In a significant development in the foldable market, DSCC’s latest Monthly Flagship Smartphone Tracker showed that BOE led in Q4’23 in foldable panel shipments with Huawei leading in Q4’23 foldable panel procurement.
Read More
LG Display will kick off earnings season for panel makers on Thursday, January 25th, ending a year that saw an improvement in profitability as the industry recovered from its steep downturn at the end of 2022. Panel makers in Q4 benefited from higher LCD panel prices resulting from increases in Q2 and Q3 but suffered a demand slowdown in the quarter. In this article, we will preview the results from Q4’23.
Read More
Samsung announced the S24 series during the Galaxy Unpacked 2024 event on January 17th (a few weeks earlier than when they announced the S23 series on February 1st, 2023)
Read More
Apple has announced that Vision Pro users will be able to watch more than 150 3D movies when the headset becomes available on February 2. The list of movies include recent releases such as Avatar 2, Dune and Super Mario Bros. Vision Pro users will have access to 3D versions of eligible movies when they become available to rent or purchase from the Apple TV app. Users who already own movies with a 3D edition will have access from their Vision Pro at no additional cost. Moreover, several streaming apps, including Disney+, will offer 3D versions of their latest and most popular movies on Vision Pro at launch.
Read More
CES has always been the preeminent exhibition for TVs and large screen technology, and CES 2024 had new products and an abundance of technology on both the convention show floor and in private exhibits. Although two key brands (Samsung and Sony) decided to skip TV demonstrations at CES in order to hold their own product launches later in the year, there was still a lot to see.
Read More
On my first day at CES, I was fortunate enough to get into both SDC and LGD’s suites. Here is a summary of what I saw, what I felt was important and what they published about their exhibition/demo’s.
Read More
As we have done each year since 2019, we have some predictions for the year. This year’s predictions came from several of the analysts on the DSCC team, with Bob O’Brien serving as the editor. #1: LCD TV Panel Prices Fall but Will Remain Above All-Time Lows
Read More
New Year celebrations bring hope for the coming year, and sometimes resolutions to do something better. Panel makers can hope that the current trend of falling prices does not last too long, and they can resolve to avoid building too much inventory. 2024 brings a trend to falling LCD TV panel prices which started in Q4’23 and will extend at least through Q1’24. As the big holiday selling season comes to an end in early February, the supply/demand balance sits squarely in oversupply, with Q1 prices for all screen sizes continuing to fall from their recent peak in September 2023.
Read More
DSCC’s Future of OLED Manufacturing Report will be released shortly and includes detailed analysis and insights on how OLED panels and manufacturing are likely to evolve as the market expands. It examines:
Read More
DSCC released its latest display equipment spending forecasts in November as part of its Quarterly Display Capex and Equipment Market Share Report. Equipment spending was increased by 10% or $6.2B to $69B from 2020-2026 on the addition of new G6 and G8.7 fabs using photo patterning. As indicated, we now see 2024 up 82% to $8.5B and 2025 up 25% to $10.6B after spending stalled in 2023, down 61% to $4.7B. OLED spending is expected to dominate, accounting for a 54% share in 2024, an 84% share in 2025 and an 82% share in 2026.
Read More
Counterpoint’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
Register
Japanese
Korean