Blog from April 2022

Financial

DSCC Report Shows Display Equipment Suppliers Have Record Quarter Thanks to the Semiconductor Market

April 4, 2022

DSCC performs a deep dive into the financial performance of 19 leading display equipment suppliers each quarter which includes segmenting their revenues by line of business, capturing bookings and backlog info and more. Q4’21 was a record quarter for these companies in terms of overall revenues, gross profits and net income thanks to strong semiconductor equipment results. While their semiconductor equipment businesses outperformed, display equipment revenues for these companies fell Q/Q for the fourth straight quarter and were down Y/Y for the second straight quarter.
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TV

LCD TV Panel Prices Continue to Decline

April 4, 2022

LCD TV panel prices continue to decline and more is on the way as we progress to the second quarter. Although the pace of price decreases is slowing as prices approach cash costs, there is no sign that prices will hit bottom and rebound. The potential for a negative impact on global TV demand from the Russian war in Ukraine combined with high inventory levels suggests continued price pressure in Q2.
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TV

Advanced TV Market to Grow to 38M Units by 2026

April 11, 2022

Advanced TV shipments are expected to grow by a 19% CAGR through 2026 to 38.6M units generating $35.4B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Several weeks ago, we covered the most recent historical results and this week, we will cover our updated forecast.
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Augmented and Virtual Reality

VR Panel Shipments to Reach 15.8M Units in 2022

April 11, 2022

Shipments of display panels for virtual reality (VR) will reach double-digits for the first time in 2022, according DSCC’s latest Augmented and Virtual Reality Display Technologies and Market Report . A total of 15.8M panels will find their way into VR headsets this year, with over 80% of the demand expected to come from Meta. While most of today’s VR headsets currently use LCD panels, other display technologies will soon appear. AMOLED will be back, thanks to the launch of Sony’s PlayStation VR2. We expect these AMOLED panels to have a pixel density well above 800 PPI, which is a record high for mass-produced AMOLED. With high contrast displays and no visible screen door effect, the PSVR2 is likely to be a hit among gamers.
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MiniLED

DSCC Releases MiniLED Backlight Technology, Cost and Shipment Report

April 18, 2022

Flat panel shipments with MiniLED technology will increase to more than 40M units by 2026, according to the latest update of DSCC’s Quarterly MiniLED Backlight Technology, Cost and Shipment Report. MiniLED technology is thriving in the display and optoelectronic industries. An increasing number of industry players, both upstream and downstream, are choosing to ride this train. One year ago, Apple launched its iPad Pro with MiniLED technology and the average quarterly shipments reached 1M sets in 2021. Apple also launched a new MacBook Pro (14” & 16”) with MiniLED BLU in the fourth quarter of 2021. By leveraging its M1 CPU, Apple’s MiniLED IT products had outstanding sales results in Q4’21, and the forecast for 2022 also looks very promising.
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TV

DSCC Advanced TV Cost Report Includes QD-OLED Cost

April 18, 2022

DSCC has released its latest update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes including LCD with MiniLED backlights, and cost profiles for 55” and 65” QD-OLED panels from SDC.
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Financial

Panel Maker Q1 Earnings Preview

April 25, 2022

In the next few weeks, we will see the Q1 earnings announcements for flat panel display makers, starting with LG Display on Wednesday, April 27th. After a roller-coaster 2021, which saw both the biggest profits in the industry and sharply declining margins in the second half, we expect that panel makers will report another quarter of declining margins to begin 2022, which promises to be dramatically less profitable than last year.
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