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 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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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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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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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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Display industry fab utilization slowed in Q2 but less than expected, and is improving in Q3, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q2 2020, total TFT input for all display makers was down 1% Q/Q and 2% Y/Y at 69.7 million square meters, but in the current Q3 2020 we expect total TFT input to increase 7% Q/Q and 7% Y/Y to 74.4 million square meters.
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This coming week starts the cycle of earnings results from flat panel display makers, with LGD typically starting off the releases and AUO scheduled next week. With panel prices falling in the first part of Q2 but then recovering in June, and the coronavirus raging, what can we expect from the earnings announcements?
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Samsung released its guidance for revenues and operating profit for the 2nd quarter of 2020, beating consensus expectations for operating profits driven by strong memory demand in Semiconductors and a one-time payment from Apple in Display.
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We have recently finalized the fab schedules in our upcoming Quarterly Display Capex and Equipment Market Share Report. We will be distributing the schedules, analysis and Gannt charts this week.
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We were recently asked for our foldable UTG vs. CPI forecast by Bloomberg Korea so I put together the following chart. As indicated, while CPI led in 2018 and 2019, UTG is expected to lead from 2020. The gain by UTG is a result of Samsung adopting it in the Z Flip and the Z Fold 2 and we expect future Flip and Fold devices to continue using UTG. The Z Flip will be the highest volume foldable product in 2020 and we expect the Z Flip 2 and Z Fold 3 to compete for the best-selling product in 2021. Importantly, today, UTG capacity is constrained by Samsung Display’s glass processing (cutting/chemically treating) supplier Dowoo Insys. Samsung Display has made a big investment in Dowoo Insys and Dowoo Insys will be more than tripling capacity over the next 2 years. I will be sharing the unyielded and yielded UTG capacity outlook in my foldable talk at the SID/DSCC Business Conference. This data is important as it limits the upside to the foldable market given the #1 brand and panel supplier are constrained by the supply of this component.
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