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...
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...
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...
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 pri...
CEC Panda LCD Yields
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...
Biel and Lens Tempered Glass Pricing
Biel Crystal (伯恩) and Lens Technology are primarily cover glass providers for mobile, tablet, and IT devices. We detail cover glass pricing i...
SDC 2Q19 Earnings and Free Cash Flow
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...
LGD 2Q19 Earnings and Labor Reductions
We reviewed LG Display’s 2Q19 earnings and analyzed potential labor reduction savings. Our financial analysis details limited labor savings. They...
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...
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...