Our bottoms-up research includes a Display Price Calculator, supplier capacity details, supplier financials, and detailed financial articles. ...
Supplier Health
Subscription includes analysis of the historical financial statements and a forecast. We model the Profit & Loss, Balance Sheet, and Cash Flow statements. Companies coverage includes LG Display, AUO, Samsung Display, BOE, Innolux, Sharp, CEC Panda, and JDI. We research all available company information, analyze key financial metrics, and provide insights for your sourcing and procurement teams. This includes cost drivers and quarterly impacts to a supplier’s free cash flow and profitability.
Supply Chain organizations use the research and Cost Models for component negotiations. Equity Analysts will find the free cash flow forecast for valuation analysis.
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Individual
1 user
$7,500/year
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.
Enterprise
Up to 5 users
$12,500/year
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.