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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%.
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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.
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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.
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Materials

AMOLED Materials Market Will Grow to $2.1 Billion by 2024

July 27, 2020

Sales for AMOLED stack materials for all applications are expected to grow at a 17% annual rate from $928 million in 2019 to $2.06 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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Display Equipment

Display Glass Shipments Will Recover in Q3 2020

July 27, 2020

Display glass shipments are expected to increase in volume terms by 7% Q/Q and Y/Y in the third quarter of 2020, overall display glass shipment volume is expected to increase by 3% this year, according to the latest update to DSCC’s Quarterly Display Glass Report, released this week. Shipments in Q2 decreased by 1% Q/Q in volume terms as the display industry responded to the demand slowdown caused by the COVID-19 pandemic, but are recovering in Q3 as display demand has fared better than expectations.
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Events

The SID/DSCC Business Conference Auto Session Highlights Long-Term Growth

July 27, 2020

The SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, becomes available on August 3rd will feature over 40 different talks on all aspects of the display industry. One session of the conference will address the fast-growing market for automotive displays, which combines some of the most attractive prices for flat panel displays with some of the most demanding requirements.
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Display Equipment

Kateeva Still in the IJP Game: Wins Order at Tianma TM17

July 27, 2020

A recent article published in TheElec reported that Kateeva’s presence in the display inkjet printing market has declined and that the company has not won any new orders from panel makers in years. These statements are however incorrect. Kateeva is still a dominant player in the IJP market and our analysis published in the DSCC’s Quarterly Display Capex and Equipment Market Share Report show that Kateeva recently won ½ G6 tool orders at Tianma TM17 and continues to be the supplier of record for most mobile OLED customers. The company had won business at BOE B12 and also has orders to fill at Visionox V3.
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Events

The SID/DSCC Business Conference IT Session Shows Industry Response to COVID-19

July 20, 2020

The SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, becomes available on August 3rd will feature over 40 different talks on all aspects of the display industry. One session of the conference will address the ways that the display industry, along with the IT industry, is responding to the challenge of the COVID-19 pandemic with new products and new applications to sustain and enhance productivity and to improve medical results.
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