There has been a shortage of glass substrates, polarizers, and driver ICs since 3Q20; thus, their prices are either stable or rising. Meanwhile, module or open cell prices are increasing dramatically. This cost model shows both cost trends.
The Analyst Team
Research Manager, Display Components & Cost
Tadashi Uno covers various aspects of displays, including the display glass, the display panel for smartphones and tablets, and the cost model for large-sized displays.
Before joining the company in 2014, he was with DisplaySearch, a leader in primary research and forecasting on the global display market, where he served as director of display materials and components. Previously, Tadashi was manager of the planning division for display component operations at Dai Nippon Printing in Tokyo, where he was responsible for the company’s display components and relationship with glass manufacturers and driver integrated circuit makers. He has a bachelor's degree from the University of Kyoto-Sangyo in Kyoto, Japan.
Principal Analyst, Display Optical Film & Driver IC
Irene is Omdia’s Senior Principal Analyst for display materials and components research, focusing on optical films for displays and touch panels. She provides insights by covering various optical film industries and delivering market forecasts based on the panel and set markets, supply/demand and technology dynamics, pricing and cost modeling, and makers’ strategies.
In 2011, Irene joined Omdia (formerly IHS Markit) and has been following display components and optical films trends for nine years.
Previously, she worked at Displaybank and paved way for research activity in the display component area as a member of the first component research team. Before joining Displaybank, she worked at Dongjin Semichem, a leading electrical material company in display and semiconductor filed, as a researcher of the liquid crystal synthesis division.
She is a graduate of Konkuk University in Korea and has a bachelor’s degree in chemistry and a master’s degree in organic chemistry from Konkuk University in Korea.
Senior Research Analyst, China Display Components & Driver IC
Vicki Chen focuses on display materials and components, including new form factors, weight efficiencies, and technological advances in displays. She joined the company in 2018, bringing more than 10 years of experience in the flat panel display (FPD) industry.
Vicki worked previously at Chinese firm Sigmaintell Consulting, where she was responsible for research on the mobile phone panel market and value chain. She also worked in new-project development at Taiwan Display, a part of Japan Display. She had her first taste of the FPD industry and worked as a product planning engineer in charge of the request-for-quote (RFQ) development for mobile phone products for Chinese brands at Innolux, a TFT LCD panel manufacturer in Taiwan. Vicki has an undergraduate degree from Nanchang Hangkong University, also known as Nanchang Aviation University, in China.
Principal Analyst, OLED Materials, Mini LED & Quantum Dot
Jimmy is a Senior Principal Analyst in charge of display materials and cost analysis within the Omdia group. He joined Omdia (formerly IHS Markit) in November 2014, when IHS Markit acquired DisplaySearch, where he served as a senior analyst in charge of display materials and LED analysis.
Before DisplaySearch, he spent three years on the marketing team at Samsung LED (currently Samsung Electronics), leading the display-related LED market team and creating marketing strategies for the company. Prior to Samsung LED, Jimmy spent five years at Samsung Electronics working on the R&D team for the LCD business. There, he led several R&D projects on new light sources for LCD backlights and new BLU structures. He earned his Ph.D. from the School of Materials Science and Engineering at Seoul National University, Korea.
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