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Display Equipment
Foxconn: No LCDs in Wisconsin?
January 31, 2019
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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Blog
TV
TV Cost Report Provides First Look at QD OLED, MMG
January 28, 2019
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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Display Equipment
Fab Utilization Data Updated for January, DSCC Releases Lower Cost Fab Utilization Report
January 28, 2019
DSCC has been publishing OLED and mobile LCD fab capacity, input and utilization as part of its Quarterly OLED Shipment and Fab Utilization Report for over a year. The utilization data is extremely useful for anyone assessing the health of these companies, their suppliers, the capex outlook and the mobile and OLED TV markets in general.
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Mobile
DSCC’s Latest Smartphone Display Cost Report Adds Foldable, New Models and Quantifies Significant BOE Yield Improvements
January 22, 2019
The Q4’18 update of DSCC’s Quarterly Smartphone Display Cost Report adds the panels used in the upcoming Samsung Galaxy S10 models and the Galaxy Foldable smartphone. Foldable smartphones have the potential to dramatically change the smartphone landscape and it is critical to understand their costs and cost reduction potential to estimate their impact on smartphone prices and likelihood of success.
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Display Equipment
DSCC Shows Record Equipment Spending, Capex and Equipment Supplier Revenues for Q3’18
December 10, 2018
DSCC released its latest Quarterly Display Capex and Equipment Service suite of products.
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OLED
OLED Panel Revenues to Grow 19% in 2019
December 10, 2018
Revenues from the sales of OLED display panels will increase 19% in 2019 to $31 billion, according to the latest update of DSCC’s Quarterly OLED Shipment and Fab Utilization Report. OLED panel units in all applications will grow 22% to 610 million, and shipment area will grow 35% to exceed 9 million square meters.
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Display Technology
FLEx Lighting Sets Out to Transform Reflective LCD
December 4, 2018
Reflective LCDs have been around for a long time but have never made much of an impact on the display industry. FLEx Lighting, a US- based startup, is looking to change that with some fascinating technology that greatly improves the performance of reflective LCDs, and just might make this display technology a big part of the industry landscape in a few years.
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Display Equipment
Panel Maker Comparison Shows Winners and Losers
November 27, 2018
We now have all the financial results of panel makers for Q3 2018, and we have compiled a comparison view as part of DSCC’s Quarterly Display Supply Chain Financial Health Report. The comparison highlights big discrepancies in results between some of the major players in the industry. While Q3 was in general a positive quarter for display makers, it was especially good for Samsung, and not so good for some of the smaller players.
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Display Technology
LTPS LCD and Flexible OLED Fab Utilization to Overtake Rigid OLED Utilization in Q4’18
November 26, 2018
DSCC has updated its LTPS LCD and OLED fab utilization results through November with a 1-month forecast for December. This data is compiled based on surveys of glass and materials suppliers and appears in our Quarterly OLED Shipment and Fab Utilization Report. The results are quite interesting.
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Foldable
Samsung’s Showcases Its First Foldable Smartphone, What We Learned
November 12, 2018
After years of development dating back to 2012 when Samsung trademarked YOUM for its unbreakable, flexible display, Samsung finally announced its first foldable display which it trademarked on October 29 as the Infinity Flex Display at its Developer Conference on November 7th in San Francisco, CA. It did not formally announce the name, timing or price of its foldable smartphone however, which many people believe will be called the Galaxy F for foldable.
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