LCD 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

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

LG Display to halt TV LCD panel production in Korea this month

by Bob Raikes

What They Say The Elec reports that LG Display will stop making LCD TV panels in its P7 plant in Korea this month although manufacture of IT LCD panels will continue in the firm’s …

Tags:Large LCD Supply| LCD Fabs| LG Displays (LGD)

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 …

Last Hold-Out Sells in Wisconsin – but What Will Foxconn Do?

by Bob Raikes

What They Say Hat-tip to the Ojo-Yoshida Report for spotting that the last homeowner that was holding out against a compulsory sale to release for a possible factory for Foxconn in Wisconsin has just …

Tags:Foxconn (Honhai)| Investment| LCD Fabs| USA

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 1)

by Barry Young

Jeong Ho-young got his dream job in December 2019, when he became CEO of LG Display (LGD). His role would be to speed up the transition from LCDs to OLEDs, which his predecessor had …

Tags:Financial Data| Large LCD Supply| LCD Fabs| LG Displays (LGD)| OLED Fabs

SDP Now Back in Sharp

by Bob Raikes

What They Say In June, Nikkei reported that Sharp had said that it was buying back the shares in Sakai Display Products (its G10 fab in Japan) to make it a wholly ownd subsidiary. …

Tags:Foxconn (Honhai)| Japan| LCD Fabs| Mergers & Acquisitions| sharp

DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop

by Milos Pavlovic

What They Say DSCC has updated its capex and equipment report and said that total LCD and OLED equipment spending remained relatively flat on a move-in basis despite a number of delays and cancellations. …

HannStar Display posts small profit for 2Q22

by Bob Raikes

What They Say Congratulations to Hannstar that actually got to a profit in Q2 of $630K although revenues were down by 9% from Q1 at $150 million with a gross margin of 11%. Second-quarter …

Tags:Financial Data| Hannstar (Hannspree)| LCD Fabs

Display Fab Schedules Pushed Out on Market Weakness

by Bob Raikes

What They Say DSCC published a blog outlining how the current low fab utilisation in the LCD business and weak demand is forcing panel makers to review their capacity plans, or at least their …

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

Panel makers monthly fab utilization plan revision overall display fabs including LCD and OLED

Omdia: Global display makers’ capacity utilization projected to fall to 73% in 3Q22

by Milos Pavlovic

What They Say Omdia said that it expects display fab utilisation to drop to 73% in Q3 2022, the lowest level since 2012. In June and July, the level is expected to drop to …

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

Litemax Has Ultra-thin Double Sided Display

by Bob Raikes

What They Say Litemax of Taiwan has a new ‘stretch’ display that is a 1920 x 538 (16:4.44) format. Unusually, the display is double-sided. Unlike double-sided displays based on dual modules, this design uses …

Tags:Double (Dual) Sided Displays| LCD Fabs| Stretched Displays