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TV

Advanced TV Market to Grow to $36B by 2026

July 18, 2022

Advanced TV shipments are expected to grow by a 19% CAGR through 2026 to 37.4M units generating $35.6B 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. Two weeks ago, we covered the most recent historical results and this week, we will cover our updated forecast.
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Display Equipment

Azumo Raises Funding for Expansion of Reflective LCD Front-Lights

July 11, 2022

US-based technology startup Azumo, formerly known as FlexLighting, announced a major funding round last month and is planning a major expansion of its manufacturing to increase production of its light guide films for reflective displays. I had the opportunity to discuss the expansion in Azumo’s head office in downtown Chicago with Azumo CEO Mike Casper and CTO Tony Nichol.
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OLED

AMOLED Materials Market to Grow to $2.9 Billion by 2026

July 6, 2022

Sales for AMOLED stack materials for all applications are expected to grow at an 18% annual rate from $1.07B in 2020 to $2.9B in 2026, according to the last update of DSCC’s Biannual AMOLED Materials Report. Revenues can even exceed $3 Billion in 2026 if Universal Display Corporation successfully commercializes a blue phosphorescent emitter dopant as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
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TV

Advanced TV Market Continues to Grow in 2022

July 6, 2022

Although the display industry is having a difficult year, the Advanced TV market continued to grow Y/Y in Q1 2022, and this segment of the industry continues to look promising. In this round of the battle between LCD and OLED technologies the two sides played to a draw, with both sides gaining volume and share largely unchanged. 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 since early 2020, but managed to regain 2 share points of revenue share despite losing a share point of unit share.
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OLED

Samsung Display Acquires OLED Material Start-up Cynora

June 29, 2022

Samsung Display Co. (SDC) has acquired the German OLED material company Cynora for an undisclosed sum, according to a report from Bloomberg and from various industry sources. SDC has acquired the intellectual property rights held by Cynora but not the workforce. Cynora’s workforce has been terminated in recent weeks, according to Bloomberg and confirmed by industry sources.
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IT

Advanced Notebooks Decline 26% But Remain Poised for 120% Y/Y Growth

June 27, 2022

Last week, we released the Advanced Notebook display results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. Not surprisingly, we see declines in the total notebook market and slightly slower growth in the advanced notebook display market in 2022 as a result of inflationary concerns, weakened consumer demand and supply chain disruptions amid COVID 19 lockdowns.[
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IT

Advanced Monitor Market Expected to Rise 328% Y/Y - More Brands Entering the Category

June 27, 2022

In the recently released Quarterly Advanced IT Display Shipment and Technology Report, some highlights for Advanced Monitors include: • In Q1’22, advanced monitor panel shipments grew 45% Q/Q and 219% Y/Y to 412K panels. We expect to see an increase to 625K panels in Q2’22, a 52% Q/Q increase with MiniLED models outpacing OLED models by more than a 5:1 ratio.
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IT

DSCC Updates Tablet Forecasts, OLEDs Poised to Take Significant Share from 2024

June 20, 2022

DSCC reported on its latest results and forecasts for OLED, MiniLED LCD and LED LCD tablet panels in its latest Quarterly Advanced IT Display Shipment and Technology Report. We refer to OLED and MiniLED tablets as Advanced Tablets. This category fell 5% Q/Q while rising 362% Y/Y to 2.43M. It was the second best quarter to date for this category on continued strong demand for the 12.9” MiniLED iPad Pro and the launch of Samsung’s OLED Galaxy Tab S8+ and S8 Ultra. MiniLEDs had a 56% share of the Advanced Tablet market on a unit basis in Q1’22, down from 74%, and a 71% share on a revenue basis, down from 87%, with the disparity related to the higher MiniLED panel prices.
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