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Chinese companies have emerged as the top suppliers in the automotive display market in the first half of 2023, extending their dominance in the displays industry after also dominating the TV and smartphone display markets.
Company release
South Korean display panel maker LG Display on Friday posted a record operating loss in the December quarter, as global demand for smartphones, computers and televisions remains depressed amid an uncertain economic outlook.
NASDAQ.com
Samsung Display, the display making arm of Samsung Electronics, is poised to fully shut down its unprofitable liquid crystal display panel business for televisions in June, after over 30 years of operation.
Korea Herald
Total consolidated revenue was a quarterly record of KRW73.98 trillion (US$63.4 billion), a 10% increase from a year earlier, which was the previous high. Operating profit increased 26% from the previous quarter to KRW15.82 trillion, the second-highest ever, as favorable market conditions continued in the memory market while the foundry and display businesses achieved robust sales.
Company release
BOE, CSOT and Samsung Display were all developing the OLED panel that Samsung Electronics plans to use on its Galaxy A73 smartphone launching next year, TheElec has learned.
TheElec
Merck plans to invest more than EUR3 billion (US$3.5 billion) through 2025 in its electronics business to capitalize on rising demand for semiconductor and display panel materials.
Bloomberg
Xiaomi has announced a pair of smart glasses called Xiaomi Smart Glasses. A company spokesperson tells The Verge that there's no plan to actually put them on sale, but Xiaomi has provided enough detail to make the concept product seem somewhat plausible - at least for some point in the future.
The Verge
The labor union of Samsung Display said Wednesday its union leadership plans to go on strike next week, as the union and the management failed to narrow differences in wage talks, marking the first-ever walkout for the company and any Samsung Group affiliate.
Korea Herald
Magnachip Semiconductor said on Friday that it has received a takeover bid from Cornucopia Investment Partners, topping a rival offer, which values the South Korea-based display and power chip maker at $1.66 billion.
Reuters
China Evergrande New Energy Vehicle Group's expansive pop-up showroom sits at the heart of Shanghai's National Exhibition and Convention Center. With nine models on display, it's hard to miss. The electric car upstart has one of the biggest booths at China's 2021 Auto Show, which starts Monday, opposite storied German automaker BMW AG. Yet its bold presence belies an uncomfortable truth - Evergrande hasn't sold a single car under its own brand.
Bloomberg
"I have never seen anything like this in the past 20 years since our company's founding," said Jordan Wu, co-founder and chief executive officer of Himax Technologies, a leading supplier of display drivers. "Every application is short of chips."
Bloomberg
Samsung Display is likely to receive compensation from Apple over a shortfall in OLED panel orders, industry insiders said Tuesday.
Korea Herald
A new Apple patent published today by the US Patent and Trademark Office describes an iPhone display that, with high refresh mode enabled, may be capable of updating content at two times, three times, or even four times the native refresh rate. For example, an iPhone with a 60Hz display would be able to increase its variable refresh rate to 120Hz, 180Hz, or 240Hz automatically.
Mac Rumors
Vietnam has awarded a licence to South Korea's LG Display to raise its investment in the country's northern port city of Haiphong by $750 million to $3.25 billion, local media reported on Monday.
Reuters
The new display reduces power consumption by up to 16 percent.
engadget
Today, TCL is announcing a trio of Android tablets to be released over the next few months, including a model using a NXTPAPER display, their competitor to color E Ink.
9to5Google
It unfurls into a clock and notification display, a selfie mode and a wide screen.
engadget
You might never see the gps
engadget
Samsung Electronics is planning to shift much of its display production from China to Ho Chi Minh City this year, Vietnamese state media reported on Friday, although the South Korean tech giant said those reports were untrue.
Reuters
While LG Electronics is releasing the world's first 48-inch OLED TVs in June, panels for the new TVs will be supplied from LG Display's Chinese plant.
BusinessKorea
Amid COVID-19 restrictions and lockdowns, companies all around the world are facing supply chain-related issues. However, Samsung employees are being given special permission to visit Vietnam.
SamMobile
iPhone supplier sells off LCD equipment to repay American tech giant
Nikkei Asian Review
A new Apple patent envisions bringing together two or more devices to act as one large, seamless display through sensor technology.
Digital Trends
It's certified as an 'Eye Care Display' and uses 15 percent less power than previous OLED panels.
PC Magazine
The shutdown might do harm beyond LG.
engadget
The agreement came after months of uncertainty that also involved intense talks with Apple, which has agreed to make an equity investment of $200m in Japan Display, according to people involved in the deal. Taiwan-based Wistron is also in talks to invest about $50m.
The Financial Times
"With HDR emerging as one of the most important technologies for ultra-high picture quality, our HDR10+ format enables every image to be accurately displayed on screen just as the creator intended," said Hyogun Lee, Executive Vice President of the Visual Display Business at Samsung Electronics.
Company release
Japan Display OLED iPhone screens could still be at least two years away, according to a new report today.
9to5Mac.com
Trade wars are continuing to prompt Apple to rethink some of its manufacturing and supply chain options, with the iPhone maker said to be examining the situation of an ongoing tiff between South Korea and Japan, one which could lead to Apple using China's BOE for future iPhone display panels.
CNET
Samsung Display is in talks with SKC over the supply of colorless polyimide (CPI) used for foldable smartphones. This represents the first time that Korean corporations collaborate to substitute local products for items that are under the Japanese government's export control.
BusinessKorea
Today's announcement covers the new D77 which is an evolutionary upgrade to the D71.
Anandtech
BOE Technology's plants already make display screens for Apple's iPads and MacBook computers. Now it is seeking to supply Apple with advanced OLED smartphone screens.
Wall Street Journal
Details on AMD's second-generation Ryzen desktop processors have leaked out over the last several months, and now the company's entire processor road maps leading up to 2020 is now on display thanks to leaked marketing slides. They reveal what we already know to some extent - that the second-generation Ryzen chips will be based on a refreshed "Zen+" architecture, while the third-generation CPUs will rely on the company's second-generation Zen2 design.
Digital Trends
LG Display will supply flexible organic light emitting diodes (OLEDs) to Sony. They broadened the scope of cooperation from large OLED TVs to smartphones.
BusinessKorea
Future foldable iPhone may use a micro-LED display and liquid metal as a shape memory alloy (Nov 23)
On Thanksgiving 2017 the US Patent & Trademark Office published a patent application from Apple that relates to a possible foldable iPhone model.
Patently Apple
Applied Materials reported better-than-expected quarterly results and gave a strong current-quarter forecast as the world's largest supplier of tools to make semiconductors enjoys strong demand in its chip and display businesses.
Reuters
Google's new flagship smartphones have been hit by complaints about the quality of the screen. Tech reviewers, who have had the device for about two weeks, noticed "burn in" on the display, while others noted "muddy" discoloration on the screen.
BBC News
LG Display and Huawei are expected to sign an agreement for the long-term and stable supply of small- and medium-size OLED panels at the top management meeting in Korea on Oct. 3.
BusinessKorea
Huawei, Oppo, Vivo and Xiaomi will launch their flagship smartphone models featuring LG Display's OLED panels in 2018.
BusinessKorea
A new report from reliable Apple analyst Ming-Chi Kuo of KGI Securities says LG will soon join the fray and supply Apple with OLED displays for the iPhone 8.
9to5Mac.com
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