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Financial
Samsung Display Achieves Record OLED Earnings in Q3’19
November 4, 2019
Highlights of Samsung’s latest earnings call from a display perspective.
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Blog
Financial
Another Great Quarter for Universal Display
November 4, 2019
Universal Display Corporation (UDC) released their Q3 financial report Thursday and, following a strong first half, reported another quarter of revenue and profit Y/Y, and again increased their revenue guidance for the full year 2019.
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Display Equipment
Fab Delays and Cancellations Reduce Our Display Equipment Spending Forecast
October 29, 2019
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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Financial
LGD Posts Another Loss in Q3
October 29, 2019
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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Financial
Samsung Q3’19 Guidance and OLED Results Preview
October 14, 2019
Samsung released its guidance for Q3’19 and is expecting its 4th straight quarter of a Y/Y revenue decline.
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Display Equipment
SDC Makes $11B QD-OLED Investment Official – What We Learned
October 14, 2019
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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Display Equipment
Sharp Delays G10.5 Guangzhou Fab by 6 Months
October 14, 2019
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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Display Equipment
DSCC’s Latest Long-Term OLED Forecast in OLED Shipment & Fab Utilization Report
October 1, 2019
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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Display Equipment
LCD TV Panel Fab Utilization Falling in 2H’19
October 1, 2019
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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Display Equipment
Highlights from Our Q2’19 Display Equipment Supplier Comparisons
September 24, 2019
In our Quarterly Display Supply Chain Financial Health Report, we compare the financial results of all panel and equipment suppliers.
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