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    Latest analyst opinions View all

    Display Dynamics –September 2025: SoC and AI are the keys to development of AI glasses

    Currently, there are three system on chip (SoC) solutions for artificial intelligence (AI) glasses: the system-level SoC solution, the microcontroller unit (MCU)-level SoC and image signal processing (ISP) solution, and the SoC and MCU solution.

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    Display

    Display Dynamics – September 2025: Large-area panel shipments increased by 7% MoM in August 2025

    In August 2025, large-area panel shipments increased by 7% month-over-month (MoM) and increased by 5% year-over-year (YoY) to 79.8 million units.

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    Global Display

    Display Dynamics – September 2025: Slot machine display shipments to drop 18% YoY to 744,000 in 2025, but hardware expansion boosts revenue

    This article outlines the dynamics of supply chain participants involved in slot machine display production.

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    Global Display

    Three things I learnt at Oktane 2025

    Free

    Last week, attendees flocked to Oktane 2025, Okta’s annual customer and partner jamboree in Las Vegas. This report gives a high-level summary of some of the main announcements, key themes, and takeaways from the event.

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    Cybersecurity

    Display Dynamics – September 2025: Standalone POS display shipments are projected to reach 3.4 million units in 2025

    This article highlights the demand for display panels in POS applications and identifies the sizes considered mainstream.

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    Global Display

    Ciena to acquire Nubis Communications to advance its data center and AI strategy

    Ciena has entered a definitive agreement to acquire Nubis Communications for $270m, providing Ciena with emerging optical and copper intra-data-center interconnect technologies.

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