Foldable AMOLED panel shipments to top 50m units by 2025, <span style='color:red'>IHS</span> Markit says
Spurred on by growing demand for innovative user experience in smartphones, shipments of foldable active-matrix organic light-emitting diode (AMOLED) panels are expected to reach 50 million units by 2025 for the first time since their launch in 2018, according to IHS Markit.The foldable AMOLED panels are predicted to account for 6 per cent of total AMOLED panel shipments (825m), or 11 per cent of total flexible AMOLED panel shipments (476m) by 2025.“As the conventional smartphone market has become saturated, smartphone brands have tried to come up with an innovative form factor for a smartphone,” said Jerry Kang, senior principal analyst of display research at IHS Markit. “A foldable AMOLED panel is considered to be the most attractive and distinguishable form factor at this moment.”In October 2018, China’s Royole Corporation unveiled the world’s first foldable-screen smartphone with a 7.8-inch AMOLED panel. A few other brands are also expected to launch foldable-screen smartphones in 2019.“Smartphone brands are cautious about launching foldable smartphones because the phones should be durable enough for repeated folding and thin and light enough even when supporting a larger display and battery,” Kang said. “Unit shipments of foldable AMOLED panels may not grow as fast for the first few years, but area per unit will be expected to be larger than that of conventional displays. Panel makers are forecast to see an increase in fab utilisation.”Due to lower demand for conventional flexible AMOLED panels, suppliers are hoping that smartphone brands release foldable devices as early as possible. With more optimism, some are even considering investing in another fab solely for foldable AMOLED panels, adds IHS.“Panel suppliers should consider how much demand will increase for the foldable application before investing in additional fabs, because the supply of flexible AMOLED panels is forecast to exceed demand even as we move into 2019,” Kang said.According to the AMOLED & Flexible Display Intelligence Service by IHS Markit, the supply capacity of flexible AMOLED panels will account for more than half of total AMOLED capacity in the fourth quarter of 2019.
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Release time:2018-11-09 00:00 reading:1252 Continue reading>>
Chinese Panel Makers Catching Up Fast in LTPS LCD Panel Shipments for Mobile Phones, <span style='color:red'>IHS</span> Markit Says
  LONDON (8 February, 2018) – Total shipments of mobile phone displays, including thin-film transistor liquid crystal display (TFT LCD) and active matrix organic light-emitting diode (AMOLED) panels, reached 2.01 billion units in 2017, up 3 percent from 2016, according to preliminary estimate from business information provider IHS Markit (Nasdaq: INFO).  In the growing mobile phone display market, shipments of low-temperature-poly-silicon (LTPS) TFT LCD panels, which realize high-resolution images, increased by 21 percent to 620 million units in 2017 compared to the previous year. Shipments of amorphous silicon (a-Si) TFT LCD mobile phone panels declined 4 percent to 979 million units during the same period. Even though shipments of AMOLED panels jumped in the second half of 2017 thanks to the launch of the iPhone X, combined with the weak demand in the first half, its shipments were up just 3 percent to 402 million units in 2017.  In the smartphone-use LTPS TFT LCD market, Tianma, a leading small and medium panel supplier in China, has shown significant growth, expanding its shipments to Chinese smartphone set brands, such as Huawei and Xiaomi. In 2017, Tianma shipped 105 million LTPS TFT LCD panels for smartphones, almost double its shipments in 2016, with a market share of 17 percent, up 6 percentage points from 2016. It ranked the second largest LTPS TFT LCD supplier for smartphones in 2017, taking over LG Display with 16 percent, down 4 percentage points, and Sharp with 13 percent, down 1 percentage point. In 2017, Japan Display continued its market leader position but shed its share by 10 percentage points to 26 percent in 2017, according to the latest Smartphone Display Intelligent Service report by IHS Markit.  “LTPS TFT is a key technology to produce high-resolution displays for smartphones, and experience is required to optimize highly complex LTPS manufacturing process in each production fab. In terms of experience, Japanese and South Korean panel makers have a competitive advantage compared to Chinese makers,” said Hiroshi Hayase, senior director at IHS Markit. “However, Chinese LCD makers, such as Tianma and BOE, are catching up LTPS technology fast enough to support high demand from Chinese smartphone set makers.”  The Smartphone Display Intelligent Service by IHS Markit contains quarterly updates of smartphone display shipments and revenue by application, size, resolution and technology. It also provides supply chain information between display and set makers, as well as monthly smartphone display shipment and pricing information.
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Release time:2018-02-13 00:00 reading:1260 Continue reading>>
<span style='color:red'>IHS</span> Markit Named Best Data Provider for Fixed Income and Credit
  NEW YORK--(BUSINESS WIRE)--IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced that it was named Best Data Provider for Fixed Income and Credit at the 2018 Fund Technology and WSL Awards. The awards recognize technology providers, data specialists and exchanges for innovation and exceptional service to mutual funds and global asset managers.  “It is an honor to be recognized as the leading provider of fixed income and credit data for mutual funds, asset managers and the broader financial community,” said Kiet Tran, managing director and global head of Pricing and Reference Data at IHS Markit. “IHS Markit offers the most in-depth pricing and reference data across asset classes, which helps firms determine the daily value and liquidity of securities.”  IHS Markit’s fixed income pricing service provides independent pricing and liquidity data for fixed income instruments to support risk management, price verification, compliance and trading workflows. The firm’s team of more than 100 fixed income expert evaluators aggregates robust transaction data to offer a best-in-class pricing solution covering over 2.5 million corporate and sovereign bonds, municipal bonds, securitized products, bank loans and CDS.  In 2017, IHS Markit enhanced its liquidity metrics for fixed income products, to help mutual funds comply with the liquidity rules in SEC Rule 22-4. The firm also joined with MSCI to introduce a best-of-breed solution that enables mutual funds and ETFs to implement comprehensive liquidity risk management programs.  Currently, more than $130 billion in ETF assets under management (AUM) are benchmarked to fixed income indexes from IHS Markit and more than $5 trillion of notional OTC derivatives are linked to the firm’s tradable CDS indexes. In addition, a record $16 billion of standardized total return swaps referencing Markit iBoxx indexes traded in December 2017.  On an enterprise basis, IHS Markit is one of the largest providers of alternative data to asset managers. The firm provides quantitative and qualitative data spanning the defense, energy, financial services, technology and transportation sectors, as well as economic forecasting and risk analysis to help firms conduct sophisticated analyses of risk and opportunity on a regional and sector basis.  An independent panel of industry experts selected the winners of the 2018 Fund Technology and WSL Awards based on competitive performance indicators over the last 12 months.  In 2017, IHS Markit was named Best Data and Information Provider and Best Valuation Service for Hard-to-Value Assets by Alternative Credit Intelligence, Best Derivatives and Fixed Income Index Provider by GlobalCapital and creator of the Best New Data Product by Inside Market Data for its real time bond pricing service.
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Release time:2018-02-13 00:00 reading:1451 Continue reading>>

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