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Panel Maker Q3’24 Earnings Preview

October 21, 2024

LG Display will kick off the Q3 earnings season with a report on Thursday, October 23rd, to be followed by AUO, Samsung and the rest of the flat panel display […]
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DSCC Blog

LCD TV Panel Prices Declining into Q4

September 9, 2024

As summer turns to fall, falling is exactly what is happening to LCD TV panel prices. The springtime rally helped TV panel makers to improve profitability in the second quarter […]
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Press Releases

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Featured Reports

Display Trends OLEDs

The Future of OLED Manufacturing

January 2024

Although active matrix OLEDs have become a $40B market, they are far from a mature technology. OLEDs have significant potential for more growth and are still evolving in terms of cost and performance. In addition, now that MicroLEDs are emerging, OLEDs are under greater pressure to boost performance and lower cost and […]
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Quarterly Smartwatch Shipment and Technology Report

Latest Edition - October 2024

This report tracks OLED and MicroLED smartwatch panel shipments by panel supplier, brand, form factor, display size, panel ASPs and panel revenues as well as forecasts for OLED and MicroLED smartwatches. In addition, it provides insight into technology and innovation trends in OLED and MicroLED display technologies, which are applicable to smartwatches […]
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Display Technology TV AR/VR

MicroLED Display Technology and Market Outlook

2024

MicroLEDs have garnered a lot of interest because of the potential advantages over other flat-panel display technologies, most notably in high efficiency, high brightness, high color saturation, faster response rate, and longer lifetime. This unique combination of features would make MicroLED the superior display for many applications, ranging from super large TVs […]
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Display Materials OLEDs

Biannual AMOLED Materials Report

Latest Edition - July 2024

This report tracks all OLED evaporation materials used in the production of AMOLED panels including Mobile/IT/TV & Other applications. it includes detailed stack diagrams for all the main configurations of AMOLED panels including White OLED/QD-OLED for TVs, RGB OLED for mobile devices, and tandem stacks for IT devices. Additionally, the report covers […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Biannual MiniLED Backlight Technologies, Cost and Shipment Report

Latest Edition- September 2024

MiniLED backlights in LCDs can potentially offer numerous advantages over other flat panel display technologies, most notably in high brightness, high contrast ratio, lower power consumption than WOLED TV and higher efficiency. The superior performance makes MiniLED backlights attractive for use in a variety of applications, ranging from large TVs to IT […]
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Weekly Review Headlines

November 4th, 2024

The Lead

  • China National Day Shutdown Stabilizes LCD TV Panel Prices
  • Panel Maker Q3’24 Earnings: AUO, BOE, CSOT, CHOT, EverDisplay, Innolux and Tianma: A Shift to the Red in Q3
  • Glassmaker Q3’24 Earnings: UT Slowdown Dents Profits
  • Foldable Smartphone Panel Shipments Disappoint in Q3’24, Only 3% Growth Expected in 2024

More Earnings

  • Apple Reports 6% Y/Y Revenue Increase for FY Q4’24 – China Revenues Down 8% Y/Y for the Fiscal Year
  • Samsung Profits Slumped in Q3’24 on Semi Stumbles in AI
  • UDC Books a Profitable Q3 But Signals Material Sales Slowdown
  • Meta Reaches Highest Ever Net Profit in Q3’24
  • Intel Revenues Decreased 6% Y/Y in Q3’24 – AI PCs on Track to Ship More than 100M Units by the End of 2025.
  • AMD Beats on Revenue in Q3’24 - Client Segment Increases 29% Y/Y – Total PC Market Expected to Grow Mid-Single Digits in 2024

Smartphones

  • China’s September Smartphone Shipments Increased 12% M/M and Decreased 26% Y/Y - 5G Share Remained at 94%

  • Honor, OnePlus, Vivo and Xiaomi Announce New OLED Smartphones – First Smartphones to Use Qualcomm Snapdragon 8 Elite Chipset

IT

  • Apple Refreshes the 14” and 16” MacBook Pro’s with M4, M4 Pro and M4 Max – Price Raised for the 14” & 16” M4 Max Models

AR/VR and MicroLEDs

  • RayNeo Launches Air 3 in China, Announces Collaboration on Neural Interface
  • Shiftall Begins Preorders for MeganeX Superlight 8K in Europe
  • ams Osram Targets Automotive Light LEDs

QDs

  • Samsung Display Recycling Quantum Dot Ink for QD-OLED

Display Equipment

  • Latest POs and Awards

Display Stocks and the Economy

  • Data and Stocks Mixed; Panel Suppliers Continue to Gain
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