Blog from January 2021

Display Trend

Ten Predictions for the Display Industry in 2021

January 4, 2021

To start off 2021, I will continue the tradition started two years ago of laying out some predictions for the year. I consulted with my DSCC colleagues for both topics of interest and for predictions and received contributions from Ross and Guillaume, but I write this column for my own account, and readers should not assume that anyone else at DSCC holds the same opinions. While I’ve numbered these predictions, the numbers are for reference only; they are not in any particular order.
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TV

LCD TV Panel Prices Continue Rising in Q1 2021

January 18, 2021

Continuing strong demand and concerns about a glass shortage resulting from NEG’s power outage have led to a continuing increase in LCD TV panel prices in Q1. Announcements by the Korean panel makers that they will maintain production of LCDs and delay their planned shutdown of LCD lines has not prevented prices from continuing to rise. Panel prices increased more than 20% for selected TV sizes in Q3 2020 compared to Q2, and by 27% in Q4 2020 compared to Q3, and we now expect that average LCD TV panel prices in Q1 2021 will increase by another 9%.
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Display Equipment

BOE Plans to Raise $3B for New Fabs

January 25, 2021

On January 15th, 2021, BOE announced plans to raise CNY 20 Billion ($3.1B) to fund ongoing fab projects after its stock reached a new high of CNY 7.49. According to BOE’s announcement, it plans to use the funds for the following projects:
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