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2023년 5월 15일

The Lead

• AR/VR Panel Shipments to Reach 119M Units by 2028
• OLED Panel Shipments Decreased 19% Y/Y in Q1’23 on Double Digit Declines for Smartphones and TVs
• BOE Suing Samsung in China, Joins US ITC Investigation
• Visionox Joins JDI and HKC in Trying to Commercialize RGB OLEDs without FMMs

Events

• SID/DSCC Business Conference Will Showcase Emerging Display Technologies in Two Sessions
• SID/DSCC Business Conference Will Highlight Developments in Growing Automotive Display Sector

Earnings

• Taiwan Panel Maker Recovery Stalls in April
• Vizio Stumbles to a Loss in Q1
• Sharp Finishes Fiscal 2022 With a Massive Net Loss on Sakai Impairment
• Japan Display Reports Another Big Loss but Becomes Debt-Free with Equity Swap
• HannStar Revenues Plunged in Q1 But Losses Narrowed
• eMagin Reports Q1 Results
• Asus Reports a 20% Y/Y Revenue Decline in Q1’23 – Expects Gaming PC Market to Decline 10% Y/Y in 2023
• Steady Performance for JF Optoelectronics in Q1

Smartphones

• Google Launches Pixel Fold
• Google Announces Pixel 7a and Pixel Tablet at I/O Event
• iPhone 16 Pro Models to Increase in Size
• Realme, Tecno and Xiaomi Announce New AMOLED Smartphones
• MediaTek Announces Dimensity 9200+ – Boosting Clock Speeds for Smartphone Gaming

Transparent OLEDs

• Samsung Display Begins Development of Transparent OLED

Personnel

• Nanosys Announces New CEO

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down Despite Better Inflation Data - Earnings, Consumer Sentiment, Debt Standoff and Recession Fears Weigh on Investors