The two big Taiwan panel makers reported their Q4 2020 results this week, and as expected both posted their biggest profits in more than three years. In addition, both companies managed to book profits for the full year 2020.
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X Display Company (XDC) spun out of X-Celeprint in 2019 to continue the commercialization of Micro Transfer Printing for display manufacturing. This technology has been developed over the last 15 years, which makes XDC one of the first companies to offer a mass transfer technique specifically for microLED displays. According to XDC, the technology is particularly well-suited for micron-scale chips, and they have achieved the highest transfer yields with devices smaller than 100 microns.
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Sales for AMOLED stack materials for all applications are expected to grow at a 18% annual rate from $927 million in 2019 to $2.46 billion in 2024, according to the latest update of DSCC’s Quarterly AMOLED Material Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
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An accident at an AGC glass plant in Korea may have only a small impact on the current shortage for display glass but is likely to extend the tightness until summer. After a tank failure at Corning and a power outage at NEG, this accident at AGC means that all three of the major display glassmakers have experienced production problems in the last six months.
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The big increases in LCD TV panel prices and a seasonal increase in shipments of OLED panels helped LG Display (LGD) to its best quarter for profitability in more than three years in Q4 2020, but LGD’s Q4 profits fell just short of bringing the company to profit for the full year.
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After a record-breaking Q3, Samsung Electronics slowed down a bit in Q4 as sales of its smartphone products slumped, but strong revenues in display products and other divisions kept the company on a Y/Y growth path.
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On January 15th, 2021, BOE announced plans to raise CNY 20 Billion ($3.1B) to fund ongoing fab projects after its stock reached a new high of CNY 7.49. According to BOE’s announcement, it plans to use the funds for the following projects:
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Continuing strong demand and concerns about a glass shortage resulting from NEG’s power outage have led to a continuing increase in LCD TV panel prices in Q1. 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. Panel prices increased more than 20% for selected TV sizes in Q3 2020 compared to Q2, and by 27% in Q4 2020 compared to Q3, and we now expect that average LCD TV panel prices in Q1 2021 will increase by another 9%.
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On January 14th, Samsung launched the S21 series of smartphones at its latest Samsung Unpacked event. While there were few surprises, there were a number of important developments. In this article, I will compare the S21 line-up with the S20 line-up and also offer some insights into their expected volume.
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To start off 2021, I will continue the tradition started two years ago of laying out some predictions for the year. I consulted with my DSCC colleagues for both topics of interest and for predictions and received contributions from Ross and Guillaume, but I write this column for my own account, and readers should not assume that anyone else at DSCC holds the same opinions. While I’ve numbered these predictions, the numbers are for reference only; they are not in any particular order.
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