LCD module and open cell prices have been declining rapidly since 3Q21. Even open cells will near cash cost. LCD display costs are showing a radical module price trend and different stable materials and components cost trends.
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LCD Display Cost Model – 2Q21 Main
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The Analyst Team
Tadashi Uno
Follow AnalystResearch 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.
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Jimmy Kim
Follow AnalystPrincipal 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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Irene Heo
Follow AnalystPrincipal Analyst, Display Optical Film & Driver IC
Irene is Omdia’s Principal Analyst for display materials and components research, focusing on optical films for displays. 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 many years.
Previously, she worked at Displaybank and paved the 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 the display and semiconductor field, as a researcher in the liquid crystal synthesis division.
She is a graduate of Konkuk University in Korea, where she earned a bachelor’s degree in chemistry and a master’s degree in organic chemistry.
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