LCD and OLED Display Cost Model

Posted on January 21, 2020 in Average Sales Price Trends, Capital Expenditures, Should Cost Financial Model, Supplier Health by Mark

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

Display Fab Equipment Savings

Posted on October 9, 2019 in Capital Expenditures by mindutopia

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...

SDC and Quantum DOT OLED Model

Posted on July 17, 2019 in Capital Expenditures by mindutopia

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...