Near-term LCD/OLED Disruption from Coronavirus

From Ross Young:

In 2020, Wuhan is expected to account for 6% of worldwide mobile OLED capacity, 3% of mobile LCD capacity and 2% of LCD TV capacity. In 2021, these figures should rise to 9% of mobile OLED capacity and 4% of LCD TV capacity…Since the display industry is still in a period of over-supply, this supply disruption could help further stabilize and increase prices.

Related

The role of social in reading is becoming more pronounced.

Data from Nielsen on Hulu and NetFlix users (here and

I’ve written about curation and discovery in the past (here