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.
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Some interesting tidbits here from Akamai (with the full report
Apple surprised to the upside (though it really shouldn’t be
A recent survey conducted on behalf of the Conference Board