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Apple’s OLED iPad Pro Volumes Continue to Come Down Despite Having the Tablet Market’s Best Display and Thinnest Form Factor

October 7, 2024

As revealed at our Display 360 Summit, Apple’s first generation OLED iPad Pro panel demand has really slowed down after a strong Q2’24 despite arguably having the best displays ever produced for the tablet market with tandem OLED stacks, LTPS backplanes, 0.2mm thickness and packaged in the thinnest tablets on the market.
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China National Day Shutdown Slows Down LCD TV Panel Price Declines

October 7, 2024

A shutdown by major Chinese LCD makers for the country’s National Day holiday has reduced industry supply leading into the fourth quarter, and as a result has firmed up LCD TV panel prices. While panel prices are still coming down in Q4, the pace of decline has slowed. While we do not see any demand drivers that could push prices up, the pace of price declines is very gradual, approaching flat.
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LCD TV Panel Prices Declining into Q4

September 9, 2024

As summer turns to fall, falling is exactly what is happening to LCD TV panel prices. The springtime rally helped TV panel makers to improve profitability in the second quarter, but that profitability is likely to deteriorate in the third quarter. Compared to many former down-cycles, the pace of price declines is more gradual, and we expect that pattern to continue in the coming months, but as of now we do not yet see prices bottoming out.
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Chinese Panel Maker Q2’24 Earnings: Large Screen Makers Solidly Profitable

September 3, 2024

The three publicly traded panel makers in China with substantial large-screen LCD businesses released their financial reports for the second quarter of 2024 last week, and the results painted a picture of a healthy display industry. The companies rode higher prices to increased profits and are generating free cash flow. Meanwhile, the three Chinese panel makers focused on smaller screens – Tianma, EverDisplay and Visionox – have not yet reported Q2’24 results as of August 30th.
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LG Display Develops Blue Phosphorescent OLED Panel with Tandem Structure

August 26, 2024

According to South Korea’s Etnews, LG Display has successfully developed an OLED panel utilizing blue phosphorescence. While blue phosphorescence offers excellent efficiency, its development has been challenging, and it has not been commercialized until now. This breakthrough is considered a significant advancement in OLED technology.
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LG Display to Sell Guangzhou Fab to China Star

August 5, 2024

As reported by Business Korea, LG Display announced on Thursday, August 1st that it has selected China Star Optronics Technology (CSOT, aka China Star) as the preferred negotiating partner for the sale of its share of its Gen 8.5 LCD fab in Guangzhou, China. While there is no agreement on a purchase price, the announcement represents a major step forward for LGD to raise additional capital to fund OLED expansion.
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LCD TV Panel Prices Continuing to Decline

August 5, 2024

The springtime rally in LCD TV panel prices from February to June has turned into a summertime slump as panel prices are headed down in the third quarter. The rally helped TV panel makers to improve profitability in the second quarter, but that profitability is likely to deteriorate in the third quarter. Unlike many former transitions, we do not expect a rapid deterioration in panel prices but rather a soft decline, at least for the next few months. This slump in 2H’24 follows a short rally in 1H’24, which followed a short slump in 2H’23, and together these “mini-cycles” represent a period of unusual stability in panel prices, where they have been sustained within a narrow range.
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LG Chemical Expected to Rank Second in OLED Evaporation Materials Market

July 29, 2024

LG Chemical is anticipated to surpass DuPont to become the number two player in the OLED evaporation materials market. According to DSCC’s Bi-Annual AMOLED Materials Report, UDC led the evaporation materials market in 2023, followed by DuPont in second place and LG Chemical in third. However, starting in 2024, LG Chemical is expected to rise to the number two position and maintain this position continuously.
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Prime Day Deals Disappointing for TV Buyers

July 22, 2024

Amazon has touted its Prime Day as a major shopping event, and the company declared its two-day event as a major success. For TV buyers looking for deals, however, with a few exceptions the special deals offered were not so special. The pricing of the deals gives some hints about the state of the TV market in the US.
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Meta to Launch AR Smart Glasses Without Ray-Ban Branding

July 22, 2024

Meta has asked its Reality Labs hardware teams to cut spending by almost 20% through 2026, according to The Information. Meta’s CFO reportedly told Reality Labs employees that AR/VR should be targeted as a $1T opportunity given how much the company has invested.
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