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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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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