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TV

LCD TV Panel Prices in Holding Pattern

January 9, 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 appear to be in a holding pattern, with no changes in December or January. 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.
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TV

CES TV Insights – Samsung, LG, TCL and Sharp

January 9, 2023

Among major TV brands, exhibition of the TV product lines in the public showing in the LVCC Central Hall was diminished in 2023 compared to prior years. Whereas in 2020 Sony demonstrated a comprehensive TV lineup including 8K, OLED and LCD sets, in 2023 Sony decided to skip TV altogether in its exhibit space, and declared that they will demonstrate their TV lineup in a separate event later this year. Samsung and LG had more limited TV showing compared to prior years, so among the top four brands only TCL demonstrated anything close to a full product showcase.
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TV

Advanced TV Market to Grow to $34B by 2027

January 3, 2023

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.
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IT

Advanced Notebook PCs Decline 9% Q/Q in Q3’22 – 2023 Expected to Grow by 24% Y/Y on 50% Growth for OLEDs

January 3, 2023

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.
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TV

No Change to EU Ruling, 8K TV Threatened in 2023

December 12, 2022

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.
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Financial

Display Equipment Supplier Revenues and Capex Up Q/Q in Q3’22, But Revenues Down Y/Y for 5th Straight Quarter

December 12, 2022

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.
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Display Equipment

DSCC Downgrades Display Capacity Growth

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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