Financial Research for Display Supply Chains

Tech Financial Analysis is a boutique financial research company specializing in the flat panel display industry. We provide research and analysis of actual OLED and LCD display costs and sales prices. 

Sourcing and Engineering teams use our financial analysis for component negotiations.  As a result, you save time and money by outsourcing the financial analysis and obtaining additional supply chain cost insights.

Financial Research

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Supplier Health
Samsung Display’s 3Q19 Earnings Highlight Industry Struggles

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

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Should Cost Financial Model
iPhone 11 Pro OLED Display Cost

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

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Supplier Health
AUO 3Q19 Earnings and Financial Challenges

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

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Supplier Health
LG Display 3Q19 Earnings and Industry Implications

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...

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Should Cost Financial Model
LG Display LCD and OLED Yields

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

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Should Cost Financial Model
BOE LCD and OLED Yields

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...

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Capital Expenditures
Display Fab Equipment Savings

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

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Average Sales Price Trends
2Q19 Average Sale Price Trends

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

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Should Cost Financial Model
CEC Panda LCD Yields

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

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Should Cost Financial Model
OLED display emissive material pricing

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

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Should Cost Financial Model
Biel and Lens Tempered Glass Pricing

Biel Crystal (伯恩) and Lens Technology are primarily cover glass providers for mobile, tablet, and IT devices.  In this brief whitepaper we res...

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Supplier Health
SDC 2Q19 Earnings and Free Cash Flow

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

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Supplier Health
LGD 2Q19 Earnings and Labor Reductions

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

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Capital Expenditures
SDC and Quantum DOT OLED Model

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...

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Supplier Health
AUO R&D Spend Conflicts with Value-Add Message

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

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Excel Cost calculator for OLED and LCD displays.  Model includes historical and forecasted costs by input materials, supplier fab, display size, yield, overheads, and substrate type.  Full research article access.  The Model also includes industry capacity by supplier fab.

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Excel Cost calculator for OLED and LCD displays.  Model includes historical and forecasted costs by input materials, supplier fab, display size, yield, overheads, and substrate type.  Full research article access.  The Model also includes industry capacity by supplier fab.

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