Japan Display Backtracks on OLED Reticence, Guides for 1QFY03/18 Loss on OLED Investment
JDI announced FY03/17 results in line with its revised guidance issued on 1 May. There weren't any real surprises there but 1Q guidance was for a...
173 Views
Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
188 Views
Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
336 Views
Sharp Announces JPY100bn OLED Investment. Return to TSE1 in Sight
Sharp Corp (6753 JP) appears to be accelerating its bid to supply OLED panels to Apple Inc (AAPL US) , increasing its spending plans from JPY57.4bn...
190 Views
Samsung's Dominance in Apple's OLED Supply Chain May Last Longer - Who Deserves Our Attention?
We all know one of the hottest things in the global tech market is small-sized OLED panels (or we can refer to as mobile OLED panels). Yes, Apple...
202 Views