DSCC Downgrades Display Capacity Growth
Published December 5, 2022
After upgrading display capacity for six straight issues on improved market conditions in LCDs, DSCC has now lowered its display capacity forecast for four consecutive quarters on delays and cancellations as conditions worsen and remain weak. Prices were recently at marginal costs for LCD TV panels and it is projected that it will take until 2H’23 for prices to rise above cash costs.
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