Musing From an OLED Advocate

Musing Commentary for the Week of March 267, 2023
In 2023, Large Panels Shipments Panel Area Will Recover to 2021 Levels_03/27/2023
 
Large area display shipments had a dismal year in 2022, decreasing 8.3% Y/Y while area production was down 3.8% Y/Y.  Due to the drop in demand, compounded by excess capacity a large in-supply chain inventory was created. Panel makers reacted by lowing fab utilization and the inventory is being worked off, such that Omdia believe a slight recovery in 2023 up 0.9% in shipments and 3.5% in area is being forecast. IT displays such as notebook PC may need more time to clean up inventories, but retailers and brands are considering pulling LCD TV displays in 1H’23 particularly Chinese TV brands and OEMs that supply OEM TVs to the US and Europe.”
 


OLED TV Panel Shipments To Grow At 11.6% CAGR, Projected To Reach 14.1 Million Units In 2027_03/27/2023
 
UBI forecasted a decline in TV set demand and a reduction in global TV shipments to around 200 million units. LG Display and Samsung Display are expected to face decreases in their flagship product shipments, with LG Display recording a decrease of 0.88m from 7.84m to 6.96m WOLEDs (including monitors) in 2022, well below their goal 0f ~10m. UBI estimated Samsung Display’s QD-OLED shipments for TVs were 950,000, although this figure seems to be a goal with actual shipments of ~500,000.

 
Leftovers

Department of Commerce Releases a Notice of Proposed Rulemaking for the guardrails in the CHIPS Program_03/27/2023
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Musing on Data Points


2022 Premium Smartphones Have > Half Of Global Smartphone Revenue_03/27/2023
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Musing on Economics
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The Ugly Side of the SVB’s Collapse_03/27/2023
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Musing on Financials

AUO’s Micro-LED Efforts And Innolux’s Tie-Up With India-Based Vedanta, a Hope for the Future in Taiwan_03/19/2023
​AUO Reported Q4’22 Sales Of NT$52.648b (Down 43% Y/Y; Up 6% Sequentially)_03/19/2023
Innolux Reported Q4’22 Sales Of NT$47.91 (Down 40% Y/Y; Down 0.2% Sequentially)_03/19/2023
Sony Semiconductor Manufacturing Buys LCD Panel Production Facility From JDI _03/19/2023
Visionox Reports Two of Three OLED Fabs Have 92% Yields_03/19/2023
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Musing on Foldables

Huawei Releases the Mate X3 Foldable Phone_03/27/2023
​Google Pixel Fold Pricing And Specs Leaked_03/27/2023
Samsung Galaxy Z Fold 5, Galaxy Z Fold 4: Biggest Upgrades _03/27/2023​
​Samsung Galaxy Z Flip 5 Responding to Oppo and Motorola w/Larger Front Displays_03/27/2023
Musing on Materials

ITO(ITO) to Witness Impressive Growth Due to Rising Demand in Electronic Applications_03/05/2023

Musing on Meta Verse

Meta’s Reality Labs Lost US$4.3b in Q422, Bringing Total Annual Losses To $13.7b_02/12/2023
Musing on MicroLEDs

JBD Exploring The Use 0f Quantum Dots (QD) In AR/VR_03/05/2023
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Musing on Production

South Korean Government to Invest Billions to Protect ITs Display Industry_03/27/2023
Vedanta's Promises Cheaper, Quality Chips And Displays In India By 2026_03/27/2023
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​Musing on Technology

University of Cologne Sees The Use of Plasmons Expanded From OLEDs To Lasers And Quantum Computing_03/27/2023
Automotive

Lucid Switched from LCD’s to OLEDs_03/27/2023


IT

iPad Pro: Why Apple is Switching from MiniLEDs to OLEDs_03/19/2023
Smartphones

​iPhone 15 Pro Max to Come w/Thinnest Bezels Of Any Smartphone, _03/27/2023
Huawei Offers Sneak Peek of P60 Series Design _03/27/2023​
The Google Pixel 8 on Deck for Release in 2023_03/27/2023
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Transportation
 
AERQ’s Lightweight, Flexible OLED Screens Extend the Use of Displays in Aircraft_11/20/2022
TVs

With Apple Switching to OLEDs for iPads and MacBooks, MiniLED LCD Makers look to Advanced TVs_03/27/2023
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VR/AR​

​Galaxy S23 Improves the Efficiency of its OLED Displays_03/27/2023
Google Ends Enterprise Sales Of Google Glass, Its Augmented Reality Smart Glasses_03/27/2023
Sony and LG to Supply OLEDoS Displays for Apple’s 1st XR Mixed Reality Headset_03/27/2023

Wearables

BoM Analysis: Google Pixel Watch Costs $123 to Make_03/12/2023
​Garmin’s Forerunner 265 and Forerunner 965 Watches Released._03/12/2023
The Power of the Smart Watch is in the Band_03/12/2023

Q3'2021 Updated Data 

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