Blog from January 2023

OLED

SDC Starts OLED Notebook Panel Production with Integrated Touch Sensors, Insights from DSCC

January 30, 2023

Samsung Display (SDC) is not standing still in OLED notebook display technology even though they already completely dominate this rapidly growing market. According to DSCC’s Quarterly Advanced IT Display Shipment and Technology Report, SDC had a 99.8% share in OLED notebook displays in 2022 and is expected to enjoy a 99.3% share in 2023.
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OLED

Display Fab Utilization Increasing in Q1’23 But Recovery Slower Than Expected

January 30, 2023

The slowdown in display fab utilization that started in Q2’22 has bottomed out but the recovery in the first part of 2023 is slower than we expected, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued this week. The 2022 downturn was the most severe since 2008, and arguably the most severe ever, resulting from the post-pandemic slowdown in demand combined with excessive inventory in the display supply chain. That inventory has been diminished by slower utilization in the second half of 2022, but it remains at elevated levels, hindering the industry’s recovery.
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