With all the financial results of panel makers for Q2 2019 now available, we have compiled a comparison view as part of DSCC’s Quarterly Display Supply Chain Financial Health Report.
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The display industry has been plagued by oversupply, in both LCD and OLED, and panel maker margins have suffered as a result.
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DSCC has released the latest issue of its popular Quarterly Display Capex and Equipment Report. In this issue, forecasts were extended to 2024 as we were able to include a healthy increase in new fabs where probabilities have recently improved.
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When the news this week hit on President Trump’s tweets about raising tariffs on $300 billion in imports from China, I knew it deserved mention in this blog.
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Reuters reported this week that Foxconn is in discussions to appoint banks to find a buyer for its LCD factory that is being built in Guangzhou.
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During the 2019 UDE in Shanghai this week, TV brands demonstrated their TV products with two major mainstream technology camps covering OLED TV and 8k QLED TV.
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Sales for OLED stack materials for all applications are expected to grow at a 17% annual CAGR from $1.04 billion in 2018 to exceed $2 billion in 2022 and reach $2.28 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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Nameplate or unyielded capacity is the most common, but often least useful way to look at OLED capacity. In LCDs, it is more acceptable to focus on unyielded capacity as yields are in a relatively tight range. However, in OLEDs, yields span a wide range. So, yielded capacity is a better snapshot of a company’s production capability.
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In DSCC’s Quarterly Display Supply Chain Financial Health Report, we analyze and compare all publicly traded display equipment suppliers’ financial results and include insights from our Quarterly Display Capex Report where appropriate.
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Foxconn this week submitted plans for construction of its first major manufacturing facility at its Wisconn Valley complex and received a recommendation for approval by the Mount Pleasant village Plan Commission.
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DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
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