US TV Prices Falling as Overall Inflation Cools
Display Supply Chain Consultants
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1M ago
US inflation has been slowly declining in recent months, and TV prices have returned to their “normal” pattern of declining for two months in a row in March and April ..read more
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Ledger Starts Shipping First Product with Curved OTFT E Ink Display
Display Supply Chain Consultants
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1M ago
After a two-year delay, Ledger is finally shipping Stax, a hardware wallet for cryptocurrencies. Stax was developed in collaboration with Tony Fadell, who famously designed the Apple iPod. The device is about the same size as a small wallet and features a curved E Ink display with an organic TFT backplane ..read more
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What We Learned from the MicroLED Manufacturing Panel Session
Display Supply Chain Consultants
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1M ago
At Display Week 2024, a fascinating 90 min panel session took place in the Exhibit Hall to discuss the challenges of MicroLED manufacturing. The session was moderated by DSCC’s Bob O’Brien and the audience was allowed to ask questions ..read more
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LCD TV Panel Prices Increasing in May
Display Supply Chain Consultants
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2M ago
The rally in LCD TV panel prices which started in February is continuing in the second quarter, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability ..read more
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SID Display Week Panel Session Will Assess MicroLED Manufacturing
Display Supply Chain Consultants
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2M ago
A special panel session during Display Week 2024 will discuss the challenges and opportunities in MicroLED manufacturing. I will serve as moderator for the panel session, which will take place at the Center Stage in the Exhibit Hall of the San Jose Convention Center on Wednesday, May 15th at 10:00 AM ..read more
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Apple to Announce OLED iPads on May 7th, LGD and 12.9” Dominating on SDC’s Challenges
Display Supply Chain Consultants
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2M ago
Apple will announce new entries to its iPad line-up after not announcing any new iPads in 2023. For the first time, Apple will introduce iPads with an OLED display as part of its iPad Pro models at both 11.1” and 12.9”. With Apple the dominant tablet supplier, the shift to OLED will drive significant growth for the OLED tablet market in 2024. The OLED iPad panels are expected to be by far the best OLED tablet panels on the market with LTPO, 120Hz refresh, a tandem stack and glass thinning resulting in ultra-thin and light displays with high brightness, extended battery life and long lifetime ..read more
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The Latest Insights on the Apple OLED iPad Ramp
Display Supply Chain Consultants
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4M ago
According to our supply chain sources, both LGD and SDC started shipping OLED iPad panels in February. The initial plan was for LGD to be the sole source at 12.9” with LGD and SDC splitting the 11.1” orders. Then, we heard in the press that only SDC was going to supply 11.1” panels due to reduced demand resulting from the high panel OLED panel prices derived from being the first OLED tablet panels with LTPO, tandem stacks and glass thinning resulting in lower yields, etc ..read more
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Honor Raises the Bar for the Magic 6 Ultimate Edition – First Smartphone to Debut with Tandem OLED Stack
Display Supply Chain Consultants
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4M ago
Honor is set to launch the Magic 6 Ultimate Edition and Magic 6 RSR today in China. Honor revealed in a Weibo post that the Magic 6 Ultimate Edition will use a dual-stack tandem OLED display that is claimed to increase the lifetime of the display by 600% and improve power efficiency by up to 40%. The Magic 6 Ultimate Edition is confirmed to launch with an "Honor Stacked Oasis Eye Protection Screen ..read more
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LCD TV Panel Price Increases Continuing into Q2
Display Supply Chain Consultants
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4M ago
The rally in LCD TV panel prices which started in February is continuing in March and into Q2, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability ..read more
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Apple Cancels MicroLED Project
Display Supply Chain Consultants
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4M ago
Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone project” for its MicroLED program. The decision is a blow to the suppliers involved in the project and leaves a big question mark on Apple’s future MicroLED strategy ..read more
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