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NEWS TAGGED OMDIA
Tuesday 15 September 2026
Global semiconductor revenue hits record US$425B in 2Q26
Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
Monday 14 September 2026
China's OLED expansion narrows South Korea's auto, IT panel lead
China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South...
Wednesday 9 September 2026
China Rapidly Expands OLED Production to Target South Korea’s Market Share
South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology...
Wednesday 9 September 2026
LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers
LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being...
Monday 24 August 2026
Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...

Thursday 13 August 2026
Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Samsung Electronics is set to increase its TV LCD panel purchases in 2026, even as global shipments of TV LCDs are forecast to decline...

Tuesday 11 August 2026
Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung...

Wednesday 5 August 2026
Apple's India breakthrough highlights a market betting on premium over volume
Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
Thursday 25 June 2026
China PC shipments fall as Huawei gains ground in weakening market
China's personal computer market weakened in the first quarter of 2026, with shipments down 2% from a year earlier, according to Omdia. The decline reflects softer consumer demand,...
Wednesday 17 June 2026
India's PC market jumps in 1Q26 as notebook demand surges

India's PC market expanded sharply in the first quarter of 2026, a shift with implications that reach beyond the country's borders as...

Saturday 13 June 2026
PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and...

Wednesday 10 June 2026
World Cup demand and advertising economics keep TV prices stable despite rising memory costs
Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...
Wednesday 10 June 2026
Apple's OLED MacBook push raises stakes for BOE and Samsung display race
Apple's anticipated adoption of OLED screens in MacBook Pro models is set to lift demand for notebook panels, as Samsung Display and BOE prepare to begin mass production of 8.6-generation...
Thursday 30 April 2026
South Korea's OLED share rebounds to 68.7% in 2025
South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...
Tuesday 21 April 2026
BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels
According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply...