Blog

TV

LCD TV Panel Prices Continue to Decline

April 4, 2022

LCD TV panel prices continue to decline and more is on the way as we progress to the second quarter. Although the pace of price decreases is slowing as prices approach cash costs, there is no sign that prices will hit bottom and rebound. The potential for a negative impact on global TV demand from the Russian war in Ukraine combined with high inventory levels suggests continued price pressure in Q2.
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Financial

DSCC Report Shows Display Equipment Suppliers Have Record Quarter Thanks to the Semiconductor Market

April 4, 2022

DSCC performs a deep dive into the financial performance of 19 leading display equipment suppliers each quarter which includes segmenting their revenues by line of business, capturing bookings and backlog info and more. Q4’21 was a record quarter for these companies in terms of overall revenues, gross profits and net income thanks to strong semiconductor equipment results. While their semiconductor equipment businesses outperformed, display equipment revenues for these companies fell Q/Q for the fourth straight quarter and were down Y/Y for the second straight quarter.
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TV

Pitched Battle Between LCD and OLED in Advanced TV Market in Q4 2021

March 21, 2022

The battle between LCD and OLED technologies reached a new stage in Q4’21 with each camp making gains by playing to their strengths. Aggressive OLED pricing allowed the emerging technology to gain unit share, but a combination of higher LCD TV prices, a bigger screen size mix and the growth of MiniLED TV sets allowed LCD TV to gain revenue share. The latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report is now available to subscribers. On a brand level, Samsung has lost share in the Advanced TV market, but with a richer product mix, Samsung has appeared to stabilize its revenue share on a worldwide basis.
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IT

DSCC Report Reveals Advanced Notebooks Rose 629% in 2021 to 8.2M – Apple Led Q4’21 with a 54% Share

March 21, 2022

DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD tablet, notebook and monitor shipments by quarter, brand, size, resolution, refresh rate and many other display related and non-display features as well. Last week, we released the Advanced Notebook display results and our latest forecast, and not surprisingly, we see massive growth as both OLEDs and MiniLEDs are growing rapidly and have a bright outlook.
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Display Equipment

DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/ Downsizing

March 14, 2022

After upgrading display capacity for six straight issues on improved market conditions in LCDs, we lowered display capacity this quarter on delays and cancellations as conditions worsen. From 2021 to 2026, display capacity is expected to grow at a 4.8% CAGR vs. 5.1% last quarter, and 2026 capacity is down 1% vs. our last issue. LCD capacity was downgraded by 1% in 2026 and now grows at a 3.7% CAGR through 2026 vs. 3.9% last quarter. 2026 OLED capacity was downgraded by 2% vs. last quarter and now grows at a 15.3% CAGR through 2026 vs. 15.7% last quarter. OLED capacity will reach a 13% share in 2026, up from 8% in 2021.
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