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

Over the last two weeks we’ve seen massive promotions and

10 predictions for 2011 published in the January edition of

Generative AI is unlocking a new superpower: the ability to