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Friday 8 March 2024
South Korean manufacturers secure all OLED panel orders for Apple's iPad Pro
Apple is set to launch a new generation of the iPad Pro as early as March 2024. The total supply volume of OLED panels is estimated to be 8.5 million units, and it will be fully supplied...
Thursday 7 March 2024
Samsung embraces hybrid approach: S90D OLED TVs to mix QD-OLED and WOLED panels
Samsung Electronics is reportedly set to unveil its new OLED TV series, the S90D, in 2024, marking a significant move as it will adopt both Samsung Display's QD-OLED and LG Display's...
Wednesday 6 March 2024
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive...
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.
Thursday 1 February 2024
Samsung and LGD said to ink 5-year WOLED supply deal, forging strategic partnership
Samsung Electronics and LG Display (LGD) have long maintained a vague collaboration on OLED panels. However, recent reports from the South Korean industry suggest that their partnership...
Tuesday 30 January 2024
South Korea prepares for Micro LED seachange
Apple's anticipated introduction of Micro LED panels into smartwatches may have caught South Korea, which has long invested in OLED off guard.
Thursday 25 January 2024
Panel makers aim for TV area shipment growth in 2024; brands diversify supplier portfolio
In 2024, panel manufacturers anticipate a surge in TV upgrades spurred by major sporting events. However, production cuts have become increasingly common in the industry. Not all...
Wednesday 24 January 2024
SDC and LGD to start producing 11-inch OLED for upcoming OLED iPad
With Apple set to launch an OLED iPad, Samsung Display (SDC) and LG Display (LGD) will soon commence the production of 11-inch OLEDs for the iPad. Future production and supply dynamics...
Wednesday 24 January 2024
BOE: LGD Guangzhou plant's new speculated buyer, possibly affecting Samsung Electronics
The potential sale of LG Display's (LGD's) LCD factory in Guangzhou has been complex, with reports suggesting various potential buyers, including the Skyworth Group and TCL CSOT (TCL...
Monday 8 January 2024
Fueled by Apple, IT-oriented OLED market highlights the outlook for South Korea's display supply chain
The IT-oriented OLED market, driven by Apple, is expected to maintain its growth trend. Moreover, with additional investments from display manufacturers such as Samsung Display (SDC)...
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...
Thursday 21 December 2023
LGD increase capital by KRW1.36 trillion to bet on OLED
LG Display (LGD), which has experienced six consecutive quarters of losses, has announced a capital increase with consideration of KRW1.36 trillion (approx. US$1.04 billion) to secure...
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...
Thursday 14 December 2023
LGD's new Strategic Customer division to emphasize Apple
After LG Display (LGD) appointed new CEO Jeong Chul-dong, he initiated a voluntary retirement plan to reduce staffing. Then, he established a new Strategic Customer (SC) division...
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...
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