Blog from September 2023

LCD TV Panel Prices Peaking in September

September 5, 2023

The rally in LCD TV panel prices, which started in February has continued in the third quarter and has been accompanied by a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins and the TV supply chain is building inventory toward the big selling season in the fourth quarter. We are now seeing a shift in the supply/demand balance from shortage to oversupply, with September prices flat compared with August as a two-month peak, and we continue to believe that prices will decline in the fourth quarter.
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Financial

Q2’23 Flat Panel Display Financials Review: Margins Improving But Still Awful, Gap Between Samsung Display and Others Persists

September 11, 2023

Now that all of the industry’s flat panel display makers have reported their Q2’23 financial results, we update our industry profile. DSCC’s Quarterly Display Supply Chain Financial Health Report covers the 13 publicly traded panel makers and is based on company financial disclosures.
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Mobile

Apple Announces New Products Including the iPhone 15 Series – Brighter Displays, Thinner Bezels, Larger Batteries and Improved Cameras

September 13, 2023

Apple announced several new products during its Wonderlust event on Tuesday, September 12th. Apple announced the Watch Series 9, Watch Ultra 2 and the iPhone 15 series. Let’s start with the Apple Watch Series 9 and Apple Watch Ultra 2.
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Advanced TV Market Recovered in Q2’23 Led by Chinese Brands

September 18, 2023

After a weak Q1’23, the Advanced TV market is showing some signs of recovery led by gains from Chinese brands as shipments increased Y/Y in Q2’23, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report-History, now available to subscribers. The top three brands outside of China – Samsung, LG and Sony – all fared poorly while TCL and Hisense gained share in the premium segment.
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