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Financial

Samsung Earnings – LCD Revenues/Margins Reach New Low, Loss Likely in Q1’20 for Displays

February 3, 2020

Samsung Electronics revenues fell 2% Q/Q and 3% Y/Y in $US to $50.9B. It was the 5th straight quarter with revenues down Y/Y. By division, CE and Harman were the only segments to rise Q/Q with CE, Harman and IM the only segments to rise Y/Y. Semi and Display were down double-digits Y/Y. Margins were flattish to down. Interestingly, operating margins improved in every segment except for Displays which dropped significantly from 12.6% to 2.7%.
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Coronavirus

The Latest on the Coronavirus and the Display Industry

February 3, 2020

The latest toll of the coronavirus as of February 3rd is as follows: • More than 300 people have died and there are 17,228 confirmed cases in China. • 146 confirmed across 23 countries outside of China. • >243 people have been cured.
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Coronavirus

Coronavirus, Wuhan and the Display Industry

January 29, 2020

The coronavirus is a terrible disease that can be spread before people exhibit symptoms, making early detection difficult. It has come about at the worst possible time given the massive travel that occurs during the Chinese New Year holiday. More than 100 people have already died and over 4400 people have been infected worldwide. The disease has already been detected in at least a dozen countries.
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Materials

OLED Materials Market Will Grow to More Than $2 Billion by 2023

January 28, 2020

Sales for OLED stack materials for all applications are expected to grow at a 16% annual CAGR from $1.03 billion in 2018 to $2.15 billion in 2023, according to the latest update of DSCC’s Quarterly OLED Material Report, written in cooperation with the OLED Association.
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Financial

DSCC’s New Display Equipment Stock Index Rose 68% in 2019 Led by ICD – 25 Companies Included

January 10, 2020

2019 was a great year for display equipment stocks, despite declines in both the semiconductor and display equipment markets. DSCC has created a new Equipment Supplier Stock Index (ESSI) which consists of 25 equipment companies with at least 10% of their revenues from the display equipment market. It contains US, Japanese, Korean, Taiwanese and Chinese display equipment companies.
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Display Equipment

Ten Predictions for 2019 – How Did We Do?

December 30, 2019

In the first edition of the DSCC Weekly Review this year, I wrote a story giving ten predictions for the year. Now that we’re at the last edition of the year, and the year is almost over, it’s time to revisit how we’ve done.
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Display Technology

The Top Ten Stories of 2019

December 30, 2019

Now in this year’s final edition of the DSCC Weekly Review, it’s time to review the year with the top ten stories. While I solicited and received some input from my DSCC colleagues on this column, the decision on which stories made the top ten was mine.
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