This analyst opinion piece explains that panel makers BOE and Sharp SIO will make the 32- and 55-inch MMGs in TFT-LCD fabs, which will be used in the new Gen 10.5 products, because they offer more profitability and capacity consumption.
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[Display Dynamics] BOE and Sharp SIO will make 32- and 55-inch panels in Gen 10.5 TFT-LCD fab
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The Analyst Team
David Hsieh
Follow AnalystSenior Research Director, Components & Devices: Displays
David Hsieh is an expert in the TFT LCD, OLED, LCD TV, and smartphone display value chain for mainland China, Taiwan, Japan, and Korea. David is head of the Displays team and oversees the division’s end-to-end research on displays, covering the supply chain, materials, components, supply and demand dynamics, pricing, cost modeling, revenue and shipment forecasts, and emerging technologies.
In 2019, David and his leading display research analysts team joined Omdia from IHS Markit. Prior to Omdia, David was named as one of just 11 technology fellows by IHS Markit an honor that recognizes his deep expertise and exceptional standing within the analyst community. He is a graduate of Chung-Yuan Christian University in Taiwan and has a bachelor’s degree in industrial engineering. David also holds a master’s degree in business administration from Preston University, Wyoming, US. David is a fluent speaker of Chinese, Taiwanese, Japanese, and English.
See all research by David Hsieh
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