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.
Read More
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.
Read More
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.
Read More
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 of the major highlights will be talks related to smartphones and foldable displays. In addition to dedicated sessions on these topics, a number of other presentations will also cover market and technology developments and innovations in these segments.
Read More
Attendees of the SID/DSCC Business Conference during Display Week 2020 will not be able to see the speakers in person, but they will still get a comprehensive perspective on the emerging technologies that enable TV, IT and mobile advances as well as development of an entirely new display technology, microLEDs. The two sessions on emerging technologies will be held in the virtual conference during Display Week 2020 from August 3rd – 7th. The presentations will be available on demand from August 3rd onward.
Read More
The Q2 update of DSCC’s Quarterly Smartphone Display Cost Report includes the latest updates to our smartphone cost model, and a number of new models representing the ongoing evolution of the smartphone marketplace. New panel sizes introduced this quarter include three new flexible OLED models representing phones from Huawei, Oppo, and Samsung, plus revisions for the resolution of Apple’s 2020 iPhone product line, and four 120Hz smartphone panel models.
Read More
Shipments of TVs have improved from their pandemic-induced Q1 swoon, and are showing particular strength in North America and China, according to the latest update of the Discien Monthly Global TV Shipment Report, available to subscribers through DSCC. The report covers shipments of the top 15 global brands: Samsung, LGE, TCL, Hisense, Sony, Skyworth, TPV (Philips), Sharp, Xiaomi, Vizio, Haier, Panasonic, Changhong, Konka and Toshiba.
Read More
5G is of course critical for the telecom, semiconductor, display, IOT and broadcasting markets as well as a host of services. However, one report indicates the US may have already lost the 5G battle. After reading their paper, it appears the US has been forced to choose the more expensive 5G standard (mmWave at 24-300GHz) with reduced coverage due to excessive government ownership of the sub-6 GHz spectrum. One study indicated it would cost telecom providers over $400B to adequately build out the mmWave infrastructure, so it will be limited to dense cities only. Thus, there is the possibility that in the US the only reason to buy a 5G phone would be if you live in one of those dense cities or you frequently travel overseas to a country where 5G has been more effectively deployed. The report was authored by the Defense Innovation Board (DIB) which is one of several independent federal advisory committees advising the Secretary of Defense. I will try and summarize the major points of their 33 -page white paper entitled The 5G Ecosystem: Risks and Opportunities for DoD in this article. Note, the paper was published in April 2019, but I suspect little has changed since then.
Read More
The supply/demand situation in the display industry is more dynamic than ever amidst the disruptions from the COVID-19 pandemic and the associated economic impact. With some new information, we are updating our data and forecast for TV panel prices; we’re seeing prices slightly higher in June and expect a price increase in Q3, which will be welcome news for beleaguered panel makers.
Read More
As we get closer to the event launch, we have a flurry of new speakers added to the agenda of the SID/DSCC Business Conference, the display industry’s premier event, to be held during DisplayWeek 2020 from August 3rd – 7th. That makes several announcements we made in a last few weeks out of date, so it’s important to update our readers on this exciting event.
Read More
Counterpoint’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
Register
Japanese
Korean