Display Fab Utilization Increased in Q1; Slowdown Expected in Q2-Q3 2020

Published April 27, 2020

Display industry fab utilization defied both our predictions and the coronavirus by increasing to 85% in Q1’20, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q1 2020, total TFT input for all display makers was up 1% Q/Q and up 5% Y/Y at 69.8 million square meters, but the demand for LCD applications cannot support such high utilization rates. In the current Q2 2020, we expect total TFT input to fall 6% Q/Q and 7% Y/Y to 65.8 million square meters.

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Written by

Bob O'Brien

bob.obrien@counterpointresearch.com

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