DSCC has released its latest update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes including LCD with MiniLED backlights, and cost profiles for 55” and 65” QD-OLED panels from SDC.
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Flat panel shipments with MiniLED technology will increase to more than 40M units by 2026, according to the latest update of DSCC’s Quarterly MiniLED Backlight Technology, Cost and Shipment Report. MiniLED technology is thriving in the display and optoelectronic industries. An increasing number of industry players, both upstream and downstream, are choosing to ride this train. One year ago, Apple launched its iPad Pro with MiniLED technology and the average quarterly shipments reached 1M sets in 2021. Apple also launched a new MacBook Pro (14” & 16”) with MiniLED BLU in the fourth quarter of 2021. By leveraging its M1 CPU, Apple’s MiniLED IT products had outstanding sales results in Q4’21, and the forecast for 2022 also looks very promising.
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Shipments of display panels for virtual reality (VR) will reach double-digits for the first time in 2022, according DSCC’s latest Augmented and Virtual Reality Display Technologies and Market Report . A total of 15.8M panels will find their way into VR headsets this year, with over 80% of the demand expected to come from Meta. While most of today’s VR headsets currently use LCD panels, other display technologies will soon appear. AMOLED will be back, thanks to the launch of Sony’s PlayStation VR2. We expect these AMOLED panels to have a pixel density well above 800 PPI, which is a record high for mass-produced AMOLED. With high contrast displays and no visible screen door effect, the PSVR2 is likely to be a hit among gamers.
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DSCC expects OLEDs to grow rapidly as costs fall, performance improves and capacity surges. The company is forecasting $65B in revenue on a 9% CAGR from 2021 to 2026 in the latest release of its Quarterly OLED Shipment Report, which reveals shipments and prices for every OLED application by brand, model and panel supplier.
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Advanced TV shipments are expected to grow by a 19% CAGR through 2026 to 38.6M units generating $35.4B 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, Dual Cell LCD 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. Several weeks ago, we covered the most recent historical results and this week, we will cover our updated forecast.
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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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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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DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD monitors, notebook PCs and tablets shipments by quarter, brand, size, resolution, refresh rate and many other features. In the recently released report, some highlights for Advanced Monitors include:
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DSCC’s partners at DiScien have released a multi-dimensional assessment of the impact of the war in Ukraine on the TV market. The original analysis is available in Chinese at this link; for DSCC’s subscribers I have taken a translation and added some of our own thoughts.
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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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