Our bottoms-up research includes a Display Price Calculator, supplier capacity details, supplier financials, and detailed financial articles. ...

Apple’s iPhone 12 OLED display cost should be lower than the Iphone 11 OLED display.  Apple used this summer’s BOE negotiations to reduce ...

Mobile flexible OLED shipments are masking how bad Samsung Display’s (“SDC”) LCD business is performing. There is a risk that BOE’s...

Tech Financial Analysis estimates that Apple pays $55 to Samsung Display for the iPhone 11 Pro OLED display.  We estimate Samsung Display’s sale...

AUO 3Q earnings were worse than our forecast primarily due to continued average sales price pressure and industry oversupply. AUO is primarily a su...

LG Display reported revenue of KRW 5.8 trillion with a negative operating margin of -8%. Revenue was up 9% from the prior quarter, but down 5% from...

Clients leverage our research of LG Display’s (“LGD”) actual LCD and OLED yields and ramp periods for component negotiations. Our...

We provide clients details on BOE LCD and OLED yields in order to improve pricing insights.  Clients leverage the BOE yield data, ramp period anal...

Fabs like AUO L4B, Samsung Display A2, and LG Display P8 have significantly lower production costs.  The reason is that these fabs have fully ...

Each quarter we calculate supplier average price trends both on the quarterly basis and annualized basis. Tech Financial Analysis uses average...

CEC Panda yields are available in this research article.  We detail CEC’s yield on its IGZO subtrate, 8.5 generation fab, and its entire bus...

An OLED supplier recently detailed average mobile LCD and OLED panel pricing along with emissive pricing. In this subscription article we highlight...

Biel Crystal (伯恩) and Lens Technology are primarily cover glass providers for mobile, tablet, and IT devices.  We detail cover glass pricing i...

Samsung reported its 2Q19 display business unit results. We analyzed 1) Apple’s minimum guarantee and the estimated iPhone X units it did not pur...

We reviewed LG Display’s 2Q19 earnings and analyzed potential labor reduction savings. Our financial analysis details limited labor savings. They...

SDC is estimated to invest 13 trillion Won to convert the Tangjeong L8 LCD production line to QD OLED (quantum dot) production. We estimate that OL...

AUO has been messaging a focus on value added products.  However, its current business is almost entirely LCD panel shipments.  This current stru...