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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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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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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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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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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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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In a significant development in the foldable market, DSCC’s latest Monthly Flagship Smartphone Tracker showed that BOE led in Q4’23 in foldable panel shipments with Huawei leading in Q4’23 foldable panel procurement.
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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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Samsung announced the S24 series during the Galaxy Unpacked 2024 event on January 17th (a few weeks earlier than when they announced the S23 series on February 1st, 2023)
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Apple has announced that Vision Pro users will be able to watch more than 150 3D movies when the headset becomes available on February 2. The list of movies include recent releases such as Avatar 2, Dune and Super Mario Bros. Vision Pro users will have access to 3D versions of eligible movies when they become available to rent or purchase from the Apple TV app. Users who already own movies with a 3D edition will have access from their Vision Pro at no additional cost. Moreover, several streaming apps, including Disney+, will offer 3D versions of their latest and most popular movies on Vision Pro at launch.
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