One of the many highlights of the upcoming SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, will include the opportunity to capture insights from an extensive collection of leading market and financial analysts.
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As DisplayWeek 2020 has shifted to an entirely virtual format, the shift poses challenges but also opens up opportunities to add value to participants. Recognizing the monumental impact of the COVID-19 pandemic and the unique role that displays have played in society’s adjustments to the pandemic, DSCC has decided to expand the scope of topics of one of the sessions of the SID/DSCC Business Conference to address the industry’s response.
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Aggregating all the publicly traded equipment suppliers results for Q1’20 in our Quarterly Display Supply Chain Financial Health Report revealed a sharp decline in display equipment spending and a stark contrast in the fortunes of a number of the market leaders. We saw healthy growth at AMAT and TEL at the same time as seeing large reductions at Canon, Nikon and V Technology. We also saw Korean equipment suppliers outperform Japanese equipment suppliers in most categories.
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DSCC updated its capacity forecast last week as part of the deliverables from its Quarterly Display Capex and Equipment Market Share Report.
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Now that we have more insight on the scope of the COVID-19 pandemic and the impact of the worldwide economic downturn on display applications, DSCC has updated its outlook for demand for major display devices; our outlook is more optimistic for IT applications, but we continue to expect Y/Y declines in smartphones, TVs, and automotive displays and declines in overall area and revenue for the display industry.
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DSCC released the historical version of its Q2’20 Quarterly OLED Shipment Report which includes Q1’20 actual OLED shipments by panel supplier and procurement by brand as well as a forecast of the same contents through Q4’20. In a few weeks, we will be providing an annual forecast through 2025.
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There has been a lot of information leaked about the iPhone 12 recently. We have been able to correct and confirm some of this info.
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DSCC released the Q2’20 edition of its Quarterly Display Capex and Equipment Market Share Report last week which reveals the latest outlook for display equipment spending as well as which suppliers are gaining and losing share.
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After peaking the week of March 27th, the growth rate in cases and fatalities has now fallen for 5 straight weeks with the case growth slowing from 27% to 20% and fatality growth slowing from 38% to 21%.
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Display glass shipments are expected to decline by 4% in volume terms in 2020, and revenues will decline by 8% this year, according to the latest update to DSCC’s Quarterly Display Glass Report, released this week. Shipments in Q1 increased by 1% in volume terms, but shipments are expected to decline Q/Q in both Q2 and Q3 as the display industry responds to the demand slowdown caused by the COVID-19 pandemic.
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