Blog from December 2021

TV

LCD TV Panel Prices Continuing to Fall

December 6, 2021

After the two months with the fastest price declines in the history of the industry in September and October, LCD TV panel prices continued to fall in November, but the pace of price decreases is slowing, and we expect that pattern to continue into 2022. After two months where the average decline in LCD TV panel prices exceeded 15%, the average decline in November among the seven TV sizes we track was “only” 6.4%. LCD TV panel prices have now lost most of the gains that they achieved in the long up-cycle from May 2020 to June 2021.
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Display Trend

What Will the Big Display Stories Be in 2022?

December 13, 2021

At DSCC’s recent Global Display Supply Chain Dynamics and Technology Outlook Conference, which you can still register for, one of the topics I covered was what the big display stories are likely to be in 2022 as well as their implications. The first event that could have far reaching implications across the display industry is if Samsung Visual Display (VD), the world's #1 TV brand, and LG Display, the world's #1 and only OLED TV panel supplier, reach an agreement on both OLED and TV panels.
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Display Equipment

Equipment Supplier Revenues/Margins Dip in Q3’21

December 13, 2021

Public company display capex, display equipment spending and equipment supplier display revenues and margins all dipped in Q3’21 relative to Q2’21 and we may not see much of a rebound in Q4’21 based on our equipment spending forecasts. Public company display capex fell 8% Q/Q and 26% Y/Y to $4.4B, the lowest since Q2’16. Display equipment spending estimates on an install basis fell 43% Q/Q while rising 6% Y/Y to $3.2B, the lowest since Q1’20.
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OLED

AMOLED Materials Market to Grow to $2.2 Billion by 2025

December 13, 2021

Sales for AMOLED stack materials for all applications are expected to grow by 32% in 2021 and grow at a 16% annual rate from $1.05B in 2020 to $2.17B in 2025, according to the last update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons. This quarter’s report incorporates the latest update to DSCC’s capacity and utilization outlook for AMOLED. We expect that the growth of AMOLED in TV and phones, as well as other applications, will continue to drive material sales.
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Display Equipment

Highlights from DSCC’s Latest Display Capacity Forecast

December 20, 2021

We have upgraded our 2025 display capacity forecast by 4% vs. the previous issue of our Quarterly Display Capex and Equipment Market Share Report, due to new investments revealed and analyzed in our fab schedules as LCD manufacturers continue to add capacity and OLED manufacturers look to better address the IT market. Manufacturers are also looking to stretch capacity through process simplification and de-bottlenecking to meet demand. We now see 11% growth in 2021, 7% growth in 2022 as SDC and LGD are forecasted to accelerate shutdowns with 4% - 7% growth from 2023 – 2026 on new LCD fabs from BOE, CSOT and Tianma. The more modest growth in 2022 and from 2023 to 2026 should ease pricing pressure some. Relative to last quarter, capacity is 1% - 3% higher per year from 2023-2026.
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Display Trend

Ten Predictions for the Display Industry in 2021 – How Did We Do?

December 20, 2021

In the first edition of the DSCC Weekly Review in 2021 in January, I continued the tradition started in 2019 of laying out some predictions for the year. With some input from Ross and Guillaume I compiled a list of 10 predictions, and now in this last edition of the year it is time to see how many were right.
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