Shawnee Blackwood

1 week ago | displaydaily.com | Shawnee Blackwood

OLED smartphone panel revenues are projected to grow just 2% YoY in 2025 despite a 6% increase in unit shipments, according to Counterpoint’s latest report. The modest revenue growth follows a strong 2024, which saw 10% revenue growth on 33% unit increases driven by Chinese manufacturers, Apple and Samsung. Analysts attribute the 2025 slowdown to expected declines in both rigid OLED panels (-2%) and foldable OLED displays (-7%).

1 week ago | displaydaily.com | Shawnee Blackwood

LG Ad Solutions’ Innovation Labs has entered a multi-year licensing agreement with AI marketing firm Zenapse to incorporate emotional intelligence technology into connected television advertising. The partnership will leverage Zenapse’s Large Emotion Model (LEM) to develop new advertising products across LG’s network of 200 million Smart TVs globally. According to LG Ad Solutions CTO David Rudnick, the technology aims to enhance content understanding, personalization, and targeting capabilities.

3 weeks ago | displaydaily.com | Shawnee Blackwood

Counterpoint has just bumped up its 2020–2027 display equipment spending forecast by 2%, now projecting $77 billion in total investment. The upward revision is largely due to continued growth in OLED demand, particularly flexible OLED conversions and expansions at G6 and G8.7 lines. While IT OLED uptake is softer than expected, mobile OLED and large-size OLED TV panel investments (especially >85”) are driving the forecast up, with OLED equipment spending set to hit $8.3 billion in 2027.

3 weeks ago | displaydaily.com | Shawnee Blackwood

Ubiqconn Technology has announced the acquisition of E3 Displays. The move boosts Ubiqconn’s presence in North America and adds advanced optical bonding and display expertise to its portfolio. E3 Displays will maintain its brand identity, operations, and customer relationships, while gaining access to Ubiqconn’s global resources. The acquisition is part of Ubiqconn’s broader strategy to grow in key sectors such as defense, medical, industrial, and transportation.

3 weeks ago | displaydaily.com | Shawnee Blackwood

The display industry just got hit with a political earthquake. Trump’s massive tariff announcement yesterday has left manufacturers scrambling. First off, these aren’t small adjustments; we’re talking about seismic shifts. Chinese manufacturers are now staring down a 54% tariff wall when selling to the US. That’s combining a fresh 34% hit on top of the existing 20% they were already paying. For South Korean players, it’s now 26%.