LCD and OLED Display Cost Model
Our bottoms-up research includes a Display Price Calculator, supplier capacity details, supplier financials, and detailed financial articles. The...
iPhone 12 OLED Display Cost Estimate
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 mobi...
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...
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 sale...
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...
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...
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...