Blog from October 2020

OLED

OLED Utilization Ramps Up in 2H

October 5, 2020

The combination of normal seasonality and pandemic-induced weakness in the smartphone market had utilization (UT) rates at OLED fabs at low levels in the first half of 2020. UTs rebounded in Q3 and are expected to continue high in Q4, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week. The report details monthly capacity and utilization for OLED lines and LTPS LCD lines, with capability to sort by parameters such as country, substrate type, supplier, form factor and TFT generation.
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Foldable

My Experience with the Galaxy Z Flip

October 5, 2020

I recently saw the Samsung Galaxy Z Flip available for $500 off or $880 at B&H 2 weeks ago and decided to buy it. Prior to the Z Flip, I have been using an iPhone 8. So, the Z Flip represented many firsts for me.
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Display Technology

Jade Bird Display Starts Mass Production of 0.13” MicroLED Display

October 12, 2020

Jade Bird Display (JBD) has confirmed the availability of its 0.13” (3.3 mm) microLED display with a 4 μm pixel pitch. The JBD4UM480P display series will be released in November in monochrome red, green and blue. Featuring a resolution of 640×480 and a luminance of 0.2 M nits, 2 M nits, and 0.15 M nits for red, green, and blue, respectively, JBD claims the world’s smallest and brightest VGA display panel ever made. The size and resolution translate to 6,154 dpi, although the company did not specify an exact value.
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Mobile

Apple Launches iPhone 12 with Some Surprises

October 16, 2020

While the launch of the iPhone 12 was far from secret, Apple still managed to surprise with some of the attributes of the iPhone 12. Our latest understanding of their product specs are shown below along with some of the surprises.
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TV

DSCC TV Cost Report Brings Comparison of OLED vs. MiniLED

October 19, 2020

DSCC has released its Q3 2020 update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes new costs models for LCDs with MiniLED backlights, which will compete with OLEDs for the premium TV space.
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Financial

Wisconsin Denies Foxconn Tax Subsidies

October 19, 2020

The state of Wisconsin has denied Foxconn’s application for tax subsidies related to the Gen 10.5 LCD fab project which was planned for that state. In a letter to Foxconn Technology Group Vice Chairman Dr. Jay Lee, the Wisconsin Economic Development Corporation (WEDC) told Foxconn that it is not eligible for credits under the agreement signed in November 2017.
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Events

DSCC 2020 Display Market Outlook Virtual Conference Now Open for Registration, Early-Bird Pricing Available

October 26, 2020

The DSCC 2020 Display Market Outlook Virtual Conference will feature timely updates on: • Market forecasts for all major applications; • Panel pricing; • Display costs and profitability for all major applications; • Capex/equipment spending forecasts; • Foldable/rollable forecasts and technology developments; • Our views on which companies are likely to underperform and outperform.
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Financial

LGD Returns to Profitability in Q3

October 26, 2020

Rising LCD TV panel prices and a seasonal increase in shipments helped LG Display (LGD) turn the corner on profitability in Q3 2020, as the company reported net profits for the first time after consecutive quarters of losses for the Korean flat panel display maker. While LGD held to its long-term strategy of shifting to OLED, the company indicated that it would be flexible in its plans for LCD.
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