From the Editor - Highlights of the 12/18/17 Issue of the Display Supply Chain Monitor

Highlights of this issue include:

• An examination of display supplier valuations. Why China’s display company valuations are so much higher than those from Japan, Korea and Taiwan, whether they should be and whether this situation is likely to last?
• Not surprisingly, display stocks in China had a difficult week and have had a difficult month actually. We also cover the announcement from JDI of a 803 PPI VR display.
• What we hear about the Samsung-LG tie up on TV panels. Which panels are covered and what is the likely quantity?
• A look at the display equipment market on both a bookings and billings basis. What is the latest on Samsung’s A5 timing and which countries, suppliers and display technology are expected to drive 2018 – 2020 display equipment spending.
• The latest POs and equipment awards. New POs and awards still happening in China.
• A review of an IDW paper from National Taiwan University comparing an OLED Wallpaper TV with a curved Quantum Dot TV. It isn’t close.