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

We are one day away from the start of #CES2026.

The countdown to CES 2026 has begun. We’re a week

Digitization is eradicating randomness. It’s a bold conjecture. But one