Musing Commentary


Large Area LCD Panel Shipments Grew 1.6% M/M_05/15/2022
​Apple Lowers Its 2022 iPhone Plan by 15.9%_05/15/2022
Impact of China Lockdown on 2022 iPhone Production and the Strange Case of BOE_05/15/2022
QD-OLED vs. WOLED Image Performance Comparison_05/15/2022
Apple’s Three-Year Cycle For iPhone Hardware Designs_05/08/2022
TSMC Founder Morris Chang Says, US Bid To Boost Chipmaking To Be Expensive And Wasteful_05/08/2022
Large Area LCD Panel Shipments Grew 1.6% M/M_05/08/2022
Porotech Showcases RGB Monochrome FHD MicroLED Micro Displays Using Native InGaN Emitters_05/08/2022
2021 Augmented Reality And Virtual Reality (AR/VR) Headset Market Grew 92.1% Y/Y In 2021_05/08/2022
Royole Looks to Reorganization as Solution to Cash Flow Shortage_04/24/22
Economic Turmoil Causes Q122 Global Smartphone Shipments to Fall 11% Y/Y_04/24/22
Could the Display Industry Be a Leading Indicator for Lower Inflation? _04/17/22
2022 Smartphone Shipments Expected to Drop 1% Y/Y: No Expectations For Pent-Up Demand_04/17/22
2021: Samsung Leads OLED Display Shipments w/75% Share, BOE Leads LCDs w/33% Share _04/17/22
World Events, MiniLEDs and the Coming Glut in Large Area LCD Panels vs. the Impact on OLEDs_04/10/22
​Large Area Panel Business Beset by Increased Capacity & Reduced Demand in 2022/2023_04/03/22
Blue PH Emitter Update and QD OLED vs. WOLED Cost/Price Differences_03/27/22
iPhone to Adopt Samsung’s UPC in 2023_03/27/22
China Semiconductors- Slow Progress in Gaining Market Share_03/20/22
Is There a Near/Mid Term Replacement for OLED Smartphone Display Technology?_03/20/22
Mojo Vision Using MicroLEDs in A/R Contact Lens_03/20/22
Smartphone Technology Expands Beyond Needed Functionality_03/20/22​​
China Semiconductors- Slow Progress in Gaining Market Share_03/20/22
Is There a Near/Mid Term Replacement for OLED Smartphone Display Technology?_03/20/22
Mojo Vision Using MicroLEDs in A/R Contact Lens_03/20/22
Smartphone Technology Expands Beyond Needed Functionality_03/20/22​
2021-2026 Display Capacity to Expand at CAGR of 5%, OLEDs at 16% _03/20/22
​Samsung Visual Display Extends Negotiations w/SDC and LGD for OLED TV panels_03/13/22
MWC 2022 – Pretty Tame_03/13/22
Apple Switching to OLED Displays in iPad, MacBook & iMac_03/06/22
Apple's First Foldable Device Could Be A Laptop_3/06/22
Honor Revealed Magic 4 with Quadruple Curved Front and Rear_3/06/22
Honor Shows Foldable at MWC 2022 - Quietly_3/06/22
​Samsung -- Less than Transparent About Throttling Apps_3/06/22
​Apple ‘Delaying’ Plans To Launch iPhone Fold_02/27/22
Google Pixel Foldable Could Be Back On For Q422 Release_02/27/22
Samsung’s Foldable Success Pushes Chinese to Accelerate Foldable Panel and Smartphone Production_02/27/22
Samsung Uses Last Year's OLED Material Set For S22 Ultra_02/27/22
Strong 2021 Initiates Yet Another Crystal Cycle
​Panel Pricing Predictions_02/13/22
​The Surprising Effect of MiniLEDs on OLED TV and IT Panel Growth_02/06/22
​Has Apple Waited Too Long to Adopt Foldable Smartphones?_02/06/22
​Musing Commentary of January 30, 2022_01/30/22
​BOE Preparing to Produce IT OLED Panels on Gen 6 Fab
Samsung Could Replace SEMES w/Kateeva’ IJPs in QD-OLED Production
Xiaomi Mix Fold 2 Includes Specs That Would Challenge the Z Fold 3 and 4​
​​Musing Commentary on January 23, 2022_01/23/22
CES 2022 Edition_01/16/22
​Asus ROG ZEPHYRUS G14_01/09/22
​Asus ZenBook Fold 17 OLED_01/16/22
​​Autel Robotics Nano+_01/16/22
​Dell Concept Luna_01/09/22
E Ink Paint Found On BMW IX Concept Car_01/16/22
​​Galaxy S21 FE and the “Flex’s”_01/16/22
GARMIN VIVOMOVE SPORT_01/16/22​
LG C SERIES 42-INCH OLED_01/16/22
​​Mercedes Benz Vision EQXX_01/16/22
NFT SUPPORT ON SAMSUNG TVS_01/16/22
Samsung Freestyle Projector_01/16/22
SAMSUNG ODYSSEY ARK_01/16/22​
​Schlage Encode Plus WiFi Door Lock_01/16/22
SONY A95K QD-OLED 4K TV_01/16/22
The Labrador Retriever_01/16/22
​TP-LINK ARCHER AXE200 OMNI_01/16/22
The Worst of the Worst_01/16/22
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


Army’s HoloLens Combat Googles Program Unlikely to Use Full $22b, but it’s Already Late_05/01/22
IDC reports Q122 smartphone shipments down 8.9%, Y/Y_05/01/22
​Polarizer Supply Disruption Affecting iPads and MacBooks_04/24/22
IC, Auto Makers Among First In Shanghai To Resume Operations_04/24/22
​Red Magic 7 Pro Comes w/ 6.8” OLED and Under Panel Camera_04/17/22
Samsung Orders Lowest Priced WOLED Panels_04/17/22
Vivo X Fold Has a 6.53-Inch (166 mm) Outer Display And an Interior 8.03” (204 mm) Screen_04/17/22
​Russia Sanctions Create New Issues for Chinese Smartphone OEMs_04/10/22
​Apple Cutting 20% iPhone SE Output For The Next Quarter_04/03/22
​The Apple iPhone 14 series Entered the Engineering Validation Test (EVT) Phase_04/03/22
Samsung Could Release 3 Foldables in 2022_04/03/22
Samsung Display Readying UPC Technology for SEC’s Foldables Launching Next Year_04/03/22
​vivo X Fold officially confirmed with a April 11 Launch Date_04/03/22
​Google Pixel Notepad Goes Into Production in Q322_03/27/22
Samsung Increases Fold 4 And Flip 4 Display Orders By 60%_03/27/22
​LG Still Generating Revenue From Its Defunct Smartphone Business_03/20/22
Samsung to End LCD Panel Production in June’22_03/20/22
Apple’s Notch Elimination in 2 iPhone Models, Confirmed_03/13/22
Apple Will Not Launch An iMac Pro Or A Mac Pro Until 2023_03/13/22LG Display to Provide 11” and 12.9” OLEDs for iPad Pro_03/13/22
Magnachip Starts Mass Production of OLED DDIC for TVs_03/13/22
More European And American Brands Suspend Sales In Russia_03/13/22
Samsung Electronics, Apple, Meta and Microsoft Competing For Metaverse Device Market; Expected To Grow 80 Percent Annually_03/13/22​​
​​Galaxy S21 FE Customers Complaining of Laggy Refresh Experience_02/27/22
NIO to Make Smartphones Dedicated to Interact w/Automobiles _02/27/22
Qualcomm Seeking 3nm Process Capacity From TSMC_02/27/22
​BOE Lacks DDICs to Fulfill Apple iPhone Orders_02/20/22
Popularity of the Galaxy Tab S8 Series Causes Samsung to Pause Pre-orders_02/20/22
VR-Related Claims Up by 31 Percent In 2021, Says UK Insurance Firm_02/20/22
​FCC Faces Huawei/ZTE 5G Equipment Funding Shortfall_02/13/22
Industry Analysts Predict Google Will Release a Foldable Pixel in 2022_02/13/22
LGD to Move FMM’ Tensioners from Gumi to Paju Plant_02/13/22
QD-OLED Expansion Subject to Sales Growth and Yield Improvement _02/13/22
​​Two Samsung S22 Models Delayed by ~3 Weeks Due to Supply Issues_02/06/22
Samsung to Unveil TVs w/LG Display’s W-OLED Panels in June
Samsung’s 2021 Smartphone Shipment Volume of 270m Fell Short of Expectations But 300m Planned for 2022 
The Huawei P50 Pro, P50 Pocket Launched Globally  ​Apple Mulls Delaying AR/VR Device Amid Development Hurdles_01/23/22
​At CES, TCL Displays Flex V Clamshell Foldable w/Pricing as Low as $600_01/16/22
Honor to Introduce a Z Fold Competitor at a Very High Price_01/16/22
​​Huawei PC Pocket 50 a Z Flip Competitor_01/16/22
​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


​Recent Inflation Hikes Causing Economists to Look Back to the 70s_05/08/22
Real GDP declined at a 1.4% annual rate in Q122_05/01/22
​The Producer Price Index (PPI) Rose 1.4% In March_04/17/22
​Real GDP growth in Q421 revised -0.1% to 6.9% _04/03/22
​Q421 Advanced NB Capture 0.007% of Total Shipments_03/27/22
Counterpoint Projects 2022 OLED Smartphones Share Up 2% Y/Y to 44% _03/27/22
​Feb’22 Mobile Phone Shipments In China Fell To 14.86m Units In February, Down 55.0% M/M And Down 31.8% Y/Y _03/27/22
Increasing the Level of Sanctions Could Lead to Worldwide Economic Desperation_03/27/22
India is Fastest Growing Region of Mobile Subscribers_03/27/22
​Ukraine’s Two Leading Neon Suppliers To Suspend Operations, A Major Disruption With Global Economic Consequences_03/20/22
​Does Russia’s Invasion of Ukraine Signal a Similar Move by China in Taiwan?_03/13/22
Global Trade -- Suffering From The War In Ukraine_03/13/22
​​Take Every Step Short of a Hot War to Stop Putin_3/06/22
​Unintended Consequences for China Tech_3/06/22
​​Statistical Quirks Mar the Good News in January of the 467,000 Increase in Non-farm Payrolls_02/13/22
​Q421, Real GDP Grew At A 6.9% Annual Rate Pushed by High Inflation Figures_02/06/22
​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


Q122 UDC revenue was $150.5m_05/08/22
​Number of Android Users Switching to iOS Continues to Rise; Q122 iPhone Revenue Up Over 5%_05/08/22
AU Optronics Q122 Sales NT$81.5b (~$2.77b US), down 12.4% sequentially and down 1.7% Y/Y_05/01/22
Corning Reports a Strong Q122 With GAAP Sales Of $3.68b_05/01/22
LG Display Q122 Rocked by Continued Drop in Large LCD ASPs and China Lockdown_05/01/22​
VueReal Raised $14.4 million in its Series B funding round_05/01/22
SEC Posts Record Revenue in Q122, But Displays and TVs Are Flat to Contracting_05/01/22
Samsung Electronics Preliminary Q122 Results Include Record Quarterly Revenues and Highest Q1 Profit Since 2018 _04/17/22​​
​​​Display Makers Report 6 Consecutive Quarters Of Profits Ending in Q122_04/10/22
​In 2021, BOE Diversifies as Display Revenue Share Drops from 91% to 64%_04/10/22
Royole Running Out of Operating Capital_04/10/22
​BOE, Tianma, TCL Report Strong Profits In 2021_03/27/22
​Corning Reports on Strong Performance from Display Technologies_03/20/22
eMagin Continues to Show Financial Weakness in Q421_03/20/22
Kopin Posts 14% Y/Y Gains in Revenue in 2021, but 5% Drop in Q421_03/20/22
​SDP To Be Made Into Consolidated Subsidiary Via Share Swap_03/13/22
​UDC Revenue Up 29% Y/Y following the Growth of OLED Smartphone and TV Panels_02/27/22
​​JDI Continues Running Quarterly Losses_02/20/22
​Innolux and HannStar Report January Y/Y Revenue Declines in Jan’22; AUO up 4.5%_02/13/22
Qualcomm To Benefit Through 2023 As 5G Smartphones Ramp_02/13/22
​Q421 Tech Earnings _02/06/22
Samsung Display Expects QD Displays to Cut Losses of Large Display Business_02/06/22​
​Geely In Talks To Buy Smartphone Brand Meizu_01/30/22
Corning’s Display Segments in Q421 Show Strong Y/Y Revenue Growth Outlook More Conservative_01/30/22
​LG Display Turned A Profit in 2021 for The First Time In Three Years_01/30/22
Samsung Electronics Expected To Post A 52% Jump In Profit in Q421, Amid the Global Chip Shortage_01/16/22
​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


​Q122 India’s Smartphone Shipments Declined 1% Y/Y To Reach Over 38 Million Units _05/08/22
​iPhone Shipments in China Fall from #1 to #3_05/08/22
​LGD to Slowly Reduce LCD TV Panel Output_05/08/22
​OLEDs to Outpace LCD Fab Equipment Spending by 90% -- 2022-2025_05/08/22
Strategy Analytics: Q122 Samsung Smartphone Market Share Highest in Five Years_05/08/22
​​US Smartphone Sales Were Down 6% Y/y in Q121_05/08/22
Q421 Monitor Shipments Down 5.2% Y/Y_05/01/22
​In Q122, iPhone 13 Captured 71% of Smartphone Sales in the US_04/24/22​
In 2021 and 2022, BOE Leads the Flat Panel Industry in Area for both Large and Small/medium Shipments_04/24/22
​OLED Panel Shipments to Cross 1b Mark in 2023 Reaching Revenues of $50b_04/24/22
Panel Production Shifting From TVs To IT In Gen 8.5/6 Fabs_04/24/22
​Apple's iPhone Had 44% Share of Global Smartphone Revenue in 2021_04/17/22
​BOE 1st in 2021 Small/Medium Panel Production, Samsung a Close 2nd_04/10/22
Depreciation Charge on Gen 8.5/6 Fabs for 15.6” 4K Panels is ~$6.7_04/10/22
Counterpoint and Omdia Disagree Slightly on Smartphone Top 10_04/03/22
March LCD Panel Pricing Continues Downward Slide _04/03/22
OLED Based Notebooks to Reach 8.9m in 2022_04/03/22
Premium Smartphone Sales Reached A New Record High In 2021_04/03/22​​
​LG Display: Leading Supplier Of TV Panels in Q421 and 2021 _03/27/22
​2021 Wearables Up 35%, Smart Watch Shipments Up 40% Y/Y_03/20/22
AUO and Innolux Showing Results of Large Area Panel Demand Slowdown in Q122_03/20/22
China Loses 14.8% Share in 2021 Global Smartphone Market_03/20/22
iPhones Made up 7 of 10 Selling Smartphones in 2021 _03/20/22
​Samsung’s 2021 Smartphone Mix 50/50 – LCD to OLED_03/13/22
Samsung Visual 2022 Mini-LED TVs Revert to 2021 Initial Prices _03/13/22
TrendForce Reports iPhone Production Reached Over 85M Units in Q421_03/13/22
UBI Research Estimates That 2021 Shipments of Small/Medium AMOLED Displays Reached 746m, DSCC Says 800m_03/13/22
​2021 Smart Watch Shipments Up 40% Y/Y_03/13/22​
February Sequential Panel Price Drop Moderated _3/06/22
Foldable Forecast Up to 80m by 2026_3/06/22
Foldables Expected to Reach over 86m in 2026 with Revenues Exceeding $85m _3/06/22
2021 OLED Smartphone Shipments Up 33.4% Y/Y_3/06/22
​India Expected to Grow Smartphone Installed Base from 750m to 1b by 2026_02/27/22
Samsung Tops Global TV Market for 16th Straight Year_02/27/22
Apple’s VR/AR Product Could Follow Revenue Curve of the Watch_02/20/22
​China’s 2021 Smartphone Shipments were 33.02m down 1.1% M/M and down 17.7% Y/Y_02/20/22
Europe’s 2021 Smartphone Market Experiences Intense Competition_02/20/22
​Q421 US Smartphone Shipments Up 10% Y/Y_02/20/22
2021 Smartphone Shipments in India Up 7% Y/Y_02/20/22
​2021 Global Notebook Shipments Were 247m Units Up 20% Y/Y_02/20/22
Canalys Forecasts 30m Foldables in 2024_02/20/22
Realme Market Share IN Q421 Among the Top 10 in 30 Markets_02/20/22
​Counterpoint – “OLED Smartphone Display Panel Growth Expected to Slow in 2022” -- Disputed_02/13/22
2021 OLED Demand To Reach 14.2m m2, Up 52.0% Y/Y_02/13/22
Global Chromebook And Tablet Shipments Dropping Rapidly_02/06/22
Google's Pixel Phones Had Their Best Quarter Ever_02/06/22
Meta’s Oculus Quest 2 has shipped 10m Units_02/06/22
Notebook Shipments To Drop 10% In 1Q22; Demand Rising For Higher-End Models_02/06/22
Panel Prices Continue Downward Trend but Are Moderating_02/06/22
​OLED TV Shipments Up 72% to 7.6m in 2021_02/06/22
Vivo Led China’s Smartphone Market In 2021_02/06/22
VR Shifts from OLEDs to LCDs for Display Technology_02/06/22
2022 S/M OLED Production -- Less Variability in Capacity Utilization_02/06/22​​
​Apple Tops China Smartphone Shipments in Q421, For First Time in 6 Years _01/30/22
January 2022 Panel Price Declines Continue but Moderately_01/30/22
2021 OLED Smartphone Shipments Reach 634m up 27% Y/Y_01/30/22
​2021 Large Panel Display Revenue Up 20% to $85.5m_01/30/22
​Foldable Prices Remain High and Steady_01/23/22​
Q421 Automotive Panel Shipments Up 25.6% Y/Y_01/23/22
​Worldwide Y/Y PC Shipments down 5% for Q421, Up 13% for 2021_01/16/22
XR (VR/AR) Headset Shipments to Grow 10 Times to Cross 100 Million Units by 2025_01/16/22
​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

Automative/Aviation


AUO Looks to Automotive Apps as an Off Ramp from Slowing Large Area Business_05/01/22
​Chip Shortage A Major Challenge For Automakers In 2022_04/24/22
China's Auto Industry Is Suffering From The Latest Wave Of The COVID-19 Pandemic_04/17/22​​
​Automotive Display Shipments Expected to Reach 225m by 2023; 2.4 Displays/Vehicle_04/10/22
​Consumers Demanding Smartphone-Like Functionality for Their Cars_03/27/22
Making the Cockpit Display Invisible_03/27/22
​2023 BMW to Get 8K OLED Roof Mounted Display_03/20/22
ASUS Announces Two Zenbook 14X OLED devices_03/20/22
​Automotive Cockpit Screens Beyond 20″ to be Common in 5 Years_02/27/22​
Smart Cockpits Highlight Importance Of Human-Machine Collaboration_02/13/22
​​EVs to Increase the # of Displays/Automobile_02/06/22
​Mercedes-Benz EQS Sets The Benchmark For Technology In Luxury EVs_02/06/22
Continental AG Received ~1b€ ($1.135b) Order For OLED Dashboards_01/23/22
OLEDWorks and Audi Expand Taillights Into Warning Signals_01/23/22
​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


​Samsung Upgrades the Galaxy Z Flip4, w/Larger Cover Display and Battery Plus new SoC_05/08/22
​iPhone Pro Variants to Adopt Hole-Punch and Pill Design_05/08/22
​ZTE Axon40 Series w/3rd Gen Under Panel Camera Due on May 9_05/08/22
2021 Refurbished Smartphones Sales Grew 15% Y/Y _05/01/22
Huawei’s Mate Xs 2 Launches In China With Snapdragon 888 4G And Stylus Support_05/01/22
​​Axon 40, ZTE’s 3rd Chance at a Smartphone w/UPC_04/24/22
Samsung Galaxy Z Fold4: New S-Pen Production Begins Ahead Of Launch_04/24/22
​Sony Xperia1 IV to Include Fast charging, Case leaking, Google Assistant Button Removing, and US$1,600 Pricing_04/24/22
The Vivo X Fold Makes Its Grand Debut _04/24/22
​Apple iPhone Assembler Halts Production Amid China's Covid _04/17/22
Chinese Smartphone Makers Launched A Range Of New Products With Diverse Functions _04/17/22
​Galaxy Z Fold 4 to be Priced $100 Less than Z Fold 3_04/17/22
​Huawei’s Mate 3 Could be Released in China in April_04/10/22
Google Pixel 7 Pro Renders Surface Online, Showcase Familiar Design_04/10/22​
Mid-Range Motorola G52 Upgraded to 6.8” OLED Display_04/10/22
Xiaomi MIX Fold 2 Supports Reverse Folding of 3600_04/10/22​
​ZTE to Launch 3rd Gen Under-Display Camera Flagship Smartphone in April_04/10/22
​​Google Pixel 7 Series to Be Unveiled At Pixel Fall Launch Event In October_04/03/22
​Vivo V2188A: Vivo S13 Specifications Revealed Through Certification_04/03/22
​Carl Pei Pre-Announces Nothing’s Smartphone_03/27/22
OPPO Uses Ceramics in its Latest Smartphone Allowing Warmth Into a Typically Cold Tech Product"_03/27/22
Honor Introduces the Honor X7, X8 and X9 5G_03/27/22
Xiaomi Announced Plans To Roll Out Its Latest Flagship Line To International Markets_03/27/22
Xiaomi’s Mi Mix Alpha to be Released 2-Years After It Was Announced_03/27/22
​Samsung’s QD-OLED TV Spotted on Retail Website_03/20/22
Samsung launched more of its best-selling Galaxy A-Series _03/20/22
Samsung Slider Under Development _03/20/22
Sony’s Xperia Ace 3 Expected in May only in Japan_03/20/22
​Realme, The Fastest-Growing Smartphone Brand Releases Feature-Packed Smartphones _03/13/22
​HTC Wants Back In with a Metaverse Smartphone_3/06/22
New Moto G22 – Budget Phone w/6.53 OLED & 90 Hz_3/06/22
Sony Xperia 1 III to be Replaced by Xperia 1 IV_3/06/22
TCL’s Shows Another Foldable Concept but w/360-degree Rotating Hinge_3/06/22
​Xiaomi Has Several Unreleased Smartphones_3/06/22
​First Pixel 7 and Pixel 7 Pro Details Leak_02/27/22
iPhone 14 Expected to Support 8GB RAM_02/27/22
Lenovo's Legion Brand To Update Its Top-End Gaming Smartphone w/New Specs and New Name_02/27/22
Motorola Edge Plus to Compete w/Galaxy S22_02/27/22
RedMagic 7 Gaming Smartphone Features Dual Shoulder Triggers, AMOLED Display, Multi-Finger Touch Sampling Rate Of 720 Hz_02/27/22
​​Galaxy S22 Ultra Delivers Peak Brightness of 1750 nits_02/20/22
​​​Samsung Galaxy A23 5G Announced_02/20/22
​Samsung Announces Next Galaxy S Series Flagship Smartphone Line_02/13/22
Samsung Galaxy S23 With Quad Curve Display Similar To Huawei P40 Pro? _02/13/22
Galaxy S22 Ultra Proves S Pen Is Not An Issue To Battery Capacity_02/06/22
Google Seeks To Take The Pixel 7 Cameras To A New Level _02/06/22
Huawei P50 Pocket Review: Excellent Screen And Main Camera But Still a Niche_02/06/22
​Nubia Z40 to be Released in 2022_02/06/22
Oppo's Next Foldable Phone Could Be A Galaxy Z Flip 3 Rival_02/06/22
Xiaomi Unveiled The Redmi Note 11 Series_02/06/22​​
​iPhone 14 Notch Replacement_01/30/22
Leaked Samsung Galaxy S22 Ultra Specs Infographic Busts Display And Storage Myths_01/30/22
Motorola Edge First to Use Snapdragon 8 Gen 1_01/30/22
OnePlus Working On A New Smartphone Called OnePlus 10R, Tipped To Launch By Q2 2022_01/30/22
Xiaomi Unveiled The Redmi Note 11 Series _01/30/22
Motorola Smartphone With Innovative Wrap-Around Display In New Renders_01/23/22
Oneplus 10 Pro May Get Rotating Camera_01/23/22
Samsung Introduces Rugged Galaxy Xcover Pro_01/23/22
Vivo S12 Pro First Smartphone to Feature The Schott ‘Xensation Α’ (Alpha) Cover Glass_01/23/22
OmniVision Releases Camera Sensor Up to 200 MP w/0.61µm Pixels_01/16/22
S-Pen Latency Reduced to from 9ms to 2.8ms in the Galaxy S22_01/16/22
​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


LG Electronics Introduced Its Ultrafine OLED Pro Series Of Reference Monitors_05/01/22
​Intel, Advanced Micro Devices PC Weakness Already Baked In_04/24/22
​Q122 PC Shipments Down 5.1% Y/Y but Notebooks Up 23.8%_04/17/22
​Notebook Shipments Up 18% in 2021, projected to be Up 13% in 2022_04/10/22​
​Huawei’s MateBook E – Their First Windows Tablet/Laptop Combo With An OLED Display_03/13/22
OLED Nintendo Tested for Burn-In_03/13/22
The Best OLED Notebooks_03/13/22
​Huawei’s MatePad Paper Is Half E-Reader, Half Tablet_3/06/22
LGE To Launch Its First OLED Gaming Monitor Under The Ultragear Branding_3/06/22
Samsung’s Galaxy Tab S Sets the Standard for Android Tablets_3/06/22
Samsung Unveiled Four New Notebooks, All With 1080p AMOLED Displays_3/06/22
​Apple Considering a Possible All-screen Foldable MacBook_02/27/22
Lenovo IdeaPad Slim 7 Carbon Review w/OLED screen in a 2.5lb Lapbook_02/27/22
Samsung's first QD-OLED monitor -- the 34" Odyssey G8QNB_02/27/22
​Dell’s Alienware -- The First to Use QD-OLED Panels _02/20/22
​Samsung Updates Tablet S8 Series _02/13/22
The New Lenovo Yoga 9i Laptop Gets A Comfy Redesign, 4K OLED Display_01/16/22
​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


​Samsung’s 2022 Roll Out of WOLED TVs in Jeopardy Due to Lack of Closure in Negotiations_05/08/22
Google Watch Surfaces at a Restaurant_05/01/22
Samsung Display To Start Mass Production Of 49-Inch And 77-Inch QD-OLED TV Panels Next Year_05/01/22
​LGD Uses MMG to Increase Shipment Volume and Reduce Panel Costs_04/24/22
OLED TV Shipments Could Reach 24m by 2026_04/24/22
​Sony’s QD-OLED TV Is Cheaper Than Expected, But Still Not The Cheapest_04/17/22
​DCI Reports 300 cd/m² And 60,000:1 Contrast Is Sufficient for HDR In The Cinema_04/10/22
​LCD Share of TV Panel Market Drop from 92% in 2021 to 81% in 2026 as volume Remains Flat_04/10/22
LG Display Reduces Impact of Image Sticking_04/10/22
​QD-OLEDs Getting Positive Reviews from the Media_04/10/22
​​Samsung Electronics Announced its QD-OLED TV, w/o Calling it a QD-OLED_03/27/22
QD-OLED's Pixel Structure Causing Fringing in Monitors_03/27/22
​LG Fixes Key Aspect of Its C-Series OLEDs_3/06/22
​LG Display Proposes to Launch A Transparent OLED TV_02/27/22
​OLED Shines As "QLED" Fades_02/20/22
QD-OLED 55” AND 65” TVS PRICED AT $3,000 AND $4,000 Respectively_02/20/22
​Philips OLED807 Adds PQ and SQ Improvements 2021’s Most Award-Winning OLED TVs_02/13/22
Samsung’s Refreshed Line-Up Of LCD TVs from Affordable to High-End (Neo QLED), Some with Matte Displays_02/13/22
Sony A95K QD-OLED TV vs, LG G2 OLED Evo TV_02/13/22
​LGE C2 Price Rise: Unwanted, But Probably Fair_02/06/22
​LGD Developing Advanced Features in Support of Transparent Display Technology_01/30/22
Samsung Announces 2022 MicroLED TVs – Similar Pricing as Last Year_01/30/22
​​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


​Mojo Vision Announces Mojo Lens Prototype, The World's First Smart Contact Lens_05/08/22
​XR Shipments Shrink 6% Y/Y in Q421_04/24/22
Meta Announces Next Update for V39 Quest Devices_04/17/22
Omdia and DSCC Expect AR/VR/XR sets to Reach 25m to 35m by 2024_04/17/22​​
​Google to Buy Raxium, A Mono-lithographic MicroLED Micro Display Start-up_03/27/22
​Magic Leaps Abandons The Consumer Market for the Enterprise _03/20/22
​Apple Completes Production Tests For Its Augmented Reality AR/VR Headset_02/27/22
Sony Announced a Redesigned Iteration of Its Virtual Reality Headset_02/27/22
​Apple Completes Production Tests For Its Augmented Reality AR/VR Headset_02/27/22
Sony Announced a Redesigned Iteration of Its Virtual Reality Headset_02/27/22
​Global Tech Firms Focusing on AR/VR in 2022_02/20/22
Memoji And Shareplay Underpin Next Release Of Apple’s Mixed-Reality Headset_02/20/22
​​Microsoft’s Scraps Plans For A Successor To The HoloLens 2 Enterprise Headset_02/06/22
​New Magic Leap 2 Details Shed Light on Dynamic Dimming_02/06/22
Personal Injuries, the Unintended Consequences of VR_02/06/22
​Google Working On An AR Headset, Codenamed Project Iris for 2024 Release_01/23/22
​Samsung Slow to Leave the Starting Gate in the Race for XR Supremacy_01/23/22
Vuzix Showcases its New Shield ™ at CES 2022 as the World's First MicroLED-based Binocular Smart Glasses for Enterprise_01/23/22
Apple rejects the idea of a metaverse for its long-rumored mixed reality headset_01/16/22
Panasonic’s VR Headset Looks Like Something A Metaverse Mad-Hatter Could Wear_01/16/22
Sony Unveils Next-Generation Virtual Reality Headset For the PS5_01/16/22
​Ultra-Compact 5K VR Headset MeganeX Unveiled At CES_01/16/22
​​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


Apple Targets Watch Blood-Pressure Tool for 2024 After Snags_04/24/22​​
​OnePlus Watch 2” OLED Display Costs $13.60_04/03/22
​Garmin Files Patent for a Solar Charging OLED Display_3/06/22
​Qualcomms’s Wear 5100 Designed to Increase Energy Efficiency _02/27/22
Samsung's Galaxy Watch Getting Google Assistant_02/13/22
Facebook Develops Smartwatch With Detachable Display And Camera_01/23/22
Next-Gen Smart Glasses from Mad Gaze are on the Way _01/23/22
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

​
​Drivers for OLED Smartphones to Reach Parity w/LCDs by End of 2022_04/10/22​
​Rodin to Apply for a Blue Phosphorescent Patent_03/20/22
​Samsung Display Is Adding Solus Advanced Materials As A Supplier For Capping Layers (CPL)_3/06/22
​​Samsung Develops Material Test Platform_02/13/22
Sungkyunkwan University Research Team Has Developed A New Blue Light Emitting Material_02/13/22
​​Samsung Develops Material Test Platform_02/13/22
Sungkyunkwan University Research Team Has Developed A New Blue Light Emitting Material_02/13/22
​Deuterium Explained_01/30/22
KAIST and ETRI Develop Material for Better OLED and QLED Display_01/30/22
​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


​SNU Precision Developing Direct Patterning Deposition Tool for Micro OLED displays_05/08/22
Samsung Mobile to Outsource Building of 70m Smartphones_05/01/22
​BOE May Not Meet Its Panned Shipment Volume for iPhone Panels_04/24/22
SDC Installing Equipment into Asan 6th Gen OLED Fab_04/24/22
SK IE Technology To Supply PI Film For HP's Foldable OLED Notebook_04/24/22​
Tianma Sets Timeline for LCD Gen 8.6 Fab in Xiamen_04/24/22
​Samsung Mobile Orders 6.5M OLED Panels From BOE and CSoT for Low End Smartphones_04/17/22
​Chinese OLED Panel Makers Slowly Closing Production Gap with Samsung_04/03/22
Samsung Using KH Vatec and S-Connect as Foldable Hinge Suppliers_04/03/22
​BOE Shipping LTPO to Chinese Smartphone OEMs_03/27/22
​COVID-19 Causes Lockdown in Foxconn’s Shenzhen Facilities_03/20/22
JOLED’s Gen 5.5 IJP Fab Delayed Due to COVID-19_03/20/22
LG Display Evaluating Gen 8.5 OLED Deposition _03/20/22
​Samsung Display Seeking Second Source for FMMs_3/06/22​
Magnachip Starts Mass-Producing of OLED DDIC for OLED TVs_02/27/22
Notion Systems Installs IJP at ITRI_02/27/22
Tianma Producing Flexible AMOLEDs at its Xiamen 6-Gen Line_02/27/22
​AUO to Grow Large Panel LCD Capacity with Another Gen 8 Fab_02/20/22
​AUO Began Its Capacity Expansion Project At Its Kunshan, China Gen 6 LCD Fab_02/13/22
​​Gen 10 (2880x3130mm) And Gen 10.5 (2940x3370mm) to Account For 31.8% of TV Panels _02/13/22
Poongwon Precision Develops A Fine Metal Mask (FMM)_02/13/22
​​ChinaStar Orders Equipment For New LCD Fab_02/06/22
APS Raises $50m to Fund FMM Development_01/23/22
​LG Display to Expand its Gen 6 OLED Fab in Paju_01/23/22
Samsung Display Looking for Apple iPad Order to Justify Gen 8.5 IT Fab Investment_01/23/22
​​BOE Looks to OLED IT Panels for Growth_01/16/22
Magnachip Semiconductor Corporation Expanding Its OLED Driver Integrated Circuit Products_01/16/22
​​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
​

Musing on Technology


​​New Photodiodes Developed to Capture Image Data for Holograms_05/08/22
Meta Takes on the Brain in Pursuit of the Metaverse_05/01/22
​CMOS Image Sensor (CIS) Demand Stagnating_04/17/22
SDC Leaning on Technology Innovation to Maintain Leadership in OLED S/M OLED Technology_04/17/22
Sony's 1.1-Inch Smartphone Camera Sensor Is Being Tested_04/03/22​​
​Apple Silicon Surpasses Intel in Pure PC Performance_03/20/22
Edge Computing Adds Lower Latency Higher Availability, and Consistency to Cloud Computing_03/20/22
Galaxy S22 w/ Exynos SoC Found to Have Unacceptable Performance_3/06/22​​
​LTPO to be Adopted by Chine OLED panel Makers_02/27/22
​Adaptive Pixel Technology Used in Galaxy S22_02/20/22
​Researchers Create Quantum Dot Camera Technology_02/20/22
OMNIVISION Announced the World’s Smallest Pixel at 0.56-µm _02/20/22
​Samsung Developing Wireless Charging Tech_02/20/22
​​Samsung Display Bolsters IP Protection To Widen OLED Tech Gap_02/20/22
OPPO Developing Over-the-Air Charging Technology_01/23/22​
Telephoto And Periscope Zoom Cameras Too Expensive for Most Flagship Smartphones_01/23/22
First Fully 3D-Printed, Flexible OLED Display Developed at University of Minnesota_01/16/22
​​OLED Emitting and Its Device Structure Schematic_01/16/22
​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
​

​​

Musing on Meta Verse


​​Meta AR Glasses in 2024?_05/08/22
​The Road to the Metaverse_03/27/22
​Facebook Causes Loneliness to People_03/13/22
​Samsung Electronics Preparing Devices For The Meta Verse Platform_3/06/22
​Metaverse, Crypto and NFT Compete for CE Attention_02/20/22
Holographic Display Used for Video Calls In The Metaverse_02/06/22
Meta Unveils New AI Supercomputer Destined To Be World's Fastest_02/06/22
​​​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


​​MicroLED Displays at Touch Taiwan from 121” to 0.39” w/50K nits_05/08/22
MicroLEDs – Hard To Produce But Harder To Test_05/01/22
PlayNitride Unveils MicroLED Display Prototypes At Touch Taiwan 2022_05/01/22
​Samsung’s “The Wall” Series to Come in 6 Sizes w/Smaller LEDs, Higher Resolutions, LTPS Backplanes and Tighter Pixel Pitches_04/24/22
​​Enkris Semiconductor Launched new MicroLED Epiwafers_04/17/22
​JBD Using Collimating Lens for Full Color Micro Displays_04/10/22
MicroLED Products to Remain Limited to Large Format TVs thru 2024_04/10/22
​Samsung Delays the Start of Production for the 89-inch MicroLED TVs _04/03/22
​San’an Expands LED Production Capacity w/$1.24b Investment_04/03/22
​KIMM Develops Stretchable MicroLED Displays_03/27/22
​Apple Rediscovers San’an as an LED Supplier_3/06/22
​Epistar to Boost Shipments of MiniLED Chips For Car Backlighting_02/27/22
​​Chinese LED Makers Expanding Mini-Led Capacity_01/23/22
TCL Huaxing and San’an Joint Venture Micro-LED R&D Project Xinying Display Start Construction_01/23/22
​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
​

​​