Blog

Mobile

2021 AMOLED Smartphone Revenue Reaches $397B - A Record 56% Unit Share for Flexible AMOLED

January 3, 2022

DSCC has released its latest Quarterly Advanced Smartphone Features Report and revealed its preliminary Q4’21 and 2021 AMOLED smartphone unit and revenue results. Q3’21 and Q4’21 were very strong quarters for AMOLED smartphone panel procurements and AMOLED smartphone revenue. Q3’21 finished strong with a 22% Q/Q and 33% Y/Y increase of 163M AMOLED smartphone panels and $106B for smartphone revenue followed by Q4’21, with an 11% Q/Q increase to 180M AMOLED smartphone panels and $110B in smartphone revenue. On a panel procurement basis, we expect 2021 to achieve a total of 634M AMOLED smartphone panels, a 27% Y/Y increase and $397B for smartphone revenue, a 22% Y/Y increase.
Read More

Display Trend

Ten Predictions for the Display Industry in 2021 – How Did We Do?

December 20, 2021

In the first edition of the DSCC Weekly Review in 2021 in January, I continued the tradition started in 2019 of laying out some predictions for the year. With some input from Ross and Guillaume I compiled a list of 10 predictions, and now in this last edition of the year it is time to see how many were right.
Read More

Display Equipment

Highlights from DSCC’s Latest Display Capacity Forecast

December 20, 2021

We have upgraded our 2025 display capacity forecast by 4% vs. the previous issue of our Quarterly Display Capex and Equipment Market Share Report, due to new investments revealed and analyzed in our fab schedules as LCD manufacturers continue to add capacity and OLED manufacturers look to better address the IT market. Manufacturers are also looking to stretch capacity through process simplification and de-bottlenecking to meet demand. We now see 11% growth in 2021, 7% growth in 2022 as SDC and LGD are forecasted to accelerate shutdowns with 4% - 7% growth from 2023 – 2026 on new LCD fabs from BOE, CSOT and Tianma. The more modest growth in 2022 and from 2023 to 2026 should ease pricing pressure some. Relative to last quarter, capacity is 1% - 3% higher per year from 2023-2026.
Read More

OLED

AMOLED Materials Market to Grow to $2.2 Billion by 2025

December 13, 2021

Sales for AMOLED stack materials for all applications are expected to grow by 32% in 2021 and grow at a 16% annual rate from $1.05B in 2020 to $2.17B in 2025, according to the last update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons. This quarter’s report incorporates the latest update to DSCC’s capacity and utilization outlook for AMOLED. We expect that the growth of AMOLED in TV and phones, as well as other applications, will continue to drive material sales.
Read More

Display Equipment

Equipment Supplier Revenues/Margins Dip in Q3’21

December 13, 2021

Public company display capex, display equipment spending and equipment supplier display revenues and margins all dipped in Q3’21 relative to Q2’21 and we may not see much of a rebound in Q4’21 based on our equipment spending forecasts. Public company display capex fell 8% Q/Q and 26% Y/Y to $4.4B, the lowest since Q2’16. Display equipment spending estimates on an install basis fell 43% Q/Q while rising 6% Y/Y to $3.2B, the lowest since Q1’20.
Read More

Display Trend

What Will the Big Display Stories Be in 2022?

December 13, 2021

At DSCC’s recent Global Display Supply Chain Dynamics and Technology Outlook Conference, which you can still register for, one of the topics I covered was what the big display stories are likely to be in 2022 as well as their implications. The first event that could have far reaching implications across the display industry is if Samsung Visual Display (VD), the world's #1 TV brand, and LG Display, the world's #1 and only OLED TV panel supplier, reach an agreement on both OLED and TV panels.
Read More

TV

LCD TV Panel Prices Continuing to Fall

December 6, 2021

After the two months with the fastest price declines in the history of the industry in September and October, LCD TV panel prices continued to fall in November, but the pace of price decreases is slowing, and we expect that pattern to continue into 2022. After two months where the average decline in LCD TV panel prices exceeded 15%, the average decline in November among the seven TV sizes we track was “only” 6.4%. LCD TV panel prices have now lost most of the gains that they achieved in the long up-cycle from May 2020 to June 2021.
Read More

Financial

Flat Panel Display Revenue Hit All-Time High in Q3’21 but Profits Slipped

November 22, 2021

Flat panel display maker revenue reached a new record in Q3’21, but declining LCD panel prices dented profits, according to the summary of their financial performance in DSCC’s Quarterly Display Supply Chain Financial Health Report. With all panel makers reporting their Q3’21 results, we can compile a full industry review for Q3’21; while not reaching the high profits of Q2, it was still an excellent quarter for flat panel makers.
Read More

TV

OLED Share Continued to Increase in Advanced TV Market in Q3’21 and Samsung's Share Continued to Slip

November 22, 2021

The combination of relatively stable OLED TV prices competing against rising LCD TV prices led to another quarter of gains for OLED TV sales, according to the latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. As OLED has gained share, Samsung has lost share in the Advanced TV market, and while Samsung maintained the #1 position in both units and revenues in Q3’21, its share has eroded especially in Western Europe.
Read More

Events

Last Chance to Watch the AR/VR Display Forum Sessions

November 22, 2021

There are only two weeks left to watch the session recordings from the AR/VR Display Forum. The event took place on November 3-4 and featured three DSCC analysts and 18 invited speakers from various companies involved in augmented reality and virtual reality. You can still register to watch the recordings of the sessions here: www.accelevents.com/e/arvr-display-forum?aff=DSCCweekly . The recordings will be available until December 4, 2021.
Read More

FREE INSIGHTS

DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.

Register

Blog Archives