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Financial

Flat Panel Display Revenues, Profits Tumbled in Q1’22

May 31, 2022

Flat panel display maker revenues declined Q/Q from their all-time high in Q4’21, and total industry profits declined Q/Q at all levels of the income statement – gross profits, operating profits, pre-tax profits, net profits and EBITDA profits, according to the summary of their financial performance in DSCC’s Quarterly Display Supply Chain Financial Health Report.
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Events

Summary of the MiniLED and MicroLED Session at the SID/DSCC Business Conference

May 31, 2022

One of the virtual sessions at the SID/DSCC Business Conference was dedicated to advances in MicroLED and MiniLED. This article presents the highlights from this session. You can still register to watch all recordings of the conference. DSCC Leo Liu opened his talk with an observation that the Haitz Law held from the 1960s through the 2020s and appears to be on track for the 2030s. Haitz Law is considered to be the equivalent of Moore’s Law for the LED industry. It states that after each decade, the amount of Lumen per package increases by 20× and the cost per Lumen decreased by 10×.
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Events

Interview with Porotech

May 24, 2022

Porotech was at Display Week to demonstrate its DynamicPixelTuning technology. This innovative technology for MicroLED displays enables color tuning in a monolithic InGaN layer. Porotech won the Best Prototype award in the I-Zone (Innovation Zone).
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BOE to Commercialize 95” WOLED Panel Shown at Display Week 2022

May 23, 2022

DSCC sources in China have learned that BOE plans to commercialize the 95” 8K White OLED TV panel shown at Display Week. I must admit, I heard this at the exhibit during Display Week but did not believe it, but our sources in China confirm BOE’s intent. The product shown at Display Week claimed brightness of 800 nits peak and 150 nits typical and a color gamut of 99% of DCI-P3, with a contrast ratio of 100,000:1 and a 120Hz refresh rate.
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Samsung Reports Breakthrough on Blue Phosphorescent OLED Lifetime

May 23, 2022

The development of phosphorescent blue OLED emitters (PhOLED) promises to greatly enhance the prospects for OLED displays by allowing for improved brightness efficiency and/or lower cost. Early this year, Universal Display Corporation (UDC) announced that they expect to achieve target performance for commercialization of blue PhOLED by the end of the year and expect commercial sales of the material by 2024.
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Events

Smartphone Display Market and Technology Outlook

May 23, 2022

I started by covering the latest smartphone set shipment results and a 2022 forecast by region. Smartphone unit shipments were up 4% in 2021 to 1.4B units, with China the largest region and Middle East and Africa growing the fastest. For 2022, we forecast the market to fall 1% with Asia Pacific expected to overtake China. Eastern Europe and China are expected to decline the most. But there are growing concerns that the market could be down a lot more, 10% - 15%, if China shutdowns are extended, war persists, inflation, etc. LCD volumes appear to be most affected due to weakness in China and Eastern Europe where LCDs are stronger. Some brands are rumored to be cutting up to 30% of their LCD volumes.
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OLED

Q1’22 OLED Revenues Flat Y/Y Despite 4% Unit Decline

May 16, 2022

As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel revenues remained flat Y/Y despite a 4% Y/Y unit decline in Q1’22. OLED applications that had Y/Y panel shipment and revenue increases were:
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