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.

Featured Updates

Unlocked Paid Content
Average Sales Price Trends
LCD and OLED Display Cost Model

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

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Supplier Health
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...

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Supplier Health
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...

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Unlocked Paid Content
Supplier Health
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...

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Supplier Health
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...

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Supplier Health
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...

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Supplier Health
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...

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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.

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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.