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LG Display Retains Its Lead in Area Shipments of Large Displays in First Quarter of 2018, IHS Markit SaysMay 15, 2018Despite the low seasonality factor and brands turning their focus away from volume growth, the demand for large display panels showed better-than-expected results in the first quarter of 2018, albeit still weak, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
AMOLED Panel Demand in Smartphone Market Expected to Grow Much Slower Than Expected, IHS Markit SaysApril 16, 2018Although flexible active-matrix organic light-emitting diode (AMOLED) panel shipments for smartphones are expected to continue growing in 2018, the pace will be much slower than expected, according to a latest report from business information provider IHS Markit (Nasdaq: INFO).
Market for Organic Materials Used to Manufacture OLED Panels Showed Remarkable Growth in Second Half of 2017, IHS Markit SaysMarch 28, 2018The market for organic materials used to manufacture organic light-emitting diode (OLED) display panels jumped during the second half of 2017, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
Galaxy S9+ Materials Cost $43 More Than Previous Versions, IHS Markit Teardown ShowsMarch 22, 2018The new Samsung Galaxy S9+ equipped with 64 gigabytes (GB) of NAND flash memory (model number SM-G965U1) carries a bill of materials (BOM) cost of $375.80, much higher than for previous versions of the company’s smartphones.
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.
Flexible AMOLED Market More Than Tripled to $12 Billion in 2017, IHS Markit SaysFebruary 27, 2018Thanks to a sudden increase in demand , shipment revenue of flexible active-matrix organic light-emitting diode (AMOLED) displays more than tripled in 2017, accounting for 54.6 percent of total AMOLED panel shipment revenue, according to business information provider IHS Markit (Nasdaq: INFO).
Driven by Size Migration and High-end Products, Large TFT Display Market Continued to Grow in 2017, IHS Markit SaysFebruary 13, 2018Despite slower demand from end market and panel price erosion, the large thin-film transistor (TFT) display market expanded in 2017 in all three aspects -- unit shipments, area shipments and revenue.
Chinese Panel Makers Catching Up Fast in LTPS LCD Panel Shipments for Mobile Phones, IHS Markit SaysFebruary 08, 2018Total shipments of mobile phone displays, including thin-film transistor liquid crystal display (TFT LCD) and active matrix organic light-emitting diode (AMOLED) panels, reached 2.01 billion units in 2017, up 3 percent from 2016, according to preliminary estimate from business information provider IHS Markit (Nasdaq: INFO).
LCD TV Panel Demand Expected to Go Through a Correction in First Quarter of 2018, IHS Markit SaysJanuary 17, 2018Demand for liquid crystal display (LCD) panels from South Korean and Chinese TV makers was strong in the fourth quarter of 2017, but implementation of their panel purchasing strategies for the first quarter of 2018 may result in a correction as demand expectations change.
Gen 10 and Larger Flat Panel Display Capacity to Grow at 59 Percent CAGR to 2022, IHS Markit SaysDecember 05, 2017With BOE, China Star, LG Display and Foxconn expected to build seven new Generation 10.5 factories by 2020, Gen 10 and larger fab flat panel display (FPD) capacity is expected to grow at a compound annual growth rate of 59 percent between 2017 and 2022, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
China and North America TV Shipments Fall Sharply in Q3 2017, IHS Markit SaysNovember 20, 2017The impact of higher LCD TV panel prices at the beginning of 2017 continued to weigh on retail demand for LCD TVs into Q3 by way of slower retail price erosion, particularly in China and North America, the two most price sensitive regions.
Flat Panel Demand to Grow 7.2 Percent in 2018, Biggest Gain Since 2014, IHS Markit SaysNovember 20, 2017Global demand for flat panel displays by area is forecast to grow 7.2 percent to 210 million square meters in 2018 compared to 2017, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
SD-WAN Market a Two-horse Race Between Cisco and VMWare, IHS Markit SaysNovember 15, 2017Consolidation and acquisitions are underway in the software-defined wide area network (SD-WAN) market as vendors race to include SD-WAN technology in their offerings.
Flexible AMOLED Panel Supply Capacity to Exceed Demand by 44 Percent in 2018, IHS Markit SaysNovember 14, 2017With flexible active-matrix organic light-emitting diode (AMOLED) panel fabs building at a quicker pace than global demand, supply capacity of flexible AMOLED panels is forecast to be 44 percent higher than global demand in 2018, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
iPhone X Costs Apple $370 in Materials, IHS Markit Teardown RevealsNovember 08, 2017Teardown engineers at IHS Markit (Nasdaq: INFO) have completed their preliminary physical dissection of the new Apple iPhone X and found that the model A1865 version of the smartphone with 64 gigabytes (GB) of NAND memory carries a bill of materials (BOM) of $370.25.
Global Shipments of Oxide TFT LCD Mobile PC Panels to Grow 200 Percent This Year, IHS Markit SaysNovember 06, 2017Oxide thin-film transistor (TFT) liquid crystal display (LCD) panels are increasingly adopted in mobile PCs due to their feature of high resolution while consuming low power.
Costs of 55-inch OLED TV Display Production Catch Up to LCD TV Panels, IHS Markit SaysNovember 02, 2017A major decrease in manufacturing cost gap between organic light-emitting diode (OLED) display and liquid crystal display (LCD) panel is expected to support the expansion of OLED TVs, according to new analysis from IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
IPS Display Adoption in Notebook PCs Continues to Increase, IHS Markit SaysOctober 26, 2017Display shipments for notebook PCs are forecast to increase by 5 percent in 2017 to 177 million units compared to the previous year, while notebook PC unit shipments are expected to remain flat during the same period.
Global AMOLED Panel Production Capacity Set to More Than Quadruple Over Next Five Years, IHS Markit SaysOctober 24, 2017As organic light-emitting diode (OLED) displays are used in more smartphones and high-end flat panel TVs, panel makers have boosted their investments in new OLED display fab construction.
IHS Markit Teardown Reveals What Higher Apple iPhone 8 Plus Cost Actually BuysSeptember 25, 2017The new Apple iPhone 8 Plus, equipped with 64 gigabytes (GB) of NAND flash memory, carries a bill of materials (BOM) cost that comes out to US$288.08, higher than any previous versions of the company’s smartphones, according to a preliminary estimate from IHS Markit.