Nachrichten: Displays und ihre Technologien

LG Streaming Week Marks the Celebration of a Decade of webOS
Open share list
LG TV Owners Worldwide Gain Access to Exciting Offers, Including Discounts
and Free Trials from Global and Regional webOS Content Partners
https://www.lgnewsro...f-a-decade-of-webos/

LG Display Begins Mass Production of 27-inch 480Hz Gaming OLED
https://news.lgdispl...h-480hz-gaming-oled/

Samsung Display’s QD-OLED Technology Takes Center Stage in UK’s Premium Post-Production Studio
https://global.samsungdisplay.com/31308

Generell ist KEN immer bestens informiert... Die Rede ist hier vom Chinesischen Markt.






Wir werden später sehen, ob diese Aussage wahr ist.

DSCC Report Projects the End of Flat Panel Display Oversupply and Beginning of LCD Shortage
https://www.displays...ning-of-lcd-shortage

Chinese Panel Maker Q2’24 Earnings: Large Screen Makers Solidly Profitable

published september 3, 2024
The three publicly traded panel makers in China with substantial large-screen LCD businesses released their financial reports for the second quarter of 2024 last week, and the results painted a picture of a healthy display industry. The companies rode higher prices to increased profits and are generating free cash flow. Meanwhile, the three Chinese panel makers focused on smaller screens – Tianma, EverDisplay and Visionox – have not yet reported Q2’24 results as of August 30th.

The table here gives a summary of results for these three publicly traded panel makers for Q4’23. Detailed results by company follow.



BOE

BOE reported a net profit of CNY 0.8B ($109M) on revenues of CNY 47.5B ($6.6B). Revenues were up 2% Q/Q and up 9% Y/Y. BOE reported an operating profit of CNY 3.1B ($424M), compared to an operating profit of CNY 1.8M in Q1'24 and an operating loss of CNY 112M in Q2’23. BOE’s operating profit beat consensus expectations of a profit of CNY2.9B.

BOE reported an asset impairment of CNY 2.1B, listed as a loss on inventory valuation and contract performance loss. BOE net income fell short of consensus analyst expectations of a profit of CNY 1.4B, and revenue fell just short of consensus expectations of CNY 48.7B. EBITDA was CNY 9.8B, down 13% Q/Q but up 15% Y/Y and 25% lower than consensus expectations of CNY 13.0B.

Corporate gross margin increased from 15% in Q1'24 to 18% in Q2'24 and this was an improvement Y/Y from 11% in Q2'23. Operating margin improved Q/Q from 4% to 7% and net margin worsened Q/Q from 4% to 2% and EBITDA margin worsened by two points Q/Q to 23%.



BOE inventory increased by 8% Q/Q and inventory days increased Q/Q from 56 to 60. BOE continues to hold a substantial cash reserve, and cash increased 10% Q/Q and 20% Y/Y to CNY 90.6B ($12.5B). BOE debt increased by 2% Q/Q to CNY 146B, and equity increased 1% Q/Q to CNY 201B, so debt/equity edged up from 72% to 73% while net debt/equity decreased from 31% to 28%.

BOE reported cash flow from operations of CNY 8.6B ($1.2B), down 47% Q/Q but up 41% Y/Y. BOE depreciation in the first half of 2024 was CNY 18.8B, an increase from 17.0B in the first half of 2023. BOE capex in the quarter was CNY 7.3B ($1.01B), up 47% Q/Q and up 35% Y/Y. BOE reported positive free cash flow of CNY 1.3B ($182M), the sixth consecutive quarter of positive FCF.

BOE reported that 83.5% of revenues in 1H'24 came from its Display Devices business, and an additional 4.32% came from its MLED business which supplies LEDs. BOE display revenues in Q2'24 were CNY 39.7B ($5.48B), up 4% Q/Q and up 11% Y/Y. BOE's gross margin in displays was 14% in 1H'24, compared to 6% in 2H'23 and 0% in 1H'23.


CSOT (TCL Technologies)

At a corporate level, TCL Technologies reported a net profit available to common stockholders in Q2’24 of CNY 760M ($104M) on revenues of CNY 40.4B ($5.6B). Net income fell short of consensus expectations of CNY 1.39B and revenues fell short of consensus expectations of CNY 45.8B. Revenues were flat Q/Q and down 15% Y/Y in $US. Net income increased by 211% Q/Q but decreased by 68% Y/Y. TCL EBITDA was CNY 8.9B ($1.23B) in Q2'24, 9% better than consensus expectations of CNY 8.1B.

All TCL margins improved Q/Q by between 1%-3%. TCL gross margin increased from 12% in Q1'23 to 13% in Q2'24 while TCL's operating margin increased from 2.5% in Q1'24 to 4.9% in Q2'24. Net margin increased Q/Q from 0.6% to +1.9% and EBITDA margin increased Q/Q from 20% to 22%.



TCL inventory increased 5% Q/Q and inventory days increased from 50 to 52. TCL debt was flat Q/Q while equity decreased 5% Q/Q. Debt/equity increased from 98% to 102% and net debt/equity increased from 64% to 70%.

TCL capital expenditures in Q2'24 were CNY 5.7B ($792M). TCL reported cash flow from operations of CNY 6.0B, down 8% Q/Q but up 2% Y/Y. Free cash flow continued positive at CNY +303M ($42M). This was the fourth consecutive positive quarter of FCF after six consecutive quarters of negative FCF.

In the first half of 2024, display revenues were 62% of TCL Technology corporate revenues, an increase from 45% in 2H'23.

TCL display revenues in Q2'24 were CNY 25.1B ($3.5B), flat Q/Q but up 19% Y/Y. TCL display gross margin in Q2'24 was 19%, compared to 5% in 2H'23 and 5% in 1H'23.

CHOT (Caihong Display)

CHOT reported a net profit of CNY 638M ($88M) on revenues of CNY 3.2B ($436M). Revenues were up 7% Q/Q and 3% Y/Y. CHOT reported an operating profit of CNY 675M ($93M), compared to an operating profit of CNY 337M in Q1'24 and an operating profit of CNY 318M in Q2'23. This was the fifth consecutive quarter of operating profits and net profits after six consecutive quarters of operating and net losses for CHOT.

Margins were better Q/Q by 8%-12% and Y/Y by 11%-14%. Gross margin increased from +20% in Q1'24 to +28% in Q2'24. This compares with 17% in Q2'23. Operating margin improved Q/Q from +11.5% to +21.4%, compared to 11% in Q2'23.

EBITDA margin continued to be strong at +46%, up from +37% in Q1'24 and up from 35% in Q2'23.



Caihong’s Inventory increased by 2% Q/Q and inventory days increased from 37 to 39. CHOT debt increased by CNY 300M ($32M including FX changes) while equity increased by 3% Q/Q. Debt/equity was stable Q/Q at 48% and net debt/equity decreased from 18% to 14%.

CHOT reported positive cash flow from operations of CNY 0.9B ($118M), down 35% Q/Q but up 89% Y/Y. Free cash flow turned negative at CNY -20M (-$3M), which followed three consecutive quarters of positive FCF. CHOT capital expenditures in Q2'24 were CNY 878M ($120M).

https://www.displays...s-solidly-profitable

Lamenting the Loss of Japan’s Display Powers
https://displaydaily...pans-display-powers/

TCL CSOT’s T9 Line Prepares for MicroLED Production
https://displaydaily...microled-production/

Panasonic Announces Return to the US with New Line-Up of OLED and Mini-LED TVs with Fire TV Built In
https://www.prnewswi...lt-in-302237489.html

Panasonic re-enters US market with OLED TVs, 10 years after plasma exit
https://www.flatpane...owfull&id=1725452100

Next-gen VVC (H.266) video codec debuts in Intel’s Lunar Lake chips
https://www.flatpane...owfull&id=1725428953

Mediatek's Pentonic chips, which are powering many 2024 TVs, can already support VVC video decoding, but they require an additional decoder chip that is not yet installed in any TVs.

UHD TVs Breaking the One Billion Units Shipped Mark
https://displaydaily...-units-shipped-mark/

Micro-LED TVs: Are they still the next big thing?
https://www.techrada...l-the-next-big-thing

Transparent microLED displays: a clear look at recent developments
https://www.microled...-recent-developments

Bluetooth 6.0 ist offiziell, integriert UWB-Features und bietet geringere Latenz für Gaming-Enthusiasten
Bluetooth 6.0 ist offiziell, und bringt neue Features mit. (Bildquelle: Alexander Grey / Bluetooth SIG, bearbeitet)Bluetooth 6.0 ist offiziell, und bringt neue Features mit. (Bildquelle: Alexander Grey / Bluetooth SIG, bearbeitet)
Die nächste, große Bluetooth-Version ist da, und bringt eine Reihe spannender Features mit, die für bestimmte Anwendungen zusätzliche Chips oder USB-Dongles überflüssig machen können
https://www.notebook...iasten.884220.0.html

https://www.bluetoot...-core-specification/

Hue Sync Box 8K: Lichtshow im Takt jetzt auch mit 4K/120 Hz möglich
Die Philips Hue Play HDMI Sync Box 8K ist ab sofort in Deutschland erhältlich. Fürs Gaming unterstützt sie 4K bei 120 Hz, ALLM, VRR und mehr.
https://hifi.de/news...0-hz-moeglich-204517

DTS Clear Dialogue will Dialoge in Filmen verständlicher machen
DTS hat mit Clear Dialogue eine neue Technik vorgestellt. TV-Hersteller können sie zur Dialogverbesserung einsetzen.
https://hifi.de/news...licher-machen-204507

https://dts.com/discover/introducing-dts-clear-dialogue/

Korean OLED Panel Makers’ Emitting Material Purchases Reach 51.2% in H1, with a Modest Recovery Expected in H2
https://en.olednet.c...-material-purchases/

A New Gaming OLEDs With The Industry’s Highest Refresh Rate And Fastest Response Time

LG Display Unveils Stretchable Displays at Seoul Fashion Week
https://news.lgdispl...-seoul-fashion-week/

Die Analyseergebnisse zeigten, dass einige Modelle chinesischer TCL-Quantenpunktfernseher (QD) keine QD-Materialien enthalten. Dies wird voraussichtlich zu Kontroversen führen, da QD-Fernseher, die angeblich Premium-Fernseher sind, angeblich kein QD haben. TCL ist der größte TV-Hersteller in China.


Es gibt drei Arten von TCL-Fernsehern, △C755 △C655 △C655 Pro, bei denen während des Tests kein Indium oder Cadmium nachgewiesen wurde. Hierbei handelt es sich allesamt um Produkte, die QD anwenden und Leuchtdioden (LED) als Lichtquelle (Hintergrundbeleuchtung) verwenden. Diese Produkte wurden auch in Korea vermarktet.

https://www.etnews.com/20240905000299

NEU: Philips Hue Play HDMI Sync Box 8K mit HDMI 2.1 unterstützt 4K@120hz

LG OLED : How to wall mount your LG OLED G&M Series


Slim Wall Mount Bracket Installation Guide (WB21LG, WB22E97)


Slim Wall Mount Bracket Installation Guide (WB21LM)

TCL unveils 2025 miniLED LCD flagship with 6500 nits
https://www.flatpane...owfull&id=1725537600

Vincent Teoh Shares Gamut Rings Coverage In Review
https://daejeonchron...-coverage-in-review/

Using Gamut Rings to analyze color volume
https://www.portrait...K63WI6sTLd3kL3mM0xDw

http://www.hifi-foru...ad=86&postID=684#684

Choosing the Right Colorimeter: Why Meter Profiles Matter

TCL at IFA 2024
https://www.cdrinfo.com/d7/content/tcl-ifa-2024

Chinese OLED Suppliers' Market Share Projected to Hit 50.2% Next Year, Surpassing Korean Rivals
https://www.business...ew.html?idxno=224548

I've seen Samsung's conventional-sized Micro LED TV and I'm convinced it could kill OLED
https://www.whathifi...d-it-could-kill-oled

Die 5 Fernseher-Highlights der IFA 2024, die du gesehen haben musst
Ganz frische OLED-Fernseher, Konkurrenz für Samsungs heimliches Spitzenmodell und vieles mehr – das sind unsere TV-Highlights der IFA 2024.
https://hifi.de/news...n-haben-musst-204562

BOE Unveils Growing OLED and MicroLED Ambitions at Partner Event in Beijing
https://displaydaily...er-event-in-beijing/

Favite Looking to MicroLED AOI Shipments in China for Growth
https://displaydaily...in-china-for-growth/

IFA 2024 XXL-SPECIAL: Highlights vom Samsung-Auftritt unter dem Motto "AI For All" im City Cube
https://www.areadvd....or-all-im-city-cube/

IFA 2024: Erste Eindrücke vom LG-4K-OLED-TVs OLED M4 (97 Zoll) und vom Posé LXT1 in 55 Zoll (2024er Modell)
https://www.areadvd....-zoll-2024er-modell/

Chinese Companies' Focus on Cost-Effective Mini LED TVs Boosts Their Combined Market Share to 37%

https://www.business...ew.html?idxno=224662

IFA 2024 SPECIAL: Sharp präsentiert leistungsstarke, schicke Soundbars und neue AQUOS TVs
https://www.areadvd....-und-neue-aquos-tvs/

Hisense : TV MiniLED 3D Sans Lunettes de 2,8 mètres ! (IFA 2024)

L'INVASION du MICRO-LED sur le stand de SAMSUNG à l'IFA

The new TCL X11H Mini LED TV is capable of hitting up to a record-breaking 6500 nits, with more than 14,000 full-array local dimming zones from its quantum dot (QD) Mini LED backlight.


This is huge! TCL 85X11H and 98X11H Mini LED TV with peak brightness of 6500 nits | X965 | QM952G

Giant TVs from Haier with Sound by KEF | Μ96 series Mini LED

BOE's new OLED display hits 95% Rec.2020 color gamut
https://www.flatpane...owfull&id=1725855010

TCL 105 Zoll 5K Gaming-Monitor-Prototyp im 21:9 Bildformat / Widescreen (IFA 2024)

SAMSUNG Technik-NEUHEITEN auf der IFA 2024 (TV, AI-Roboter, MicroLED uvm.)

QD Controversy Doesn’t Look Good for TCL TVs
https://displaydaily...ok-good-for-tcl-tvs/

Researchers achieve OLED displays boasting 84,000 PPI, with the world's smallest OLED pixels
https://www.oled-inf...worlds-smallest-oled

https://arxiv.org/pdf/2404.05336

BOE developed 5,000 nits tandem 4K 0.9" OLED microdisplays
https://www.oled-inf...9-oled-microdisplays

Philips AMBILIGHT PLUS (Philips OLED959) in der finalen Version auf der IFA 2024

TV LCD 100" : Thomson monte en puissance !

Smartkem Announces Joint Development Agreement with Chip Foundation to Co-Develop a New Generation of MicroLED-Based Backlight Technology for Liquid Crystal Displays
https://www.prnewswi...plays-302243578.html


Smartkem demonstrated its first microLED display, produced using its proprietary OTFT materials
https://www.microled...sing-its-proprietary

Sneak Peek of Samsung 2025 OLED Feature
Samsung hinted at what the company is working on for its 2025 OLED TVs next year, namely an ambient light compensation feature to make HDR content more watchable in a bright room, especially in terms of shadow detail.