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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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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Counterpoint’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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