US inflation has been slowly declining in recent months, and TV prices have returned to their “normal” pattern of declining for two months in a row in March and April.
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The rally in LCD TV panel prices which started in February has reached a plateau in May and June and is likely headed down in the third quarter. While the rally has been far from dramatic, it represents a respite for TV panel makers who are challenged for profitability. The short rally in Q1’24-Q2’24 follows a short slump in Q4’23, and together the latest “mini-cycle” represents a period of unusual stability in panel prices, where they have been sustained within a narrow range.
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At Display Week 2024, a fascinating 90 min panel session took place in the Exhibit Hall to discuss the challenges of MicroLED manufacturing. The session was moderated by DSCC’s Bob O’Brien and the audience was allowed to ask questions.
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The rally in LCD TV panel prices which started in February is continuing in the second quarter, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
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Apple will announce new entries to its iPad line-up after not announcing any new iPads in 2023. For the first time, Apple will introduce iPads with an OLED display as part of its iPad Pro models at both 11.1” and 12.9”. With Apple the dominant tablet supplier, the shift to OLED will drive significant growth for the OLED tablet market in 2024. The OLED iPad panels are expected to be by far the best OLED tablet panels on the market with LTPO, 120Hz refresh, a tandem stack and glass thinning resulting in ultra-thin and light displays with high brightness, extended battery life and long lifetime.
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A special panel session during Display Week 2024 will discuss the challenges and opportunities in MicroLED manufacturing. I will serve as moderator for the panel session, which will take place at the Center Stage in the Exhibit Hall of the San Jose Convention Center on Wednesday, May 15th at 10:00 AM.
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This report was originally published as Bob O’Brien’s Editors Notes in the DSCC Weekly Review, Volume 7, No. 14, April 1, 2024. One story that we are following involves some revolutionary claims about the Apple Vision Pro extended reality headset. I could hardly believe the claims, until I spoke with a contact at Apple who has been involved with the program (please don’t try to find this person on my LinkedIn connections – I don’t want him/her/them to get into trouble).
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Honor launched the Magic 6 Ultimate Edition and Magic 6 RSR on March 18th in China. From our supply chain sources, the Honor Magic 6 RSR Porsche Design model uses a Tandem OLED stack that Honor claims to increase the lifetime of the display by 600% and improve power efficiency by up to 40%.
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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.
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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.
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