If BOE proceeds with another merger and acquisition of other smaller Chinese LCD makers, then the company’s capacity share will exceed 30% in 2023–24.
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Display Dynamics – May 2021: Further Gen 10.5 expansions and mergers could raise BOE TFT LCD capacity share to over 30%
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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.
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