Blog

Display Equipment

DSCC Raises Display Equipment Spending Forecast on IT Opportunity

November 8, 2021

DSCC has increased its 2020-2025 display equipment spending forecast by 2.3% vs. last quarter to $80.7B, helped by rising OLED spending in Korea targeting the IT market, as revealed in the latest issue of its Quarterly Display Capex and Equipment Market Share Report. In 2022, spending is forecasted to fall by 11% vs. last quarter due to a delay at a Chinese mobile OLED supplier, which will boost 2023.
Read More

IT

DSCC Report Compares and Forecasts OLED and MiniLED Panel Costs in Tablets, Notebooks and Monitors

November 8, 2021

In DSCC’s newly released Quarterly Advanced IT Display Shipment and Technology Report, one of the many highlights is the cost comparisons between OLEDs and MiniLED panels in tablets, notebooks and monitors. We took the MiniLED panel sizes that Apple has or will introduce at 12.9”, 16.2” and 27” and tried to compare them on an apples to apples basis with identically sized OLEDs. We actually looked at two different flavors of MiniLED backlight units (BLUs) as shown below. For tablets and notebooks, we looked at chip on board (COB) FPC and BT type PCB backplanes with 10,000 MiniLEDs and 2596 zones as well as a lower cost approach with 3000 MiniLEDs and 779 zones using package on Board MiniLEDs with FR4 PCB backplanes. For monitors, we used an 1152 zone configuration with 5000 MiniLEDs and a BT-type PCB backplane. The report laid out the type of fab utilization and yields which assumed G8.5 oxide backplanes were used with variable refresh rates up to 120Hz.
Read More

Augmented and Virtual Reality

Highlights from the AR/VR Display Forum

November 8, 2021

DSCC hosted the AR/VR Display Forum last week. The virtual event featured three DSCC analysts and 18 invited speakers from various companies involved in augmented reality and virtual reality. The topics covered included display technologies (LCD, OLED, MicroLED) as well as lasers and waveguides.
Read More

OLED

eMagin Reveals Breakthrough with 10K Nit Micro OLED

November 1, 2021

Microdisplay maker eMagin announced last week achieving a major milestone in OLED displays that may enable the next wave of AR and VR devices. In a small event in New York City which I attended, eMagin demonstrated their full-color OLED microdisplay capable of 10,000 cd/m2. As described in DSCC’s Annual Augmented and Virtual Reality Display Technologies and Market Report, displays are a key enabling technology for AR and VR, and may limit the ability of devices to deliver the immersive experience that they promise. Some of the early efforts at VR have been hindered by motion artifacts, low resolution or other issues. At the NY event, eMagin CEO Andrew Sculley gave a short presentation which included this comparison of some existing VR devices which do not achieve anything close to the resolution capability of the human eye.
Read More

Augmented and Virtual Reality

Display and Optics Manufacturing: How Applied Materials Will Tackle the AR/VR Challenge

November 1, 2021

This week, DSCC is hosting the AR/VR Display Forum, a two-day virtual event (November 3-4) on display technologies for augmented reality and virtual reality. DSCC took the initiative to organize this Forum because the display is a key component to deliver the user experience promised by both AR and VR. Applied Materials is a Platinum sponsor and will present their latest manufacturing innovations during the conference. The company has kindly agreed to answer a few questions ahead of the event. The answers below were provided by Applied Materials’ executive staff: Robert Visser, Max McDaniel, Paul Gallagher and Nag Patibandla.
Read More

TV

LCD TV Panel Prices Continued to Plunge in October

November 1, 2021

The best thing that can be said about LCD TV panel prices in October is that the pattern is not worse than September, which remains the month with the largest single-month decline in panel prices in the history of the industry. The average decline in October among the seven TV sizes we track was “only” 15.5%, almost but not quite matching the 15.8% decline in September. LCD TV panel prices have now lost more than half the gains that they achieved in the long up-cycle from May 2020 to June 2021.
Read More

Display Equipment

DSCC Issues Latest FPD Fab Schedules

November 1, 2021

DSCC issued its latest LCD and OLED fab schedules last week as part of its Quarterly Display Capex and Equipment Market Share Report and its OLED Supply/Demand and Capital Spending Report. In addition to the fab schedules in Gantt chart form sorted chronologically and by manufacturer, we also provide an analysis of all the latest FPD fab schedule changes.
Read More

MicroLED

Advances in MicroLED to be Presented at the AR/VR Display Forum

October 25, 2021

MicroLED is a disruptive display technology that promises high brightness and high contrast while keeping power consumption low. These features are particularly relevant for augmented reality (AR) and virtual reality (VR) applications to deliver the best visual experience.
Read More

Financial

Display Fab Utilization Expected to Slow as Prices Plunge

October 25, 2021

With LCD panel prices falling at the fastest rates ever, display industry fab utilization is expected to slow down in the fourth quarter of 2021, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2021, total TFT input for all display makers was up 3% Q/Q and 12% Y/Y at 87.3M square meters, and in the current Q4 2021, we expect total TFT input to be down 3% Q/Q but still up 7% Y/Y at 85.1M square meters.
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