Blog from December 2022

Display Equipment

DSCC Downgrades Display Capacity Growth

December 5, 2022

After upgrading display capacity for six straight issues on improved market conditions in LCDs, DSCC has now lowered its display capacity forecast for four consecutive quarters on delays and cancellations as conditions worsen and remain weak. Prices were recently at marginal costs for LCD TV panels and it is projected that it will take until 2H’23 for prices to rise above cash costs.
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Financial

Display Equipment Supplier Revenues and Capex Up Q/Q in Q3’22, But Revenues Down Y/Y for 5th Straight Quarter

December 12, 2022

Display equipment revenues for 19 of the largest suppliers rose 9% Q/Q while falling 18% Y/Y to $1.6B. Revenues have fallen at a negative double-digit rate for the past five quarters straight and bookings and backlog signaled more bad news for next year. Despite the decline, these companies are seeing strong financial performance on the strength of their semiconductor businesses.
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TV

No Change to EU Ruling, 8K TV Threatened in 2023

December 12, 2022

As reported by Italian newspaper DDay, the EU Commission has confirmed that its much stricter Energy Efficiency Index (EEI) will be implemented as planned in March 2023 without revision. The new EEI will make it much more challenging to sell 8K TVs in Europe in 2023; all 8K TVs on the market there currently fail to meet the requirements.
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