Blog

TV

LCD TV Panel Prices Holding Steady

February 6, 2023

After LCD TV panel prices hit bottom in September 2022 and prices for several sizes increased in Q4, the rally in prices proved to be short-lived and prices have been in a holding pattern, with no changes from December into February. While prices for most sizes increased in Q4, the increase was modest. The last phase of the downward spiral in panel prices was characterized by a massive inventory drawdown in the display supply chain and a corresponding massive reduction in fab utilization by panel makers.
Read More

Mobile

More DSCC Analysis on iPhone 14 Monthly Panel Procurement Results and Outlook

February 6, 2023

The iPhone 14 Series is unquestionably one of the few bright spots in the 2022 and 2023 smartphone market. It has allowed Apple to gain share and even boost its blended ASPs vs. the iPhone 13 Series despite the downturn in the economy. In the following charts, you can see their monthly panel procurement results obtained by DSCC through its supply chain sources where the iPhone 13 series in 2021-2022 is compared with the iPhone 14 series in 2022-2023. As indicated:
Read More

Automotive

Automotive Displays Remain a Bright Spot for FPD Makers

February 6, 2023

Although the FPD market continues to face difficult market conditions, automotive panels will continue to grow in 2023, with total shipments (LCD + OLED) expected to exceed 200M panels, which means an average of more than two panels per car. The market should continue to grow steadily as the rate of electrification increases.
Read More

OLED

Display Fab Utilization Increasing in Q1’23 But Recovery Slower Than Expected

January 30, 2023

The slowdown in display fab utilization that started in Q2’22 has bottomed out but the recovery in the first part of 2023 is slower than we expected, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued this week. The 2022 downturn was the most severe since 2008, and arguably the most severe ever, resulting from the post-pandemic slowdown in demand combined with excessive inventory in the display supply chain. That inventory has been diminished by slower utilization in the second half of 2022, but it remains at elevated levels, hindering the industry’s recovery.
Read More

MicroLED

Apple Plans MicroLED Watch

January 23, 2023

There have been several recent reports claiming that Apple will release a MicroLED Watch in 2024. Our understanding is that production of the MicroLED displays will indeed start in 2024, but Apple will likely launch the new product in 2025.
Read More

Financial

Panel Maker Q4 Earnings Preview

January 23, 2023

In the next few weeks, we will see the Q4’22 earnings announcements for flat panel display makers, starting with LG Display on Friday, January 27th. The industry was clearly on a downward trend in the first three quarters of 2022, and we will look for signs that the worst is over and the industry can start to recover. Panel prices ended their long decline in September 2022 and rebounded slightly in the fourth quarter, but demand was still weak. Panel makers slowed their utilization in the third quarter in a bid to reverse the industry oversupply, and this continued into the fourth quarter. We expect that mot panel makers will report another quarter of operating losses.
Read More

OLED

UDC Confirms Milestone on Phosphorescent Blue

January 16, 2023

In a presentation at the Needham Growth Conference last week, Universal Display Corporation (UDC) President and CEO Steve Abramson confirmed his company’s progress on development of a phosphorescent blue emitter. Abramson also discussed the company’s recent announcement of a long-term agreement with Samsung Display and reaffirmed his company’s 2022 revenue guidance of $600M, plus or minus $10M.
Read More

Augmented and Virtual Reality

CES 2023 Report – AR/VR/MR and Other Topics

January 16, 2023

Last week, I covered the major TV brand demos at CES 2023, but of course there was a lot more than that to see. Some of the most crowded and popular demonstrations fit into the AR/VR/MR category, which was arguably the hottest topic at the show. Unfortunately, the two most important devices in this category – the Sony PSVR2 and the Magic Leap 2 – were so swamped with visitors that I was unable to get a demonstration in the limited time I had in Las Vegas. However, I did get to sample some of the latest devices from other manufacturers.
Read More

FREE INSIGHTS

DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.

Register

Blog Archives