Industry news
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Mainland Chinese manufacturers will capture a global market share exceeding 70% in LCD panel supply by 2025
With the formal implementation of hybrid AI, 2024 is set to be the inaugural year for edge AI devices. Across a spectrum of devices from mobile phones and PCs to XR and TVs, the form and specifications of AI-powered terminals will diversify and become more enriched, with a technological structure...Read more -
Display panel industry investment surge this year
Samsung Display is expanding its investment in OLED production lines for IT and transitioning to OLED for notebook computers. The move is a strategy to boost profitability while protecting market share amid Chinese companies' offensive on low-cost LCD panels. Spending on production equipment by d...Read more -
AVC Revo: TV panel prices are expected to be flat in June
With the end of the first half of the stock, TV manufacturers for the panel purchase heat cooling, inventory control into a relatively strict cycle, the current domestic promotion of the initial TV terminal sales weak, the whole factory procurement plan is facing adjustment. However, the domestic...Read more -
The export volume of monitors from mainland China increased significantly in April
According to the research data revealed by the industry research institution Runto, in April 2024, the export volume of monitors in Mainland China was 8.42 million units, a YoY increase of 15%; the export value was 6.59 billion yuan (approximately 930 million US dollars), a YoY increase of 24%. ...Read more -
The shipment of OLED monitors grew sharply in Q12024
In Q1 of 2024, global shipments of high-end OLED TVs reached 1.2 million units, marking an increase of 6.4% YoY. Concurrently, the mid-size OLED monitors market has experienced explosive growth. According to research by industry organization TrendForce, shipments of OLED monitors in Q1 of 2024 ar...Read more -
Display Equipment Spending to Rebound in 2024
After falling 59% in 2023, display equipment spending is expected to rebound in 2024, growing 54% to $7.7B. LCD spending is expected to outpace OLED equipment spending at $3.8B vs. $3.7B accounting for a 49% to 47% advantage with Micro OLEDs and MicroLEDs accounting for the remainder. Source:...Read more -
Sharp is cutting off its arm to survive by closing the SDP Sakai factory.
On May 14, the internationally renowned electronics giant Sharp disclosed its financial report for 2023. During the reporting period, Sharp's display business achieved a cumulative revenue of 614.9 billion yen(4 billion dollars), a year-on-year decrease of 19.1%; it incurred a loss of 83.2 bill...Read more -
Global brand monitor shipments saw a slight increase in Q12024
Despite being in the traditional off-season for shipments, global brand monitor shipments still saw a slight increase in Q1, with shipments of 30.4 million units and a year-on-year increase of 4% This was mainly due to the suspension of interest rate hikes and a decline in inflation in the Euro...Read more -
Sharp’s LCD panel production will continue to shrink, some LCD factories considering leasing
Earlier, according to Japanese media reports, Sharp production of large-size LCD panels SDP plant will be discontinued in June. Sharp Vice President Masahiro Hoshitsu recently revealed in an interview with Nihon Keizai Shimbun, Sharp is reducing the size of the LCD panel manufacturing plant in Mi...Read more -
AUO will invest in another 6 generation LTPS panel line
AUO has previously downsized its investment in TFT LCD panel productioncapacity at its Houli plant. Recently, it has been rumored that in order to meet the supply chain needs of European and American automakers, AUO will invest in a brand-new 6-generation LTPS panel production line at itsLongtan ...Read more -
BOE’s 2 billion yuan investment in the second phase of Vietnam’s smart terminal project started
On April 18th, the groundbreaking ceremony of BOE Vietnam Smart Terminal Phase II Project was held in Phu My City, Ba Thi Tau Ton Province,Vietnam. As BOE's first overseas smart factory invested independently and an important step in BOE's globalization strategy, the Vietnam Phase II project, wit...Read more -
China has become the largest producer of OLED panels and ispromoting selfsufficiency in raw materials for OLED panels
Research organization Sigmaintell statistics, China has become theworld's largest producer of OLED panels in 2023, accounting for 51%,compared to the OLED raw materials market share of only 38%. The global OLED organic materials (including terminal and front-endmaterials) market size is about R...Read more