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New MacBook Pros Are the First Apple Product to Use Quantum Dots

November 18, 2024

DSCC discovered that that the new Apple M4 MacBook Pros are the company’s first products to use quantum dots. Although Apple has not revealed this publicly, DSCC has determined that these new MiniLED-based laptops use a quantum dot enhancement film through the use of a spectrometer. After posting this information on X and LinkedIn, we received additional confirmation of this fact from Apple employees and former Nanosys management. Former Nanosys President and CEO Jason Hartlove indicated that he couldn’t tell us before and was glad we figured it out, signaling that it was their quantum dots being used. He also commented that they first approached Apple 15 years ago.
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Trump Tariffs Will Reshape the US Electronics Industry: Latest Imports Data Shows Continued Reliance on China

November 11, 2024

The election of Donald Trump as the 47th US President will force big changes in the supply chain for electronics products using displays if he follows through on campaign promises. Although there are signs that the display supply chain is slowly migrating to other regions, China remains the essential country for electronics imports to the US. If Trump follows through on his promise to implement a 60% tariff on imports from China, it will cost importers billions of dollars, likely forcing them to shift production to other countries.
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UDC Books a Profitable Q3 But Signals Material Sales Slowdown

November 4, 2024

After a strong first half of 2024, Universal Display Corporation (UDC) reported a sequential increase in net profits but signaled a slowdown in materials sales that started near the end of the third quarter. The company now projects reduced material sales in the fourth quarter and has downwardly revised its full year revenue guidance. Investors punished the company after the call, pushing the company’s stock price down 11% in trading on Thursday. The company’s stock closed on Friday, November 1st at $180.25, down 3% year-to-date.
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China National Day Shutdown Stabilizes LCD TV Panel Prices

November 4, 2024

A shutdown by major Chinese LCD makers for the country’s National Day holiday has throttled industry supply leading in the fourth quarter, and as a result LCD TV panel prices have stabilized. For the first time ever, in our outlook we expect prices for all panel sizes to be unchanged for the next three months.
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Financial

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 makers. For Chinese panel makers, the Q3 report will be an abbreviated report, which usually is issued about October 31st. Let’s preview the panel maker earnings season.
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TV

China Government Subsidy Program May Boost TV Demand

October 14, 2024

A subsidy program implemented by the Chinese government, part of a wider set of packages to revive the economy, is expected to boost TV demand in the fourth quarter. On September 25th, China’s NDRC (National Development and Reform Commission) issued CNY 150B (US$21.4B) of ultra-long-term special national bond funds to localities to support the implementation of consumer goods trade-in according to local conditions
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China National Day Shutdown Slows Down LCD TV Panel Price Declines

October 7, 2024

A shutdown by major Chinese LCD makers for the country’s National Day holiday has reduced industry supply leading into the fourth quarter, and as a result has firmed up LCD TV panel prices. While panel prices are still coming down in Q4, the pace of decline has slowed. While we do not see any demand drivers that could push prices up, the pace of price declines is very gradual, approaching flat.
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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, but that profitability is likely to deteriorate in the third quarter. Compared to many former down-cycles, the pace of price declines is more gradual, and we expect that pattern to continue in the coming months, but as of now we do not yet see prices bottoming out.
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