Display Capacity Growth Upgraded, But Still <2% per Year from 2022-2027

Published December 18, 2023

DSCC released its latest display equipment spending forecasts in November as part of its Quarterly Display Capex and Equipment Market Share Report. Equipment spending was increased by 10% or $6.2B to $69B from 2020-2026 on the addition of new G6 and G8.7 fabs using photo patterning. As indicated, we now see 2024 up 82% to $8.5B and 2025 up 25% to $10.6B after spending stalled in 2023, down 61% to $4.7B. OLED spending is expected to dominate, accounting for a 54% share in 2024, an 84% share in 2025 and an 82% share in 2026.

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Written by

Ross Young

Ross.Young@DisplaySupplyChain.com

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