Market research firm Omdia announced on July 13 that the average capacity utilization of global display panel manufacturers is predicted to fall from 70 percent to a 10-year low of 69 percent this month.The quarterly capacity utilization is continuing to fall, too. Specifically, the figure fell from
LCD panel prices are on the decline these days after a steep rise since last year. The strong rebound in LCD panel prices led Samsung Display and LG Display to shelve their plans to withdraw from the LCD market. Yet, they are now considering terminating their LCD business again as LCD panel prices h
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. OLED to become key driverWe believe OLED will determine LGD stock performance. Although LCD will be the sole OP contributor in 2021, OLED should generate over 40% of OP from 2022 after the business begins gener
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. 32’’/55’’ LCD TV panel prices hit six-year high— According to market research firm WitsView (May 20), 2H May LCD panel prices for TVs and PCs rose 3-7% MoM (up 2-5% compared to 1H May), beating market expectati
South Korean display manufacturers, which decided early this year to reduce their LCD business, are slowing down their withdrawal from the market as the TV LCD panel price is rising.According to market research firm WitsView, the average price of 55-inch 4K LCD panels rose from US$103 to US$155 from
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. LCD TV panel prices up 6.5% HoH in second half of SeptemberAccording to WitsView, LCD TV panel prices continued to climb in the second half of September. Rising by an average of 6.5% from the first half of the
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. LCD TV panel prices in second half of August up 7.8% HoHAccording to market research firm WitsView, LCD TV panel prices in the second half of August sustained a strong uptrend, with average TV panel prices risi
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed.LCD panel prices up 3.6% MoM in July, marking first increase in four monthsLCD TV panel prices are up 2-9% in the second half of July compared to the first half, increasing by an average of 4.8% (WitsView, July
The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. Upturn in TV demand follows recovery in IT product demandDemand for personal computers (notebooks, tablets, and desktops) surged with a growing number of people
A decline in supply and a rapid rise in LCD panel prices are occurring in the wake of factory shutdown in China attributable to Covid-19.Market research firm WitsView said on Feb. 11 that the increase in LCD TV panel prices for the first two weeks of this month amounted to five times the pace shown
The share of 8K TVs in the global TV market will remain below 1 percent this year, according to a latest forecast from market researcher WitsView.Global TV manufacturers presented 8K TVs as the mainstay of the TV manufacturing industry at CES 2019. Nevertheless, 8K TVs are still expected to hold a s
Display panel and TV manufacturers are paying attention to the development of mini LEDs, which, in their view, are sufficiently competitive in terms of price and performance compared with OLEDs, market research firm WitsView reports.Mini LEDs have a chip size of 100 to 200 micrometers, bigger than m
"It is true that the current situation is worse than we thought last year," said Lee Dong-hoon, president of Samsung Display while taking office as chairman of the Korea Display Industry Association, pointed out difficulties facing the small and medium-sized display industry. “China's production cap
According to market research firm IHS Markit December 25, OLED TVs accounted for no less than 43.5% of the global sales of TVs priced at US$2,500 or more for the first three quarters of this year.The ratio jumped from 15.5% to 35% between 2015 and last year and then to 40% this year. It is estimated
The global liquid crystal display (LCD) television market is expected to shrink this year, while the organic light emitting diode (OLED) television market is forecast to show a remarkable growth.According to market research firm WitsView on December 19, the shipments of the global LCD televisions th
Japan-based Nikkei Asian Review reported on December 7 that Apple is planning to release a new iPhone equipped with an LCD panel next year.According to the news, the new iPhone is likely to have a 6.1-inch LCD panel along with a metal case to which various colors can be applied and Apple may also re
Beginning next year, Chinese display makers will start the full-fledged operation of large-sized tenth-generation or later liquid crystal display (LCD) panel factories. As a result, some experts say that an increase in global flat panel display production capacity may extend the current LCD oversupp
Samsung Electronics is about to pick out its TVs to be exhibited at CES 2018 scheduled for January next year, according to industry sources. Potential candidates include those with a screen size of at least 70 inches.The mainstream at CES 2017 was those ranging from 50 to 69 inches, 65- and 55-inch
The LCD (liquid crystal display) industry, which is one of Korea's leading IT (information technology) export industry, is faltering these days. The average LCD price which had extended about 30% since March of last year, peaked and began to fall at the end of June. LG Display and Samsung Display, t
Sharp on the coattail of Taiwan-based Hon Hai doubled its LCD TV shipments in the second quarter of this year from the previous quarter. As Sharp which dreams of a revival in the world TV market became more offensive, making first-ranked Samsung and second-ranked LG tense.In the second quarter of th