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TV

Q4 Profits Rolled in for TV Brands

February 8, 2021

The top three TV brands continued to report terrific profits in Q4 despite the substantial increase in LCD TV panel prices, as strong demand brought increased revenues that overwhelmed the increased costs.
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Financial

Ever Display IPO Coming Soon

February 8, 2021

According to an announcement from the Shanghai Stock Exchange on February 1st, 2021 , Ever Display has passed a censorship milestone and will be public listed in the Star market after finishing the registration and waiting for the registration to be valid. If everything goes smoothly, we can expect to see its stock listed in H1 2021.
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Display Equipment

Interview with X Display (XDC)

February 4, 2021

X Display Company (XDC) spun out of X-Celeprint in 2019 to continue the commercialization of Micro Transfer Printing for display manufacturing. This technology has been developed over the last 15 years, which makes XDC one of the first companies to offer a mass transfer technique specifically for microLED displays. According to XDC, the technology is particularly well-suited for micron-scale chips, and they have achieved the highest transfer yields with devices smaller than 100 microns.
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Materials

AMOLED Materials Market Will Grow to $2.5 Billion by 2025

February 4, 2021

Sales for AMOLED stack materials for all applications are expected to grow at a 18% annual rate from $927 million in 2019 to $2.46 billion in 2024, according to the latest update of DSCC’s Quarterly AMOLED Material Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
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Materials

AGC Glass Tank Accident Impact May Extend Glass Tightness

February 1, 2021

An accident at an AGC glass plant in Korea may have only a small impact on the current shortage for display glass but is likely to extend the tightness until summer. After a tank failure at Corning and a power outage at NEG, this accident at AGC means that all three of the major display glassmakers have experienced production problems in the last six months.
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Financial

LGD Books Big Q4 Profit But Full Year Loss for 2020

February 1, 2021

The big increases in LCD TV panel prices and a seasonal increase in shipments of OLED panels helped LG Display (LGD) to its best quarter for profitability in more than three years in Q4 2020, but LGD’s Q4 profits fell just short of bringing the company to profit for the full year.
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Financial

Samsung Profits Slow Down in Q4

February 1, 2021

After a record-breaking Q3, Samsung Electronics slowed down a bit in Q4 as sales of its smartphone products slumped, but strong revenues in display products and other divisions kept the company on a Y/Y growth path.
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Display Equipment

BOE Plans to Raise $3B for New Fabs

January 25, 2021

On January 15th, 2021, BOE announced plans to raise CNY 20 Billion ($3.1B) to fund ongoing fab projects after its stock reached a new high of CNY 7.49. According to BOE’s announcement, it plans to use the funds for the following projects:
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TV

LCD TV Panel Prices Continue Rising in Q1 2021

January 18, 2021

Continuing strong demand and concerns about a glass shortage resulting from NEG’s power outage have led to a continuing increase in LCD TV panel prices in Q1. Announcements by the Korean panel makers that they will maintain production of LCDs and delay their planned shutdown of LCD lines has not prevented prices from continuing to rise. Panel prices increased more than 20% for selected TV sizes in Q3 2020 compared to Q2, and by 27% in Q4 2020 compared to Q3, and we now expect that average LCD TV panel prices in Q1 2021 will increase by another 9%.
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