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Events

Quantum Dots Highlight DSCC Future of Display Technologies and Markets Conference​​

October 17, 2018

On November 6th, DSCC will bring 3 of the most influential speakers on the future of quantum dot technology and its market outlook at the upcoming Future of Display Technologies and Markets Conference. Quantum dots have the opportunity to become a significant part of the LCD, OLED and microLED markets as those technologies strive for improved color performance. In addition, as quantum dot material performance improves, it has the potential to become its own emissive display technology.
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TV

TV Cost Report Shows LGD Turning the Corner on OLED Profitability

October 17, 2018

LG Display has had remarkable success in its OLED TV panel business for years, in all areas except one – profits. Based on new analysis in DSCC’s Quarterly Advanced TV Display Cost Report, the combination of higher prices and lower components costs have allowed LGD to turn the corner on this business and become profitable in Q3 2018, and LGD likely has a strong runway of profits in the coming quarters and years.
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OLED

OLED Materials Report Brings New Insight on QD OLEDs

October 2, 2018

Sales for OLED stack materials are expected to grow at a 20% annual CAGR from $829 million in 2017 to $2.04 billion in 2022, according to DSCC’s Quarterly OLED Material Report for Q3 2018, written in cooperation with the OLED Association. The report details all aspects of OLED materials, including multiple applications, supplier matrices, and cost comparisons.
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Events

DSCC Finalizes Agenda for its Future of Display Technologies and Markets Conference

October 2, 2018

The agenda for our Future of Display Technologies & Markets Conference on November 6th in Santa Clara is now final as seen below. The first talk will be by Ross Young and will detail DSCC's latest forecasts for OLED shipments, revenues, prices, supply/demand, fab utilization, LCD and OLED equipment spending, etc. as well as our view on technology roadmaps and inflection points.
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OLED

Samsung OLED Fab Utilization Updated for August and September

September 24, 2018

In today's issue of our weekly report, the Display Supply Chain Monitor, we updated Samsung's OLED fab utilization at its A2 and A3 fabs for August actuals and the September forecast. There were some surprises vs. prior forecasts. Please contact gerry@displaysupplychain.com if you would like to see the Samsung results in our weekly report or gain access to all manufacturers' LTPS LCD and OLED fab utilization in our Quarterly OLED Shipment and Fab Utilization Report.
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Mobile

New Apple iPhone Line-up Will Test the Value of OLED

September 17, 2018

Unless you’ve been under a rock for the last week, you’ve heard about Apple’s new iPhone line-up, announced in an enthusiastic product launch this week. The Apple events these days seem to rival the “Everything is Awesome” scene in the Lego movie for over-the-top fandom, with an abundance of “amazing” and “incredible” features listed. The main iPhone products were just as expected, but the prices will push the limit of what consumers are willing to pay, especially considering the price premium for the models with OLED displays.
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Events

IMID Industry Forum Brings New Technology Insights

September 5, 2018

In cooperation with the Korean chapter of SID, DSCC organized a one-day Display Industry Forum at the 18th International Meeting on Information Display (IMID) conference last week in Busan, Korea. The conference brought many of the key players in the Korean part of the display industry and provided insights for industry professionals.
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TV

China TV Imports Increased in Q2 Despite Threat of Tariff

August 20, 2018

Imports to the US of TVs from China increased in Q2 of this year despite the Trump administration’s threat of tariffs imposed on TV products. The industry has shown few signs of shifting its supply patterns, based on data from the US International Trade Commission (ITC) database. The tariff threats, though, seem to have claimed their first victim in US TV assembler Element Electronics, as the US-China trade war shows no signs of abating.
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TV

What Impact on TV for Next Wave of Tariffs?

July 10, 2018

If TVs get hit with a 10% tariff as part of the Trump administration’s next round of $200 billion of product affected, what would be the likely impact? Because of the steep declines in LCD TV panel prices in the last twelve months, a 10% tariff would merely slow down the price declines for TVs in the 2018 holiday season. The figure below shows the pattern of TV panel prices since 2015; overall prices are down nearly 40% Y/Y in July 2018.
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