsung Smartphone Supply Chain Experiencing Revenue Declines in Q221
• ​OLED TV Shipments Were 1.2m in Q121
• ​PC Shipments to Surge 18.1% in 2021
• ​Q121 Global Smartwatch Shipments Jump 35% Y/Y to 23.6m
• ​LCD Large Panel Revenue Up 65.6% Y/Y
• ​Q121 Wearable Shipments up 34.4% Y/Y to 104
• ​Xiaomi, Oppo, Realme and Honor Slash 2021 Shipment Goals 
• ​Korea Adds $40B to US Semiconductor Capacity Growth

May 23, 2021

• Special Report--2021 DisplayWeek
• ​LG Has 3000 Rollable Smartphones for Saale at $176/phone
• Vingroup Invests but Not in Smartphones
• ​China’s Q221 Smartphone Shipment Forecast Lowered by Component Shortages
• ​Focus on Blue OLED at DisplayWeek
• ​​TV Brands Start Passing Increased Panel Prices to Consumers​

May 16, 2021

• ​​Corning Opens 2nd Gen 10.5 Glass Substrate Facility In China
• ​SDC Still Looking to Sell Large Area Fabs L7-2 and L81-2
• ​Capex for Large Area LCD Fabs Increase While Some S/M OLED Fabs Delayed
• ​LGD To Add 30,000 Substrate/Month Capacity To Guangzhou
• ​Video Processor Incorporate AI to Enhance TV Images
• ​Sony – How to Produce Less but Profit More
• ​Kolon Supplies CPI for the Xiaomi MI Mix Fold
• ​VinSmart to Exit Smartphone Market
• April Panel Sales in Taiwan were 41.9 NT4, up 49.9% Y/Y
• ​Xiaomi Q121 Ships 49m Smartphones, Up >60% Y/Y

May 09, 2021

• ​Lithium-ion Price Reductions Slowed 
• ​OMDIA Expects OLED Materials to Hit US$1.75 Billion in 2021, Up 16% Y/Y
• ​TV Market Expected to Absorb the Widest Range of Panel Technologies
• ​Samsung to Ship 1m OLED Notebooks in 2021 
• ​Samsung Expected To Supply 120m to 130m OLED Displays For The iPhone 13, With LG Display Supplying 50m
• ​Apple Leads the Smartphone Market to $100 Billion+ with 42% Share
• ​The Mate X2 Withstands Most of JerryRigEverything’s Durability Test
• ​BOE Gets Orders for Flexible OLEDs from Both Samsung Mobile and Apple
• ​Omdia Forecasts 584.5m Smartphones W/OLED Panels In 2021 Up 28% Y/Y

May 02, 2021

• IC Shortage Cause Semi Investment in Older Technology
• ​Tianma’s Next Gen 6 OLED Fab to Start Production in Sept.’22
• ​A Study of the Exciton Diffusion Process And the Degree of Triplet Guest-Confinement
• ​TCL Expects IJP OLED TV Panels by 2023​
• LCD Panel Prices - Up, Up and Away

August 08, 2021

• ​​A Wide Variety Of Methods Are Being Explored To Effect Mass Transfer Of Thousands Of MicroLEDs Simultaneously
• ​​1:1 Full Color AR/MR Micro display With 3 µm MicroLEDs Will Soon Begin Production
• ​Rush to Produce GaN RGB nano-LEDs on a Single Wafer
• ​Apple’s Magnetic Battery Accessory Close to Release
• ​IDMS V1.03 Test for 'Residual Image' Measurement Upgraded
• ​Skin Displays Will Give Wearables Their Independence

August 02, 2021

• ​Yet Another Replacement for ITO
• ​Next Galaxy Z Flip Design Could Include a Rotating Camera
• ​Next Up for the Foldable Form Factor – Electronic Books

July 25, 2021
​

• ​Musing of Another Kind on July 25, 2021
• ​Kopin Reports a 2nd μLED Micro Display Maker to Buy Use Its P-Si Backplane Technology
• ​Battery Technology – The Missing Link
• ​OLED Panels for Smartphones Are Getting Bigger, Higher Density and Will Soon Contribute to Notch Elimination
• ​Huawei Develops OLED DDIC to Fill the Current Void
• ​Google’s Issues with Its Pixel -- Shifting from Hardware Specs to Hardware Acquisition
• ​LGE’s IJP 32” Monitor Targets Video Editing Application
• ​QD-OLED Mass Production Moved Up 1 Quarter to Q321
• ​Apple Supplier’s Non-Invasive Blood Glucose Measuring Tech Set for a Future Apple Watch
• ​Sony Explains Crystal TV’s μLED Technology -- 20μm LEDs and Micro IC Drivers

July 18, 2021
​

• ETRI Claims New Material Will Decrease Transport Micro LED Cost and TACT by 99%
• ​Researchers Improve the Color Peformance of Reflective Displays 
• ​Liquid Lens: Progress but Still a Ways to Go
• ​Apple and Samsung, top two tablet OEMs Have Been Helped by the Pandemic
• ​Dell Upgrades XPS 13 931 with Improved OLED Display
• ​Xiaomi Patents a Big Flip Phone Design
• ​​Galaxy Z Fold 3 UPC May Not Be Perfected Concealed
• ​Anand Tech Uncovers Processor Throttling by the OnePlus 9
• ​ASUS & Qualcomm Teamed Up to Make a Smartphone with Qualcomm’s Latest Technology
• ​Huawei Developing Smartphone with an UPC

July 11, 2021

• TSMC Developing a 1-nm CMOS Process 
• ​​Huawei Patents a Design for a Thinner Device When Folded 
• Korea Reduces Dependance on Japan’s Semiconductor Material’s Industry
• ​First of TSMC’s 3nm IC Products Go to Apple and Intel 

July 04, 2021

• University of Michigan Claims Replacing ITO in OLED Stack with Ag:Cu Increases EQE by 20%
• ​LTPO Phone Screen Descriptions: How to Extend Phone Battery Life, etc
• ​Apple’s Next Generation Products to Use 4nm Devices from TSMC
• ​US Blocks China’s Wise Road from Buying Magnachip
• Samsung Visual at the Brink of Adopting of OLED TVs 
• ​Google to Release Pixel Fold in Q421
• ​Amazon to Compete in AR and Foldable Readers
• ​8K is Here to Stay
• 5G to Enable Robots to be Included w/Autonomous Cars, Trucks, Exoskeletons,Farmers

June 27, 2021​

• ​OLEDs –Revolutionizing the Essence of Product Design
• Samsung Stretchable OLEDs Paving the Way for a New Class of Wearable Sensors
• ​Kopin Produces A 35K Nit Green OLED Micro Display
• ​Zuckerberg on Facebook’s AR Initiatives – Baby Steps
• ​Samsung Patents a Foldable Phone with A Rotating Camera
• ​Samsung’s 50MP Sensor Has the Industry's Smallest Pixels

June 20, 2021
​

• ​μLED Transport Technology Needs to Speed Up
• ​VueReal Produces MicroLED Prototype Using Cartridge Based Transport Mechanism
• ​Samsung's First 6G Prototype Demo Taps into Terahertz Frequencies
• ​IC Shortages Cause Shift in Priority to High End Smartphone

June 12, 2021

• ​Samsung Develops Stretchable OLED Health-Monitoring Wearable
• OLED Material Revenue Forecasted at $1.75B in 2021 and Reach $2.2B in 2025 
• ​Facebook to Crash the Smart Watch Party
• LGD -- OLED vs. OLED evo
• ​SDC Delivering QD-OLED Samples
• Getting to BT 2020 -- OLEDs vs. LCDs
• ​Robbing Peter to Pay Peter

June 05, 2021
​

• ​Apple to Use OLED Displays in Some iPad Models
• ​ETRI Develops Micro LED Transfer Process Costing 1/10th the Pick and Place Process and 100x Faster
• ​At DisplayWeek, Royole Demos a 2.7” MicroLED Stretchable Display

May 30, 2021

• ​3D-Micromac AG Introduced microCETI — the First Laser Micromachining Platform 
• ​Nanosys Acquires μLED’ Display Developer glō
• Mini-LED iPad Pro Display Has "Blooming" Issues
• ​​Archilume, Using OLED Works Panels, Releases, Ovolo, OLED Lighting Pendant
• ​CSoT Shows Reduced Masks for IGZO
• ​LG’s G7 Rated Better Than Best LCD Competitors in Showing HDR Movies
• ​Revisiting DisplayWeek – Under Panel Sensors 
• ​​Creating a Super-Cycle for High End Smartphones

May 23, 2021

• AT&T Exits the Media Business by Merging WarnerMedia With Discovery To Create A ​

• ​LTPO – LTPS with  Minimum Off Current, VRR and 15+ Masks
  
• New Media Giant
• Semiconductor Shortages -- Root Cause

May 16, 2021
​

• ​Using GaN to Produce Red LEDs
• ​Motorola Developing Over-The-Air Wireless Charging
• ​IBM—First to Produce 2nm Chip
• ​OLEDs vs. μLEDs and mLEDs
• Chip Shortage Affects Samsung ​

May 09, 2021

• ​​Apple Watch to Measure Blood Alcohol Content 
• ​“LED Next” was a showcase for next-generation LED display technologies
• Single Lens Camera on the Drawing Board for Smartphones
• ​mmWave: The good and the bad
• ​Zuckerberg Sets AR as Facebook’s #1 Priority
• The Apple Mac OLED Debate
• ​​Increasing the Scope of the OLED Market
• ​TSMC Expects It Can Meet Automotive IC Demand in 2 Months; Intel Needs 2 Years

May 02, 2021

• Apple MiniLED Tablets Hit 1600 Nits for HDR
• ​Donald Trump — Cause of the IC Shortage
• ​Stanford Develops CITL Procedure For Capturing Superposition Of All Diffracted And Undiffracted Light Of The Display
• ​​Musing on Technology
• ​Legacy Pay TV Facing Disintermediation from Streaming Services
• ​Oura, Lenovo and Qualcomm Execs Discuss the Relationship between Heath, Foldable Devices and 5G
• Next Up: A Foldable Design w/Health Sensors

August 08, 2021
​

• ​Coretronic Assembling OLED Panels For Notebooks In Small Volumes In July 2021
• ​Qualcomm-- Well-Positioned to Benefit From The Long-Term 5G Investment Cycle
• ​Acceleration of LGD’s OLED Business in 2022 is Critical for Business Sustainability
• ​Samsung Profits Boosted by Apple’s One-Time Payment to SDC Offsetting Drop in TV, Smartphone, and Panel Sales
• ​AUO (and Likely Innolux) Margins Peaking But Could Return to Negativity by 2022/3
• ​iPhone Fever-- Stronger Than Ever
• ​Apple Targets Leakers About Publishing Confidential Provided by Apple Employees 
• Deconstructing the Differences Between The Chinese and US Attack on Big Tech

August 02, 2021

• ​What to Do Before Running Out of ICs
• ​Even Apple Facing IC Shortages
• ​Corning Reports Q221 Revenue of $3.5B up 35%; Display Revenue up 24.6% Y/Y
• ​LGD Previews Q221 Revenue of 6.96T and a Net Profit Margin of 6.1%
• ​US and Chinese Government’s Common Goal – Crack Down on Big Tech
• ​Inflation Rearing Its Ugly Transitory Head 
• ​BOE Executives Speak Out on the Display Industry
• ​Romer Thinks High Tech Giants Should be Reined In

July 25, 2021

• ​… So Does AUO and Innolux
• ​BOE Thrives on Rising Large Area LCD Prices
• ​Lens Maker’ Largan Precision Impacted by FX Losses 

July 18, 2021

• ​Innolux, AUO and HannStar Report Rising Revenues and OP Due to Large Area ASP Increases
• Xiaomi Raising $1.2B in Pursuit of EV Initiative

July 11, 2021

• Biomedicines, Batteries and OLEDs Drive Korean Export Growth
• ​​LG’s 2021 OLED Production: Large-Size Panels To Grow 80% Y/Y To 8m; Small-/Mid-Size Panels Grow 60% Y/Y To 50m 
• ​Samsung Electronics Expects 18.9% Y/Y Revenue Increase in Q221 Due to Strong Pricing for Chips 
• Chinese Companies Not Immune From Government Intervention
• OLED Production: Large-Size Panels To Grow 80% Y/Y To 8m; Small-/Mid-Size Panels Grow 60% Y/Y To 50m 
• ​Politics Drives JEDI to Joint Warfighter Cloud Capability (JWCC) 
• US Government Targets Big, Innovative, Acquisition Oriented Digital Age Companies

July 04, 2021
​

• AUO and Innolux Battle for Leadership in Taiwan’s Flat Panel Business

June 27, 2021
​

• ​Duk San Neolux The Leading Supplier of HTL Is Increasing Profitability
• ​After 8 Years of Losses LGD’s OLED Production is Profitable

June 20, 2021

• ​The Chinese One-Child Policy Resulted in Same Workforce Aging as the US unlimited-Child Policy
• ​Cold War Hibernates as Tech War Heats Up

June 12, 2021

• ​BOE’s Q121 Revenue Up 107.8% Y/Y; Rollable Demo’d
• May's US CPI Grows Faster than Expectations
• $250B for Technology and Not a $ for Displays

June 05, 2021​

• ​​India Revisits Creating a Local LCD Industry
• That Inflation Thing!_06/05/21

May 30, 2021

• ​Huawei Leader Wants Company to Become the Next Microsoft
• ​CPI up 4.2%, PPI Up 6.2% but Fed Says It’s Transitory

May 23, 2021

• ​LGD’s Q121 Financial Report Redux

May 16, 2021

• Signs of Inflation Could Be Transitory, says FED
• ​TCL Recovers from the Pandemic

May 09, 2021

• ​LGE’s Exit from Smartphones Props Up Q121 Results
• ​SDC’s Earnings Fell Sequentially Due To Weak Seasonality For Mobile Products
• ​UDC – Another Strong Quarter but Conservative Annual Outlook

May 02, 2021
​

• ​LG Display Q121 Revenue Up 46% Y/Y
• ​Corning Posts Q121 Revenue of $3.3B, Display Revenue Up 3% Q/Q and 15$ Y/Y
• ​Q121 GDP Up 6.4% annually and Fed Steady on Interest Rates and Quantitative Easing

IR Announcement

Corning Corporation Q2'21 IR Announcement Scheduled on July 27, 2021

Samsung Electronics Global Q2'21 IR Announcement on  July 29/30, 2021

Universal Display Corporation Q2'21 IR Announced on July 13, 2021

LG Display Q2'21 IR Announcement  on  July 28, 2021

Press Release

LG Display Seeks Out Innovative Designs for Latest OLED Displays

---

For 12-Week Free Copy of Musing, Please Contact Us at [email protected]