Revenues for microLED TVs will increase to $228 million by 2026, according to the newly released MicroLED Display Technology and Market Outlook Report from DSCC. Although consumers are very enthusiastic about microLED technology, the report finds that microLED will only have a small share of the TV market due to a high retail price.
Read More
After a slowdown in Q2 2020 that was less severe than expected, display industry fab utilization recovered in Q3 and is continuing at high levels in Q4, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2020, total TFT input for all display makers was up 9% Q/Q and Y/Y at 76.4 million square meters, and in the current Q4 2020 we expect total TFT input to be down less than 1% Q/Q up 10% Y/Y at 76.1 million square meters.
Read More
Strong LCD panel demand from the work-from-home and education markets, steady LCD TV demand along with declining LCD panel capacity in Korea as the result of excessive losses from government subsidized Chinese competition has led to tight supply, higher LCD prices, consolidation in China, a return to profitability for most LCD suppliers and now rising future LCD capex.
Read More
Rising LCD TV panel prices and a seasonal increase in shipments helped LG Display (LGD) turn the corner on profitability in Q3 2020, as the company reported net profits for the first time after consecutive quarters of losses for the Korean flat panel display maker. While LGD held to its long-term strategy of shifting to OLED, the company indicated that it would be flexible in its plans for LCD.
Read More
The DSCC 2020 Display Market Outlook Virtual Conference will feature timely updates on: • Market forecasts for all major applications; • Panel pricing; • Display costs and profitability for all major applications; • Capex/equipment spending forecasts; • Foldable/rollable forecasts and technology developments; • Our views on which companies are likely to underperform and outperform.
Read More
The state of Wisconsin has denied Foxconn’s application for tax subsidies related to the Gen 10.5 LCD fab project which was planned for that state. In a letter to Foxconn Technology Group Vice Chairman Dr. Jay Lee, the Wisconsin Economic Development Corporation (WEDC) told Foxconn that it is not eligible for credits under the agreement signed in November 2017.
Read More
DSCC has released its Q3 2020 update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes new costs models for LCDs with MiniLED backlights, which will compete with OLEDs for the premium TV space.
Read More
While the launch of the iPhone 12 was far from secret, Apple still managed to surprise with some of the attributes of the iPhone 12. Our latest understanding of their product specs are shown below along with some of the surprises.
Read More
Jade Bird Display (JBD) has confirmed the availability of its 0.13” (3.3 mm) microLED display with a 4 μm pixel pitch. The JBD4UM480P display series will be released in November in monochrome red, green and blue. Featuring a resolution of 640×480 and a luminance of 0.2 M nits, 2 M nits, and 0.15 M nits for red, green, and blue, respectively, JBD claims the world’s smallest and brightest VGA display panel ever made. The size and resolution translate to 6,154 dpi, although the company did not specify an exact value.
Read More
I recently saw the Samsung Galaxy Z Flip available for $500 off or $880 at B&H 2 weeks ago and decided to buy it. Prior to the Z Flip, I have been using an iPhone 8. So, the Z Flip represented many firsts for me.
Read More
DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
Register
Japanese
Korean