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Mobile

Honor Raises the Bar for the Magic 6 Ultimate Edition – First Smartphone to Debut with Tandem OLED Stack

March 18, 2024

Honor is set to launch the Magic 6 Ultimate Edition and Magic 6 RSR today in China. Honor revealed in a Weibo post that the Magic 6 Ultimate Edition will use a dual-stack tandem OLED display that is claimed to increase the lifetime of the display by 600% and improve power efficiency by up to 40%. The Magic 6 Ultimate Edition is confirmed to launch with an "Honor Stacked Oasis Eye Protection Screen".
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OLED

The Latest Insights on the Apple OLED iPad Ramp

March 18, 2024

According to our supply chain sources, both LGD and SDC started shipping OLED iPad panels in February. The initial plan was for LGD to be the sole source at 12.9” with LGD and SDC splitting the 11.1” orders. Then, we heard in the press that only SDC was going to supply 11.1” panels due to reduced demand resulting from the high panel OLED panel prices derived from being the first OLED tablet panels with LTPO, tandem stacks and glass thinning resulting in lower yields, etc.
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MicroLED

Apple Cancels MicroLED Project

March 4, 2024

Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone project” for its MicroLED program. The decision is a blow to the suppliers involved in the project and leaves a big question mark on Apple’s future MicroLED strategy.
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TV

LCD TV Panel Price Increases Continuing into Q2

March 4, 2024

The rally in LCD TV panel prices which started in February is continuing in March and into Q2, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
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TV

2024 Super Bowl TV Deals Bring New All-Time Lows

February 12, 2024

The Super Bowl, held yesterday, marks the end of the big selling season for TVs in the US, and as usual the top brands made a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party.
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Mobile

DSCC Sees S24 Series Panel Shipments Outpacing S23 Series by 13% through March – S24 Ultra Expected to Account for a 46% Share

February 12, 2024

The Samsung Galaxy S24 series was announced on January 17th with preorders starting that day and availability on January 31st. As we show in the DSCC Monthly Flagship Smartphone Tracker, the S24 series cumulative panel shipments in January were 21% higher than the S23 series and 66% higher than the S22 series during the same three month period of November – January leading up to the launch. For March, the S24 series cumulative panel shipments are estimated to be 13% higher versus the S23 series and 47% higher versus the S22 series during the same time five-month period of November – March.
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OLED

Samsung Signs Long-Term Deal for White OLED and LCD Panel Supply from LG Display

February 5, 2024

Multiple sources in Asia last week reported that Samsung Visual Display (VD, the company’s TV business) has agreed to a long-term supply agreement with LG Display for the supply of LCD and OLED display panels. Our sources have confirmed that the agreement is happening; the deal expands an existing relationship between the two Korean giants as both face fierce competition from Chinese players.
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LCD TV Panel Prices Increasing in February

February 5, 2024

Although the start of the calendar new year carried a downward trend in LCD TV panel prices, the start of the Lunar New Year carries a more optimistic sign for panel makers. The Year of the Dragon will begin with a rare inflection point in LCD TV panel prices, which are increasing in February, stopping a four-month downward trend.
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Financial

Panel Maker Q4’23 Earnings Preview

January 22, 2024

LG Display will kick off earnings season for panel makers on Thursday, January 25th, ending a year that saw an improvement in profitability as the industry recovered from its steep downturn at the end of 2022. Panel makers in Q4 benefited from higher LCD panel prices resulting from increases in Q2 and Q3 but suffered a demand slowdown in the quarter. In this article, we will preview the results from Q4’23.
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