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Latest DSCC Advanced Smartphone Features Report Reveals and Predicts Latest Smartphone Trends – LTPO, Refresh Rates and 5G are Growing

July 19, 2021

DSCC’s Quarterly Advanced Smartphone Features Report tracks and forecasts all major product trends in the AMOLED smartphone market, in addition to providing supply chain insights. The report provides a comprehensive listing of historical and forecasts insights through 2025 for panel unit shipments, panel suppliers, brands, device revenues, ASPs, models, screen sizes, resolutions, chipsets and much more for feature segmentations for all AMOLED smartphones. Several of the major trends identified in the report are the rapid adoption of higher refresh rates, LTPO backplanes and 5G network band.
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Financial

US TV Price Inflation Hits Record High

July 19, 2021

The increase in LCD TV panel prices has led to an unprecedented increase in TV prices in the US, according to the most recent data from the US Bureau of Labor Statistics (BLS) Consumer Price Index (CPI). In June 2021, for the first time in history, the CPI for televisions exceeded the overall CPI as TV prices increased by 8% compared to June 2020.
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Financial

Samsung, LGE Profits Keep Rolling in Q2 Based on Preliminary Results

July 12, 2021

Samsung Electronics and LG Electronics issued preliminary Q2 2021 revenue and earnings results last week. Both companies continue to roll, with Samsung posting a 53% Y/Y increase in operating profit and LG reporting its best-ever Q2 for both revenues and operating profits. Both companies fought off headwinds from exchange rates, as the Korean won strengthened by more than 8% Y/Y during Q1.
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TV

LCD TV Panel Prices Peaking

July 12, 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

Q2 OLED Supply/Demand Update – Oversupply to Persist

July 6, 2021

We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2 2021, with DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand. As we have reported for more than a year now, OLED for smartphones (technically, for small & medium applications) continues to have a substantial oversupply which is expected to persist for years. We have revised our outlook for OLED TVs on both the supply and demand sides. We continue to expect a modest oversupply in 2021-2025 with utilization below 90%, but above 80% throughout the forecast period.
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OLED

OLED Panel Revenues Forecasted to Exceed $60B in 2025 Helped by Increased IT Market Penetration

July 6, 2021

DSCC has upgraded both its near-term and long-term OLED forecasts. In its latest Quarterly OLED Shipment Report, DSCC has raised its revenue outlook for 2021 by 9% to $42.5B on increased OLED smartphone volumes at higher prices helped by the driver IC shortages as well as higher OLED notebook volumes as Samsung Display has raised its OLED notebook PC panel target beyond 5M units.
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OLED

OLED Smartphone Panel Revenues Expected to Increase 39% Y/Y in 1H 2021

June 28, 2021

OLED smartphone panel revenues will increase by 39% Y/Y for the first half of 2021, according to the latest update of the DSCC Quarterly Advanced Smartphone Features Report. The Q2 update of this report gives actual shipments for Q1 2021 and DSCC’s estimates for Q2 through Q4 2021, plus DSCC’s forecast for 2021-2025 for different form factors for OLED smartphone panels, with detailed figures for units, revenue, area, average selling price (ASP) and other parameters with splits by panel supplier, substrate (rigid/flexible) and brand. This article will cover DSCC’s estimated results through the first half of 2021 for OLED smartphone panels. Subscribers to the report, of course, can see all the results in the Excel file.
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Greatest Hits of the 70s

June 21, 2021

This blog was originally written as my Editor’s Notes column in the DSCC Weekly Review. This week I have been thinking about inflation. The stock market was down this week on concerns about the Federal Reserve raising interest rates to ward off inflation. Even though the discussion about a rate increase suggests that the earliest date for an increase would be the end of 2022, the notion of increasing interest rates and inflation hit stock prices which were at all-time highs.
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Financial

LCD TV Panel Price Rally is Near an End

June 14, 2021

The unprecedented increase in prices for LCD TV panels will soon come to an end as the demand surge which resulted from the COVID-19 pandemic eases and industry supply has caught up. We expect prices to peak in June 2021 for some sizes and in July for others, and to decline for the rest of 2021. Even with the declines, 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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