Blog from July 2021

OLED

OLED Panel Revenues Forecasted to Exceed $60B in 2025 Helped by Increased IT Market Penetration

July 6, 2021

DSCC has upgraded both its near-term and long-term OLED forecasts. In its latest Quarterly OLED Shipment Report, DSCC has raised its revenue outlook for 2021 by 9% to $42.5B on increased OLED smartphone volumes at higher prices helped by the driver IC shortages as well as higher OLED notebook volumes as Samsung Display has raised its OLED notebook PC panel target beyond 5M units.
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OLED

Q2 OLED Supply/Demand Update – Oversupply to Persist

July 6, 2021

We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2 2021, 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. We continue to expect a modest oversupply in 2021-2025 with utilization below 90%, but above 80% throughout the forecast period.
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TV

LCD TV Panel Prices Peaking

July 12, 2021

Our latest update and forecast of LCD TV prices confirms our view of one month ago that prices are peaking in June or July 2021 and will decline for the rest of the year. The demand surge which resulted from the COVID-19 pandemic has eased and industry supply has caught up to demand. Even with the declines in the second half, prices at year-end will remain higher than they were in December 2020 and dramatically higher than their all-time lows.
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Financial

Samsung, LGE Profits Keep Rolling in Q2 Based on Preliminary Results

July 12, 2021

Samsung Electronics and LG Electronics issued preliminary Q2 2021 revenue and earnings results last week. Both companies continue to roll, with Samsung posting a 53% Y/Y increase in operating profit and LG reporting its best-ever Q2 for both revenues and operating profits. Both companies fought off headwinds from exchange rates, as the Korean won strengthened by more than 8% Y/Y during Q1.
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Financial

US TV Price Inflation Hits Record High

July 19, 2021

The increase in LCD TV panel prices has led to an unprecedented increase in TV prices in the US, according to the most recent data from the US Bureau of Labor Statistics (BLS) Consumer Price Index (CPI). In June 2021, for the first time in history, the CPI for televisions exceeded the overall CPI as TV prices increased by 8% compared to June 2020.
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Mobile

Latest DSCC Advanced Smartphone Features Report Reveals and Predicts Latest Smartphone Trends – LTPO, Refresh Rates and 5G are Growing

July 19, 2021

DSCC’s Quarterly Advanced Smartphone Features Report tracks and forecasts all major product trends in the AMOLED smartphone market, in addition to providing supply chain insights. The report provides a comprehensive listing of historical and forecasts insights through 2025 for panel unit shipments, panel suppliers, brands, device revenues, ASPs, models, screen sizes, resolutions, chipsets and much more for feature segmentations for all AMOLED smartphones. Several of the major trends identified in the report are the rapid adoption of higher refresh rates, LTPO backplanes and 5G network band.
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Events

Registration is Open for the AR/VR Display Forum

July 19, 2021

DSCC is pleased to announce that registration for the AR/VR Display Forum is open. The virtual event will take place on November 3-4, 2021 and will be the first conference and expo fully dedicated to the emerging display technologies for augmented reality and virtual reality. Super Early Bird pricing is available with a savings of $100 and giving full access to the event. All attendees will be able to watch recordings of the presentations for 30 days after the event.
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Financial

Flat Panel Displays to Enjoy Record Revenues in 2021

July 26, 2021

Strong demand for Flat Panel Displays (FPD) across a range of applications, combined with a dramatic increase in panel prices, will lead to a 39% Y/Y increase in flat panel display revenues in 2021, based on DSCC’s newly released FPD Forecast Report. While the surge in revenues will not be repeated beyond 2021, industry revenues will settle at a new, higher plateau, allowing better profitability for the entire display supply chain.
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OLED

Are G8.5 Oxide FMM VTE OLED Fabs for IT Markets Around the Corner?

July 26, 2021

Each quarter we interview the top 10-15 equipment suppliers on upcoming fab projects for our Quarterly Display Capex and Equipment Market Share Report. For the latest issue, we see growing consensus that SDC is preparing to issue orders in early 2022 for the world’s first G8.5 oxide TFT RGB OLED fab for IT markets which would use vertical FMM VTE equipment to deposit the OLED materials. We hear that BOE and LGD are also investigating G8.5 or ½ G8.5 OLED fabs for IT markets.
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