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

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

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

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

The Samsung Galaxy S24 series was announced on January 17th with preorders starting that day and availability on January 31st. As we show in the DSCC Monthly Flagship Smartphone Tracker, the S24 series cumulative panel shipments in January were 21% higher than the S23 series and 66% higher than the S22 series during the same three month period of November – January leading up to the launch. For March, the S24 series cumulative panel shipments are estimated to be 13% higher versus the S23 series and 47% higher versus the S22 series during the same time five-month period of November – March ..read more

The Super Bowl, held yesterday, marks the end of the big selling season for TVs in the US, and as usual the top brands made a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party ..read more

Although the start of the calendar new year carried a downward trend in LCD TV panel prices, the start of the Lunar New Year carries a more optimistic sign for panel makers. The Year of the Dragon will begin with a rare inflection point in LCD TV panel prices, which are increasing in February, stopping a four-month downward trend ..read more

Multiple sources in Asia last week reported that Samsung Visual Display (VD, the company’s TV business) has agreed to a long-term supply agreement with LG Display for the supply of LCD and OLED display panels. Our sources have confirmed that the agreement is happening; the deal expands an existing relationship between the two Korean giants as both face fierce competition from Chinese players ..read more

Apple has announced that Vision Pro users will be able to watch more than 150 3D movies when the headset becomes available on February 2. The list of movies include recent releases such as Avatar 2, Dune and Super Mario Bros. Vision Pro users will have access to 3D versions of eligible movies when they become available to rent or purchase from the Apple TV app. Users who already own movies with a 3D edition will have access from their Vision Pro at no additional cost. Moreover, several streaming apps, including Disney+, will offer 3D versions of their latest and most popular movies on Vision P ..read more

Samsung announced the S24 series during the Galaxy Unpacked 2024 event on January 17th (a few weeks earlier than when they announced the S23 series on February 1st, 2023 ..read more