Musing Commentary


SEC and LGD Negotiations for OLED Panels Hit a Snag _01/09/22
Samsung/Google Plan a Hail Mary at the Apple Ecosystem_01/09/22
Samsung Mobile’s “Year of the Tiger”_01/09/22
The State of FPDs and OLEDs at the End of 2021 and a Forecast for 2022_12/26/21
Samsung Considering Adopting Taiwan's Semiconductor Development Model_12/19/21
Have the Android OEMs Given Up Trying to Penetrate the Apple Dominance of High-end Smartphone?_12/12/21
​OLED Shipment Volume (sq. m) to Increase 56% by 2025 Riding the Growth of OLED Notebooks _11/28/21
​​Apple to Hold Off on Using OLEDs in iPads and MacBooks_11/21/21
eMagin in Q321 – Yet Another Lackluster Quarter _11/2/21
​Google Confirms Slower Than Spec’d Charge on Pixel 6_11/21/21
Huawei Tries Hiding in Plain Sight_11/21/21
Jio Platforms Accumulated 440 Million Users In The Five Years_11/21/21
More Reports that the Pixel Won’t UnFold in 2021 _11/21/21
RiTdisplay To Generate 30% of Revenue from Battery Sales_11/2/21
TCL’s 1H21 Produces Revenue of $11.45b up 153.3%, CSoT Revenue up 93.6% Y/Y_11/2/21
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​
​​​SDC Working w/ULVAC on Gen 8.5 Vertical Deposition Process_10/03/21
Store traffic is up again in Apple Stores_10/03/21
Apple Gives BOE Conditional Approval To Supply OLED Panels for iPhone 13 _09/26/21​​
The Likelihood and Timing of a Consumer Priced µLED TV 
​Mattrix Technology and the Use of a-Si for OLED Backplanes_09/12/21​

Leftovers


​Despite New Foldables, Samsung Leadership Sustained_01/09/22
​​iPhone 14 Pro Hole-Punch Display Design Detailed in New Report_01/09/22
​​Honor Magic V Teaser Confirms In-Folding Display And Curved Cover Screen_01/09/22
​​Xiaomi Working on Next Foldable, The Xiaomi MIX Fold 2_12/19/21
​Samsung Expected to Sign ￦3-Trillion Deal to Buy LG OLED Panels_12/26/21
Huawei’s Foldable Reveal_12/26/21
Slowdown in Display Capital Spending Signals Short Term  LCD Oversupply_12/19/21
​Samsung Signals the End of the Chip Shortage_12/12/21
Google Chooses to Optimize Pixel 6’ OLED Panel Color Accuracy Over Luminance_11/28/21
​OLED Shipment Volume (sq. m) to Increase 56% by 2025 Riding the Growth of OLED Notebooks _11/28/21
​​Phone Too Big for your Pocket, Samsung Says Buy a Bigger Pocket_11/14/21
​First Foldable Pixel to Arrive in 2022, w/o Pixel 6/6 Pro High-End Camera Sensors _11/14/21
​Despite Fast Charging Claims, the Pixel 6 and the Pixel 6 Pro Charge Close to 18W Same as the Pixel 5_11/14/21
​​India's Reliance Jio Opens the Internet to Everyone with an $87 Smartphone_11/07/21
​​The History of OLED Displays in Smartphones_10/31/21
​​​5G Makes Owning a Pixel 6 Complicated for Travelers_10/31/21
Google Releases the Pixel 6; Asks Suppliers to Produce 7m Pixel 6 and 5m Pixel 5 Phones_10/24/21
2nd Gen Duo Flops—Retains Many Software Bugs_10/24/21
China’s Economy Slows to Slowest Pace in a Year_10/24/21
​​Republican’s Target Mid-Range Smartphone OEM Honor as a Security Risk_10/24/21
​​​TECHCET Warns Of Possible Bull-Whip Effect From The 2020-2021 Steep Chip Growth of 12%_10/17/21
Google Pixel 6 And Pixel 6 Pro Full Specs Just Leaked__10/10/21
​Apple's Cancellation Of An OLED Display For The 2022 iPad Air Confirmed By KUO_10/10/21
Olum Developing Gen 8.5 OLED FMM_09/26/21​
​Full Pixel 6 Specs Leaked Ahead of Oct. Announcement_09/17/21
​CFIUS Confirms Security Risk; MagnaChip Purchase Rejected_09/12/21
IMID Disappointing Turnout_09/12/21
Japanese Continue to Buy OLED TVs_09/12/21
Motorola Readies Wireless Charging at 3 Meters_09/12/21
​​​
​


​

Musing on the Chip Shortage

US and Chinese Leaders Tow the Line for Xi Jinping_10/03/21
​CCP Subsidizing Local Smartphone OEMs to Compensate for the Chip Shortage_09/17/21
​Chip Shortage Cause of Reduced Smartphone Releases_09/17/21
Chip Shortage Could Disrupt Global Car Production Through 2023_09/12/21
​Huawei to Use only 4G versions of the Snapdragon 778G and Next Year's Snapdragon 898 _09/12/21
​​

Musing on Economics


​FOMC Meeting Could Provide Clues On The Fed's Timing Of A Rate Hike And For Shrinking Its Balance Sheet _01/09/22
​​The US Outlook for 2022 _12/26/21
​Inflation Outpaces Us Wage Gains_12/19/21
The Fed Signals Higher Interest Rates and a Slowing of Quantitative Easing_12/19/21
​Will China Ease Off Its Crackdown On The Country’s Tech Sector? _12/05/21
​OECD See Prices (Inflation) Peaking in Q122_12/05/21
​Consumer Prices Jumped 6.2% Annually For Their Biggest Increase In 31 Years_11/14/21
​Is the Lack of Truck Drivers at the Heart of the Supply Crisis?_11/14/21
​US and Chinese Leaders Tow the Line for Xi Jinping_10/03/21
​​Taiwan PCB Firms Asked To Halt Production In China_10/03/21
China Continues Smashing Its Internet Companies -- Policy Change or Aberration? _09/26/21
​China Seeks to Reassure Wall Street on Tech Crackdown_09/26/21
​Inflation Takes A Break in August_09/26/21
Twelve New Technologies for the 30s_09/17/21

Musing on Financials


​BOE Investing Heavily in LCDs, Mini LCDs and OLEDs_01/09/22
​​​Taiwan Panel Makers Creep Along Financially as Future Looks Dim_12/19/21
UDC Extends Supply Agreement w/Tianma_12/19/21
​Cook’s $275b Deal with China’s Development and Reform Commission_12/12/21
​Samsung Electronics unveils Latest Top Management Reshuffle _12/12/21
Samsung Looking to Expand in Semi’s, Biotech, AI and Robotics_12/05/21
​​JDI Suffers Yet Another Quarterly Loss in Q321_11/28/21
​Could BOE Buy Troubled Visionox?_11/14/21
​​2022 iPhone (OLED) Shipments Forecasted Up 14%, Samsung Panel Orders Flat_11/07/21
​Huawei’s 2021 YTD Sales Down 32% Y/Y _11/07/21
​Qualcomm Reaping the Benefit of Android’s 5G Explosion_11/07/21
​​eMagin in Q321 – Yet Another Lackluster Quarter _11/2/21
RiTdisplay To Generate 30% of Revenue from Battery Sales_11/2/21
TCL’s 1H21 Produces Revenue of $11.45b up 153.3%, CSoT Revenue up 93.6% Y/Y_11/2/21
Corning’s Q321 Display Performance Trends Down Due TV and IT Contraction_10/31/21
LGD Reports Q321 Revenue Up 7.2% Y/Y and Strong Y/Y Income Growth_10/31/21​
Samsung Electronic Reports Record Quarter in Q321_10/31/21
BOE Responding to Excess LCD Capacity _10/24/21
​BOE Expected to Supply ~15m Displays To Apple; ~10m for the iPhone 12 and 3m for the iPhone 13_10/24/21
​BOE, CSoT and Samsung Display Developing OLED Panels for the Galaxy A73_10/24/21​
​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
​Samsung Electronics announced preliminary Q321 guidance of 73t won ($61b US), up 14.7% sequentially and 9.0% Y/Y_10/10/21
​BOE Provided A Sample Of The Current Open Questions To The Company _10/10/21
​Crystal Cycle Awaits IC Industry_09/26/21
OPPO Reducing Redundancies After Merger with OnePlus_09/17/21
​LCD TV Panel Prices Are Cratering Faster Than Expected_09/17/21

​

Musing on Data Points


​Japanese Consumers Love Their OLED TVs, as Market Share Hits 12% in 2021_01/09/22
​Omdia and Sigmaintell Forecast Huge Growth in OLED Smartphone Shipments_01/09/22
Samsung Produces 7.5m Foldables in 2021, Up 250%, Y/Y_01/09/22
8 Companies Release 14 VR Headsets in 2021_01/09/22
​Chinese Smartphone Brands Top Africa's Market_12/26/21
​As FPD Capacity Grows, Revenue/Sq. m Continues Falling_12/26/21
​​​Smartphones in China Continue October Growth Up 26% Y/Y in November_12/19/21
Mediatek Leads Smartphone SOC Shipments In Q3 2021; UNISOC Reaches Double-Digit Share_12/19/21
DDIC Suppliers See Slowdown in IT Panel Demand_12/19/21
​BOE Leads October Smartphone OLED Panel Shipment in China by UBI Research_12/12/21
IDC Delivers Bad News for the Large Area LCD Panel Makers_12/12/21
OLEDs to Capture 40% of FPD Revenue by 2026_12/12/21
Samsung Expects to Grow Smartphone Share in 2022_12/12/21​
​BOE Has the Capacity but Not the Technology to Satisfy iPhone OLED Demand_12/05/21
OLED DDI Supply Issues Could Cause Big Problems For Samsung In 2022_12/05/21
In October’21, Apple Became the New #1 Smartphone OEM for The First Since December 2015_12/05/21Samsung QD/OLED Update_12/05/21
​Samsung Foldable Smartphone Shipments Surge In Q3 _12/05/21
​​The Downside of the Crystal Cycle Extends to Monitors and Notebooks_12/05/21
​Samsung Expects to Ship 334 Million Smartphones in 2022_11/28/21
​Q321 Flat Panel Revenues Up 27% Y/Y to a Record $39.3b_11/28/21
Canalys And Counterpoint Data Report Samsung’s Q321 Smartphone Shipments Dip Due To The Silicon Famine_11/28/21
​OLED Panels Used in 52% of all Smartphones in Q321 _11/2/21
2022 Smartphone Shipments Predicted to Grow 3.8% Y/Y to 1.39b_11/2/21
iPhone Sales to Exceed 40m in Holiday Season and 80m in Q421_11/2/21
LCD TV Set Prices Unlikely to Respond Quickly to Panel Price Reductions_11/2/21
​​Q421 PC Shipments Forecast to be Down 8% Y/Y_11/14/21
​Samsung Electronics Narrowed Its Gap With Apple in The Q321 U.S. Smartphone Market _11/14/21​
​Chromebooks Saturated in the US and Western Europe Markets_11/07/21
​Foldable OLED Panels to Reach 9m in 2021, and 65m in 2025 _11/07/21
​Q321 Smartphone Shipments Down 6.5% Y/Y While Revenues Increased 12%_10/31/21
​India’s Q321 Smartphone Shipments Down 5% Y/Y_10/31/21​​
China’s Smartphone Demand Down 8.2% Y/Y_10/24/21
LTPO Accelerating Adoption of 120 Hz _10/24/21​​
​Apple Captures 75% of Global Handset Market Operating Profit in Q221__10/17/21
​Gartner Reported Q321 PC Shipments Of 84m, Up 6.2% Y/Y And 0.6% Sequentially__10/17/21
Counterpoint Lowers 2021 Shipment Forecast by 2.3%__10/10/21
TV Vendors Have Lowered Their Sales Goals In 2021 Amid Shrinking Demand__10/10/21
DSCC Forecasts $61B in OLED Panel Revenue by 2026__10/10/21
10.3m Large Area OLED Panels Shipped in H121__10/10/21
HONOR Surpasses Xiaomi In August 2021 To Become The Third-Largest Smartphone Brand In China__10/03/21​
MiniLED TV Pricing__10/03/21​
Mini-LED and OLED TV Price Comparison__10/03/21
​​Samsung Visual Slows Down TV Set Pricing Changes__09/26/21Top-5 Notebook Brands (Excluding Apple) In August Down 3% Sequentially​__09/26/21
Q221 Worldwide Monitor Shipments Up 11.2% Y/Y to 35m ​__09/26/21
Strong Early Showings for iPhone 13 in China__09/26/21
​Chinese OEMs Fail to Capture Ultra-Premium Market in China__09/26/21
Big Chinese LCD Panel Makers Reduce Fab Utilization in September__09/26/21​
​Chinese OLED Panel Makers Increase Share to 27% of Global Market_09/17/21
Mizuho Forecasts 2022 Forecast TVs and PCs Down, Smartphones up 7% Y/Y _09/12/21
All Flat Panel Makers Report Positive Cash Flow_09/12/21

Automotive/Aviation



​Continental Shows Dual-Screen Flexible AMOLED Display For The Automotive Market_11/14/21
​Everlight Electronics Shipping MiniLED Backlight Units (BLU) For Automotive Central Information Displays And Dashboards ​__10/03/21
Rosen Aviation Providing OLED Displays from JOLED and LGD__10/03/21​
Lifetime and Luminance Improvements Required for OLEDs to Get Wide Acceptance in Vehicle Displays__09/26/21
Samsung Launching 3 OLED Tablets w/Galaxy S22​__09/26/21​
BMW’s Vision Circular EV Hatch Concept with Flexible OLED _09/12/21
​​Mercedes EQE EV Has a 56” OLED Hyperscreen _09/12/21

smartphones


​iQ00 9, iQ00 9 Pro Display Specifications Tipped Ahead of Launch, 6.78-Inch OLED Screens Expected_01/09/22
Smartphone Technology in 2022, a Continuation of 2021 Trends_01/09/22
Third Generation Motorola RAZR Flip Phone -- Faster Processor, Larger Screens and Improved User Interface_01/09/22
​Apple to Add A 48-Megapixel Camera Lens in the iPhone 14_12/26/21
Samsung Galaxy A83 to Include a Triple camera; Set for release in early 2022_12/26/21
Vivo to Launch V23 Pro Smartphone in January_12/26/21
Xiaomi MIX Fold 2 to Feature Samsung’s 8.1-Inch UTG Display w/High Refresh Rate_12/26/21
Crease Or No Crease, The Galaxy Z Fold 3 Is Lightyears Ahead In Productivity_12/19/21
Galaxy S22 to Look Like S21 but Include w/Snapdragon 8 Gen 1 and Camera Upgrades_12/19/21
Huawei P50 Pocket Due Next Week_12/19/21
OPPO FIND N Less Capable but $600 Cheaper than the Fold 3_12/19/21
OPPO Gets Into the Chip Business w/MariSilicon X Image Processor_12/19/21
Realme to Release a Flagship Phone, the GT2 Pro_12/19/21
With Apple Developing an EV, Will Tesla Counter with a Smartphone?_12/19/21​​
Apple, Not Ready for Under Panel Camera, Will Go w/Hole-punch Display_12/12/21
Can the Smartphone Industry Catch Up with Samsung’s Fold Technology?_12/12/21
​Galaxy S22 Series to Feature Upgraded Cameras, Same Displays and Higher Prices for the S22+ and the Ultra_12/12/21
Motorola Edge X30 (Edge 30 Ultra), One of the 1st to Feature Snapdragon 8 Gen 1_12/12/21
OPPO Could Be Extending Reno 7 to Target Global Market_12/12/21
Vivo Developing Tri-Fold Smartphone_12/05/21
Huawei to Launch Next Generation Foldable In February w/Flip Format_12/05/21
Nubia Red Magic 7 and Red Magic 7 Pro.to Adopt Qualcomm Flagship SOC_12/05/21
Samsung Galaxy Z Fold & Slide Smartphone_12/05/21
OPPO Foldable Smartphone Tipped to Feature Inward-Folding Design, 50-Megapixel Triple Camera Setup_12/05/21
Samsung Galaxy A13 Unveiled — 90Hz Display, 5,000mah Battery and 5G For Under $250_12/05/21
​Apple Developing All-Glass Apple Watch, Mac, and iPhone That Displays Front and Back Imagery_11/28/21
​Is JioPhone Next the Most Affordable Smartphone?_11/28/21
​Samsung Chooses Qualcomm and Exynos for SOC’s in 2022_11/28/21
​Pixel 6a Renders Leak; Looks Nothing Like The Pixel 5a_11/28/21
Smartphones Expected To Launch in 2021_11/28/21
Galaxy Z Fold 4 Targets Mainstream Premium Users With Flagship Cameras_11/21/21
Moto Edge X to Have Circular Camera Bump and 6.6" OLED Panel_11/21/21
New OPPO Patent Concentrates on Rollable Structure Not Design_11/2/21
​Galaxy Z Fold 4 To Feature Two Under Display-Cameras_11/2/21
Nord 2 X Pac-Man Edition Comes w/Custom Covers, Themed Wallpapers And Lego-Like Smartphone Holder_11/2/21
Realme Now Targeting The High-End Smartphone Market_11/21/21
​Three of Four Moto Budget Phones to Use OLEDs_11/21/21​
Leaks Continue to Defy Apple and Samsung Despite Threats _11/14/21
Samsung Z Fold 4, Z Flip 4 to Start Mass Production Q322_11/14/21
Samsung Announces New RAM with 1.3X Processing Speed Improvement_11/14/21
Royole Hints at the FlexPai 3, More Beautiful, Bigger, Faster and Perhaps Cheaper_11/07/21
​​Samsung Galaxy S21 FE Could Launch During CES 2022 _11/07/21
​The Verge’s 10 Year Out View of Smartphones_11/07/21
Apple and LGD Collaborating on Producing a Notch Free Display for the iPhone 15_10/31/21
The Pixel Fold Expected to Launch By The End Of 2021_10/31/21
No New Note – Go to the Galaxy S22 Ultra_10/31/21
​​OPPO’s Foldable 8” Z Fold-Like 7 Available Beyond China_10/31/21
Xperia Pro-I; High End Camera in a Smartphone Body_10/31/21
Apple iPhone 14 Pro Might Have A Hole-Punch Display Made By LG_10/24/21
Galaxy 22 Release Pushed Back to Late January_10/24/21
​Xiaomi Files Design Patent For Rounded Screen And Camera With Telephoto Lens_10/24/21
Xiaomi To Release Its Annual Flagship, Xiaomi 12 Series in Mid-December_10/24/21
​OPPO Getting Closer to a Rollable​__10/17/21
​Samsung Pushes The NOS Button__10/17/21
Lepton to be First OEM to Introduce Foldable Smartphone​10/10/21
Z FOLD 4 Hinted At China’s CNIPA​_10/10/21
Xiaomi is gearing up for yet another phone launch_10/10/21
Samsung Success with Flip & Fold?​_10/10/21
Galaxy S21 Margins Higher than iPhone 13 ​__10/10/21
Chinese Car Maker Geely Launches Smartphone Business__10/03/21​
Galaxy S21 FE a Victim of Strong Flip 3 Sales and Shortage of ICs__10/03/21​
iPhone 13’s Display from Samsung Judged Almost Perfect​__10/03/21
Vivo Still Pursuing Detachable Camera System​​__10/03/21
Apple Pushes Foldable Back to 2024__09/26/21​
Samsung Downgrades S22 Battery Performance​__09/26/21
Apple A15 Bionic Processor w/15b Transistors -- Fastest CPU In Any Smartphone ​__09/26/21
Samsung to Revive Galaxy Note Line ​__09/26/21
iPhone 13 Launched After Specs Leaked for Months_09/17/21
Microsoft Surface Duo 2 Ready for Release but Still Flawed_09/17/21
TCL Can’t Get its Folding Act Together_09/17/21
Xiaomi Launched Its Xiaomi 11T Series_09/17/21
DSCC Confirms Report on iPhone 14 Specs_09/12/21
LG Chem Develops “Hard-as-Glass” PET for Cover Lens_09/12/21
​Apple Updates Their Patent For A Possible Future iPhone Or iPad That Will Provide Users With An Expandable Display_09/12/21
​​Apple’s Foldable iPhones Past Prototype Stage_09/12/21
​​Vivo's Next Smartphone Slated To Be Called The X70, X70 Pro And X70 Pro+_09/12/21​
​

IT


​Samsung and Dell Announce First QD-OLED Monitor_01/09/22
​Nintendo Switch -- Best-Selling Console 35 Out of the Last 36 Months in the US_12/26/21
Temporary Boom in PC Monitor Sales Seems to Have Run Its Course_12/26/21
​​​5.4m OLED Notebooks Shipped in 2021_12/19/21
The Vivobook 13 Slate OLED Offers One-stop Productivity and Entertainment _12/12/21
Samsung to Release a Laptop w/Foldable OLED in 2022_12/05/21
​Apple Unveils Its Newest Lineup Of 14.2-Inch And 16.2-Inch MacBook Pros_11/14/21
​The Challenges of Building an OLED Display to Service Tablets and Notebooks_11/07/21
​The Galaxy Tab S8+ And S8 Ultra Are Still A Way Off_11/07/21
​Galaxy Tab Series Will Be Available with 11”, 12.4” and 14.6” OLED Panels_10/31/21
iPad Pro’s MiniLED Backlight Causes Blooming and Shadowing at the Edges_10/31/21
​M1 Max Chip Expected to Drive Sales of New and Expensive MacBook Pro Models_10/24/21
LG Developing of 12.9-inch OLED for an iPad​__10/10/21
Apple’s iPads – Jelly Effect and OLED Doubts​__10/03/21
Notebook Supply Chain Preparing For China's Power Cut Policy__10/03/21​
Five Microsoft Surface Products Announced__09/26/21​
LG Adds Parking Lots to Its Grow List of Transparent Applications_09/17/21
​Samsung Sees a Soft Spot in Notebook PC Panels; Announced 90Hz VRR for 14” OLED _09/17/21
​ASUS to Use OLED Screens on All New Models _09/12/21
LG Collaborates w/Gauzy to Dim Transparent OLEDs to any Opacity for High Contrast Ratios_09/12/21
Mini-LED Monitors _09/12/21

TVs


​​LG Display New OLED Display Technology, OLED EX Delivers 30% Higher Brightness_01/09/22
​​​Samsung QN90A Neo QLED TV vs. LG G1 OLED TV_01/09/22
​​Panasonic Withdrawing from the Production of Lower Cost TVs_12/19/21
LG's Design-Focused OLED Evo TV Has A Motorized Cover_12/12/21
​​LG’s 2022 OLED TV models Range from 42-inch up to 97-inch_12/05/21
LG’s C1 Has Trouble w/HDCP but Hopes to Fix it Soon_11/21/21
OLED TV Panel Shortage Expected In 2022 _11/21/21
8K TV Shipments Disappoint Not Likely To Become Commercially Relevant For Years_11/21/21
​Samsung Electronics Launches a 98” 4K Neo QLED TV _11/07/21
​Sony Installs A Curved 8K Crystal LED Used For Aerospace 3D Simulations_11/07/21​​​​​​​
JVC Becomes the 21st TV Set Maker to OEM OLED TVs_10/31/21
LG Developing a 97” OLED TV to Compete w/Micro LED TVs_10/31/21​​
JOLED 27” Panels Tiled to Create a 2m x 4m OLED Display_10/24/21
Mini LCD TV Makers Solve OLED TV Panel’s Cost Differential Problems_10/24/21
​LG’s 2nd Generation G1 Series is Thinner than the C1 and Cost an Extra $500_10/24/21
LG Could Introduce 97-Inch OLED TVs In 2022_10/24/21​​
Samsung’s QD-OLED Ready for MP​__10/10/21
LGD Sees Growing Demand for 65”+ OLED Panels in US__09/26/21​
​Has the OLED Burn-in Problem Been Solved?_09/17/21
​LG’s MicroLED TV to Compete w/The Wall_09/17/21
​VESA Adds DisplayHDR 600 True Black Tier _09/12/21​
LG’s Rollable TV Just the Beginning_09/12/21

VR/AR


​​Apple to Introduce AR/VR Headsets in 2H22_01/09/22
​Although Gaming Occupies 90 Minutes/Day Of Smartphone Usage, Game Revenue Is Almost Non-Existent_12/26/21
​​Apple to Release New AR Device in 2022_12/19/21
Google Glass May Soon Have a Successor_12/19/21
Samsung and Microsoft to Collaborate on Consumer-based AR Device_12/19/21
Facebook's Metamorphosis Into Meta Platforms: Began in 2014 When It Acquired Oculus For $2 Billion_12/12/21
Sony Teases Prototype VR Headset With Stunning 8K Visuals_12/12/21
Apple AR Headset Due in Late 2022_12/05/21​​
​Apple’s Mixed Reality Headset to Initially Target Gaming_11/07/21
Samsung Electronics Joins the AR Fray by Investing in DigiLens_11/07/21
Facebook Becomes Meta Looking for $82b_10/31/21
​Slew of XR Products Due in 2022_10/24/21
TCL Leaks MicroLED Smart Glasses_10/24/21
​​HTC Back In The VR Game With The Flow VR Headset And Viveport Verse__10/17/21
​Magic Leap 2.0__10/17/21
Facebook’s Metaverse Wakeup Call__10/10/21​
Vuzix Reveals Next Gen AR Manufacturing Facility in Rochester, NY__10/03/21
Facebook Changes the Game with New Smart Glasses ​__09/26/21
Xiaomi Takes a Bold but Incremental Leap into the AR Wearables Space__09/26/21​
​Apple Experimenting w/OLED Micro Displays, Orders 3000 PPI FMM from APS_09/17/21
​Facebook and EssilorLuxottica Release Ray-Ban Stories, a Line of Smart Glasses_09/12/21

Wearables


​
ETRI Commercialized A Low Temperature Photoresist For OLED Micro-Display_12/26/21
​Fraunhofer Institute Develops The World's First Color OLED Micro Display With Ultra Low Power Consumption_12/26/21
​​Samsung Could Equip Future Galaxy Buds With Biometric Sensors For Health Care Purposes _12/19/21
Apple Hit With A Class-Action Lawsuit Over The Apple Watch_12/12/21
Samsung Display Acquires Patent for Innovative Smartwatches_12/12/21
​​Google Again Hints at Producing Its Own Smart Watch_12/05/21
​​​Apple Watch Series 8 Render Created from Leaked CADs_11/28/21
eMagin Shows Micro Display with 10K Nits, But is it Bright Enough_11/07/21
Waiting for the Apple Watch Series 8__10/17/21
​Kopin Announces $1m Order for 2K Resolution  Micro Display Backplanes__10/17/21
Apple Watch 7 Series; No New Sensors but a Bigger Display_09/17/21

Musing on Materials


​Mitsubishi Chemical to Mass Produce Coated OLED Materials_12/12/21
​Ube Industries Plans to Increase OLED Material Production by 20% in 2024_12/12/21
​​Panasonic Developing Thermoset Stretchable Film for Encapsulation_10/24/21
​Kyulux Has a New CEO but Practicing Same OLED Tricks__10/17/21
​Schott’s Xensation Alpha -- "A Chemically Strengthened Lithium Alumino Borosilicate (LABS) Cover Glass." ​__10/17/21
​Merck and Soluble IJP Materials_10/03/21
​​Samsung Switching UTG Suppliers from Schott to Corning_10/03/21
​​Increasing Solar Demand for Indium Raises the Issue of ITO Shortages_09/26/21
AR Device Weight Reduced Using SCHOTT RealView® 1.9 __09/26/21

Musing on Production


​​Visionox Claims LTPO Display Is Now In Mass Production_01/09/22​
​​Unijet Supplies OLED Inkjet Kit to China’s Sidtek_12/05/21
​Samsung to Increase OLED Panel Production To Meet Growing Demand_11/28/21
SEC's LCD TV - The Elec claims -- "Samsung Electronics will diversify its LCD TV panel purchase_11/28/21
​BOE to Match Samsung’s Small/Medium OLED panel Capacity by Q422_11/21/21
TCL Produces a 65” 8K IJP Prototype TV Set_11/21/21
​BOE Celebrates Qualification of OLED Line by Apple_11/14/21
​Opening of Corning’s Gen 10.5 Glass Fab Signals SDP Nearing Mass Production _11/14/21​
​CSoT Moves to Expand T6/T7 Fab by 60,000 Substrates/mo_11/07/21
Samsung’s 4AE Line to Compensate for Backplane Capacity Reductions Due to LTPO_11/07/21
​Chinese Deposition Tool Maker to Invade the OLED Space?_10/31/21
Q321-- SDC Ships 124.8m OLED Displays in Q321, Up 24.6% Y/Y_10/31/21
Q221 S/M Panel Revenue Was $13.4b Up 15% Y/Y_10/31/21
​Young Optics To Begin Volume Production of AR/VR-Use Plastic Lens 3-6 Months After Order Receipt_09/26/21
​BOE Gets Closer to Fully Qualifying as Supplier of OLED Panels to Apple_09/17/21
Flexigo Develops New Rollable And Slidable Panel Evaluation Kit_09/12/21
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Musing on Technology


​LiFi Introduced into a Tablet_01/09/22
Microsoft Patents Triple-Screen 'Surface Trio'_01/09/22
​IBM And Samsung's Low-Energy Chips Could Produce Phone Batteries Lasting 1 Week_12/26/21
Sony Develops Worlds First Stacked CMOS Image Sensor Technology with 2-Layer Transistor Pixel Approximately Doubling Saturation Signal Level_12/26/21
​LG’s Transparent Display Used to Deliver AR Visuals in a Retail Store_12/12/21
The Snapdragon 8 Gen 1 Brings A Ton Of Improvements Over Last Year’s Chipset, Especially for AI, But CPU Rated Mediocre_12/12/21
​Qualcomm Snapdragon 8 Gen1 on Android Phones_12/05/21
LG Innotek Reportedly Secures A Deal With Apple For A Future Periscope Lens For iPhone While Advancing Liquid Lens Technology_11/28/21
​​Researchers Demonstrate Oxide TFT Mobilities of 50cm2/Vs Using ALD Process_11/14/21
Researchers Demonstrate Use of Switchable Plasmonic Conductive Metallic Polymers Nanoantennas For Holographic Displays_11/14/21
​Smartkem Forms JDA with RiTdisplay to Make OLED Displays_11/07/21
​The Google Tensor Chip Follows the Exynos Block Architecture Structure w/Several Improvements in Camera and Image Processing_11/07/21
​Samsung's Gate-All-Around Transistor Design Won't Arrive In Processors Until 2022__10/17/21
Sony’s Plan to Combat Future IC Shortages -- Get TSMC to Build a Fab __10/17/21
​Musing on Technology QLED with 3D Foldable_10/03/21
​New Technology for Mini LED Backlights Transfers 60,000 LEDs/Min_10/03/21
Sensor Size Vs. Image Quality_09/26/21​
​Higher Refresh Rate Claims Like 120, 240 And Higher Are Not Always Accurate_09/26/21
Samsung Doubles Down in Image Sensors_09/17/21
​Batteries—The Impact of Fast Charging _09/17/21
Nanostructures Improve OLED Efficiency _09/12/21
​μLEDs Require Complex Driving Circuits_09/12/21
​

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Musing on Meta Verse

​​Metaverse Turning into a Big Boy Playground _11/21/21
​​Nvidia Embraces Metaverse. – We Really Don’t Know What It Is But it’s Bigger than the Real World_11/14/21

Musing on MicroLEDs


​
​Radiant Vision Systems Offers Solutions to MicroLED Variability Issues_01/09/22
​MICLEDI Demonstrates the Industry’s First MicroLED Arrays-For-AR Built On A 300mm CMOS Manufacturing Platform_12/26/21
PlayNitride Exhibited A 1.58-Inch MicroLED Display_12/26/21
​​MOCVD Tool Makers Look to Mini and Micro LEDs as a New Source of Revenue_12/19/21
OPPO’s Air Glass, a Pre-AR Headset with Monochrome MicroLED Projector_12/19/21
​Toray Industries, Inc., Announces A Laser Transfer Release Material to Arrange Micro LED Chips_12/19/21
​Samsung Visual to Switch from PCB to Glass w/LTPS for Smaller MicroLED TVs_12/05/21
​AUO and PlayNitride on MicroLED_12/05/21
​​MicroLED Display Revenues Forecasted to Reach $1b by 2026_11/21/21
​Samsung Backs Off a MicroLED TV Under 100”_11/14/21
​Luminex Mass Transfer Tool takes 20 sec to Move 20,000 MiniLEDs from a Wafer to a Backlight Substrate_10/24/21
​Photic Crystals (PhC) Control Micro LED Emission_10/24/21
​Silicon Wafers—The µLEDs Building Block_09/17/21
Testing MicroLED’ Wafers at the Die Level_09/17/21
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