DSCC updated its capacity forecast last week as part of the deliverables from its Quarterly Display Capex and Equipment Market Share Report.
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Aggregating all the publicly traded equipment suppliers results for Q1’20 in our Quarterly Display Supply Chain Financial Health Report revealed a sharp decline in display equipment spending and a stark contrast in the fortunes of a number of the market leaders. We saw healthy growth at AMAT and TEL at the same time as seeing large reductions at Canon, Nikon and V Technology. We also saw Korean equipment suppliers outperform Japanese equipment suppliers in most categories.
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As DisplayWeek 2020 has shifted to an entirely virtual format, the shift poses challenges but also opens up opportunities to add value to participants. Recognizing the monumental impact of the COVID-19 pandemic and the unique role that displays have played in society’s adjustments to the pandemic, DSCC has decided to expand the scope of topics of one of the sessions of the SID/DSCC Business Conference to address the industry’s response.
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One of the many highlights of the upcoming SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, will include the opportunity to capture insights from an extensive collection of leading market and financial analysts.
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OLED panel revenues will increase by 14% in 2020 to $31.8 billion, and will grow to $51.2 billion by 2025, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q2 2020, as OLED continues to take a larger share of smartphone and TV shipments. We described the historical results in this report last month, so this article will focus on DSCC’s updated forecast for OLED shipments extended out to 2025.
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Attendees of the SID/DSCC Business Conference during DisplayWeek 2020 will not be able to see the speakers in person, but they will still get a comprehensive perspective on the important TV market in the virtual conference, to be held during DisplayWeek 2020 from August 3rd – 7th.
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Samsung’s rigid OLED lines reached nearly 90% utilization for much of 2019, and were expected to continue that trend in 2020, but have been hit hard by the demand slowdown associated with the COVID-19 pandemic. While rigid OLED UTs are still higher than flexible UTs, they’ve taken a sharp reduction in Q2, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week.
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We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2, with 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 for smartphones (technically, for Small & Medium applications) continues to have a substantial oversupply which is expected to persist for years. We have revised our outlook for OLED TVs on both the supply and demand sides, and we now expect a modest oversupply in 2020 with lower utilization, but resuming in 2021 we expect high utilization at OLED TV fabs.
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DSCC has released its Q2 2020 update of our Advanced TV Display Cost Report, with updates to all of the OLED and LCD cost outlines plus several new product and manufacturing configurations, including 48”/77” MMG and 55”/65” MMG OLED in China, 55” and 65” 120Hz LCD, and six different 8K TV models in LCD and OLED.
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As we get closer to the event launch, we have a flurry of new speakers added to the agenda of the SID/DSCC Business Conference, the display industry’s premier event, to be held during DisplayWeek 2020 from August 3rd – 7th. That makes several announcements we made in a last few weeks out of date, so it’s important to update our readers on this exciting event.
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