DSCC has distributed its latest capex and capacity forecasts to its Quarterly Display Capex and Equipment Service customers.
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As expected, Huawei announced its first foldable smartphone, which it calls the Mate X, on Sunday February 24th, the day before the Mobile World Congress (MWC) started.
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Samsung wisely got the jump on the rest of the smartphone industry by holding a product launch in San Francisco on February 20th, 5 days ahead of the Mobile World Congress (MWC) show which starts on February 25th in Barcelona. Called Samsung Unpacked, Samsung wanted to make sure it introduced its foldable smartphone before Huawei and others and also got all the media’s attention on its S10 launch.
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It was a record week after the Chinese Lunar New Year for Chinese display stocks with: BOE rising 42% Tianma rising 36% Visionox rising 47% (will be added to our index next week) and TCL which includes CSOT rising 12%.
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We have updated our monthly and quarterly OLED and Mobile LCD fab utilization data through March and distributed pivot tables and Powerpoint slides.
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OLED panel revenues will increase by 8% in 2019 to $28.6 billion, according to the latest update of the DSCC Quarterly OLED Shipment and Fab Utilization Report for Q1 2019, with double-digit growth in area and units, as OLED continues to take a larger share of smartphone and TV shipments.
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It was an unusual quarter for Samsung Display in that OLEDs suffered their largest Y/Y decline to date, while LCD margins improved significantly.
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LG Display is usually the first flat panel maker to release earnings each quarter, and in many ways they have been a bellweather for the industry. They always give guidance on the upcoming quarter, and historically their guidance has not always been accurate. For Q4, though, LGD’s guidance given at the end of October was spot on, and included a phrase that captured the industry dynamic in Q4, and perhaps for some time to come.
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According to a flurry of news reports this week, Foxconn will not be building LCD panels at its complex in Wisconsin.
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DSCC has released its Q4 2018 update of our Advanced TV Display Cost Report, with updates to all of the OLED and LCD cost outlines plus the first cost model for Samsung Display’s quantum dot OLED (QD OLED) product, as well as analysis detailing the cost advantages LG Display will realize in implementing Multi-Mode Mother Glass (MMG) technology.
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