Hints and tips:
...Having conquered the market for cheaper mass-market LCD technology, Chinese display manufacturers are now making inroads on the last bastion of South Korean technological superiority, with their leader —...
...“With the stimulation from generative AI, electric vehicles and other technologies, we hope the tech industry could catch its breath in 2024 and even grow.”...
...Last week BOE, which has already squeezed its South Korean rivals out of the lower end LCD market, announced it was building a $9bn advanced OLED production facility in the Chinese city of Chengdu....
...Finastra clinched a $4.8bn loan this year to refinance its existing debts, according to PitchBook LCD data....
...Ned Naylor-Leyland, manager of the Jupiter Gold and Silver fund, warns that silver’s structural supply issue is also “very frustrating”. “You can see silver leaving London and going abroad....
...Edward “Ned” Johnson, who led the transformation of Fidelity Investments into one of the world’s largest asset management groups, has died at age 91, his daughter and successor Abigail announced on Thursday...
...Musk’s Starlink has more than 2,000 satellites in orbit with newer technology....
...Similarly, the growth in sales of LCD television sets and online gaming gadgets is expected to decrease as the easing of coronavirus restrictions allows consumers in Europe and America to go out again....
...“LCD supply is gradually increasing as the chip crunch is slightly easing,” said CW Chung, head of research at Nomura in Seoul....
...Screens using organic LED (OLED) technology are thinner, boast sharper colours, higher resolution and lower energy needs. They can even be folded....
...As with the Foxconn LCD idea, that makes little business sense because most car chips are made using more mature technology not typically installed in new plants....
...It also reflected urgent pressure on Samsung Display to develop more advanced organic light-emitting diode panel technology, a fast-growing section of the market....
...Even LCD displays, a sector once seen to be in terminal decline, have recorded a consistent increase in panel prices....
...Investors believe the broader electronics boom will continue in 2021, with LCD prices to remain firm in the first half....
...Key implications: The technology under development is called micro OLED display and is radically different from conventional LCD screens or the OLED displays in high-end smartphones....
...Samsung Display, which has LCD production lines in South Korea and China, has been hit by overcapacity....
...Being self-emissive, they do not need the standard backlights of LCD screens, so when individual pixels are turned off, a true black is achieved....
...Complicating the situation is a growth in the use of technology dependent on Korean components, even as it threatens to choke off supply....
...But making this same screen much larger — over 55 inches — requires different technology. After a flopped attempt in 2013, Samsung ended development and stayed with traditional LCD TVs....
...LG Display dominates the large-size OLED TV panel market, and is accelerating its broader shift from LCD to next-generation OLED in the face of oversupply from Chinese LCD makers....
...It also became the world’s largest LCD display supplier by shipments the same year....
...“My father was always very interested in technology and he pushed it hard,” she says....
...“The technology that got us here isn’t the technology that will get us to the future.”...
...Japan Display, which generates more than half of its revenue from Apple, also saw a decline in sales of its LCDs to major Chinese smartphone makers — Huawei, Oppo, Vivo and Xiaomi — as South Korea’s Samsung...
...For over a decade, Samsung has denied that hundreds of workers fell seriously ill in its factories manufacturing chips and LCD displays, stonewalling campaigners and fighting legal claims through the courts...
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