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Display Equipment

Mixed Quarter for Display Equipment Suppliers

June 13, 2022

Q1’22 was a mixed quarter for display equipment suppliers with some positive and negative results as seen in our Quarterly Display Supply Chain Financial Health Report published last week. Positive developments included: • Display capex from 13 publicly traded display companies rose 10% Q/Q to $5.5B, the highest value since Q1’21 with China Star and BOE both over $1B and LGD right under $1B. • Estimated private company capex was also up Q/Q resulting in total capex up 50% Q/Q to $8.1B. • Capital intensity rose for the second straight quarter after falling for four straight quarters. It rose from 13% in Q4’21 to 16% in Q1’22, with lower display revenues due to lower prices a large factor. • Equipment spending on an install basis rose 33% Q/Q.
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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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