The top global TV brands continued to sustain profitable businesses in Q4 despite declining revenues, although it appears that LGE has stumbled a bit in the holiday season. Samsung and Sony are enjoying an unprecedented run of profits in the TV market.
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Corning reported its Q4 and full year earnings this week, and the company finished the year on a downswing in its two biggest businesses, Display Technologies and Optical Communications, but had much more favorable results from its three smaller businesses. In Display, the company looks for the slowdown to continue in Q1 but expects a recovery in glass demand in the 2nd half of 2020.
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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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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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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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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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Display industry fab utilization fell to 83% in Q4 2019 and will fall further to 81% in Q1 2020, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week.
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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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2019 turned out to be a great year for panel supplier stocks with our Panel Supplier Stock Index (PSSI) rising 36%. Its growth exceeds the US large cap index (SPY) which rose 29% and crushed the emerging market index (EEM) which rose 15%.
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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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