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NEWS TAGGED BOE
Monday 15 January 2024
Display fab utilization to drop to 68% in 1Q24, says Omdia
As per the most recent report from Omdia, the overall utilization of display fabs is projected to fall to 68% in the first quarter of 2024. This decline is attributed to sluggish...
Friday 29 December 2023
BOE invests in IT OLED first, but LGD is well-prepared for competition
Recently, Chinese panel manufacturer BOE announced that it plans to invest CNY63 billion (approx. US$8.8 billion) to construct an 8th-gen IT OLED production line. This has stirred...
Monday 25 December 2023
BOE set to adjust its B20 production line plans to not miss out on Apple OLED business opportunities
To target the OLED business opportunities of Apple IT products, BOE is reportedly considering a new production expansion plan to add a new OLED production line in the 6th generation...
Thursday 14 December 2023
BOE ignites fierce competition in Apple IT OLED market, doubling SDC's investment
China-based panel manufacturer BOE has recently revealed plans to invest CNY 63 billion (US$8.8 billion) in constructing an 8.6th generation (2,290×2,620mm) IT OLED panel line...
Tuesday 12 December 2023
Utilization rates for display makers expected to fall into 1Q24
After production cuts by display makers starting in the third quarter, the utilization rate has dropped to about 70% and is expected to fall to about 60%, if not lower, in the first...
Tuesday 5 December 2023
BOE struggles to expand iPhone panel supply due to reported issues of low yield rate
To expand its influence in Apple's iPhone supply chain, Chinese panel supplier BOE has continued to invest in panel R&D. However, after failing to supply the first wave of iPhone...
Monday 4 December 2023
Samsung reportedly intends to support TCL CSOT in acquiring LGD's Guangzhou factory
LG Display (LGD)'s LCD business in China continues to incur losses due to the expansion of Chinese competitors. Currently, the utilization rate at LGD's 8.5-gen LCD factory in Guangzhou...
Wednesday 29 November 2023
Steam Deck shift to SDC for OLED panel supply, likely due to BOE patent controversy
Samsung Display (SDC) recently started supplying OLED panels to US video game company Valve, the developer behind the video game distribution platform and storefront "Steam." With...
Thursday 9 November 2023
Chinese panel makers return to profitability
Chinese panel makers BOE Technology and TCL China Star Optoelectronics Technology (TCL CSOT) returned to profitability in the third quarter of 2023 while Taiwanese panel makers AUO...
Wednesday 8 November 2023
Patent war rages on: SDC accuses BOE of stealing tech and leaking secrets again
Amid an ongoing patent dispute, Samsung Display (SDC) has initiated legal proceedings against the China-based display manufacturer BOE once more.
Friday 3 November 2023
JNTC rides Huawei's Mate 60 success for revenue surge, expanding capacity in Vietnam
In response to the strong sales of Huawei's Mate 60 series smartphones, JNTC, the South Korean supplier of curved mobile cover glass, is gearing up for significant revenue growth...
Tuesday 31 October 2023
Chinese foundry gearing up for automotive IC boom
Nexchip Semiconductor, a Chinese mature-node IC foundry, has stepped up its deployment in the automotive IC sector with the opening of a new fab in Hefei specializing in manufacturing...
Thursday 21 September 2023
BOE Technology to hit 120 million units in shipments this year
Foldable handsets have become the central theme for flagship Chinese smartphones in the second half of this year, as seen from the launch of Huawei's Mate 60 Pro series, foldable...
Monday 18 September 2023
Favite AI AOI equipment able to inspect 100 million LEDs in 6 minutes
Taiwan-based Favite, dedicated to supplying AOI (automatic optical inspection) equipment, has newly incorporated AI into its products, while also applying them to microLED and microOLED...
Tuesday 15 August 2023
Southeast Asia receives investment from the panel supply chain amid US-China tensions
Amid escalating US-China tensions, compaines in both Taiwan and China are eyeing investment opportunities in South and Southeast Asia. Taiwan's AUO is expanding into Vietnam, while...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research