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[Display Dynamics] Mismatch between 2020 business plans of LCD TV panels and TV brands may lead to early recovery in LCD TV panel prices in Q1 2020December 03, 2019LCD TV panels’ business plan for 2020 is forecast to drop 6% year over year (YoY), while the top five global TV brands aim to increase shipments by 14% YoY in 2020.Subscribers Only
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[Display Dynamics] Weak demand is expected for TV panels in Q4 2019 and possible supply chain disruption in H1 2020November 22, 2019TV makers tend to prioritize inventory control in Q4 2019, but some may have to refill more panels from Q1 2020 for their aggressive business plans in 2020.Subscribers Only
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[Display Dynamics] Supply chain relationships will be reshaped again in 2020 because of availability of Korean panel suppliesNovember 20, 2019Long-term supply agreements will be signed with panel suppliers to ensure the panel makers’ highest priorities will be well-secured in 2020.Subscribers Only
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[Display Dynamics] The rise of TV outsourcing in 2020 and 2021: Samsung plans to reset TV sourcing strategySeptember 10, 2019Samsung could widen the competition gap with its industry rivals in the foreseeable futureSubscribers Only
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[Display Dynamics] Korean TV makers increase panels for Q3 for seasonal demand; Chinese counterparts hesitant to refill moreAugust 16, 2019After a strong buying season in Q3, industry should expect demand correction in Q4; fab utilization control is necessarySubscribers Only
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[Display Dynamics] Too early to judge Chinese TV makers cannot achieve BP, but risks arose as Samsung wants to grab greater market shareAugust 16, 2019Samsung recently further upsized its shipment target for 2019 while many of its industry peers are pressured to cutback the business plans.Subscribers Only
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[Display Dynamics] Uncertainty remains to when the panel price free fall will endAugust 16, 2019Too optimistic to say that panel prices will rebound in third quarter, but too pessimistic to say that they will free fall through year-endSubscribers Only
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[Display Dynamics] TV makers slash demand in Q2; purchasing plans for Q3 remain uncertain amid US-China trade disputeMay 30, 2019In addition to concerns over TV demand and falling profit margins, the intensifying US-China trade war has made TV makers more hesitant to provide a firm demand forecast.Subscribers Only
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[Display Dynamics] TV panel makers concerned over unfavorable indicatorsMay 30, 2019Panel prices are at risk of falling in May and June.Subscribers Only
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[Display Dynamics] Korean TV makers planned higher panel purchases in Q2 but inventory concern to force adjustmentMay 03, 2019The downsize forecast for panel purchasing may upset makers intending to increase or stabilize the prices of larger sizes in Q2 2019Subscribers Only
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[Display Dynamics] Xiaomi’s TV ambitions for 2019May 02, 2019Global top-tier TV brands are becoming increasingly concerned over the excess supply in TV OEM manufacturing; TV OEM makers are desperate for major TV brands, including Xiaomi and Huawei, to fill up their TV capacities.Subscribers Only
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[Display Dynamics] Panel makers gained negotiating power in March, wanted to sustain the price rebound throughout Q3 2019 but challenges aheadMay 01, 2019Driving new record low prices gives no benefits to supply chain participants and are very harmful to the entire TV industrySubscribers Only
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Connected lighting trends to watch in 2019February 12, 2019Competition has slowed for LED lighting component suppliers over the past two years, as global LED production capacity reached its peak. This slow-down has forced suppliers to determine the best way to digest the huge production capacity, while minimizing any possible harm to the industry.
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[Display Dynamics] Supply chain relationships will again be reshaped in 2019January 11, 2019Captive business turns to be more critical, possibly except Sharp?Subscribers Only
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[Display Dynamics] LCD TV OEM shipments and sales targets for 2018–19January 08, 2019TCL, the clear leader in TV OEM shipments, plans for volume growth in the double digits in 2019.Subscribers Only
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[Display Dynamics] Possible record low prices during Q1–Q2 2019; impact on business plansJanuary 08, 2019Panel prices are forecast to fall to new record lows toward the end of Q1 2019, key swing factors include Samsung Display QD OLED conversion, CSOT T6 ramp-up.Subscribers Only
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[Display Dynamics] Korean and Chinese makers have weaker TV panel demand in Q4 2018, followed by a weak Q1 2019January 07, 2019It is critical for Chinese TV makers to get utmost support and cooperation with panel suppliers, as well as to improve their business portfolio and profit marginSubscribers Only
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[Display Dynamics] Snapshot of 2019 TV brands’ business plans and new players from China mobile brandsDecember 17, 2018All TV brands feel pressure to prioritize profits and restructure their business portfolio for larger and higher premiums and to seek more OEM business to ensure competitive production scaleSubscribers Only
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Special Presentation: TV Display & OEM Supply Chain Update - 2018October 22, 2018This is a presentation that dives in to the TV display & OEM supply chain analysis, competitiveness analysis and industry trend—including the preliminary business plans for 2019. ...Subscribers Only
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[Display Dynamics] Updated shipment forecast, preliminary LCD TV plans, 2018-2019September 28, 2018Top-tier brands are pursuing higher premiums and prioritizing profit. Korean business plans for LCD TVs will not be volume-driven, and the baseline will be to maintain shipments and prioritize premiums and profits in the coming years.Subscribers Only
