The latest toll of the coronavirus as of February 3rd is as follows: • More than 300 people have died and there are 17,228 confirmed cases in China. • 146 confirmed across 23 countries outside of China. • >243 people have been cured.
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Samsung Electronics revenues fell 2% Q/Q and 3% Y/Y in $US to $50.9B. It was the 5th straight quarter with revenues down Y/Y. By division, CE and Harman were the only segments to rise Q/Q with CE, Harman and IM the only segments to rise Y/Y. Semi and Display were down double-digits Y/Y. Margins were flattish to down. Interestingly, operating margins improved in every segment except for Displays which dropped significantly from 12.6% to 2.7%.
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Corning reported its Q4 and full year earnings this week, and the company finished the year on a downswing in its two biggest businesses, Display Technologies and Optical Communications, but had much more favorable results from its three smaller businesses. In Display, the company looks for the slowdown to continue in Q1 but expects a recovery in glass demand in the 2nd half of 2020.
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The top global TV brands continued to sustain profitable businesses in Q4 despite declining revenues, although it appears that LGE has stumbled a bit in the holiday season. Samsung and Sony are enjoying an unprecedented run of profits in the TV market.
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Quantum Dot (QD) display technology was first introduced to enable LCDs deliver a Wide Color Gamut (WCG) and high brightness. Samsung pioneered the technology and launched the ‘QLED TVs’ in 2015. QLED TVs use LCD technology with a blue backlight and a quantum dot enhancement film (QDEF). This technology combined with High Dynamic Range (HDR) allowed the performance of premium LCDs to compete with the performance of OLED TVs.
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The coronavirus has now killed 908 people in China, surpassing the 774 killed worldwide due to the SARS epidemic. The pace of infections has slowed, but doctors believe it can still re-accelerate. The highest number of deaths from the virus in a single day was recorded on Sunday the 9th at 97. However, the number of people recovering from the virus exceeded the number of deaths for the 10th day in a row at 356 in the Hubei province on Sunday, so there is hope that deaths from the virus will slow. Nonetheless, there are 40,171 confirmed infections in China with 3,062 new cases recorded over the last 24 hours.
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DSCC has increased display equipment spending for the 2018-2024 period by 5% to $93B in its Quarterly Display Capex and Equipment Market Share Report as new fab projects emerge and capital intensity continues to rise. 2019 spending was down 27%, the second straight year of a double-digit decline, with OLED spending down 48% and LCD TV spending flat.
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While the numbers of cases and fatalities from the coronavirus in China were lower than last week, there were several reports of outbreaks in new regions that raised concerns that the virus would spread globally. As of Saturday, February 23rd, there were more than 76,000 confirmed cases of the coronavirus worldwide, and more than 2,300 fatalities.
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