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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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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