Shipments of small- and medium-sized display (SMD) panels fell for the second straight month in May as demand decreased from cellphones and all other major product categoriesâ€”with the major exception of tablets […]
Looking at the latest reports from Apple and Samsung would suggest smartphone demand was out of this world. iSuppli tracks small/medium displays from just Taiwan and South Korea. Excluded are Japan-based display manufacturers, some of which supply small/medium panels to Apple.
Still I find it difficult to believe smartphone demand is weak. Maybe the extraordinary collapse of Nokia’s smartphone business has something to do with it.