TCL CSOT recently showcased its 7.85-inch tri-fold flexible OLED and other technologies at the Display Week 2024 event organized by the Society of Information Display (SID) in San Jose, California. TCL CSOT exhibited over 40 different panel products, spanning smartphones, tablets, notebooks, automotive displays, TVs, and medical devices. Among these, their printed OLED and flexible OLED technologies received the most attention.
Taiwan's panel makers saw mixed business performances in April, but major suppliers of large-sized panels, AU Optronics (AUO) and Innolux, are optimistic that their shipments will grow quarter by quarter in 2024, with both striving to reverse losses into profits.
AUO will participate in SID (Display Week) 2024 to showcase Micro LED and highlight their investment in three major display technologies for green tech applications, particularly Cholesteric Liquid Crystal (ChLC).
Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung Display (SDC). Observers in the South Korean industry have raised concerns about Apple issuing rather harsh requirements, suspecting that Apple may be attempting to shift the "responsibility" of weak sales and shipments onto the South Korean panel manufacturers
Display Driver IC (DDI) specialist Raydium Semiconductor expects to post slight revenue growth in the second quarter of 2024, thanks to a pick-up in demand for large-size DDIs.
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain, according to industry sources.
To take advantage of the rebound in the global monitor market in 2024, companies such as Samsung Electronics and LG Electronics are targeting high-performance, gaming, and AI demands by launching new monitor products to accelerate their market penetration.
Apple's launch of a new-generation iPad Pro with OLED screens is expected to accelerate the adoption of the display technology among IT products, but sources from the LCD camp believe there are still hurdles to overcome for OLED.
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
Rumors have been around in the electric vehicles market, with Tesla's Cybertruck recently facing a recall, causing a temporary slowdown in supply chain deliveries. It is anticipated that deliveries will resume in the third quarter.
