Blog from March 2024

TV

LCD TV Panel Price Increases Continuing into Q2

March 4, 2024

The rally in LCD TV panel prices which started in February is continuing in March and into Q2, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
Read More

MicroLED

Apple Cancels MicroLED Project

March 4, 2024

Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone project” for its MicroLED program. The decision is a blow to the suppliers involved in the project and leaves a big question mark on Apple’s future MicroLED strategy.
Read More

OLED

The Latest Insights on the Apple OLED iPad Ramp

March 18, 2024

According to our supply chain sources, both LGD and SDC started shipping OLED iPad panels in February. The initial plan was for LGD to be the sole source at 12.9” with LGD and SDC splitting the 11.1” orders. Then, we heard in the press that only SDC was going to supply 11.1” panels due to reduced demand resulting from the high panel OLED panel prices derived from being the first OLED tablet panels with LTPO, tandem stacks and glass thinning resulting in lower yields, etc.
Read More