OLED Fabs – Display Daily

Display Fab Utilization Shows Recovery in 2023, But Oversupply Risks Loom

by Shawnee Blackwood

The drive for higher utilization must be carefully managed to prevent potential oversupply and its subsequent impact on the industry in the second half of 2023.

Tags:DSCC| LCD Fabs| Market Data| OLED Fabs

Omdia Gives its View on IT OLEDs

by Bob Raikes

I was just settling down to do a deep dive into a techie topic related to virtual production and LEDs, when I saw a message on LinkedIn. Once there, I spotted a paper that …

Next Orbit Ventures to Sell Stake in Indian Wafer Fab Consortium to B C Jindal Group Amid Regulatory Uncertainty

by Omid Rahmat

Deal bolsters India’s wafer fab and display manufacturing ambitions amid regulatory uncertainty.

Tags:India| LCD Fabs| Manufacturing| OLED Fabs

Vedanta and Foxconn $20 Billion Gujarat Fab Gets Tech Leadership

by Omid Rahmat

Vedanta has hired a Texas Instruments and NXP Semiconductor vet, David Reed, as CEO of is semiconductor business. Last year, Vedanta and Foxconn announced a joint venture to build a $20 billion fab for …

Tags:Foxconn| India| Manufacturing| OLED Fabs| Vedanta

[China Trend Report] Further Delays to BOE Chengdu B16 Line Investment

by Bob Raikes

What They Say UBI Research of Korea published a press release that said that there is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A …

Visionox signs an agreement with the government of Hefei to build its $1.6 billion flexible OLED module fab

by Bob Raikes

What They Say Visionox is planning to co-invest $1.5 billion on a new flexible AMOLED fab in Hefei. Visionox will have a 45.5% stake, as will State-owned Hefei Dongxin Investment while Hefei Xincheng State-owned Assets Management …

Tags:AMOLED| China| Investment| OLED Fabs

Slowdown in Display Fab Utilisation in Q3 Was Worse Than Expected and Continues – DSCC

by Bob Raikes

What They Say DSCC pointed out that the LCD continues to suffer with display fab utilisation further slowing in Q3 and worse than expected. After a 6% sequential decline in Q2’22, total TFT input for all …

Tags:Financial Data| Forecasts| Large LCD Supply| Market Data| OLED Fabs

Will Japan’s Canon Tokki lead OLED deposition at Gen 8?

by Bob Raikes

What They Say The Elec looked at the market for OLED deposition equipment and asked if Canon Tokki could continue to dominate in G8 as it has in previous generations as both Samsung Display …

Tags:Canon| LG Displays (LGD)| OLED Fabs| Production Equipment| Samsung Display

Tianma and CSOT likely place equipment orders within year

by Bob Raikes

What They Say The Elec reports that an expectation that Xi Jinping will enjoy a third term of office in China is leading to more certainty in China and that this could mean that Tianma …

OLED Smartphone Panel Revenues to Decline 5% Y/Y in 2022

by Bob Raikes

What They Say DSCC added to the gloom in the display industry when it confirmed its forecast that the smartphone OLED panel market will decline by 13% in unit terms this year to 554 …

Tags:LTPS TFT| OLED Fabs| Small & Medium Displays| Small Medium Panel Supply| Smartphone Market

OLED Panel Revenues Expected to Decline 4% Y/Y in 2022 – Slower Growth for IT Applications

by Bob Raikes

What They Say DSCC said that it expects OLED revenues to drop by 4% year on year in 2022 to $40.3 billion because of faster declines in smartphones and slower growth in IT and …

Tags:Forecasts| Market Data| OLED Fabs| OLEDs| Supply Chain

OLED Mobile Phone Panel Penetration Rate Estimated to Exceed 50% in 2023

by Bob Raikes

What They Say TrendForce said that it expects the penetration of OLED into the smartphone market to get over 50% in 2023, up from 42%. (This would be on a unit basis, I assume …

Tags:OLED Fabs| OLEDs| Samsung Display