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Display Equipment

Display Fab Utilization Continuing Strong in 1H 2021

March 22, 2021

With LCD panel prices at multi-year highs and spot shortages in some display applications, display industry fab utilization is continuing at high levels in the first half of 2021, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q4 2020, total TFT input for all display makers was up 3% Q/Q and 15% Y/Y at 79.4M square meters, and in the current Q1 2021, we expect total TFT input to be flat Q/Q but up 12% Y/Y at 79.6M square meters.
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Display Equipment

Display Capacity Growth Upgraded, Now Expected to Fall in 2023 on Korea Shutdowns

March 15, 2021

DSCC has upgraded its display capacity outlook in its latest Quarterly Display Capex and Equipment Market Share Report as a growing number of manufacturers add capacity in response to stronger than expected demand from work from home (WFH), learn from home (LFH) and entertain from home (EFH). In addition, the arrival of miniLED backlights which boosts LCD performance and narrows the performance gap with OLEDs at the high-end of IT and TV markets, should enable LCD manufacturers to raise prices for a growing percentage of its output justifying additional capacity investments.
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Augmented and Virtual Reality

6 Key Points from Mark Zuckerberg’s Interview on AR/VR

March 15, 2021

Facebook’s CEO Mark Zuckerberg was recently interviewed by The Information to discuss the company’s work in augmented and virtual reality. Facebook acquired Oculus seven years ago and has since become the leader in VR. According to internal organizational data reviewed by The Information, nearly 10,000 people, or nearly one-fifth of Facebook’s total global workforce, are working in the group developing AR and VR devices. During a 46 min conversation, Zuckerberg elaborated on his vision and the challenges ahead.
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OLED

eMagin Awarded New Patent for High Resolution OLED Direct Patterning Technology

March 8, 2021

eMagin has been awarded a new patent by the U.S. Patent and Trademark Office (USPTO) for its Direct Patterning Display (dPd™) technology. This patent follows two USPTO patents awarded last year and adds to eMagin's portfolio of 18 foundational dPd patents and utility applications for OLED patterning, processes and equipment. The company has a roadmap for full-color displays targeting a brightness level in excess of 28,000 nits by mid-2023, with an intermediate brightness of 10,000 nits later this year. There has been a race to develop high brightness displays for Augmented Reality (AR) and Virtual Reality (VR) in recent years.
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Financial

UDC Hits Record Q4 Earnings But Disappoints Investors

February 22, 2021

Universal Display Corporation (UDC) finished 2020 on a high note, reporting record revenues and profits in its Q4 2020 financial results reported on Thursday. The company gave an outlook for revenue growth in 2021, but they expect gross margins to decrease, and their overall outlook seemed to disappoint investors.
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TV

DSCC TV Cost Report Highlights Battle Between OLED and MiniLED

February 22, 2021

DSCC has released its Q4 2020 update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes cost models for new sizes of OLED TV panels to be introduced later this year, along with updates to other OLED and LCD sizes including LCD with MiniLED backlights, which will compete with OLEDs for the premium TV space.
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Financial

LCD Shortages Leads to Surge in LCD Capex

February 15, 2021

With LCD prices surging, many customers on allocation due to tight panel supply and component shortages and LCD manufacturers enjoying strong financial performance and stock price appreciation, LCD manufacturers are now projected to embark on a new wave of capacity growth.
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TV

LCD TV Panel Price Update – Up, Up and Up

February 15, 2021

As demand for LCD products remains strong with concerns deepening about shortages in glass substrates and driver ICs, LCD TV panel prices continue to increase in Q1, and we expect that to continue in Q2. Announcements by the Korean panel makers that they will maintain production of LCDs and delay their planned shutdown of LCD lines has not prevented prices from continuing to rise.
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