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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...

Samsung Display’s 3Q19 Earnings Highlight Industry Struggles

Posted on December 9, 2019 in Supplier Health by Mark

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

AUO 3Q19 Earnings and Financial Challenges

Posted on November 19, 2019 in Supplier Health by Mark

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

Posted on November 18, 2019 in Supplier Health by Mark

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...

SDC 2Q19 Earnings and Free Cash Flow

Posted on August 2, 2019 in Supplier Health by mindutopia

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

Posted on August 1, 2019 in Supplier Health by mindutopia

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

AUO R&D Spend Conflicts with Value-Add Message

Posted on July 1, 2019 in Supplier Health by mindutopia

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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