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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Sales for AMOLED stack materials for all applications are expected to grow at a 23% annual rate from $951 million in 2019 to $2.69 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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Quantum Dot based panel shipments are forecast to grow from 3M shipments in 2018 to 31M shipments by 2025 representing a compounded annual growth rate of 40%, according to DSCC’s new Annual Quantum Dot Display Technology and Market Outlook Report, introduced this week and now available to subscribers. This first of its kind report provides both technical and market information about various QD architectures for use in display including QDEF, QDOG, QD OLED, QNED and EL QDs.
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Advanced TV revenues are forecast to grow by a 9% growth rate from 2019 to 2025 to $26 billion, according to the new DSCC Quarterly Advanced TV Shipment and Forecast Report, introduced this week and 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 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 Q1 2020, a forecast by quarter for 2020 and an annual forecast to 2025.
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Display industry fab utilization defied both our predictions and the coronavirus by increasing to 85% in Q1’20, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q1 2020, total TFT input for all display makers was up 1% Q/Q and up 5% Y/Y at 69.8 million square meters, but the demand for LCD applications cannot support such high utilization rates. In the current Q2 2020, we expect total TFT input to fall 6% Q/Q and 7% Y/Y to 65.8 million square meters.
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COVID-19 cases and fatalities continued to plateau.
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