DSCC has updated its display capacity forecast as part of its Quarterly Display Capex and Equipment Market Share Report.
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As the display industry widely awaits the launch of QD-OLEDs by Samsung in 2021, an obvious question in everyone’s minds is - what’s next? What does the display roadmap look like in the premium TV segment?
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OLED panel revenues increased by 4% in 2019 to $27.9 billion, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q1 2020, with double-digit growth in area, as OLED continues to take a larger share of smartphone and TV shipments.
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Utilization of flexible OLED lines across the display industry has been stubbornly low throughout 2018 and 2019 because of industry oversupply, but utilization rates are expected to improve in 2020 while remaining far short of full UT%, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week. The report details monthly capacity and utilization for OLED lines and LTPS LCD lines, with capability to sort by parameters such as country, substrate type, supplier, form factor and glass size.
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DSCC is working on a new report for the TV market, a product of our collaboration with China-based market research provider DiScien. We expect to have this report available in the first half of April, so it’s time to share a few highlights with our readers.
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We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q1, providing DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand. As we have reported for more than a year now, OLED supply for smartphones (technically, for Small & Medium applications) continues to significantly exceed demand which is expected to persist for years. However, the supply growth keeps coming primarily due to Chinese government subsidies. We have revised our outlook for OLED TVs on both the supply and demand sides, and we continue to expect high utilization at OLED TV fabs.
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It was another volatile week with more losses. It was the worst week of trading for US markets since 2008 and March is on pace to be worst month since 1931.
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In consideration of the dramatic worldwide economic downturn resulting from the COVID-19 pandemic, DSCC has revised its outlook for demand for major display devices; we now expect Y/Y declines in all major display applications and declines in area and revenue for the display industry.
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LCD panel makers can’t get a break. After an absolutely brutal 2019 with TV panel prices falling to all-time lows, panel makers were starting to see some signs of improvement in Q1 before the coronavirus hit. Now the virus has led to severe concerns about demand, with everyone in the industry revising their forecasts down (DSCC’s latest update for 2020 is included in this issue as a separate article). With supply only lightly affected by the pandemic, and with the massive economic impact now expected in major developed economies, a slowdown in demand has become the defining feature of the industry, taking away all the upward pricing pressure.
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The stock price volatility in March continued as the Federal Reserve and Congress implemented more monetary and fiscal stimulus efforts to try to combat the recessionary impact of COVID-19 on the economy. While previous efforts were largely ignored by the stock market, these bigger and bolder efforts finally gave us back to back gains which we hadn’t seen since February. Have we bottomed? We likely need the pace of COVID-19 to slow and it is still accelerating as testing catches up with the number of real cases out there. The US jumped from #6 last week to #1 this week in number of cases with over 100K now on a 445% W/W increase.
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