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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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Financial

Q1 Panel Maker Revenues Hit All-Time Record

June 7, 2021

Flat panel display revenues increased 1% Q/Q and 52% Y/Y, to hit a record in Q1 2021 at $34.8B. With all panel makers reporting their Q1 2021 results, we can compile a full industry review for Q1, a terrific quarter for panel makers, especially those oriented toward large-area LCD panels.
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Display Equipment

LCD Supply Demand Shifting to Oversupply

June 7, 2021

The shortage of large LCDs, which has lasted for almost a year and has resulted in the biggest panel price increases in the history of the industry, has begun to turn into an oversupply. The demand drivers that led to the shortage, particularly strong TV demand in the USA, are fading away with the spread of vaccination in the United States, and industry supply is filling the pipeline with enough inventory to eliminate any fear of shortage.
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Events

SID/DSCC Business Conference Presenter Interviews Now Online for Attendees

June 1, 2021

In past years, one of the most valuable and interesting features of the Display Week Business Conference was the ability for attendees to ask questions of the presenters and expand the dialog to new topics or challenge assertions made. With the virtual format of this year’s Display Week, the Q&A function occurred online, but DSCC has gathered audience questions and recorded videos with the presenters. These videos are now available on the Display Week site to registered attendees of the Business Conference. You can find the Q&A videos for each presenter in the respective Business Conference. Registration is still available at http://www.displayweek.org/2021/Attendee/Registration and the Business Conference presentations will be available online until September 17th, 2021.
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