LG Display will kick off earnings season for panel makers on Wednesday, October 25th, in a quarter that likely saw a big improvement as the industry recovers from its steep downturn at the end of last year. In this article, we will preview the results from Q3’23.
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The recovery in the display industry has continued through the third quarter, based on revenues reported by Taiwan panel makers last week, as total revenues increased M/M in both August and September after a slight decline in July. Revenues have increased by a double-digit % on a Y/Y basis as the comparable 2022 numbers sunk to a low point in the second half. September revenues for the three companies of TWD 45.5B (US$1.42B) were up 2% for the month and up 33% compared to September 2022.
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After a weak Q1’23, the Advanced TV market is showing some signs of recovery led by gains from Chinese brands as shipments increased Y/Y in Q2’23, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report-History, now available to subscribers. The top three brands outside of China – Samsung, LG and Sony – all fared poorly while TCL and Hisense gained share in the premium segment.
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Apple announced several new products during its Wonderlust event on Tuesday, September 12th. Apple announced the Watch Series 9, Watch Ultra 2 and the iPhone 15 series. Let’s start with the Apple Watch Series 9 and Apple Watch Ultra 2.
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Now that all of the industry’s flat panel display makers have reported their Q2’23 financial results, we update our industry profile. DSCC’s Quarterly Display Supply Chain Financial Health Report covers the 13 publicly traded panel makers and is based on company financial disclosures.
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The rally in LCD TV panel prices, which started in February has continued in the third quarter and has been accompanied by a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins and the TV supply chain is building inventory toward the big selling season in the fourth quarter. We are now seeing a shift in the supply/demand balance from shortage to oversupply, with September prices flat compared with August as a two-month peak, and we continue to believe that prices will decline in the fourth quarter.
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DSCC has released its latest quarterly foldable report, which forecasts foldable smartphone, notebook and tablet shipments out to 2027. The report also reveals each brands’ product plans, display supply chain, regional mix, shipment forecasts, panel price forecasts, phone price forecasts, display film stacks and much more. Highlights of the latest report include:
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DSCC has heard from several of our contacts in the industry regarding some concerns about the USA increasing its tariff on TVs imported from China. Each of these contacts mention “rumors” of such an increase, and an article in Digitimes also made reference to such rumors. Our opinion is that these rumors have no basis and are generated from a profound misunderstanding of the US political system and the way such decisions are made.
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After upgrading display capacity for six straight issues on improved market conditions in LCDs in 2020 and 2021, DSCC has now lowered its display capacity forecast for seven consecutive quarters dating back to Q1’22 on delays, cancellations and fab closures as LCD manufacturers continue to lose money. The latest forecast is down 1% vs. last quarter and 14% from peak levels. Display capacity is now only projected to grow at a 1.1% CAGR from 2022 to 2027, which could lead to another significant shortage if unit or area demand surges.
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Foldable phone shipments rose 16% Q/Q and 42% Y/Y in Q2’23 to 2.2M units. Samsung held a narrow 32% to 30% advantage over Huawei. Huawei had the #1 and #3 best-selling models, the Mate X3 and Pocket S, while Samsung had the #2 and #4 fastest selling models, the Galaxy Z Flip 4 and Fold 4. Vivo had the #5 model with the X Flip. Clamshells led the way with a 53% unit share. Samsung Display accounted for a 63% share of all foldable smartphone panels shipped, down from 68% and its lowest share since Q1’21. BOE’s share fell from a record 32% in Q1’23 to 25% in Q2’23.
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