Blog from February 2019


Panel Maker Q4 Earnings Show Diverging Results

February 5, 2019

LG Display is usually the first flat panel maker to release earnings each quarter, and in many ways they have been a bellweather for the industry. They always give guidance on the upcoming quarter, and historically their guidance has not always been accurate. For Q4, though, LGD’s guidance given at the end of October was spot on, and included a phrase that captured the industry dynamic in Q4, and perhaps for some time to come.
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OLED Panel Revenues to Grow 8% in 2019 to $29 Billion

February 19, 2019

OLED panel revenues will increase by 8% in 2019 to $28.6 billion, according to the latest update of the DSCC Quarterly OLED Shipment and Fab Utilization Report for Q1 2019, with double-digit growth in area and units, as OLED continues to take a larger share of smartphone and TV shipments.
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Samsung Launches Its First Foldable Smartphone, You Can’t Touch It Yet, and the Future of Foldables

February 24, 2019

Samsung wisely got the jump on the rest of the smartphone industry by holding a product launch in San Francisco on February 20th, 5 days ahead of the Mobile World Congress (MWC) show which starts on February 25th in Barcelona. Called Samsung Unpacked, Samsung wanted to make sure it introduced its foldable smartphone before Huawei and others and also got all the media’s attention on its S10 launch.
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