In the recently released Quarterly OLED Shipment Report , we reveal that 2022 OLED revenues are expected to increase 2% Y/Y to $42B helped by triple-digit Y/Y unit growth for game platforms and monitors and double-digit Y/Y unit growth for notebook PCs, tablets, TVs, automotive and AR/VR applications.
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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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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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Jade Bird Display (JBD) has announced the development of a full RGB color MicroLED display, with prototypes expected to be shipped “early next year”. The display will have the following specifications:
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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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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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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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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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With concerns about excess inventory in a deteriorating economy, Samsung has notified all business groups to suspend purchases and control their inventory status. Samsung has informed flat panel display makers in smartphone and TV markets that panel purchases will be halted. Samsung is the world’s largest supplier of both smartphones and TVs. The news may be a coincidence, but at the end of this month Samsung will end LCD TV production at its last remaining production site, the L8-2 Gen 8.5 fab in Korea. The closure will mark the end of more than 25 years of LCD production by Samsung Display.
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Excessively high inventory throughout the flat panel display value chain will continue to put pressure on prices and will likely lead to a sharp slowdown in industry production in the second half of 2022. Throughout the display value chain, the surge in demand generated during the pandemic’s early days, combined with shortages and transportation problems, set in motion a path toward building a mountain of inventory. Now that the pandemic demand peak has passed, that big mountain needs to be consumed before a normal supply/demand balance can be restored.
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