Japanese
KoreanEquipment Supplier Revenues/Margins Dip in Q3’21
Published December 13, 2021
Public company display capex, display equipment spending and equipment supplier display revenues and margins all dipped in Q3’21 relative to Q2’21 and we may not see much of a rebound in Q4’21 based on our equipment spending forecasts. Public company display capex fell 8% Q/Q and 26% Y/Y to $4.4B, the lowest since Q2’16. Display equipment spending estimates on an install basis fell 43% Q/Q while rising 6% Y/Y to $3.2B, the lowest since Q1’20.
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