Blog

Display Equipment

China Star Acquires Samsung Suzhou

August 31, 2020

TCL Technology Group, the corporate parent of China Star Optoelectronics Technology (CSOT), announced this week an agreement to acquire Samsung Display’s assets in Suzhou, China, including a Gen 8.5 fab and a co-located LCD module plant. Under the deal, TCL will pay Samsung more than $1 billion, but the majority of the money is returned to TCL as an investment, and Samsung Display will become a minority shareholder in a TCL subsidiary.
Read More

Events

Summer Sprout Develops Deep Red Phosphorescent OLED Emitters for Automotive Lighting. Potential Competitor to Universal Display

August 26, 2020

One of the many important developments to come out of the SID DisplayWeek symposium was a paper by a potential competitor for Universal Display Corporation in the field of phosphorescent OLED emitters. The paper was given in session 83, OLED Displays II, and entitled Optimization of High-Performance Deep-Red OLEDs Using Tandem Structure for Automotive Lighting Application, given by Huiqing Pang of Beijing Summer Sprout Technology Co, Ltd. The paper describes Summer Sprout's development of a red phosphorescent emitter for automotive OLED lighting, and lists six authors with Huiqing Pang as the lead. Dr. Pang is identified as a Vice President of Beijing Summer Sprout Technology Co., Ltd.
Read More

Financial

Universal Display’s Awful Q2 Explained by Inventory, Fab Utilization

August 17, 2020

Universal Display Corporation (UDC) released its Q2 2020 financial results on Thursday, August 6th, and the company described a terrible Q2 but some positive indications about Q3, and referred to positive developments at DisplayWeek toward commercialization of a blue phosphorescent emitter. We show how UDC’s Q2 results can be explained by analysis using DSCC’s Quarterly Display Fab Utilization Report, and review the Samsung paper in DisplayWeek and its implications for blue.
Read More

TV

Samsung Holds Top TV Spot in Q2, TCL Surges to #2

August 17, 2020

Samsung remained the #1 brand for TV shipments in Q2 2020, despite a modest Y/Y decline in shipments, while TCL surged past LG Electronics for the #2 spot, according to the latest update of the DiScien Monthly Global TV Shipment Report, available in Japan, Europe and the Americas through DSCC’s exclusive relationship with DiScien. The report covers quarterly TV shipments for the top 15 global TV brands by brand, screen size, display technology, resolution, and geographical region, with pivot tables to enable fast and easy analysis.
Read More

Financial

Pandemic Hit US Electronic Imports, but TV Imports from China Recover in Q2 Despite Tariffs

August 17, 2020

US imports of electronics goods in the second quarter of 2020 declined by 11% Y/Y to $73.1 billion despite high demand for TVs, according to analysis of data released by the US International Trade Commission (US ITC). While imports from China declined on a Y/Y basis, they recovered from Q1 lows despite the pandemic and punitive tariffs on TVs, and Mexico was the region hardest hit by the pandemic.
Read More

Display Equipment

DSCC Upgrades Capex Forecast on New Fabs, China Dominates, New Segments Added

August 10, 2020

DSCC issued the Q3’20 version of its Quarterly Display Capex and Equipment Market Share Report last week which upgraded 2019-2024 spending by 4% on a move-in basis and 5% on an install basis on a number of new fabs added in China. There were 3 new fab lines added over the 2021-2023 period all in China for OLEDs. China is expected to account for 84% of 2019-2024 LCD and OLED spending. China’s share of LCD spending will be 100% and its share of OLED spending will be 76%.
Read More

TV

Strong TV Demand Pushing LCD TV Panel Prices Up

August 10, 2020

Robust TV demand in the US and China, combined with capacity reductions by the Korean panel makers, is leading to LCD TV panel price increases in Q3, which will improve the profitability for panel makers who rely on TV panels. We are updating our data and forecast for TV panel prices for the rest of 2020 and adding a forecast for the first half of 2021, and we now expect double-digit % increases for some TV sizes in Q3 2020 compared to Q2.
Read More

TV

Samsung Extends Lead in Advanced TV Shipments in Q2

August 3, 2020

Advanced TV revenues are forecast to grow by a 5% growth rate from 2019 to 2025 to $22 billion, according the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. This quarter’s update adds MicroLED to our forecast, as well as rollable OLED TVs. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment result for Q2 2020, a forecast by quarter for 2020 and an annual forecast to 2025.
Read More