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Foldable

DSCC Upgrades Foldable Forecast as Chip Shortage Causes Brands and Panel Suppliers to Emphasize More Expensive Devices

August 23, 2021

DSCC released a flash report last week as part of its Quarterly Foldable/Rollable Display Shipment and Technology Report. The flash report features a pivot table with monthly foldable smartphone panel procurement by brand, panel supplier, size, resolution, cover material, refresh rate, backplane, chipset supplier and other features by month through 2021 and by year for 2022. A few developments have caused us to upgrade our foldable smartphone panel shipment/procurement numbers by 14% in 2021 to 10.4M and by 16% to 18.7M in 2022 as shown below. As a result, we now see foldable smartphone panels up 220% in 2021 and 80% in 2022.
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TV

Advanced TV Market to Exceed $50 Billion in 2026

August 23, 2021

Advanced TV shipments are expected to grow by 46% Y/Y in 2021, and by a 22% CAGR through 2026 to 43.1M units generating $52B 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 Display, 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. Last week we covered the most recent historical results and this week, we will cover our updated forecast. In this report, we define an “Advanced TV” (capitalized) as any TV with an advanced display technology feature, including all OLED TVs, 8K LCD TVs and all LCD TVs with quantum dot technology.
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OLED

DSCC Releases Flash Edition of Quarterly OLED Shipment Report

August 23, 2021

DSCC has released the Q3’21 OLED Shipment Report – Flash Edition to subscribers. Starting in Q2’21, we introduced an expedited “flash” deliverable in advance of the full report file. This flash edition analyzes quarterly and annual units through 2022 by application, panel supplier, brand and form factor. In Q2’21, OLED shipments decreased by 10% Q/Q but saw 36% Y/Y growth. We expect that Q3’21 will increase 26% Q/Q and increase 28% Y/Y due to recent OLED smartphone launches by Samsung and expected launches by Apple and Google. We expect Q4’21 to increase 4% Q/Q and decline 1% Y/Y compared to Q4’20, when Apple launched the iPhone 12 series later than normal.
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OLED

OLED Share Increased in Booming Advanced TV Market in Q2 2021

August 19, 2021

The expanded product range for OLED TV combined with wider availability and increasing LCD TV prices led to a terrific quarter for OLED TV sales, according to the latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. Strong demand for expensive home theater systems from pandemic-constrained consumers led to near triple-digit Y/Y percentage increases in shipments of Advanced TVs, with OLED categories faring even better.
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Materials

AMOLED Materials Market to Grow to $1.4 Billion in 2021

August 16, 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 $927M in 2019 to $2.18B in 2025, according to the latest update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
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Materials

Glassmaker Earnings – NEG, AGC and Comparison

August 9, 2021

After Corning reported its Q1’21 financial results two weeks ago, its two Japanese competitors reported last week. We review the results of NEG and AGC and compare the results of all three manufacturers. NEG’s results beat analysts’ consensus expectations for revenues of ¥71.1B and net income of ¥3.3B. AGC benefited from strong demand in its automotive and architectural glass segments and rising prices in its chemical business segment to improved profits in Q2’21.
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Financial

LCD TV Panel Price Update Confirms Price Peak

August 2, 2021

Our latest update and forecast of LCD TV prices confirms our view of one month ago that prices are peaking in June or July 2021 and will decline for the rest of the year. The demand surge, which resulted from the COVID-19 pandemic, has eased and industry supply has caught up to demand. Even with the declines in the second half, prices at year-end will remain higher than they were in December 2020 and dramatically higher than their all-time lows.
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OLED

Are G8.5 Oxide FMM VTE OLED Fabs for IT Markets Around the Corner?

July 26, 2021

Each quarter we interview the top 10-15 equipment suppliers on upcoming fab projects for our Quarterly Display Capex and Equipment Market Share Report. For the latest issue, we see growing consensus that SDC is preparing to issue orders in early 2022 for the world’s first G8.5 oxide TFT RGB OLED fab for IT markets which would use vertical FMM VTE equipment to deposit the OLED materials. We hear that BOE and LGD are also investigating G8.5 or ½ G8.5 OLED fabs for IT markets.
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Financial

Flat Panel Displays to Enjoy Record Revenues in 2021

July 26, 2021

Strong demand for Flat Panel Displays (FPD) across a range of applications, combined with a dramatic increase in panel prices, will lead to a 39% Y/Y increase in flat panel display revenues in 2021, based on DSCC’s newly released FPD Forecast Report. While the surge in revenues will not be repeated beyond 2021, industry revenues will settle at a new, higher plateau, allowing better profitability for the entire display supply chain.
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