In the recently released Advanced Smartphone Display Shipment and Technology Report, we revealed additional granularity and insights for the expected panel revenue declines for OLED smartphones. OLED smartphones panel revenue is expected to decline to $32B in 2022 from $33B in 2021 and to $31B in 2023.
Read More
Advanced TV shipments are expected to grow by a 14% CAGR through 2027 to 34.4M units generating $34.4B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. One month ago, we covered the most recent historical results and this week we will cover our updated forecast.
Read More
Last week, we released the advanced notebook PC display (OLEDs and MiniLEDs) results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. In Q3’22, we saw a Q/Q decrease of advanced notebook PC displays as a result of elevated channel and brand inventories in the total notebook market and slower growth in the advanced notebook display market as a result of the macroeconomic turbulence and weakened consumer and commercial demand.
Read More
In the recently released Quarterly OLED Shipment Report , DSCC reveals that 2023 OLED panel revenues are expected to increase 2% Y/Y to $42B after declining 2% Y/Y in 2022. This recovery is the result of expected triple digit growth for monitors, AR/VR and automotive applications and double-digit growth for notebook PCs, TVs and tablets.
Read More
As we approach the end of 2022, I wanted to evaluate the impact to the iPhone 14 Pro models in light of the turbulence that occurred at the Foxconn facility in Zhengzhou, China in October – November. Apple had issued a warning during that time that the iPhone 14 Pro models would be temporarily impacted.
Read More
As reported by Italian newspaper DDay, the EU Commission has confirmed that its much stricter Energy Efficiency Index (EEI) will be implemented as planned in March 2023 without revision. The new EEI will make it much more challenging to sell 8K TVs in Europe in 2023; all 8K TVs on the market there currently fail to meet the requirements.
Read More
Display equipment revenues for 19 of the largest suppliers rose 9% Q/Q while falling 18% Y/Y to $1.6B. Revenues have fallen at a negative double-digit rate for the past five quarters straight and bookings and backlog signaled more bad news for next year. Despite the decline, these companies are seeing strong financial performance on the strength of their semiconductor businesses.
Read More
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.
Read More
After a weak Q2’22, the combination of macroeconomic and geopolitical events continued to hinder growth for the Advanced TV market, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. Samsung struggled through a difficult quarter, losing both unit and revenue share while its three biggest competitors – LG, Sony and TCL – all gained share.
Read More
Panel suppliers are mostly delaying new capacity decisions given the weak market conditions in the display market. The situation is particularly dire in LCDs where LCD TV panel prices approached marginal cost levels and BOE’s Chairman indicated they won’t build any more LCD TV fabs, resulting in the cancellation of B17+ and its removal from our forecast. The weakness in LCDs also spread to OLED spending since there is an oversupply there also and most OLED manufacturers also produce LCDs and are currently losing money. Samsung Display is the exception as it earned record OLED operating profits and operating margins in Q4’22 helped by strong iPhone 14 Pro/Pro Max demand and LG Display’s challenges getting qualified for the 14 Pro Max.
Read More
DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
Register
Japanese
Korean