We have been alluding to some fab delays and cancellations in some recent articles in the DSCC Weekly Review, so in this article, we will try and quantify it. Why is this happening?
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As the flat panel display industry struggles with oversupply, LGD reported another big loss in its Q3 earnings release this week, kicking off what it likely to be a grim earnings season for panel makers.
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Samsung released its guidance for Q3’19 and is expecting its 4th straight quarter of a Y/Y revenue decline.
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On September 30th, we published that SDC would spend around $11B on its QD-OLED fabs. On October 10th, they made it official at an agreement ceremony held at its Asan 2 campus.
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Recently, we reported that Sharp placed the second 45K substrate per month of input capacity of its G10.5 fab on hold. Now, they announced that they have delayed the start of volume production on the initial 45K by 6 months.
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Mobile OLED panel shipment revenue will increase to nearly $36 billion by 2023 and OLED TV and monitor panel revenue will add another $10 billion by that year, according to the Q3 update of the DSCC Quarterly OLED Shipment and Fab Utilization Report.
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The display market turned in Q3’19 from healthy to oversupply as utilization dropped from 89% to 85% and is expected to keep falling in Q4’19 to 80%. What happened?
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In our Quarterly Display Supply Chain Financial Health Report, we compare the financial results of all panel and equipment suppliers.
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We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q3, with DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand.
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In our latest Quarterly Display Capex and Equipment Report, we extended our capacity forecasts out to 2025 which produced a number of interesting results.
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