With LCD TV panel prices falling below cash costs and losses mounting, it is no surprise that our display capacity forecast was revised downward by 6%. A number of panel suppliers are delaying, cancelling or down-sizing new LCD investments as well as downsizing or shutting down some existing capacity.
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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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The table below reveals the 24 5G smartphones we have seen so far. As indicated, 20 of them or 83% are using an OLED. Why is the OLED adoption attach rate so high? There are a few reasons.
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In our Quarterly OLED Supply/Demand and Equipment Spending Report, we provide a deep dive into all OLED fabs revealing not only fab schedules, yields, yielded vs. unyielded capacity and supply/demand, but also equipment spending trends for 64 different segments. For 56 of those segments, we provide market share. In this article, I will reveal some of the equipment spending takeaways.
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Mobile OLED panel shipment revenue will increase to nearly $40 billion by 2023 and OLED TV panel revenue will add another $6.5 billion by that year, according to the Q4 update of the DSCC Quarterly OLED Shipment and Fab Utilization Report. The report includes Q3 actual shipments plus DSCC’s estimate for Q4 2019 for smartphone models for the top brands, along with shipment data by application for ten different applications for OLED display panels.
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The $3 billion deal between the Wisconsin Economic Development Corporation (WEDC) and Foxconn for subsidies for an LCD manufacturing plant was agreed by then-Governor Scott Walker, a Republican, and has had many critics from the left of the political spectrum, including his successor, the current Governor Tony Evers, in the 2018 election campaign.
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Thanks to the transparency of the Chinese and Korean display industries, we were able to re-make our report that tracks fab spending into the newly named Quarterly Display Capex and Equipment Market Share Report which now delivers equipment supplier market share for all major display segments.
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As expected, Motorola launched its foldable clamshell smartphone on November 13th and it received an enthusiastic response from most media and reviewers.
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On China’s (and the world’s) most important online shopping day “11.11” or Singles Day, online channels reported sales revenues of CNY 410 Billion ($58.6 billion) with 30.1% Y/Y growth.
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The Trump Administration tariffs have started to cut into TV Imports from China, and there are signs that monitor imports are surging ahead of potential tariffs to be imposed on December 15th, 2019.
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