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Analyst - Charles Annis Analyst - Keith TanBy Attribute
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AMOLED and LCD Supply Demand & Equipment Intelligence ServiceThis service provides a comprehensive guide to fab activity, capacity, utilization, supply/demand, capital spending, financial information and relevant news analysis for the entire FPD supply chain.Subscribers Only
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White Goods Market Tracker - China - MonthlyFebruary 08, 2019These monthly summaries provide a quick update on China's white goods market, including domestic and export sales in terms of unit shipments. The key markets include room air-conditioners, refrigerators, washing machines, and microwave ovens.Subscribers Only
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AMOLED & LCD Market BriefFebruary 05, 2019This Market Brief is being posted to update significant revisions in the FPD demand forecast since the previous report was published and to highlight some recent factory developments, particularly as related to large-area applications.Subscribers Only
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FPD Investment (Supply/Demand) & Manufacturing Technology Trends - 2019Japan Forum, TokyoJanuary 30, 2019 Subscribers Only
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White Goods Market Tracker - China - QuarterlyJanuary 29, 2019This tracker examines the outlook of China's white goods market, including domestic and export sales, average selling prices (ASPs) and revenue forecasts.Subscribers Only
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AMOLED and LCD Supply Demand & Equipment TrackerDecember 31, 2018The AMOLED and LCD Supply Demand & Equipment Tracker is a comprehensive guide to fab activity, capacity, utilization, supply/demand, capital spending, financial information, and relevant news analysis for the entire FPD supply chain.Subscribers Only
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[Display Dynamics] Japanese FPD equipment makers’ market share remains strong despite significant growth of the South Korean industryDecember 13, 2018And now Chinese companies are starting to look for opportunities in the FPD equipment market as wellSubscribers Only
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[Display Dynamics] QD OLED, the knowns, the known unknowns, and the unknown unknownsDecember 13, 2018 Subscribers Only
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[Display Dynamics] TEL releases high-density plasma dry etcher for Gen 10.5/11 & inkjet printer for Gen 4December 12, 2018TEL continuing to develop new machines in flat-panel display (FPD) value-added equipment growth segments.Subscribers Only
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[Display Dynamics] Canon releases the MPAsp-H1003T, a new high productivity Gen 8 exposure toolNovember 26, 2018The tool offers a lower cost approach to manufacturing 65-inch on Gen 8 legacy lines than building a new Gen 10.5/11 fab.Subscribers Only
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[Display Dynamics] FPD photomask forecast and market shareAugust 06, 2018In 2017, Photronics placed the largest order Mycronic ever received for high-precision laser-writing tools.Subscribers Only
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[Display Dynamics] Creating FPD industry roadmapsAugust 01, 2018Charting a path to the uncertain future, supply chain companies that historically relied on very large markets and area growth must become more flexible and find ways to succeed in smaller market segments.Subscribers Only
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[Display Dynamics] JOLED first to mass produce inkjet AMOLEDJuly 26, 2018JOLED moves forward with world’s first inkjet-printed AMOLED panel mass production facility.Subscribers Only
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[Display Dynamics] Coming oversupply to balance legacy LCD factory shutdownJuly 25, 2018Forecasts point to an unusual and presumably unrealistic oversupply, but the market is more likely to correct itself.Subscribers Only
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[Display Dynamics] Large-area TFT LCD panel profit margins become losses in Q2July 18, 2018After average profit margins turn to losses, expect further deterioration through 2018.Subscribers Only
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[Display Dynamics] Integration of key components into panelsJune 04, 2018Technology advances are adding value and increasing performance of FPDs.Subscribers Only
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[Display Dynamics] Four-mask process to enable BOE B9 Gen 10.5/11 to reach capacity of 120,000 substrates per monthApril 06, 2018Higher productivity provided by the four-mask process could lead to yield trade-offs.Subscribers Only
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[Display Dynamics] Nikon announces two new FPD exposure systems for Gen 10.5/11April 06, 2018The machines are the first to support 2940 × 3370 mm substrates and offer substantial performance and productivity enhancements over the company’s Gen 10 tool.Subscribers Only
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Growth of AMOLED Display Manufacturing Capacity Slowing in South Korea While Accelerating in China, IHS Markit SaysMarch 12, 2018After two years of unprecedented capacity expansion, South Korean flat panel display (FPD) manufacturers will essentially halt new active-matrix organic light-emitting diode (AMOLED) panel factory construction for mobile applications in 2018.
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[Display Dynamics] LTPS-based flexible RGB AMOLED factories are by far the most expensive FPD production facilities ever builtDecember 15, 2017 Subscribers Only