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    Latest analyst opinions View all

    Display Dynamics – October 2025: Chinese TV makers reduced their 4Q25 panel demand forecast by 9 percentage points for price negotiations

    Chinese TV makers boosted their panel purchases in 3Q25 and planned for strong panel demand in 4Q25. However, they have now reduced the 4Q25 forecast by 9 percentage points as part of price negotiation strategies and owing to concerns over a weakening demand outlook.

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    Global Display

    Microdramas to generate $11bn in global revenue in 2025

    Free

    Microdramas are playing a key role in redefining what premium storytelling means in the digital era. By combining the immediacy of social media with the emotional depth of TV drama, they are becoming increasingly popular with mobile audiences

    Access Open
    China US

    Display Dynamics – October 2025: LCD TV open cell prices should decline in 4Q25, with rebates and reductions reflected in 3Q25

    Panel price negotiation results for 3Q25 showed that lower panel prices were available in the market, and these should now be reflected properly in 4Q25 panel pricing.

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    Global Display

    Uganda frames the challenges faced by regulators and pay-TV operators amid Africa’s connectivity revolution

    In 2025, Uganda is at a critical inflection point in its digital transformation. With rapidly expanding internet connectivity and a young population forming new entertainment habits, it exemplifies emerging-market media disruption.

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    Uganda Multichoice

    Financial Results Analysis: MTN Group – 1H25

    Analysis of MTN Group’s telecom operations, covering financial performance, market dynamics, key developments, strategic initiatives, and new product and service launch for the first six months of 2025.

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    EMEA Service Provider

    Display Dynamics – October 2025: Strategic shifts in the iPhone DDIC supply chain

    Strategic shifts in the iPhone DDIC supply chain and process nodes.

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    Global Display
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