A big concern is a potential over-supply situation in display glass, as China slams on the gas for OLED capacity.
The United States International Trade Commission (USITC) announced that it will conduct an investigation on certain graphics systems and computing products imported into the country as they allegedly infringe patents owned by Advanced Micro Devices (AMD) and ATI Technologies. The companies filed a complaint with the USITC and the federal agency has identified a number of respondents in the investigation, including LG Electronics, VIZIO, MediaTek, and Sigma Designs.
There's a lot of pressure on Apple's next iPhone to deliver, both in product quality and sales.
Apple is developing a new camera with "3D sensing and modeling capabilities" that could "reinvent the user experience" to be included in a redesigned iPhone expected to launch later this year, according to new research from KGI Securities analyst Ming-Chi Kuo seen by Business Insider.
How will this affect Samsung's businesses? For the time being, they seem to flourish or flounder no matter who the company's titular leader is.
Apple's widely expected 5.8-inch iPhone with an edge-to-edge OLED display will feature a front-facing 3D laser scanner for facial recognition, corroborating previous rumors, according to JPMorgan analyst Rod Hall.
Apple is in discussions with China's BOE Technology to supply next-generation displays for future iPhones, a key component that's being provided by a Samsung Electronics unit, people familiar with the matter said.
Samsung Electronics may build a US plant for its home appliances business, a person familiar with the matter said, the latest global firm to consider a response to criticism about imports from new US President Donald Trump.
According to electronics and display industry sources, LG Display recently agreed with Samsung Electronics to supply its two to three models of 40- to 60-inch LCD TV panels. The two companies are discussing the contract details, such as model, price and supply time, and are about to enter into a final agreement.
LG Display has scored a deal to supply television displays to rival Samsung Electronics from as soon as 2017, people with direct knowledge of the matter said.
Samsung Electronics has reported a 50% profit surge in its guidance for the fourth quarter despite the fiasco with its flagship Note 7 phone. The earnings estimate is higher than analysts predicted and would mark its highest quarterly profit since 2013.
South Korea's LG Display said it was in talks with Samsung Electronics about a supply agreement for television display panels.
Samsung Electronics is likely to forecast its best quarterly profit in nearly three years on Friday, analysts said, with robust memory chip sales easing the pain of the costly failure of a flagship smartphone.
More than 177,000 people attended CES last year, making CES 2016 a record-breaking year.
Japanese have been reluctant to split up their industrial empires, as the Sharp case shows, but if Tai can navigate the choppy waters of bruised egos and fiscal prudence to bring this turnaround to fruition then there's hope for the rest of the country. If Tai and Gou can't pull it off, there have to be doubts that anyone can.
HTC is having trouble getting AMOLED headset display panels as competition grows, industry analysts say. Even more glaringly real, newer brands would cut into VIVE's lead anyway.
Sumitomo Chemical is adding yet more capacity to produce touchscreens for smartphones with OLED displays in South Korea. The major Japanese chemical company plans to spend about JPY20 billion ($165 million) to increase capacity by 40% at the factory of its subsidiary in Pyeongtaek by October.
Nikkei Electronics Asia
Canon Tokki, surrounded by rice fields in the city of Mitsuke in Niigata prefecture, has a near monopoly on the machines capable of making screens with organic light-emitting diodes, which enable sharp, vibrant displays that use less energy.
Unlike KGI, Macotakara says that the 7s series would not include features like wireless charging or a glass casing. It would be a straightforward internal component update, moving from the A10 chip to the A11 chip, alongside the introduction of the red color option for the exterior.
Samsung Electronics said it will disclose plans to boost shareholder value on Tuesday - a move that comes amid pressure from US fund Elliott Management to split the company in two and provide more in payouts.
Apple will switch to an all-glass casing for next year's entire iPhone lineup in order to support wireless charging, with Pegatron being the exclusive supplier of the wireless charger.
Japan Display Inc is in advanced talks to receive a bailout amount of about 75 billion yen ($704.49 million) from Innovation Network Corp of Japan (INCJ), a government-backed fund and the display maker's largest shareholder, the Wall Street Journal reported on Thursday.
Apple plans to ship at least one new iPhone with an OLED screen next year, the 10th anniversary of the smartphone's debut, people with knowledge of the matter said. A pair of other new iPhone models will likely feature screens that use older LCD technology, partly because there won't be enough OLED displays to satisfy anticipated demand, according to KGI Securities analyst Ming-Chi Kuo.
South Korean authorities have raided the offices of Samsung and the national pension fund as part of a corruption investigation linked to the president.
Applied Materials, the biggest maker of machinery used to produce chips and displays, predicted a jump in sales as customers spend on equipment needed to modernize production. The stock fell on concern that orders may have peaked.
According to the Korea International Trade Association, South Korea recorded a trade surplus of US$29.8 billion in its trade with China for the first 10 months of this year. The amount fell 24% from a year ago whereas South Korea's total exports showed a negative growth of 12% during the same period. The trade surplus is estimated to reach US$35.7 billion at the end of this year. For reference, South Korea posted its all-time high trade surplus with respect to China, US$62.8 billion, in 2013.
An investment firm has delved deeply into Apple's most recent Securities and Exchange Commission 10-K filing, and sees purchase orders extending over one year in duration which suggests to them that Apple is in the middle of a big OLED buy from Samsung -the main supplier of the technology.
South Korean prosecutors have raided the offices of Samsung Electronics as part of a probe into the political scandal around President Park Geun-hye.
The three new iPhone models to be launched next year are likely to sport glass backs supplied by China's Biel Crystal Manufactory and Lens Technology, an industry source told the Nikkei Asian Review.
Nikkei Electronics Asia
Japan's Sharp will become the main supplier of LCD panels to Universal Media, the Slovak manufacturer licensed to sell Sharp-brand televisions in Europe, The Nikkei learned Thursday.
Nikkei Electronics Asia
At an event in San Francisco, LeEco said it would begin selling smartphones and smart TVs in the US on Nov. 2. But Chief Executive Jia Yeuting said in an interview that only 100,000 phones would initially be available, and that he didn't know how many smart TVs will be available by the launch date.
Wall Street Journal
Taiwan's Hon Hai Precision Industry, also known as Foxconn, and its Japanese subsidiary Sharp might start making next-generation display panels for smartphones in China as early as 2019, sources familiar with the matter said on Saturday.
Nikkei Electronics Asia
Apple is in negotiations with Sharp to secure organic LED displays for the iPhone maker's next-generation of devices, a person familiar with the matter said.
Japan's industry minister said the government would consider divesting its stake in a money-losing maker of smartphone displays unless the company can demonstrate it is more than just a commodity supplier to Apple.
Intel appears to be dual-sourcing modems from both Intel and Qualcomm (which has historically provided all modems for all iPhones)-the iFixit iPhone is all-Qualcomm, while Chipworks' teardown includes an Intel part.
Looking at 2017, the semiconductor industry should see tight DRAM/NAND supply due to unbalanced supply conditions. Mea
The Korea Herald
It is forecasting 65 million iPhone 7 units shipped by the end of the year, a significant decrease below the 82 million level set by the iPhone 6s in the same timeframe last year. KGI blames poor assembly yield and "limited innovative selling points."
We're expecting to see Apple introduce the Apple Watch 2 alongside the iPhone 7 at next week's September 7 event, and now alleged components from the updated watch are finally starting to leak.