Blog from July 2023

IT

Advanced Notebook PCs to Decline 3% Q/Q in Q2’23 – 2023 Expected to Decline 20% Y/Y

July 3, 2023

Last week, we released the advanced notebook PC display (OLEDs and MiniLEDs) results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. In Q1’23, we saw a Q/Q decrease of advanced notebook PC displays as a result of elevated channel and brand inventories in the total notebook market and slower growth in the advanced notebook display market as a result of the continued macroeconomic turbulence and the slowing of consumer and commercial demand.
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TV

Recovery for Advanced TV Market Expected to Start in Second Half of 2023 with Long Term Growth Projected

July 10, 2023

Advanced TV shipments declined in both units and revenue in the first half of 2023, but units are forecasted to be flat Y/Y in the second half and to resume growth in 2024, 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, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies. Last month we covered the most recent historical results and this week we will cover our updated forecast.
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TV

LCD TV Panel Prices Continue to Increase

July 10, 2023

The rally in LCD TV panel prices has outlasted the second quarter and extended into the third, despite a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins. The second and third quarters typically see the TV supply chain building inventory toward the big selling season in the fourth quarter. Undoubtedly, inventory is now building in the value chain, the only question is whether it is the right amount for fourth quarter demand.
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Materials

AMOLED Materials Market to Grow to $2.2B by 2027

July 11, 2023

After declining in 2022 by 10%, revenue for AMOLED stack materials for all applications is expected to grow 4% Y/Y to $1.40B in 2023 and expected to grow to $2.18B in 2027, a 12% CAGR (2023-2027), according to the latest update of DSCC’s Biannual AMOLED Materials Report. Revenues can be hundreds of millions of dollars higher in 2027 if Universal Display Corporation successfully commercializes a blue phosphorescent emitter dopant as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
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Foldable

Samsung Launches Z Flip 5 and Z Fold 5 with Cautious Expectations

July 31, 2023

Samsung launched the Z Flip 5 and Z Fold 5 at its Unpacked event on July 26th. After overbuilding last year and suffering an ~80% decline in production on the Z Flip 4 and Z Fold 4 from August to October losing significant momentum once the iPhone 14 was launched, Samsung is taking a more cautious approach on the Z Flip 5 and Z Fold 5 with more like a 50% decline from August to October and Samsung expecting June – October production volumes to be down 1% Y/Y for the Z Flip 5 vs. the Z Flip 4 and 7.5% for the Z Fold 5 vs. the Z Fold 4.
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