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Monday 12 February 2024
Chinese LCD giants BOE and CSOT to control 50% market share by 2026
Market researchers are signaling a forthcoming consolidation phase for Chinese LCD plants.
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
Wednesday 6 December 2023
DDI suppliers brace for slow 1Q24
The low utilization rates of LCD fabs have caused display driver IC (DDI) suppliers to exercise caution when predicting demand for the first quarter of 2024.
Tuesday 21 November 2023
LGD's sale of its last 8.5-gen LCD plant in Guangzhou halted due to increasing strategic value
Recently, the focus of the South Korean panel industry has been on LG Display's (LGD) 8.5-gen factory in Guangzhou, China, as it is the only remaining liquid-crystal display (LCD)...
Friday 17 November 2023
Samsung and LGD appear to disagree on 2024 panel supply scale
While Samsung Electronics and LG Display (LGD) are engaged in TV panel collaboration, it has been reported recently that the two sides are having disagreements over the future supply...
Wednesday 15 November 2023
South Korean TV brands plan to replace part of their purchases with non-Chinese panel makers
China has come to establish a dominant position in the LCD TV panel industry, which also gives Chinese LCD panel suppliers substantial price-setting power. The said suppliers have...
Tuesday 31 October 2023
Samsung reduces reliance on China as LCD TV panel prices stabilize
In response to the continuous increase in LCD TV panel prices since 2023, end-user companies such as Samsung Electronics have reduced their panel procurement volumes to increase their...
Thursday 12 October 2023
LCD TV panel prices expected to fall starting October
LCD TV panel prices, after a rally of over six months, have now stabilized and are expected to fall beginning October, according to industry sources.
Thursday 31 August 2023
LCD TV panel prices likely to stabilize soon
After experiencing a half-year surge, LCD TV panel prices continue to show an uptick in late August. However, as the end of the third quarter approaches, industry insiders anticipate...
Wednesday 23 August 2023
US rumored to raise tariffs on Chinese TVs, panels
Rumors are spreading throughout the displays industry that the US may increase tariffs on Chinese-made TVs and/or TV panels.
Tuesday 22 August 2023
TV unit sales in China to drop over 5% in 2023
TV sales continue to disappoint in China, with shipments poised to drop over 5% on year in 2023, according to market sources.
Thursday 27 July 2023
Innolux expects 7–9% increase in large-size panel ASP in 3Q23
Innolux expects large-size panel ASP to pick up 7–9% from before in the third quarter with LCD TV panel prices continuing to stabilize and increasing procurement of IT panels,...
Thursday 27 July 2023
AUO expects TV, IT product demand to rise in 2H23
AUO is optimistic that seasonal demand for TV and IT products will return to normal in the second half of this year, with a clear trend toward larger TVs, according to the company.
Thursday 20 July 2023
TV vendors purchasing LCD panels aggressively in 3Q22
Branded TV vendors have recently stepped up their procurements of LCD panels amid a growing concern that panel prices will likely continue to rise due to the approach of the traditional...
Friday 7 July 2023
Foxconn chairman visits Japan to meet Sharp executives
Foxconn chairman Young Liu recently paid a visit to Sharp's headquarters in Japan, which may indicate that the Taiwanese company has no plans to spin off the money-losing subsidiary,...
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