The Lead
• End of FPD Oversupply in Sight, LCD Shortage on Horizon
• India’s Panel Dynamics: LCD Holds Ground as OLED Gains Momentum
Earnings
• Taiwan Panel Makers, Fighting Currency Headwinds, Hold Revenues Steady in May
• TSMC’s May Revenue Up 40% YoY on Robust AI Demand
• Acer’s May Revenue Up 3% MoM, Down 9% YoY
IT Displays
• Super Display Announces 27” QHD WOLED Gaming Monitor with 720Hz Refresh Rate
Display Materials
• Update on Corning Patent Case Against Caihong Display Devices
AR/VR/MR
• Snap to Launch Consumer AR Smart Glasses in 2026
• Qualcomm Launches Snapdragon AR1+ Gen 1 Platform
• PoLight Demonstrates Wobulation Tech with LCoS Light Engine
Smartphones
• New OLED Smartphones from Huawei and vivo
Display Equipment
• Latest PO and Awards
US-China Trade
• US-China Trade Developments – June 7-13
Display Stocks and the Economy
• Stocks Fall with Renewed War in Middle East
Report Details