Musing Commentary

Q321 OLED Smartphone Shipments Were 160m, Up 33% Y/Y and 20% Sequentially​__10/17/21
​​​Regarding a Successor to the Note, Samsung Says, “Buy a Foldable”__10/17/21
​Samsung Display Resurrects the Note with a Clever Z Fold Note Patent__10/17/21

OLED Panel Shipments by Panel Maker_10/10/21

Visionox Postpones Share Transfer to Accommodate Smaller Shareholders__10/03/21

Leftovers

​​TECHCET Warns Of Possible Bull-Whip Effect From The 2020-2021 Steep Chip Growth of 12%_10/17/21

Musing on Financials

​The Extraordinary Growth for Taiwan Panel Makers Is Over – Likely Never to Return__10/17/21

​Huawei Technologies Revenue From Smartphone Business Expected Down $30-40 Billion in 2021__10/17/2021

​2021 YTD OLED Shipments for Visionox Comparable to 2020 Results, but Profits Lower__10/17/21

Musing on Data Points

​Apple Captures 75% of Global Handset Market Operating Profit in Q221

​Gartner Reported Q321 PC Shipments Of 84m, Up 6.2% Y/Y And 0.6% Sequentially

smartphones