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...
Wednesday 22 November 2023
Display products from Samsung and LGD expected to benefit from eSports' inclusion in Saudi Vision 2030
After the Covid pandemic eased, the gaming display market appears to have entered a period of stagnation. However, with the rise of gaming in the Middle East and Saudi Arabia categorizing...
Tuesday 21 November 2023
LGD's sale of its last 8.5-gen LCD plant in Guangzhou halted due to increasing strategic value
Recently, the focus of the South Korean panel industry has been on LG Display's (LGD) 8.5-gen factory in Guangzhou, China, as it is the only remaining liquid-crystal display (LCD)...
Friday 17 November 2023
Samsung and LGD appear to disagree on 2024 panel supply scale
While Samsung Electronics and LG Display (LGD) are engaged in TV panel collaboration, it has been reported recently that the two sides are having disagreements over the future supply...
Friday 20 October 2023
LGD double LCD shares for Samsung and LG, falters in Apple's iPhone 15 OLED procurement
Samsung Electronics and LG Electronics are expected to raise their panel procurement from LG Display (LGD) in 2024 with the share of their combined procurement from the Korean panel...
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