Past DSCC Weekly Review Releases

The Lead

• Display Glass Revenues Rising Despite Soft Demand

Panel Makers

• JDI Makes a Series of Announcements Related to eLEAP and the Automotive Market Including an Alliance with Innolux
• Innolux Announces Delays to India Fab and FOPLP Production

AR/VR

• INMO Launches Air 3 and Go 2 Smart Glasses
• Meta and Goertek to Shift Headset Production to Vietnam
• XREAL Launches New XREAL One Series

Smartphones

• Honor, Vivo and Xiaomi Announce New OLED Smartphones
• China’s October Smartphone Shipments Increased 18% M/M and Decreased 1% Y/Y - 5G Share Increased to a 96% Share

TVs

• Walmart Completes Vizio Acquisition

IT Markets

• LG Announces 27” 480Hz UltraGear™ OLED Gaming Monitor Priced at $999

OLED Materials

• Korea University Develops New Blue TADF Host

Display Equipment

• Latest POs and Awards

Events

• LG Display, Hyundai Motors Group and Doosan Not Attending CES 2025

US-China Trade

• US China Trade Developments – Week of November 29-December 6

Display Stocks and the Economy

• Stocks Continue to Rise Led by Large Cap Tech, Economic Data Mostly Positive

The Lead

• 2024 Black Friday Deals Set New All-Time Lows for Big TVs
• LCD TV Panel Prices Have Flatlined in Q4
• Foldable Smartphone Market Stalls in 2024 and 2025

Display-Related Technology Developments

• Visionox's New OLED Material Structure F1, First Applied in Vivo's iQOO Neo 10 Series
• Smartkem Partners with AUO to Develop Rollable Transparent MicroLED Display

Smartphones

• Huawei Launches Mate X6, Numerous Improvements for the Same Price
• Huawei and Oppo Announce New OLED Smartphones

US Trade Developments

• US China Trade Developments – Week of November 23-29
• Trump Calls for Tariffs on Mexico, Canada and China
• US Government Announces Additional CHIPS Act Incentive Agreements with Intel, BAE Systems, Inc and Rocket Lab

MicroLEDs and AR/VR

• Meta Offers Attractive Deals for Black Friday
• Rokid Announce New Smart Glasses with MicroLED Display

Advanced Semiconductor Packaging

• KIMM Announces Korea's First 600mm Large Area Semiconductor Packaging Technology Commercialization

Earnings

• Dell’s FY Q3’25 Revenues Increase 10% Y/Y – FY’25 Y/Y Revenue Growth Lowered to 9% from 10% on Slower Refresh for PCs
• HP Reports Flat Y/Y Revenue Growth for FY’24 – Personal Systems Group Revenues Increase 1% Y/Y

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mostly Up as Rates Fall

The Lead

• Applied Materials Announces New Tool and Architecture for Next Generation OLED Manufacturing, Samsung Display Now Assessing Their Technology
• Global TV Shipments Increased 11% Y/Y in Q3’24, Second Consecutive Quarter of Y/Y Growth
• Flat Panel Display Fab Utilization Restrained in 2H’24
• iPhone 16 Series Cumulative Panel Procurement Projected to be 1% Lower than the iPhone 15 Series Through November
• Double-Digit Y/Y Growth for Smartphones and TVs Fuel 32% Y/Y Growth for OLED Panel Shipments in Q3’24

Earnings

• TV Brands Continued with Profits in Q3
• Lenovo Reports a 24% Y/Y Revenue Increase in Q3’24 – PCs, Smartphones and Tablets Deliver 17% Y/Y Revenue Growth
• Xiaomi Revenues Increase 30% Y/Y in Q3’24 – A Record Quarter Fueled by Y/Y Growth from Smartphones, IoT & Lifestyle & EV Products

US Government and US-China Activities

• US China Trade Developments
• US ITC Finds in Favor of SDC, Damages, if Any, To Be Issued in March
• US ITC Investigating TCL for Patent Infringement
• US Government Finalizes CHIPS Act Incentive Agreements for TSMC and Global Foundries – Samsung, Intel and Others Expected to Follow

MicroDisplays

• X Display and Lumileds Announce MicroIC Driven MicroLED Display Prototype
• Applied Venture Invests in MICROOLED
• Avantama’s IP Portfolio for Sale

Smartphones

• Asus, Vivo and ZTE Announce New OLED Smartphones

TVs

• Amazon Enters Advanced TV Market with MiniLED TVs

Monitors

• AOC Launches 34” QD-OLED Porsche Design Inspired Monitor

Automotive

• Continental to Showcase Automotive OLED Display with trinamiX Sensor at CES 2025

Display Fabs and Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise Except for Panel Makers

The Lead

• New MacBook Pros Are the First Apple Product to Use Quantum Dots
• Display Equipment Spending Expected to Rise 47% in 2024 as Industry Rebounds
• Q3’24 Flat Panel Display Financials Review: Profitability Stabilizes at Unattractive Levels

Display Suppliers

• Q3’24 Earnings: Losses Continue for Japan Display and Sharp

MicroLEDs

• LGD Demonstrates Stretchable MicroLED Display with 50% Elongation
• Tianma Expects Mass Production of MicroLED in 2025

Smartphones

• ZTE Announces New OLED Smartphones

Display Equipment

• Hansong Neotech KOSDAQ Delisting Crisis Raises Concerns over FMM Tension Equipment in BOE B16
• K&S Shares Update on Luminex Tool for MiniLED
• Latest POs and Awards

Display Materials

• ENF Technology Successfully Achieves Diversification of Ag Etchants for SDC

Display Stocks and the Economy

• Stocks Fall on Rate and Inflation Concerns

The Lead

• New DSCC Report Shows How MicroLED Market Can Grow After Apple’s Exit
• Panel Maker Q3’24 Earnings: Visionox and HannStar Keep Losing Money but Samsung Display Profit Increases
• Trump Tariffs Will Reshape the US Electronics Industry: Latest Imports Data Shows Continued Reliance on China

More Company Earnings and Results

• Taiwan Panel Maker Revenues Fall in October
• Huawei Reports a 30% Y/Y Revenue Increase for January – September 2024 Fueled by Growth in Smartphones and PCs
• Acer Reports an 8% Y/Y Revenue Increase for Q3’24 – Computer and Display Revenues Increased to a 73% Share
• Asus Reports a 24% Y/Y Revenue Increase for Q3’24 - Expects Single-Digit Growth for PCs in 2025 with AI PCs Earning a 20%-30% Share
• Qualcomm Beats on Revenues in Q3’24 – Expects Handset Revenues to Increase by Low-to-Mid Percentages in FY Q1’25

MicroLEDs and Micro OLEDs

• Apple Considers CoE Technology to Make WOLED Panels for Cheaper Headset
• Aixtron Delays Shipment of MicroLED Tools, Announces Hyperion 300mm Reactor for Power GaN

Smartphones

• Honor and Realme Announce New OLED Smartphones

OLED Materials and OLED Applications

• Schem Aims to Become an OEM Supplier of OLED Materials
• Development of QD-OLED Patch for Hair Loss Treatment

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Surge on Trump Victory, Fed Rate Cut

The Lead

• China National Day Shutdown Stabilizes LCD TV Panel Prices
• Panel Maker Q3’24 Earnings: AUO, BOE, CSOT, CHOT, EverDisplay, Innolux and Tianma: A Shift to the Red in Q3
• Glassmaker Q3’24 Earnings: UT Slowdown Dents Profits
• Foldable Smartphone Panel Shipments Disappoint in Q3’24, Only 3% Growth Expected in 2024

More Earnings

• Apple Reports 6% Y/Y Revenue Increase for FY Q4’24 – China Revenues Down 8% Y/Y for the Fiscal Year
• Samsung Profits Slumped in Q3’24 on Semi Stumbles in AI
• UDC Books a Profitable Q3 But Signals Material Sales Slowdown
• Meta Reaches Highest Ever Net Profit in Q3’24
• Intel Revenues Decreased 6% Y/Y in Q3’24 – AI PCs on Track to Ship More than 100M Units by the End of 2025.
• AMD Beats on Revenue in Q3’24 - Client Segment Increases 29% Y/Y – Total PC Market Expected to Grow Mid-Single Digits in 2024

Smartphones

• China’s September Smartphone Shipments Increased 12% M/M and Decreased 26% Y/Y - 5G Share Remained at 94%
• Honor, OnePlus, Vivo and Xiaomi Announce New OLED Smartphones – First Smartphones to Use Qualcomm Snapdragon 8 Elite Chipset

IT

• Apple Refreshes the 14” and 16” MacBook Pro’s with M4, M4 Pro and M4 Max – Price Raised for the 14” & 16” M4 Max Models

AR/VR and MicroLEDs

• RayNeo Launches Air 3 in China, Announces Collaboration on Neural Interface
• Shiftall Begins Preorders for MeganeX Superlight 8K in Europe
• ams Osram Targets Automotive Light LEDs

QDs

• Samsung Display Recycling Quantum Dot Ink for QD-OLED

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Data and Stocks Mixed; Panel Suppliers Continue to Gain

Apple News

• iPhone 16 Series Panel Procurement Projected to be 1% Higher than the iPhone 15 Series Through October
• Apple iPad Pro Panel Volumes Downgraded Again
• Apple Could Pause Production of Vision Pro as Sales Slow Down

Events

• Highlights of the Phosphors & Quantum Dots Industry Forum

Panel Maker Earnings

• LG Display Reports Another Loss in Q3'24

Smartphones

• Samsung Launches Z Fold 6 Special Edition, Samsung’s Largest and Thinnest Foldable Yet
• Huawei and Oppo Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 8 Elite – New Architecture Boosts Performance Improvements to the CPU, GPU and NPU

OLED and QD Materials

• Nanoco Appoints New CEO and Considers Selling Assets
• Solus Advanced Materials Expands OLED Production Facility in South Korea
• Hanwha e-ssential Tests FMM Prototypes

Display Fabs and Equipment

• BOE Signs Agreement with Omniply
• Latest POs and Awards

OLED Monitors

• AOC Launches 34” QD-OLED Monitor

AR/VR

• Dispelix to Supply Waveguides to Collins Aerospace

Display Stocks and the Economy

• Stocks Mixed as Rates Rise, Dollar Strengthens

The Lead

• Panel Maker Q3’24 Earnings Preview

Apple News

• Apple Launches New iPad Mini, Probably the Last Mini with an LCD Screen
• Apple Remains the World’s Top Brand, Tech Brands Dominate Top of List with Samsung #5

Smartphones

• TSMC Beats on Revenue in Q3’24 – Strong Demand Expected to Continue Fueled by AI and Flagship Smartphones

• Honor, Oppo, Realme, Samsung and Vivo Announce New OLED Smartphones

MicroLEDs and Micro OLEDs

• SeeYA to Apply for IPO in 2025
• Raysolve Launch 0.13” MicroLED Display with QD Color Conversion

OLED Materials

• LG Chemical Successfully Defends Deuterium Patent

Automotive

• Hyundai Mobis and ZEISS to Jointly Develop Holographic Windshield Display for Automotive

Display Fabs and Equipment

• Latest POs and Awards

Events

• Display 360 Summit: Summary of the MicroLED Session

Display Stocks and the Economy

• S&P 500 Rises for 6^th Straight Week, Earnings and Data Mostly Good, Rally Broadens

The Lead

• China Government Subsidy Program May Boost TV Demand
• More Display 360 Summit Highlights

Financials

• Samsung, LG Profits Slump in Q3
• Taiwan Panel Maker Revenues Flat in September
• TSMC Revenues Surge 40% Y/Y in September
• Acer Reports a 15% M/M Increase and 6% Y/Y Revenue Decrease for September – Highest Revenue Quarter, Post Pandemic

Smartphones

• Meizu, Samsung and Tecno Announce New OLED Smartphones
• MediaTek Announces Dimensity 9400 – 3nm Flagship Smartphone Chipset Optimized for Google Nano with Multimodality

Fabs and Equipment

• CSOT Hopes to Begin Selling Inkjet OLEDs from the End of 2024
• Latest POs and Awards

Eye Safety

• LGD OLED Achieves Highest Eyesafe Certification for Eye Safety in the US

Display Stocks and the Economy

• Stocks Mostly Up Despite Mixed Inflation Data

The Lead

• Highlights from the AR/VR Display Summit
• Highlights of My Two Talks from the Display 360 Summit – Implications from Weak 2H’24 iPad Pro Panel Shipments
• China National Day Shutdown Slows Down LCD TV Panel Price Declines

AR/VR

• Meta Launches Quest 3S and Introduce Automatic Pairing with Windows PCs
• Sony Releases Smaller Full HD Micro OLED for AR Smart Glasses

Smartphones

• China’s August Smartphone Shipments Decreased 5% M/M and Increased 17% Y/Y - 5G Share Increased to a 94% Share
• Motorola Announces New OLED Smartphone

IT Markets

• Sony Announces 27” OLED Gaming Monitor

Display Fabs and Equipment

• Latest POs and Awards

Korea Patent Issues

• SFC Defends Blue OLED Patent from JNC
• Chemtronics Signs Interactive Whiteboard Patent License Agreement

Display Stocks and the Economy

• Stocks Mixed Despite Strong Jobs Report as Rate Cut Expectations Shrink to 25bps, China Stocks Surge on Stimulus

The Lead

• US Congressman Calls for Defense Restrictions on BOE and Tianma
• MiniLED Continues to Grow Steadily, Automotive and AI Are Promising Highlights
• OLED Panel Revenues Increased 36% Y/Y in Q2’24 – 2024 Expected to Increase 13% Y/Y on Growth from Smartphones, TVs and IT Applications
• iPhone 16 Series Panel Procurement Projected to Be 8% Higher than iPhone 15 Series through September
• OLED Smartphone Panel Revenues Expected to Increase 5% Y/Y in 2024 as Units Increase 25% Y/Y
• OLED Supply/Demand Update – Oversupply to Slowly Decline with Shortage on the Horizon

AR/VR

• Meta Unveils Orion Smart Glasses with MicroLEDs and SiC Waveguides

Display Fabs and Equipment

• Visionox V5 Held the World's First G8.7 FMM-less Groundbreaking Ceremony
• LGD Sells China LCD Fab to China Star for $1.53B, China Star Narrows Capacity Gap with BOE
• Latest POs and Awards

Smartphones

• Samsung, Vivo and Xiaomi Announce New OLED Smartphones

Tablets

• Samsung Launches Galaxy Tab S10+ and S10 Ultra, Promises Superior Tablet AI Experience

OLED Materials

• UNIST and Sungkyunkwan University Develop Material to Improve Efficiency and Stability of Blue OLED

Display Stocks

• Stocks Rise on China Stimulus, Solid Economic Data and Micron’s Strong Guidance

The Lead

• Q2’24 Flat Panel Display Financials Review: Progress Toward a Healthy Display Industry
• Progress in MicroLED to Be Highlighted at DSCC Events
• Display 360 Summit Automotive Market and Technology Session to Highlight the Fastest-Growing Application for Displays

AR/VR

• Meta and EssilorLuxottica Announce Long Term Partnership on Smart Eyewear
• Snap Unveils New Spectacles with LCoS Displays
• HTC Launches Vive Focus Vision with Eye-Tracking Support

QLED on Silicon

• Hanyang University Selected for National Development Project on Silicon Display

Display Materials

• Corning Increasing Display Glass Prices
• LORDIN Develops Highly Efficient and Stable Blue OLED Emitter

Smartphones

• Realme Announces New OLED Smartphone
• China’s July Smartphone Shipments Decreased 7% M/M and Increased 28% Y/Y - 5G Share Remained at a 93% Share

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise on 50bps Fed Rate Cut

The Lead

• DSCC Launches Industry’s First Automotive Display Design Win and Specification Database
• DSCC Developing a New Report on Glass Substrate Packaging
• 2024 Will Be a Revival Year for Advanced TV Market with Growth to $30B by 2028
• Advanced Monitor Market Expected to Rise 37% Y/Y in 2024 – Fueled by Smaller Gaming Displays and Competitive Prices
• Advanced Notebook PCs Expected to Grow 36% Y/Y in 2024 – Capturing 8% Share of the Total Notebook PC Market

New Smartphones

• Apple Announces New Products Including the iPhone 16 Series – Larger Displays, Thinner Bezels, Larger Batteries and Improved Cameras
• All the Details on the New Huawei Mate XT Ultimate Design
• Realme and Vivo Announce New OLED Smartphones

Events

• DSCC Announces Agenda for the AR/VR Display Summit
• Display 360 Summit Display Manufacturing Session to Shed New Light on Key Challenges and Opportunities for Equipment and Materials Suppliers as Industry Roadmap Evolves
• Highlights of the Detroit SID 2024 Vehicle Displays & Interfaces Symposium
• Highlights from the Second India Display Manufacturing Conference

MicroLEDs and AR/VR

• Jade Bird Display Increases Brightness of Polychrome MicroLED Projector
• Smartkem and Chip Foundation to Co-Develop MicroLED Backlight for LCD
• TriLite Increases Series A Funding to $22M

Display Materials

• Samsung SDI Sells Polarizer Business to Wuxi Hengxin
• Henkel Invests in Pixelligent – Expected to Speed Up Commercialization of Pixelligent’s High Refractive Index Materials

Display Equipment

• Latest POs and Awards
• Morphotonics Raises Over $10M

Panel Makers

• Taiwan Panel Maker Revenues Edge Up in August

Display Stocks and the Economy

• Stocks Rebound on Good Enough Inflation Data, Increased Odds for a 50bps Cut

The Lead

• LCD TV Panel Prices Declining into Q4
• Highlights from DSCC’s Latest Display Capacity Report

Events

• Register for a 2-Day Pass to October DSCC Events and Save $200

Panel Makers

• Chinese Panel Maker Q2’24 Earnings: EverDisplay, Tianma and Visionox. Small Screen Makers Improving but Still in the Red
• Highlights from BOE’s Partner Event
• LG Display Unveils Stretchable Display at Seoul Fashion Week

Smartphones

• Additional Insights on Huawei’s Multifold (Mate XT) Including a New UTG Supplier
• Motorola and Vivo Announce New OLED Smartphones

IT

• Samsung Announces New Galaxy Book5 Pro 360 Using Intel’s New Core Ultra 200V Series Chipset
• Qualcomm Announces Snapdragon X Plus 8 Core – Fueling Lower Cost Offerings for On-Device AI Capabilities for PCs
• Asus Announces New OLED Copilot + Notebook PCs Using Intel’s New Core Ultra 200V Series Chipset
• Acer Announces New OLED Copilot + Notebook PCs Using Intel’s New Core Ultra 200V Series Chipset
• Lenovo Announces New OLED Copilot + Notebook PCs Using Latest AI Chipsets from Intel, AMD and Qualcomm

TVs

• Panasonic Returns to the US with Large Screen OLED and MiniLED TVs

MicroLEDs

• PlayNitride Reports 30% Increase in Revenue
• Metavision Integrates BOE’s New 0.9” Micro OLED into VR Headset Prototype

Display Equipment

• Latest POs and Awards – Laibao Issues 7 Awards to AMAT, SCREEN, TEL and Toray Engineering

Display Stocks and the Economy

• Stocks Sink on Slowing Job Growth, Recession Concerns

The Lead

• DSCC Report Projects the End of Flat Panel Display Oversupply and Beginning of LCD Shortage
• Highlights from DSCC’s Latest Foldable Report
• Chinese Panel Maker Q2’24 Earnings: Large Screen Makers Solidly Profitable

Events

• AR/VR Display Summit Will Feature Leading Companies in the Supply Chain
• Display 360 Summit to Shed Light on Key Smartphone Trends and Forecasts
• Counterpoint’s AI 360 Summit Digs Deep into How AI Is Impacting the Tech Landscape

Smartphones

• Motorola, Realme and Vivo Announce New OLED Smartphones
• Tecno Readies Phantom V Fold 2 and V Flip 2 Foldables for Launch at $1050 and $630, Shows Off Multi-Fold
• Partstec Develops 2.5mm Ultra-Slim Hinge for Foldable Phones

Earnings

• HP Personal Systems Group Revenues Increase 5% Y/Y in FY Q3’24 – Commercial PC Segment Recovery Remains Strong
• Dell’s FY Q2’25 Revenues Increase 9% Y/Y – 10% Revenue Growth Expected in FY’25 Fueled by AI PCs & Servers

MicroLEDs

• Innovision Shows New Full Color MicroLED Prototype
• Sapien Semiconductors Wins Another Contract for MicroLED Backplane

IT

• Corsair Announces 34” QD-OLED Gaming Monitor

Display Materials

• Merck Plans to Expand Display R&D Investment in Korea

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed as NVIDIA Drops 8%

The Lead

• Global TV Market Returned to Growth in Q2’24
• Chinese Brands Gain Share in Advanced TV Market as MiniLED TVs Surpass OLED TV in Q2’24
• iPhone 16 Series Panel Shipments Start Strong with 14% Higher Volumes than the iPhone 15 Series Through August

Panel Suppliers

• LG Display Develops Blue Phosphorescent OLED Panel with Tandem Structure
• LGD and SDC Win 2024 IMID Korea Display of the Year Awards

AR/VR

• Meta Cancels Headset with Micro OLED
• ByteDance Launches Pico 4 Ultra and Motion Tracker
• RayNeo Air 2s Now Selling on Amazon
• VividQ Raises $7.5M and Partners with JVCKenwood

Monitors

• Samsung Unveils Glasses-Free ‘Odyssey 3D’ Gaming Monitor
• Asus Announces New OLED 480Hz and 360Hz Gaming Monitors

Smartphones

• Oppo and Vivo Announce New OLED Smartphones

Earnings

• Xiaomi Revenues Increase 32% Y/Y in Q2’24 – Smartphone Revenues Increase 27% Y/Y

Display Equipment

• POs and Awards

Display Stocks and the Economy

• Stocks Gain on Rate Cut Clarity/Confirmation

The Lead

• OLED Panel Shipments Rise 50% Y/Y in Q2’24 on >100% Growth in Tablets and Monitors and High Double-Digit Growth in Smartphones and TVs
• Display Glass Market Jumped in Q2 But Falling in 2H’24

Events

• AR/VR Display Forum Will Cover Advances in Micro OLED, Laser Beam Scanning, MicroLED and Holography
• K-Display 2024: AI Technology Emerges as a Key Driver of the Display Industry's Future

Earnings

• TV Brands Squeezed Out Profits in Q2 Despite Higher Panel Prices
• Lenovo Reports a 20% Y/Y Revenue Increase in Q2’24 – Commercial PCs and AI Infrastructure Sales Fuel Growth

Smartphones

• Google Announces Pixel 9, Pixel 9 Pro and Pixel 9 Pro XL – Deep AI Integration and Larger Display Sizes
• Google Announces 2^nd Generation Foldable – the Pixel 9 Pro Fold - One of the Thinnest and Largest Foldables

MicroLEDs

• Seoul Viosys to Begin MicroLED Mass Production in 2H'24
• LG Display Seeks to Recover Costs from MicroLED Project with Apple

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rebound on Better than Expected Inflation and Retail Data, Our Indexes Jump 3% - 10%

The Lead

• OLED Tablet Panel Shipments Surge in Q2’24, 2024 Volumes Expected to Exceed 14M Panels
• Foldable Smartphone Panels Set New Record High in Q2’24 Helped by Earlier Launch of Samsung Foldables
• Display Industry Oversupply Returns as Fab Utilization Decreases in Q3’24

Earnings

• Q2’24 Earnings: Innolux Reports a Profit, but Losses Continue for HannStar, Japan Display and Sharp
• Acer Reports a 15% Y/Y Revenue Increase for Q2’24 – Computer and Display Revenues Increased to a 72% Share
• Asus Reports a 27% Y/Y Revenue Increase for Q2’24 - Expects AI PCs to Exceed 60% Penetration of the Market in 2026

Monthly Revenues

• Taiwan Panel Maker Revenues Edge Down in July
• Acer Reports a 17% M/M Decrease and 32% Y/Y Revenue Increase for July – 13 Months of Consecutive Y/Y Growth

Tablets

• Huawei Launches Industry’s Second Tandem OLED Tablet, Uses EDO Panel

Smartphones

• Huawei Launches the Nova Flip Clamshell for $737
• Motorola, Realme and Vivo Announce New OLED Smartphones

AR/VR

• Microsoft to Use Micro OLED from SDC in Future Headset
• Meta Could License Horizon OS to Reliance Jio

OLED and QD Research

• NRF Develops Highly Efficient Printed Quantum Dot LED Through UHD Double-Layer Transfer Printing
• Soongsil University-GIST Research Team Develops New OLED Polymer Material

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Another Volatile Weak Leads to Mixed Results for Stocks

The Lead

• DSCC Raises Capex Outlook as OLED Manufacturers Respond to Rising Demand with More Capacity
• LCD TV Panel Prices Continuing to Decline
• LG Display to Sell Guangzhou Fab to China Star

Earnings

• Apple Reports 5% Y/Y Revenue Increase for FY Q3’24 – New iPads Fueled Growth & China Revenues Declined 7% Y/Y
• Samsung Profit Soared in Q2’24 on Semi Recovery and Improvement in Display
• Glassmaker Q2’24 Earnings: Corning and AGC Ride Higher UT to Profits
• Meta Reality Labs Records 28% Increase in Sales in Q2
• AUO Recovers to Break Even in Q2’24 and Announces New Business Structure
• UDC Books a Solid Q2 But Signals Delay in Phosphorescent Blue
• AMD Beats on Revenue in Q2’24 - Client Segment Increases 49% Y/Y – AI Revenues Now Expected to Exceed $4.5B in 2024
• Intel Revenues Decreased 1% Y/Y in Q2’24 – Cost Reductions Impacting 15% of the Workforce Expected in 2024 - 2025
• Qualcomm Beats on Revenues in Q2’24 – Modem Revenues from Apple Expected to Fuel Q/Q Revenue Increase in Q3’24
• Aixtron Reports Strong Order Intake in Q2 Driven by Power Electronics Sector

Smartphones

• Realme and Tecno Announce New OLED Smartphones
• China’s June Smartphone Shipments Decreased 17% M/M and Increased 14% Y/Y - 5G Share Increased to a 93% Share
• Qualcomm Announces Snapdragon 4s Gen 2 – Designed to Make 5G More Accessible for Emerging Countries
• Novatek Enters as a New DDIC Supplier for iPhone 16 Series, LX Semicon Expands New Business

Display Equipment

• Latest POs and Awards – New Bids from Laibao

Display Stocks

• Volatile Weak Leads to Large Declines for Most Tech Stocks, Apple and Panel Makers Gain

The Lead

• MiniLEDs Expected to Enjoy Highest Penetration in Automotive from 2026
• DSCC Reports June Panel Shipments for the iPhone 15 Series Decreased 18% M/M - iPhone 16 Series Panel Shipments Kickoff Strong
• DSCC Announce First Speakers of AR/VR Display Forum

Earnings

• LG Display Beats Revenue Expectations but Still Reports a Loss in Q2’24
• LG Electronics Reports Best Q2 Ever on Strength in Home Appliances and Profitable TV Segment

Smartphones

• Apple Foldable iPhone Rumors and Analysis
• Xiaomi Launches 2 New Flagship Foldables at Aggressive Prices Including Its First Clamshell
• Xiaomi Announces New OLED Smartphone

AR/VR and MicroLEDs

• OQmented to Integrate Laser Chip from Brilliance into LBS Light Engine
• VueReal Partners with RiTdisplay

Display Equipment

• LGD Raises Capital Through Equity Sales in Affiliated Suppliers, Cuts Costs through Voluntary Redundancy Plan
• Latest POs and Awards

Display Materials

• LG Chemical Expected to Rank Second in OLED Evaporation Materials Market
• LG Display Supports LG Innotek’s TGV Technology

Display Stocks and the Economy

• Stocks Fall as Tech Sell-Off Continues

The Lead

• Panel Maker Q2’24 Earnings Preview

Panel Makers

• LG Display to Begin Mass Production of 3rd Generation Tandem OLEDs for Automotive in 2026

TVs

• Prime Day Deals Disappointing for TV Buyers
• LG Electronics’ OLED TV Rated Highest at HiVi Awards

Smartphones

• OnePlus, Oppo and Vivo Announce New OLED Smartphones

AR/VR

• Magic Leap Initiates New Round of Layoffs
• Meta to Launch AR Smart Glasses Without Ray-Ban Branding

MicroLED

• VueReal Expands its Production Facility

Earnings

• TSMC Beats on Revenue in Q2’24 – Increases 2024 Revenue Outlook Fueled by AI Chips for Flagship Smartphones

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Take a Beating on Concerns of Tech Overvaluation

The Lead

• AMOLED Evaporation Materials Market Expected to Increase 24% Y/Y to $2.12B in 2024, $2.7B by 2028
• OLED Smartphone Panel Revenues Expected to Increase 3% Y/Y in 2024 as Units Increase 21% Y/Y
• Apple iPad Pro OLED Displays Are the Most Expensive Tablet Displays Ever

Smartphones

• Samsung Launches Z Flip 6 and Z Fold 6 – Modest Updates, Higher Prices
• Honor Launches Two New Aggressively Priced & Thin Foldables – Magic V3 and Vs3
• China’s May Smartphone Shipments Increased by 26% M/M and 14% Y/Y - 5G Share Remained at an 89% Share
• Realme and Vivo Announce New OLED Smartphones

Taiwan LCD Suppliers

• Taiwan Panel Maker Revenues Close to Flat in June; HannStar Is in Trouble

IT

• Acer Reports a 33% M/M and 7% Y/Y Revenue Increase – Marking 12 Months of Consecutive Y/Y Growth

Smartwatches

• Samsung Announces Galaxy Watch 7 and Galaxy Watch Ultra - Upgraded Processor with AI Features and Better Efficiency

AR/VR

• Meta Makes Quest 3 More Affordable as Quest 2 Runs Out of Stock
• Samsung Confirms New XR Platform Coming this Year

Display Equipment

• Sunic System Contracts G8.7 OLED FMM VTE Production Site
• Latest POs and Awards

Display Stocks and the Economy

• Stocks Gain Despite Thursday Sell Off After Better than Expected Inflation Data

The Lead

• DSCC Announces Call for Speakers for 2024 DSCC/Counterpoint Tech Market Research Conference – Displays and AI Covered in Parallel Tracks
• OLED Supply/Demand Update – Oversupply to Slowly Decline but No Sign of Shortage

Earnings Preview

• Samsung Rides Semi Recovery to Strong Profits in Q2; LG Revenues and Profits Up

AR/VR

• Apple Considers 2” OLED for Low Cost Vision Headset
• Vuzix and Avegant Partner to Develop AR Optical Module

TVs

• Samsung Trims Its TV Plan with Weak Demand
• Samsung Targets Large Reduction in MicroLED TV Production Costs

Smartphones

• Oppo and Vivo Announce New OLED Smartphones
• Samsung Electronics Establishes the World's Largest Display Module Production Base in Vietnam

Projection

• KIMM Develops World's First 100-inch Large-Scale Nano Transparent Screen

POs and Display Equipment

• More OLED Frontplane Tool Delays at A6

Display Stocks and the Economy

• Major US Indexes Reach Record Highs

DSCC Data

• OLED Revenues Expected to Increase 12% in 2024 Led by Triple Digit Growth in Tablets
• AR/VR Panel Shipments to Increase 12% in 2024
• LCD TV Panel Prices Starting to Decline in Q3
• Advanced Monitor Market Expected to Rise 32% Y/Y in 2024 – Fueled by New Display Sizes and Competitive Prices
• Advanced Notebook PCs Expected to Grow 37% Y/Y in 2024
• DSCC Smartphone Display Cost Report Details Cost of Apple and Samsung Flagship Models

Smartphones

• Motorola Announces Next Generation Razr Clamshells at $699 and $999
• OnePlus Announces New OLED Smartphone
• Avatec Reviews UTG as a Future Business

IT

• LGD Announces the Start of Mass Production for Tandem OLED Panels for Notebook PCs

OLED Materials

• SK Materials JNC and Japan's Idemitsu Kosan Sign MOU for OLED Materials Development

Display Equipment

• Sunic System Announces Purchase Order for FMM VTE for BOE B16
• More A6 Equipment Delivery Delays

Display Stocks and the Economy

• Stocks Fall Despite Better Inflation and GDP Data

Apple Display News

• Apple’s OLED iPad Pro’s Undergo a Mix Shift

• Apple Stops Vision Pro 2 Work to Focus on Cheaper Headset

• M4 MacBook Pro Panels to Start Production in Q3’24

Display Technology

• Samsung Display Acquires Some of Orthogonal’s Patents for Undisclosed Sum, How It Differs with eLEAP and ViP

• Summary of Visionox’s SID 2024 Paper on High Mobility Oxide with Low Vth Shifts

• Visionox SID 2024 Symposium ViP Update

TVs

• Sony Business Review Signals Continued Retreat from TV Market but Opportunity in MicroOLED

• Dolby Acquires GE Licensing

Foldable Smartphones

• Honor Launches Its First Foldable Clamshell, the Magic V Flip, at $690

• Motorola Expected to Launch the Razr 50/Ultra This Week

• Dowoo Insys Prepares for Public Offering Next Year

Smartphones

• S24 Ultra Achieves a Record 61% Share of the S24 Series in May

• Oppo and Realme Announce New OLED Smartphones

AR/VR

• Meta Splits Reality Labs into Two Groups

• Somnium VR1 Headset to Launch in July

IT

• OLED Snapdragon Co-Pilot+ PCs Launched – Beats on Performance and Priced to Compete

Fabs and Equipment

• More B16 Awards Last Week

Display Stocks and the Economy

• Stocks Mixed on AI Stock Volatility

The Lead

• Q1’24 OLED Tablet Panel Shipments Jump 131% Y/Y to a Record High, Another Record Expected in Q2’24 as Apple Ramps OLED iPad Pro Volumes
• Apple’s Worldwide Developers Conference (WWDC 2024) Highlights – Apple Intelligence (AI) Revealed

Monthly Taiwan LCD and PC Supplier Results

• Taiwan Panel Maker Revenues Increased in May
• Acer Reports an 18% M/M and 17% Y/Y Revenue Increase – 11th Consecutive Month of Y/Y Growth

Display Fabs and Equipment

• New G6 OLED Investments in China Under Discussion

• Making Use of Retired LCD Fabs

• Latest POs and Awards

Display Materials

• DNP Announces New FMM Line for G8.7 IT OLED Fabs Begins Operation
• Xi'an Manareco to Acquire a 20% Stake in Idemitsu Electronic Materials
• Vuzix Announce Large Format Waveguides to Target HUD Applications

TVs

• Samsung Announces US Prices for MicroLED TVs

Smartphones

• HTC, Oppo and Xiaomi Announce New OLED Smartphones
• Samsung Electronics Approves Expansion of Hinge Suppliers for Galaxy Z Fold 6

Smartwatches

• Samsung Announces Galaxy Watch FE

E-Paper

• Samsung Unveils E-Paper Signage Display with E Ink Spectra 6 Frontplane

Display Stocks and the Economy

• US Stock Indexes Reach New Highs on Lower Inflation Data

The Lead

• Foldable Smartphone Panel Volumes Expected to Reach an All Time High in Q2’24, Samsung and Samsung Display Expected to Wrestle Leadership Away from Huawei and BOE

TV Prices and US Electronics Imports

• US TV Prices Falling as Overall Inflation Cools

• US Electronics Import Data Shows the Display Supply Chain Slowly Decoupling from China

Smartphones

• Motorola and Vivo Announce New OLED Smartphones

IT

• Samsung Launches 32” and 27” QD-OLED Monitors Powered by AI

• Asus Announces New OLED Copilot + Notebook PCs

• Cooler Master Showcases a 57” MiniLED Monitor

AR/VR

• Rokid Starts Preorders of New Smart Glasses through Crowdfunding

Stretchable Display

• Development of a Stretchable Display that Maintains Image Quality Even When Stretched

OTFT E Ink Product

• Ledger Starts Shipping First Product with Curved OTFT E Ink Display

Touch

• Qualcomm Enables Force Sensing with its 3D Sonic Max Fingerprint Sensor

Display Equipment

• Jusung Engineering Decides to Split the Company

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise, Europe and Canada Cut Rates and US Jobs Report Comes in Hot

The Lead

• LCD TV Panel Prices Peaking in May/June and Headed Down in Q3

• Recovery for Advanced TV Market Has Started in 2024 with Growth to $29 Billion by 2028

• Visionox Announces G8.7 IT OLED Fab

SID Exhibition

• Display Week Exhibition Highlights – Panel Makers

Smartphones

• Honor, Oppo, Samsung and Vivo Announce New OLED Smartphones

• China’s April Smartphone Shipments Increased by 12% M/M and 25% Y/Y - 5G Share Increased to 89%

Earnings

• HP Personal Systems Group Revenues Increase 3% Y/Y in FY Q2’24 – Commercial Segment Recovery and AI PCs Fuel Growth

• Dell’s FY Q1’25 Revenues Increase 6% Y/Y – Revenue Growth Expected in FY’25 from AI PCs / Servers and PC Refresh Cycle

IT Markets

• Acer Announces New OLED Gaming Monitors

Emerging OLED Applications

• LG Display Ventures into the Aircraft OLED Market

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall Despite Inflation Data Meeting/Beating Expectations

The Lead

• Q1’24 Flat Panel Display Financials Review: Display Industry Takes a Step Backwards

SID Display Week 2024

• Display Week 2024: AR/VR Displays Demonstrated in the Exhibition
• Keynote Session Highlights from the SID/DSCC Business Conference
• IT Display Session Highlights from the SID/DSCC 2024 Business Conference
• Smartphone Session Highlights from the SID/DSCC Business Conference

Smartphones

• DSCC Reports May Panel Shipments for the iPhone 15 Series Expected to Decrease 14% M/M - iPhone 16 Pro and Pro Max Panel Shipments Start Strong
• Samsung to Launch Larger Galaxy Z Fold 6 Thin in Early 2025
• Realme, Samsung and Vivo Announce New OLED Smartphones
• Xiaomi Revenues Increase 27% Y/Y in Q1’24 – Smartphone Revenues Increase 33% Y/Y

IT

• Lenovo Reports an 8% Y/Y Revenue Decrease in FY’24 and 9% Y/Y Revenue Increase for Q1’24
• Lenovo to Launch 18.1” Slidable in 2025
• Microsoft Launches 13” Surface Pro with Optional OLED
• Asus, Lenovo and Samsung Announce New OLED Copilot + Notebook PCs Using Snapdragon X Elite & X Plus Chipsets

TV

• Advanced TV Market Returned to Growth in Q1’24 Led by Big Increase in MiniLED for TCL and Hisense

• Q1’24 Global TV Market Declined Y/Y But There Were Some Bright Spots

Display Materials

• APS Merges with APS Materials

Display Technology

• Chungcheongnam-do’s Inorganic Light Emitting Display Project Passes Preliminary Feasibility Study

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Remain at or Near Record Levels on Continuing AI Enthusiasm But Display Stocks Sag

The Lead

• Global TV Shipments Declined 4% Y/Y in Q1’24, Samsung Remains Top Player in Both Units and Revenue
• OLED Panel Shipments Increased 50% Y/Y in Q1’24 on Y/Y Growth for Smartphones, TVs, Smartwatches and IT Applications
• Display Equipment Spending to Rebound in 2024

SID

• SID/DSCC Business Conference: TV Session Highlights
• MicroLED Highlights from the SID/DSCC Business Conference
• Display Week India Business Forum Highlights
• What We Learned from the MicroLED Manufacturing Panel Session

Earnings

• Sharp Reports Big Q1 Loss with Display Write-off and Will Shut Down Sakai Gen 10 Fab
• Japan Display Posts Another Loss and Expects Further Losses in 2025
• Acer Reports a 12% Y/Y Revenue Increase for Q1’24 – Notebook PC Y/Y Revenues Increased to a 51% Share
• Asus Reports an 11% Y/Y Revenue Increase for Q1’24 - Expects AI PCs to Grow to 60% Penetration of the Market in 2026

Tablets

• Apple Launches Industry’s First Tandem and LTPO OLED Tablets

Smartphones

• China’s March Smartphone Shipments Rebound to a 44% M/M Increase and 6% Y/Y Decline - 5G Share Declines to 88%
• Google Announces Pixel 8a and Updates to Gemini AI
• Motorola, Oppo, Realme and Vivo Announce New OLED Smartphones

Display Equipment

• Latest POs and Awards

Display Materials

• Proterial Warns Chinese OMM Manufacturers
• LG Innotek's CoF Market Share in Samsung Decreases, Stemco Continues to Dominate

Display Stocks and the Economy

Stocks Jump to Record Levels on Lower Inflation Data, Rates and Display Stocks Fall

The Lead

• SID/DSCC Business Conference Keynotes to Discuss their Vision for Future Display Markets and Technologies
• LCD TV Panel Prices Increasing in May

Earnings

• Apple Reports 4% Y/Y Revenue Decrease for FY Q2’24 - iPhone Revenues Decreased 10% Y/Y & China Revenues Decline 8% Y/Y

• Samsung Profit Increased in Q1’24 on Semi Recovery, but Display Business Slumped

• Chinese Panel Maker Q1’24 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox - Large Screen Makers in the Black While Small Screen Makers in the Red

• AUO Starts 2024 Like It Finished 2023 - With Another Net Loss

• Corning Starts 2024 With a Soft Q1 But Expects Growth Throughout the Year and an Increase in Display Glass Prices

• UDC Starts 2024 with a Strong Q1

• AMD Beats on Revenue in Q1’24 - Client Segment Increases 85% Y/Y – AI Revenues Now Expected to Exceed $4B in 2024

• Qualcomm Revenues Increased 1% Y/Y in Q1’24 – Handset Revenues Expected to Decline Sequentially in Q2’24

Smartphones

• Honor and Vivo Announce New OLED Smartphones

MicroLEDs and AR/VR

• Aledia Claims New Efficiency Record for MicroLED

• K&S Reallocates Resources After Winding Down MicroLED Project

• DigiLens’ Manufacturing Partner Upgrades Waveguide Production Line

Korea and OLEDs

• LG Display Supplies Korea's First Railway Transparent OLED to GTX

• Expanding the Gap in the OLED Industry, South Korean Ministry of Industry to Invest $140M in 2024

Display Fabs and Equipment

• Latest POs and Awards

Display Stocks

• Stocks Gain on Healthy Earnings, Slower Job Growth and Powell’s Reluctance to Raise Rates Further

The Lead

• Apple to Announce OLED iPads on May 7th, LGD and 12.9” Dominating on SDC’s Challenges
• Are Display Sizes Changing on the iPhone 17 Series?

Display Fabs and Equipment

• DSCC Updates LCD, OLED and Micro OLED Fab Schedules, More G8.7 IT OLED Investments Coming?
• Latest POs and Awards Including BOE B16 Awards
• JDI Accelerating eLEAP OLED MP Timing for Notebook PCs as Yields Better than Expected

SID and Display Week

• Technology Battle in TVs to be Highlighted at the 2024 SID/DSCC Business Conference
• DSCC, AUO, VueReal and Porotech to Present Latest Market Trends in MicroLED and AR/VR at the SID/DSCC Business Conference
• SID Display Week Panel Session Will Assess MicroLED Manufacturing

Earnings

• Seasonal Slowdown Leads LGD to a Loss in Q1’24
• Intel Reports Client Computing Revenues Increasing 31% Y/Y in Q1’24 – Provides Downward Q2 Guidance on Supply Constraints
• Meta Opens its OS to Other Brands as Reality Labs’ Revenue Increases by 30% in Q1’24
• Aixtron Reports 37% of Q1’24 Order Intake Was for MicroLED Applications

Display Suppliers

• E Ink Signs Strategic Partnership with AUO to Enable Larger ePaper Displays

Smartphones

• Apple Loses Share in China to Huawei, Honor and Xiaomi in Q1’24
• Oppo, Samsung, Realme and Vivo Announce New OLED Smartphones

AR/VR and MicroLEDs

• Ams OSRAM Restructures MicroLED Development in Aftermath of Apple’s Project Cancellation
• Nitto Denko Acquires Minority Stake in TruLife Optics

IT

• Wacom Launches New OLED Tablet that DSCC Has Been Tracking for Months
• Qualcomm Announces Snapdragon X Plus – Fueling Offerings for On-Device AI Capabilities for PCs

OLED Materials

• Solus Advanced Materials Aims for Mass Production of Green Host Materials

Display Stocks and the Economy

• Stocks Rebound on Earnings After a Three Week Decline

The Lead

• SID/DSCC Business Conference IT Displays Session to Discuss Market Outlook and Technologies that will Fuel Growth
• Flat Panel Display Fab Utilization Increasing in Q2’24

Earnings

• Innolux Reports Another Loss in Q1’24
• Panel Maker Q1’24 Earnings Preview
• TSMC Beats on Revenue in Q1’24 – Lowers 2024 Market Outlook as Consumer Weakness Persists

Panel Makers

• Samsung Display Unveils QD-OLED Reference Monitor at NAB 2024

Smartphones

• Huawei, Motorola, Oppo and Realme Announce New OLED Smartphones
• Smartphones with AI Expected to Grow Over 4X by 2027
• S24 Ultra is Expected to Achieve a Record 72% Share of the S24 Series in May

AR/VR

• Jade Bird Display Unveils Testing and Correction System for Waveguide AR
• Pimax Launches Two New Headsets with QLED and Micro OLED Displays

Display Materials

• Idemitsu Kosan to Move OLED Materials R&D to Korea by Next Year

MicroLEDs

• Q-Pixel Demonstrates 6800 PPI MicroLED Display with Tunable Color Capability
• VueReal Confirms Collaboration with Toray Engineering

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Tumble Again as Concerns on Interest Rates, Middle East War and Inflation Scare Investors

The Lead

• SID/DSCC Business Conference Smartphone Session to Discuss Near and Long Term Market Outlook and OLED Developments

• OLED Smartphone Panel Revenues Expected to Decline 8% Y/Y in 2024 as Units Increase 11% Y/Y

• What We Saw at edC 2024

Panel Suppliers

• AUO, Innolux Close Out Q1 With a Strong March

Display Equipment

• Latest POs and Awards

Smartphones

• Asus, Realme, Vivo and Xiaomi Announce New OLED Smartphones

• Anapass to Supply Driver ICs for Samsung Electronics’ Galaxy S24FE

IT

• Acer Reports a 71% M/M and 14% Y/Y Revenue Increase - Ninth Consecutive Month of Y/Y Growth

Automotive

• LG Display Expands P2P Displays for Vehicles

Display Stocks and the Economy

• Hot Inflation Report Pushes Out Fed Rate Cut Expectations, Iran Threatens Israel, Stocks Fall as Oil Rises

The Lead

• After the Post-Pandemic Downturn, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected
• OLED Panel Revenues Declined 4% Y/Y in 2023 – Growth Expected for Smartphones, TVs and IT Applications in 2024
• Advanced Notebook PCs Declined 31% Y/Y in 2023 – 2024 is Expected to See 34% Y/Y Growth
• Advanced Monitor Market Rose 106% Y/Y in 2023 – Continued Growth Expected in 2024 Fueled by New Models

Earnings

• Q4’23 Panel Maker Earnings: BOE Reports a Strong Profit While Everdisplay Struggles with Another Loss
• Samsung Earnings Improved in Q1 on Semi Strength While LGE Continues Its Earnings Streak

Smartphones

• Huawei, Motorola and Samsung Xiaomi Announce New OLED Smartphones

AR/VR

• Sony Pauses PSVR2 Production

Medical Monitors

• LG Electronics Accelerates B2B Medical Diagnostic Monitor Business

OLED Materials

• Xiaomi and Lumilan Cooperate to Build a Joint Laboratory for OLED Key Materials and Devices

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mostly Lower on Rising Bond Yields, US Jobs Report Comes in Hot

The Lead

• DSCC’s AR/VR Display Forum to be Held In-Person in Silicon Valley

TVs

• LCD TV Panel Price Increases Continuing into Q2

• TCL Gained vs. Global Rivals in 2023 TV Market While Sustaining Profits

• Walmart Acquisition of Vizio Delayed

Smartphones

• China’s February Smartphone Shipments Crater to a 52% M/M and 31% Y/Y Decline - 5G Share Remains at 89%

• Vivo Launches X Fold 3 and X Fold 3 Pro, Thinnest and Lightest In-folding Model Yet

• Asus, OnePlus, Vivo and Xiaomi Announce New OLED Smartphones

• Huawei’s Revenues Increase 10% Y/Y Fueled by 17% Y/Y Growth for its Consumer Business in 2023

Display Fabs and Equipment

• BOE Holds G8.7 IT OLED New Fab Groundbreaking Ceremony

• Latest POs and Awards – BOE B16 Begins Issuing Bids

OLED Materials

• The University of Cambridge Unveils Groundbreaking TADF Blue Technology Concept

Organic TFTs

• Smartkem and RiTdisplay to Develop AMOLED Displays with OTFT Backplanes

In-Flight Monitors

• Panasonic Avionics Starts Shipping OLED In-Flight Entertainment Monitors to Airlines

Semiconductors

• Intel to Receive Up to $8.5B from the CHIPS Act – Joins Other Companies with More to Come

Display Stocks and the Economy

• Stocks Mixed, Inflation Data Meets Expectations

The Lead

• DSCC Announces Agenda and Speakers for 2024 SID/DSCC Business Conference
• DSCC Reports iPhone 15 Series Panel Shipments Are Up 6% Over the iPhone 14, Pro Models Hold a 67% Share

Display Equipment

• BOE Selects Sunic System's FMM VTE Equipment for Its B16 G8.7 IT OLED Fab
• KLA Announces Closure of FPD Division, >100 Employees Laid Off
• Latest POs and Awards

Panel Makers

• Tianma Finished 2023 With Its Sixth Consecutive Quarterly Loss

TVs

• Samsung Releases Prices for 2024 Premium TV Lineup
• Samsung Announces Pricing for MicroLED TV Lineup in China

Smartphones

• Honor and Realme Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 7+ Gen 3 and Snapdragon 8s Gen 3– Boosting On-Device AI Capabilities for Smartphones
• Xiaomi Smartphone Revenues Decline 6% Y/Y in 2023 – 2H’23 Provides an 8% Y/Y Revenue Lift

AR/VR Displays and MicroLEDs

• Meta Prepares to Launch Cheaper Headset
• VueReal Confirms Continental Is Automotive Customer for MicroLED Displays

Display Materials

• LG Chemical R&D Reorganization, Focuses on Development of Advanced Materials for Electric Vehicles

Display Stocks and the Economy

• Stocks Gain as Fed Projects 3 Rate Cuts in 2024 and 2025

The Lead

• Latest Insights on the Apple OLED iPad Ramp
• Samsung Display Holds Move-in Ceremony for A6 – G8.7 IT OLED Fab

Smartphones

• Honor Raises the Bar for the Magic 6 Ultimate Edition – First Smartphone to Debut with Tandem OLED Stack
• S24 Series Panel Shipments Expected to Outpace S23 Series by 7% Through April – S24 Ultra Expected to Have a 52% Share
• Samsung, Vivo and Xiaomi Announce New OLED Smartphones

IT Panels

• Samsung LSI to Supply All iPad OLED Driver ICs
• Asus Launches ROG Zephyrus OLED Notebook PC Models

TVs

• US TV Prices Increasing in 2024 as Overall Inflation Cools
• US Electronics Imports Data Shows Continued Dominance of China Across Display Applications

Earnings

• Asus Reports a 9% Y/Y Revenue Decline for 2023 - Expects AI PCs to Surpass 50% of the Product Mix in 2025 - 2026
• Acer Reports a 12% Y/Y Revenue Decrease in 2023 – 5% Y/Y Revenue Growth in 2H’23 as the Recovery Gained Steam

MicroLEDs and Micro OLEDs

• Porotech Partners with GIS
• MICLEDI Closes Series A
• Kopin Selects European Partner for Micro OLED Manufacturing
• K&S Winds Down Project W

Fabs and Equipment

• BOE Sends Out Invites to Both Canon Tokki and Sunic System for B16 G8.7 Groundbreaking
• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Sticky Inflation Data, Except for Panel Makers Who Rise on TV Panel Price Increases

The Lead

• 2023 Global TV Shipments Down 3% According to New Global TV Tracker, First Joint Product from Counterpoint and DSCC

• Key Takeaways from DSCC’s Latest Foldable Report – Chinese Brands Split Over Foldable Market Outlook

• Demand for Premium Displays Pushes Quantum Dot Revenues to New Highs

Panel Suppliers

• LG Display Taps Equity Market for Investment

• HKC Resumes IPO

• Samsung Display CEO Assumes KDIA Chair, Establishes Subcommittee for Inorganic Emissive Displays

• Taiwan Panel Maker Revenues Decline in February

Earnings

• Acer Reports a 6% M/M and 10% Y/Y Revenue Increase - Eighth Consecutive Month of Y/Y Growth

IT Displays

• Apple Refreshes the 13.6” and 15.3” MacBook Air with the 3nm M3 Chipset

Micro OLEDs

• Samsung Could Delay Micro OLED Mass Production

MicroLEDs

• TCL Launches 163” MicroLED TV in China

Smartphones

• China’s January Smartphone Shipments Increased 10% M/M and 61% Y/Y - 5G Share Remains at 90%

• Nothing, Oppo and Realme Announce New OLED Smartphones

Display Equipment

• Latest POs and Awards Including a New Module Line

Display Fabs and the Economy

• Stocks Mixed as Market Begins to Broaden, Powell Teases Rate Cuts and Jobs Report Proves Good Enough

The Lead

• Apple Cancels MicroLED Project
• Chinese Brands Gained Share of Advanced TV Market in Q4'23
• LCD TV Panel Price Increases Continuing into Q2

Earnings

• HannStar Struggled with Its Worst Year Ever in 2023
• Vizio Finishes Its Best Year Ever with a Q4 Profit
• Dell’s FY’24 Revenue Declines 14% Y/Y – Expects Revenue Growth in FY’25 from AI Servers and the PC Refresh Cycle
• HP Personal Systems Group Drops 4% Y/Y in FY Q1’24 – AI PCs and Refresh Cycles Expected to Drive Single-Digit Growth in 2024
• Rohinni Files for Chapter 7 Bankruptcy

Smartphones

• Tecno and Vivo Announce New OLED Smartphones

AR/VR/MR

• Avegant and Applied Materials Demonstrate New Design for Smart Glasses
• Meta and LG Announce Collaboration
• Oppo Demonstrates Air Glass 3 Prototype

TV

• LG Display’s OLED TV and Transparent Panel Obtain Global Eco-Friendly Product Certification

Display Materials

• JNTC Develops Anti-Glare Etching Technology for Curved Glass in Automotive Displays

IT Displays

• Lenovo Announces New OLED Notebook PCs & Showcases a Proof-of-Concept Transparent MicroLED Notebook PC

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• AI Train Keeps Rolling as Stocks Hit New Record Highs

The Lead

• ZTE Launches Lowest Priced Foldable Smartphone in Japan
• China Share of Display Glass Demand Exceeded 70% in 2023

Earnings

• Innolux’s Loss Worsened in Q4’23
• UDC Finished 2023 on a Down Note
• Lenovo Reports a 3% Y/Y Revenue Increase in FY Q3’24 after 5 Straight Quarters of Y/Y Declines – AI PCs to Drive Growth

TV

• Walmart Agrees to Acquire Vizio for $2.3B

Smartphones

• Huawei Launches Pocket 2, Expected to Procure Over 1M Panels in First 5 Months
• Vivo and Xiaomi Announce New OLED Smartphones
• Trinamix to Demonstrate Face Authentication Module with Visionox OLED Panel
• Samsung Display’s Foldable Panel Achieves US Military Spec Certification

Display Materials

• Helio and Haylo Ventures Shift Focus to Microdisplays
• Noctiluca Expands Business Portfolio and Team
• Smartkem and Tianma to Develop Biochip with Organic and Oxide TFTs

IT Displays

• Acer Updates the OLED Swift Edge 16 and Swift Go 14

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Ride AI Enthusiasm to Record Highs

The Lead

• DSCC Announces Call for Speakers for 2024 SID/DSCC Business Conference
• DSCC Initiates Quarterly Micro OLED Equipment Spending and Fab Schedule Tracking, Added to Highly Popular Capex Report
• OLED Panel Shipments Increased 9% Y/Y in 2023 on 2H’23 Growth for Smartphones, Smartwatches, Tablets and Notebook PCs

TVs

• Walmart in Talks to Acquire Vizio

Smartphones

• China’s December Smartphone Shipments Decreased 10% M/M and Flat Y/Y - 5G Share Decreases to 90%

Display Suppliers

• Taiwan Panel Maker Revenues Fall in January

AR/VR

• KDIA Establishes XR Related Council to Revitalize Korean XR Display Industry

IT Displays

• OLED Monitor Manufacturers Expand OLED Burn-in Warranty

MicroLEDs

• AUO Showcases 60” MicroLED Window Display

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mostly Lower, Can’t Shake Off Hotter than Expected Inflation Data

The Lead

• 2024 Super Bowl TV Deals Bring New All-Time Lows
• DSCC Sees S24 Series Panel Shipments Outpacing S23 Series by 13% through March – S24 Ultra Expected to Account for a 46% Share

Earnings

• Losses Continued in Q4’23 at Sharp and Japan Display
• Japanese Display Glassmakers Post Losses in Q4’23
• Acer Reports 12% Y/Y Revenue Increase - Seventh Consecutive Month of Y/Y Growth

AR/VR

• Snap Announces More Layoffs as Growth Trails Behind Meta
• Vuzix Offers Vision Correction Prescriptions Integrated with its Waveguides
• Avegant Launches LCoS with Adaptive LED Illumination

Smartphones

• Oppo and Vivo Announce New OLED Smartphones

Signage

• Stratacache Officially Announces Partnership with Lumiode

Display Materials

• Konfoong Materials Invests in New Korea Plant
• Solus Advanced Materials Reports 2023 Revenues Up 3% to $330M

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Continue to Surge with S&P 500 Closing Above 5000 for the First Time

The Lead

• Samsung Signs Long-Term Deal for White OLED and LCD Panel Supply from LG Display

• LCD TV Panel Prices Increasing in February

Earnings

• Apple Reports 2% Y/Y Revenue Increase in FY Q1’24 - Rebounds from Four Consecutive Quarters of Declines - iPhone Revenues Increased 6% Y/Y

• Samsung Closes Out a Weak 2023 and Looks for Semi Improvement in 2024

• Corning Revenue and Profit Decline in Q4’23 But 2024 Outlook Pleases Investors

• BOE Announces Profit Estimate for 2023

• AUO Finishes 2023 With Another Net Loss

• Meta Crosses $40B in Revenue, Announces its First Dividend

• K&S Updates on Luminex and Project W

• AMD Beats on Revenue in Q4’23 - Client Segment Increases 62% Y/Y – AI Chips Expected to Drive $3.5B in Revenues in 2024

• Qualcomm’s Handset Revenue Increases 16% Y/Y in Q4’23 –Downward Guidance for FY Q2’24 on Flat Handset Q/Q Growth

Display Technology

• Visionox Develops 20Hz to 640Hz Low-Frequency LTPS AMOLED

Smartphones

• Realme and Vivo Announce New OLED Smartphones

AR/VR

• XREAL Raises Another $60M

Display Materials

• Magic Star Tech Begins Supplying FMMs to Visionox After Previously Winning at EDO

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise Despite March Rate Cut Becoming Less Likely, Strong Earnings and Healthy Jobs Report Send Most Stocks Higher

The Lead

• DSCC Releases Its 2024 Future of OLED Manufacturing Report – Latest Opportunities, Challenges and Solutions Examined for OLEDs in Smartphones, IT, TVs and AR/VR
• DSCC Releases New Smartwatch Shipment and Technology Report with Significant Insights for OLEDs and MicroLEDs
• BOE and Huawei Overtake SDC and Samsung in Foldable Panel Shipments and Panel Procurement in Q4’23, But for How Long?
• DSCC Reports Panel Shipments for the iPhone 15 Series Were 15% Higher than the iPhone 14 Series in 2023
• MiniLED Shipments Rebounded 20% in Q3’23, DSCC Report Reveals MiniLED Penetration Continues to Steadily Increase

Earnings

• Surge in OLED Shipments Carries LGD to a Profit in Q4
• Intel Beats on Revenue in Q4’23 – Client Computing Revenues Increase 10% Y/Y – PC TAM to Grow Single-Digits in 2024

Smartphones

• Pre-Orders for the Samsung Galaxy S24 Series Are Off to a Record Start
• OnePlus and Tecno Announce New OLED Smartphones

IT

• Addressing OLED iPad Rumors

AR/VR, MicroLEDs and Micro OLEDs

• Kopin Announces NeuralDisplay Architecture for Micro OLED
• Porotech Partners with PSMC for Mass Production of MicroLEDs on 8” GaN-on-Silicon
• Meta Reportedly Suspends Partnership with Tencent

Display Fabs and Equipment

• Latest POs and Awards
• Six Years After Foxconn Fiasco, Microsoft Buys Wisconsin Land

OLED Materials and Glass

• UTG’s Paradigm Changes
• Material Science Completes Construction of Hwaseong Factory

Display Stocks and the Economy

• Stocks Mostly Up on Positive Inflation and GDP Data

The Lead

• Panel Maker Q4’23 Earnings Preview

• Apple Positions Vision Pro as Personal Theater for 3D Movies, Hints at Future IMAX App

• TSMC Beats on Revenue in Q4’23 – Demand for 3nm / 5nm and AI Applications Fuel 20% Expected Revenue Growth in 2024

• Samsung Announces S24 Series – LTPO Displays, Seven Years of Upgrades and New AI Software Features

Events

• IDW Papers on Photo Patterning and Improving High Mobility Oxide Stability

TVs

• US TV Prices Stable in December as Overall Inflation Cools

Smartphones

• Corning Launches Gorilla Armor with Galaxy S24

• Oppo and Xiaomi Announce New OLED Smartphones

AR/VR and MicroLEDs

• Magic Leap Raises $590M from Saudi Arabia

• Saphlux Announces Improved T2 Series of Monolithic Full Color MicroLED Displays

LEDs

• Seoul National University Succeeds in Developing World's First High Efficiency Tandem Perovskite Light Emitting Diodes

OLED Materials

• Hanwha e-ssential’s OLED FMM Factory Expected to be Complete as Early as June

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Tech Stocks Mostly Up on Strong TSMC Outlook, Offsets Rate Increases and Mixed Data

The Lead

• Apple Vision Pro to be Released on February 2^nd

CES Show Insights

• Inside SDC and LGD’s CES Suites

• CES 2024: TV and Large Screen

• CES 2024: AR/VR/MR Plus Automotive

• AR/VR Products Demonstrated at CES 2024

CES Announcements

• LG Display Unveils OLED TV Panel with 42% Higher Brightness

• Dell Announces New QD-OLED Monitors and OLED Notebook PCs

• HP Announces 32” QD-OLED Monitor and New OLED Notebook PCs

• LG Announces New OLED Gaming Monitors

• Asus Announces New OLED Monitors, Foldable OLED Monitor & Refreshes OLED Notebook PCs with Latest Intel & AMD Chips

• Lenovo Announces New OLED and MiniLED Notebook PCs

• MSI Announces New QD-OLED Monitors & Refreshes MiniLED Notebook PCs

• Acer Announces New OLED and MiniLED Monitors and Refreshed MiniLED Notebook PCs

Panel Makers

• Taiwan Panel Makers Finish 2023 on a Positive Note

Smartphones

• China’s November Smartphone Shipments Increased 6% M/M and 34% Y/Y - 5G Share Decreases to 91%

• Asus, Honor, OnePlus, Oppo and Xiaomi Announce New OLED Smartphones

AR/VR News

• Sony Announces Professional Headset with Exclusive Software from Siemens

• Applied Materials Announce New Collaborations with Google, RayNeo

• Mojo Vision Demonstrates Full Color MicroLED Display with QD Color Conversion

• APS Materials Develops OLEDoS Laser Etching FMM and Silicon Substrate Based Mask

Display Equipment and Fab News

• OLED Fab News – BOE, LGD, SDC and Visionox

• Latest POs and Awards

Financial News

• TSMC Revenues Fall 8% Y/Y in December – Q4’23 Shows Flat Y/Y Revenue Growth

• Acer Reports 4% Y/Y Revenue Increase for Notebook PCs in December – Sixth

Display Stocks and the Economy

• Stocks Mostly Up on Mixed Inflation and Other Data

The Lead

• AMOLED Evaporation Materials Market to Grow to $2.7B by 2027, Phosphorescent Blue Update

• After a Miserable 2023, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected

• OLED Smartphone Panel Revenues Expected to Decline 4% Y/Y in 2024 as Units Increase 7% Y/Y

CES Product News

• XREAL and LetinAR to Reveal New AR Devices at CES 2024.

• Qualcomm Announces New XR2+ Gen2 for Upcoming Samsung Headset

• LG Display Announces 27” 480Hz Gaming QHD OLED Display

• Samsung Announces 32” and 27” QD-OLED Monitors & Refreshes the 49” QD-OLED Monitor
• LGD, AUO Announce New Auto Display Products Ahead of CES 2024

Fab and Equipment News

• Japan Display Updates eLEAP Fab Project Status in China and Japan Earthquake Damage

• Sidtek On Track to Start 12” Fab in 2024

• Latest POs and Awards

• HB Technology Inspects Display Panel Defects Using AI
• LGD Secures $500M Syndicated Loan With Rumors to Sell China LCD Fab

IT Displays

• Samsung Display Begins Mass Production of OLED Displays for the Razer Blade 16

AR/VR

• Kopin and MICLEDI Collaborate on Full Color MicroLED

Smartphones

• Honor and Vivo Announce New OLED Smartphones

Display Stocks and the Economy

• Stocks Fall as Rates Rise on Fed’s Outlook for Fewer Rate Cuts, Better than Expected Job Results

The Lead

• OLED Panel Revenues to Decline 9% Y/Y in 2023 – Recovery in IT Categories and Smartphones Expected to Continue in 2024
• Ten Predictions for the Display Industry in 2024
• LCD TV Panel Prices Falling in Q1
• BOE Considering Shifting LCD to OLED Capacity at B20 as OLED Utilization Is Expected to Continue to Rise

DSCC IT Results and Forecasts

• Long Term OLED Tablet Outlook Upgraded with Apple Expected to Convert More Products
• Advanced Notebook PCs Increased 6% Q/Q and Decreased 31% Y/Y in Q3’23 – 2024 is Expected to See 30% Y/Y Growth
• Advanced Monitor Market Expected to Rise 110% Y/Y in 2023 – MiniLED and OLED Monitors Expected to Grow 89% and 242%

Smartphones

• Honor and Huawei Announce New OLED Smartphones

AR/VR

• Meta to Demo Smart Glasses in 2024
• Porotech Enters into Partnership with Foxconn
• Samsung Reorganizes Microdisplay Teams

OLED Materials

• LG Display Expands Application of Deuterium for Upgraded OLED Luminescence Efficiency and Lifespan

MicroLEDs

• KAIST Develops MicroLED Transfer Technology of Desired Color​

Display Equipment

• Latest POs and Awards

Display Stocks

• Stocks Gain on Lower Rate, Inflation Outlook

The Lead

• DSCC Acquired by Counterpoint Research

• DSCC’s Upcoming Future of OLED Manufacturing Report Reveals Key Risks, Challenges and Expected Solutions in Future IT, Mobile and TV Production

• Hisense and TCL Gaining Share in Sluggish Advanced TV Market with MiniLED TVs Surging and OLED TVs Sinking

• LCD Panels to Capture 67% Share of AR/VR Display Shipments in 2024

• Display Capacity Growth Upgraded, But Still <2% per Year from 2022-2027

• 10 Predictions for the Display Industry in 2023 – How Did We Do?

Events

• Highlights of TCL CSOT’s Global Display Tech-ecosystem Conference 2023

AR/VR

• TCL CSOT Demonstrates LTPO LCD with 1727 PPI

• Snap Receives $20M Grant to Expand AR Device Manufacturing Capabilities

Smartphones

• China’s October Smartphone Shipments Decreased 12% M/M and Increased 20% Y/Y - 5G Share Increases to 94%

• Samsung and Vivo Announce New OLED Smartphones

IT

• Samsung Display Begins Mass Production of UHD QD-OLED Monitors

• GigaByte Announces New 49” QD-OLED Monitor

• Acer Reports 7% Y/Y Revenue Increase for Notebook PCs in November – Fifth Consecutive Month of Y/Y Growth

Display Equipment

• Latest POs and Awards

Korea Government Support

• The South Korean Government Announces its "Industrial Supply Chain 3050 Strategy"

Display Stocks and the Economy

• Stocks Surge on Fed Rate Pivot and Lower Inflation, Except for Panel Makers

The Lead

• Foldable Smartphones and Displays Reach Record High in Q3’23 on Samsung Strength, But Samsung and Samsung Display Expected to Lose Significant Share in Q4’23
• BOE Continues to Struggle for iPhone 15 Panels in 2023
• DSCC Sees S24 Series Monthly Panel Shipments Outpacing S23 Series by 11% Through January – S24 Ultra Has the Majority Share

MicroLEDs

• VueReal Starts Shipments of High Transparency and High Resolution MicroLED Displays
• Saphlux Establishes its First Production Line for MicroLED Microdisplays
• Meizu Launches MicroLED Smart Glasses
• Q-Pixel Demonstrates 10,000 PPI MicroLED Array with Tunable Color Pixel

Panel Makers

• Taiwan Panel Maker Revenues Mixed in November

Smartphones

• Honor, OnePlus and Realme Announce New OLED Smartphones

OLED Materials and UTG

• Kyulux Secures $28M in Funding Round
• New Power Plasma to Acquire Stake in Dowooinsys

Stretchable Metal Oxide

• Dongguk University Research Team Develops Oxide/Metal/Oxide-based Transparent Stretchable OLED Electrodes

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed Despite Better-than-Expected US Jobs and Consumer Sentiment Reports, Overseas Data Also Mixed

The Lead

• LCD TV Panel Prices Falling as New Year Approaches
• BOE Formally Announces B16 G8.7 IT OLED Fab
• UDC Signs Long-Term Agreements with BOE

Smartphones

• DisplayMate Gives BOE’s LTPO Panel for the OnePlus 12 an A+ Performance Rating
• Honor, Oppo and Xiaomi Announce New OLED Smartphones
• China’s September Smartphone Shipments Increased 77% M/M and 61% Y/Y - 5G Share Increases to 90%

AR/VR

• Rokid Closes Funding Round at $112M
• Varjo Launches XR-4 Headset with 4K MiniLED Panels

QDs

• Nanoco Updates on QD Production for Sensing Applications
• Hyundai Mobis Develops 'QL Display' (Quantum Dot and Local Dimming Display) for Automotive

IT

• Dell’s PC Revenues Decreased 11% Y/Y – Expects Revenue Growth in 2024 from Commercial PC Refresh Cycle
• Acer Launches New 4K MiniLED Gaming Monitor: Predator X32Q FS

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Continue to Rise on Optimism for Inflation, Rates

The Lead

• 2023 Black Friday Deals Set New All-Time Lows for TVs
• DSCC Reports Panel Shipments for the iPhone 15 Series Were 16% Higher than the iPhone 14 Series through October
• Flat Panel Display Oversupply Will Continue Into 2024

Earnings and Brands

• Apple Remains the World’s Top Brand, Samsung #5
• HP Personal Systems Segment Drops 19% Y/Y in FY’23 – AI PCs Expected to Drive Growth in 2024.
• Xiaomi Revenues Increased 1% Y/Y in Q3’23 - Smartphone Revenue Increased 14% Q/Q and Dropped 2% Y/Y

Display Equipment

• K&S Targets $50M in Revenue for MicroLED Projects in 2024
• Kateeva/HB Solution Lose SDC QD-OLED IJP Opportunity
• Latest POs and Awards

AR/VR

• Vuzix to Present Ultralite S AR Glasses at CES
• RayNeo Air 2 Glasses Now Available in US

IT Markets

• BOE and Lenovo Launch Two ThinkVision 4K AM COG MiniLED Monitors

Automotive

• KDIA Holds First Meeting of Its 'Future Car Display Strategic Advisory Organization’

Retail

• LG Display Collaborates with Starbucks on Transparent OLED Store

Display Stocks and the Economy

• Stocks Continue to Rise on Optimism for Inflation, Rates

The Lead

• DSCC Revises MicroLED Forecast: Revenues to Surpass $1.4B by 2028

Panel Makers

• Q3’23 Flat Panel Display Financials Review: Margins Improving but Still Mostly in the Red, Huge Gap Between Samsung Display and Others Persists
• AUO Kunshan’s Phase Two 6th Generation LTPS Goes into Production, Targeting High-End and Smart Vehicle Applications

TV

• TV Brands Sustained Profits in Q3 Despite Declining Revenues
• Sharp Returns to US TV Market with OLED TV
• US TV Prices Now Rising as Overall Inflation Cools

PCs and IT

• Asus Reports a 17% Q/Q Revenue Increase in Q3’23 – Expects Growth in 2024 from Windows 12 Upgrades
• Lenovo Reports a 12% Q/Q Revenue Increase in Q3’23 – Refresh Cycles and AI are Poised to Drive Growth in 2024

Smartphones

• Honor and Vivo Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 7 Gen 3 – Boosting CPU and GPU Performance and AI Capabilities

Transparent Displays

• Korean Research Team Develops Transparent Semiconductor Defect Control Technology for Displays
• KDIA Establishes Transparent Display Industry Council

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Gain on Favorable Inflation Numbers

The Lead

• OLED Panel Shipments Rebound in Q3’23 on Y/Y Growth from Smartphones, Monitors and Tablets

Panel Makers

• Sharp and JDI Benefitted from Weak Yen to Improve Results in Q3’23 While HannStar Struggled
• Taiwan Panel Maker Revenues Tumble in October
• E Ink and Sharp Announce First ePoster with Spectra 6

Smartphones

• Vivo Announces New OLED Smartphones
• MediaTek Announces Dimensity 9300 – Flagship Smartphone Chipset with Big Core Architecture and Generative AI Engine
• Qualcomm Terminates Agreement with Iridium for Satellite Messaging

Display Materials

• Japanese Glassmakers Improved Q3 Revenues with Price Increases
• Soulbrain Withdraws from OLED Glass Etching Business
• Solus Advanced Materials Aims to Achieve 4.8T Won in OLED-Related Materials Sales in 2028

PC/IT

• Acer Reports 14% Y/Y Revenue Increase for Notebook PCs in October

AR/VR/MR

• Meta Plans China Launch with Tencent
• Samsung to Launch AR/VR Headset in Late 2024
• Vuzix “Eliminates” Eye Glow on Waveguides

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Shrug Off Powell Comments to Make Gains

The Lead

• Panel Maker Q3’23 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox. Winners and Losers Among China Panel Makers

• LCD TV Panel Prices Falling in Q4

More Earnings

• Apple Reports FY’23 Results – iPhone Revenues Decreased 2% Y/Y and MacBook and iPad Struggle with Double-Digit Declines

• Samsung Expects Semi Recovery as Profits Increased in Q3’23

• UDC Earnings Increase in Q3’23 with Strong Materials Sales

• Qualcomm’s Handset Revenue Declines 22% Y/Y in FY’23 –Brighter Outlook Expected in FY Q1’24

• Acer Reports a 4% Y/Y Increase in Q3’23 as Inventory Normalizes and the Recovery Continues

• AMD Beats on Revenue in Q3’23 - Client Segment Increases 42% Y/Y as Seasonality Normalizes

IT Products

• Apple Refreshes the 14” and 16” MacBook Pros with 3nm M3, M3 Pro and M3 Max – Lower Prices for the 14”

Smartphones

• Huawei, Infinix and Vivo Announce New OLED Smartphones

• Huawei Moves Ahead with 5.5G – Commercial Network Equipment Expected in 2024

AR/VR

• Qualcomm Announces First OEMs for AR1 Gen1

• Magic Leap Appoints New CEO: What to Expect Next

• Dispelix Teams up with Foxconn and Pegatron for Two New AR Glasses Reference Designs

MicroLEDs

• HC Semitek announced to Change Company Name to BOE HC Semitec

• AUO and PlayNitride Jointly Build a 6-inch COC Line for MicroLED Production

Events

• OLED Summit Summary Part One: SDC and LGD

• OLED Summit Summary Part Two: TCL, Nanosys, UDC and Kyulux

E Ink

• E Ink Announces First Commercial Product with Spectra 6

OLED Applications

• LG Display Holds its Digital Art Exhibition, OLED Art Wave: ‘LONG DREAM’

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Surge on Rate Pause and Weaker Jobs Data as Treasury Rates Fall

The Lead

• Apple’s iPhone 15 Pro Models Continue to take Share - 61% Share of the iPhone 15 Series
• DSCC Report Reveals MiniLED Penetration Continues to Steadily Increase

Events

• Latest Display Equipment Forecast and Future of OLED Manufacturing to Be Discussed at Upcoming DSCC Conference
• Smartphones a Big Focus at Upcoming DSCC Conference

Earnings

• LGD Reports Another Loss but Expects a Profit in Q4
• Innolux Close to Breakeven in Q3’23
• Price Increases Boosted Corning’s Display Profits in Q3
• Meta Reaches New Highs in Q3
• Snap’s Revenue Returns to Growth
• Intel Beats on Revenue in Q3’23 – Client Computing Revenues Start to Rebound with a Strong Q4’23 Revenue Outlook

Smartphones

• Vivo and Xiaomi Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 8 Gen 3 – New Generative AI Features and Improved Camera Performance

AR/VR

• LaSAR Alliance Relaunch as the AR Alliance
• XReal Launches Air 2 and Air 2 Pro in US and Europe

Transparent OLEDs

• Doosan Bobcat and LG Display Develop Transparent Touch Screen Windows for Construction Equipment

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Continue to Sink Despite Strong Q3’23 US GDP Results

The Lead

• Fab Utilization Cooling in Q4’23 to Avoid Oversupply
• Panel Maker Q3’23 Earnings Preview
• IT Display Market Outlook to be Discussed at DSCC’s Global Display Supply Chain and Technology Outlook Conference

Smartphones

• OnePlus and Oppo Release a New High-End Foldable, First Chinese Foldable Available in the US
• TSMC Beats on Revenue in Q3’23– Healthy Growth Expected for 2024 on Growing Demand for 3nm Chipsets
• Honor and Meizu Announce New OLED Smartphones

AR/VR and MicroLEDs

• SDC Completes Acquisition of eMagin
• Rayleigh Vision Enters the Race for Full Color MicroLED Chips

Display Equipment and Materials

• Latest POs and Awards
• Solus Advanced Materials’ Completes Construction of its New Non-emissive OLED Materials Factory

Automotive Displays

• Korea's TOPRUN TOTAL SOLUTION Spurs the Expansion of Automotive Displays

Display Stocks and the Economy

• Stocks Sink on Higher Rates, Powell Comments, Higher Oil Prices, Middle East Uncertainty and Mixed Earnings Results

The Lead

• The Global TV Market Post-Pandemic to be Discussed at DSCC’s Global Display Supply Chain and Technology Outlook Conference

Flat Panel Display Makers

• Taiwan Panel Maker Revenues Continued to Increase in September

Smartphones

• Motorola Announces New OLED Smartphone
• MediaTek Dimensity 9300 – Rumored to Boost Clock Speeds to Compete with Qualcomm’s Snapdragon 8 Gen 3

TV

• Samsung’s The Freestyle 2nd Gen Continues to Receive Favorable Reviews Worldwide
• Samsung Earnings Improved in Q3 While LG Continues Its Earnings Streak

PCs / IT

• Acer Reports 31% M/M Revenue Increase for Notebook PCs in September

AR/VR and MicroLED

• Mojo Vision Nearly Doubles Series A Funding, Closing with $43.5M
• Looking Glass Factory Launches 16” Spatial OLED Display
• Jade Bird Display Reaches 1M Nits with Red MicroLEDs

Display Materials

• LG Display and LG Chemical Localize Key OLED Evaporation Materials

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Display Stocks Gain in Mixed Market

The Lead

• Advanced TV Market Expected to Decline 1% Y/Y in 2023 – Recovery Expected for 2024

Smartphones

• Google Announces Pixel 8 and Pixel 8 Pro
• Samsung and Vivo Announce New OLED Smartphones
• TSMC Revenues Fell 13% Y/Y in September

TVs

• 2023 TV Shootout: Sony’s QD-OLED XR-A95L Wins Best of 4K TV and LG Wins Best of 8K TV

AR/VR and MicroLEDs

• Lumiode Exploring Strategic Options
• Bigscreen Beyond Suffers from Slow Production Rate
• Immersed Will Only Ship 4K Model of Visor
• Chungcheongnam-do, South Korea Selected for Inorganic LED Smart Modular Center

OLED Materials

• Inha University Develops High-Quality Blue OLED Devices and Materials

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• US Tech Stocks Gain for the Week on Rally After Jobs Report

The Lead

• DSCC Expects OLED Smartphone Panel Revenues to Decline 11% Y/Y in 2023 with an Expected Recovery in 2024
• LCD TV Panel Prices Falling in Q4

Events

• DSCC to Hold 4th Annual Global Display Supply Chain and Technology Outlook Conference on November 1st, 2023
• Last Chance to Watch the AR/VR Display Forum
• Highlights of the Detroit SID Vehicle Displays & Interfaces Conference

Panel Makers

• JDI Ends Strategic Partnership with HKC But Continues Auto Display Discussions and Announces eLEAP Project in China

Smartphones

• Huawei, Vivo and Xiaomi Announce New OLED Smartphones

IT Products

• HP’s and LG’s 17” Foldable Features a Tandem Panel from LGD, the Industry’s First RGB OLED Tandem Panel in the IT Market
• Huawei Launches 13.2” OLED Tablet, First OLED Tablet Design Win for BOE and First Tablet with a Flexible OLED

AR/VR/MR

• Aledia Raises Over $125M to Complete MicroLED Fab
• Meta Launches Quest 3 and AI Smart Glasses
• Vuzix Expands Waveguide Manufacturing Capacity

Display Materials

• LG Chemical Sells Polarizer and Polarizer Materials Business to China

Automotive Displays

• KOREA TECH Develops the World’s First Heads Up Haptic Display

Display Equipment and Manufacturing

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Concerns of Government Shutdown and Elevated Interest Rates

The Lead

• Will Flexible OLED Prices Increase in the Smartphone Market in 2H’23? Insights from China’s Smartphone Market
• DSCC Reports Panel Shipments for the iPhone 15 Series were 23% Higher than the iPhone 14 Series through August

Events

• Highlights from India Display Manufacturing Conference
• Highlights from the AR/VR Display Forum 2023

TVs

• US TV Prices Keep Falling as Overall Inflation Persists
• LG Pushes to Transform TV Into Media and Entertainment Business
• Samsung Display's 'Perceived Brightness Measurement Method' Has Been Adopted as an International Standard

Smartphones

• Tecno Introduces Industry’s First $599 Foldable Smartphone
• Honor Raises the Bar on Foldable Smartphone Style, Thickness and Weirdness at an Aggressive Price with the V Purse
• Oppo Announces New AMOLED Smartphones

AR/VR

• Immersed Starts Preorder for its Visor Headset
• Lenovo Launches Legion Glasses
• Micro OLED Displays Worth $1.6M Have Been Smuggled to Russia
• Samsung Display Registers Trademark for FLEXMIRROR PRO for XR

IT

• Advanced Monitor Market Expected to Rise 103% Y/Y in 2023 – MiniLED and OLED Monitors Expected to Grow 91% and 178%

Display Equipment and Manufacturing

• Latest POs and Awards
• US Finalizes National Security Guardrails for CHIPS Act

Display Stocks and the Economy

• Stocks Fall on Fed’s Rate Expectations

The Lead

• Apple Announces New Products Including the iPhone 15 Series – Brighter Displays, Thinner Bezels, Larger Batteries and Improved Cameras
• OLED Panel Revenues to Decline 13% Y/Y in 2023. Recovery Expected in 2024 Fueled by Growth in IT, Smartphones & TVs
• Advanced TV Market Recovered in Q2’23 Led by Chinese Brands
• Advanced Notebook PCs Increased 1% Q/Q While Falling 39% Y/Y in Q2’23. 2023 Is Expected to Decline 33%

AR/VR Forum

• Highlights from the AR/VR Display Forum 2023

Smartphones

• Qualcomm Announces Agreement with Apple for 5G Modems for iPhones through 2026
• Latest Insights from HiSilicon Kirin 9000S Chip Manufactured by SMIC Enabling 5G for Huawei and What It Means for Future US Sanctions
• Huawei and Xiaomi Announce a Global Patent Sharing Deal
• Motorola Announces New AMOLED Smartphones

IT

• HP Finally Launches Its First Foldable Notebook – The 17” Spectre Fold

Automotive

• LG Electronics Unveils Automotive Mobility Technology Concept

Medical

• KAIST, AMC and ETRI Develop World's First OLED Based Catheter for Phototherapy

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Mixed Inflation and Other Data

The Lead

• Q2’23 Flat Panel Display Financials Review: Margins Improving but Still Awful, Gap Between Samsung Display and Others Persists
• AR/VR Display Forum Starts Tomorrow

Smartphones

• Huawei Announces Mate 60 Models with 5G Capability Using the 7nm HiSilicon Kirin 9000S Chipset – Bold Plans for 5G in 2024
• Huawei Launches the Mate X5 Foldable with High Expectations
• Infinix, Sony and Vivo Announce New AMOLED Smartphones

Glass

• Corning and Samsung Celebrate 50 Years of Collaboration and Announce Ultra Thin Glass Milestone

Quantum Dots

• Shoei Chemical Acquires Nanosys Quantum Dot Business

OLED Technology Advances

• Sunic System Develops 2000 PPI High-Resolution OLED Aligner
• JDI Reveals a 14.01” OLED Panel, Manufactured by eLEAP Technology

AR/VR

• TCL Launch RayNeo X2 and NXTWEAR S+ Smart Glasses
• TriLite to Integrate OSRAM’s RGB Laser Diodes in AR Light Engine
• XReal Air 2 Launches in China
• AR HUD Specialist Envisics Raises $100M in Series C Funding

TVs

• LG Unveils 118” MAGNIT LED Display
• Hisense Announces 100” MiniLED TV

Notebooks

• Acer Reports 39% M/M and 14% Y/Y Increase for Notebook PCs in August

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Rate Concerns

The Lead

• LCD TV Panel Prices Peaking in September
• Register Now for the AR/VR Display Forum

Earnings

• Panel Maker Q2’23 Earnings: TCL Technologies Returns to Profits While Losses Continue for BOE and Others
• Xiaomi Revenues Decline 4% Y/Y in Q2’23 - Smartphone Revenue Increases 5% Q/Q and Drops 13% Y/Y
• Dell’s Consumer PC Revenue Increases 8% Q/Q and Drops 16% Y/Y – Signals Recovery in the Second Half of the Year
• HP’s Consumer and Commercial PC Revenue Drop 12% Y/Y and 11% Y/Y in FY Q3’23 – Downgrades 2023 Revenue Outlook

OLEDoS

• Apple Tests Micro OLED Displays from Alternative Suppliers
• eMagin Stockholders Approve Acquisition by Samsung Display
• Equipment Companies Looking for New Opportunities in OLEDoS

MicroLEDs

• PlayNitride Plans to Double Capacity
• Jade Bird Display Demonstrates a Monolithic RGB MicroLED Display with Stacked Epilayers

Smartphones

• Oppo Launches the Find N3 Flip in China with 3 Cameras, Global Launch to Follow
• Huawei, Realme and Vivo Announce New AMOLED Smartphones

QD-OLEDs

• ETRI Introduces a QD-OLED Structure with One Glass Substrate

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Jump on Mostly Good Enough Data

The Lead

• Highlights from DSCC’s Latest Foldable Report
• AR/VR Display Forum to Feature Live Presentations and Panel Discussions on the Hottest Topics

Smartphones

• China’s June Smartphone Shipments Decreased 17% M/M and 24% Y/Y - 5G Share Increases to 83%
• Motorola Announces New AMOLED Smartphone

PCs and IT

• US Electronics Imports Data Shows Continued Downturn in Smartphone and PC Markets and Continued Dominance of China
• KTC Launches New 48” WOLED Monitor
• Asus Announces New 32” QD-OLED and 34” WOLED Monitor
• Samsung Electronics Unveils 57” Gaming Monitor, Odyssey Neo G9
• NVIDIA Beats on Revenue in FY Q2’24 – Graphics and Gaming Segment Increases 11% Y/Y and 22% Y/Y
• Qualcomm Announces Snapdragon G Series – A Portfolio of Chipsets for Handheld Gaming Devices

TV

• Will the US Increase Tariffs on China TVs? Not Likely

AR/VR

• APS Announces 10,000 nits and 3,000 PPI of OLEDoS and Exhibits Prototypes and Development Roadmap at IMID2023
• Sony Releases 1.3” Micro OLED Display for AR/VR Applications

MicroLED

• LG Partners with Bang & Olufsen to Sell MAGNIT Home Cinema

Display Materials

• German OLED Materials Start-up beeOLED Concludes Successful Series A Funding

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise on Balanced Powell Comments

The Lead

• Foldable Smartphones to Reach New High in Q3’23
• DSCC Downgrades Display Capacity Forecast for 7th Straight Quarter, Display Capacity Growth Outlook Continues to Flatten
• DSCC Reports Flagship Smartphone Panel Shipments Increased 21% Y/Y in July – Apple Led with a 31% Share

Earnings

• Panel Maker Q2’23 Earnings: Losses Continue for HannStar and EverDisplay
• E Ink Launches Color Signage Displays with Sharp, Increases Profitability
• Lenovo Reports 2% Q/Q Revenue Increase in Q2’23 – PC, Tablet & Smartphone Segment Increases 5% Q/Q - Recovery in Sight

Events

• OLED Exhibition Trends of Samsung Display and LG Display at K-Display 2023

TVs

• US Electronics Imports Data Shows Recovery in TV Market and Shift Away from China

Smartphones

• More on the Xiaomi Mix Fold 3
• OnePlus and Xiaomi Announce New AMOLED Smartphones

MicroLEDs and Micro OLEDs

• Saphlux Demonstrates a 0.39” Full Color MicroLED Display
• Lumens Unveiled a RGB Single Chip MicroLED
• Intel Drops Tower Acquisition After Failing to Get China’s Approval

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Rate/Growth Conc

The Lead

• Apple and Samsung Maintain Best Selling OLED Smartphones in Q2’23 But Lose Share to Oppo, Vivo and Xiaomi
• AR/VR Display Forum Will Cover Emerging Materials and Technologies from Leading Suppliers

Panel Makers

• Taiwan Panel Maker Revenues Slumped in July
• Sharp and JDI Struggled with Profitability in Q2’23
• LG Display Expects Sales Growth in Automotive Displays, Amid Losses for 5 Consecutive Quarters

Earnings

• eMagin’s Production Downtime Results in 31% Drop in Revenue
• Asus Reports a 5% Q/Q Revenue Increase in Q2’23 – Expects Double – Digit Q/Q PC Revenue Growth in Q3’23
• SMIC Reports 7% Q/Q Increase in Q2’23 on Increased Wafer Shipments – Expects Continued 2H’23 Improvement
• Q2 Taiwan MiniLED/MicroLED Earnings: MiniLED Rebounds, MicroLED Growth is Slower Than Expected

Smartphones

• Xiaomi to Launch the Mix Fold 3 Foldable on August 14th, Expected to Narrowly Overtake the Honor Magic V2 for Thinnest Foldable, Volume Outlook Revealed
• Samsung and Vivo Announce New AMOLED Smartphones

TVs

• Despite Declining Revenues, TV Brands Profits Increased in Q2
• Vizio Squeezes Out a Profit in Q2

MicroLEDs and MiniLEDs

• K&S Reaches New Milestone in MiniLED Transfer Throughput, Starts Collaboration with TSMT
• HC Semitek Builds New MicroLED Line in South of China

AR/VR

• Meta Demonstrates Research Prototypes at SIGGRAPH

IT

• Dough Announces 32” UHD OLED Monitor for 2024
• Lenovo Announces New OLED Notebook PC

Display Equipment

• Latest POs and Awards
• Korea Display Industry Association (KDIA) Aims for 80% Localization of Materials, Components and Equipment by 2027

Display Stocks and the Economy

• Stocks Fall on Moody’s Downgrade, China Trade and US Inflation Data Leading to a Shift from Growth to Value and Treasuries

The Lead

• 2023 Display Equipment Market Upgraded on Higher LCD and OLED Spending

• LCD TV Panel Prices Expected to Peak in Q3

• Japanese Glassmakers Follow Corning with Price Increases; Glassmaker Q2 Revenues Increased with Higher Fab Utilization

Earnings

• Apple Beats on Revenue – Services Grew 8% Y/Y while iPhone Declined 2% Y/Y and iPad Struggles on Tough Y/Y Compare

• UDC Earnings Jump in Q2’23 with Revenue Growth; First Revenues for Blue Excites Investors

• Qualcomm’s Handset Revenue Declines 25% Y/Y in Q2’23 –Weakness Expected to Continue for Calendar 2023

• AMD Beats on Revenue in Q2’23 - Client Segment Increases 35% Q/Q as Market Conditions Improve

• Acer Reports 11% Q/Q Increase in Q2’23 as Signs of a Recovery Continue

• Ams OSRAM Refocuses its Semiconductor Portfolio

• PlayNitride Reports Strong Growth and Edges Closer to Profitability

Smartphones

• Samsung Display Contributes to Thinner Foldables through Reduced Foldable Curvature, Z Flip 5 Tied for Thinnest Clamshell

• Possibility of SDC Adopting Double CPL

• Infinix and Realme Announce New AMOLED Smartphones

TVs

• Sharp Becomes Third Brand to Introduce QD-OLED TV

AR/VR

• Meta Still Planning to Launch 2^nd Gen Ray-Ban Smart Glasses Despite Low User Retention

Transparent OLEDs

• LG Display Expands Transparent OLED Application

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Fitch Downgrade, Jobs Report and Other Data

The Lead

• Losses Continued in Q2 but Panel Makers Optimistic About Second Half
• Fab Utilization Increases Further in Q3’23; Industry Risks Oversupply
• Snapdragon 8 Gen 2 Led Flagship Smartphone Chipsets in July – A17 Bionic Poised to Lead in August as Apple Ramps Up iPhone 15 Pro Models
• Register for the AR/VR Display Forum Before Prices Increase

More Earnings

• Semi Slowdown Continued to Depress Samsung Profits in Q2’23
• Intel Returns to Profitability in Q2’23 – Client Computing Starts to Show Signs of a Rebound
• Meta Reports 11% Growth While Snap Dwindles

Samsung Unpacked

• Samsung Launches Z Flip 5 and Z Fold 5 with Cautious Expectations
• Samsung Launches S9 Tablets, Volume Expectations Revealed
• Samsung Announces New Galaxy Watch 6 Series with Larger Displays, Larger Batteries and Upgraded Chipset

Smartphones

• Oppo Announces New AMOLED Smartphone

TVs

• Samsung Announces Price for 89” MicroLED TV

Automotive

• Mini Cooper EV to Adopt 9.4” Circular OLED – Supplier Revealed

Display Equipment and Materials

• Latest POs and Awards
• Samsung Display Secures KRW 60B by Divesting in Partner Companies
• Noctiluca Signs an OLED Emitter Evaluation License Agreement with the World's Largest Consumer Electronics Manufacturer

Display Stocks and the Economy

• Stocks Gain on GDP, Inflation and Earnings

The Lead

• DSCC Reports Panel Shipments for the iPhone 15 Series Are Higher than the iPhone 14 Series
• Despite Downturn in the Display Industry, DSCC Report Reveals MiniLED Shipments to Rebound in Q2’23
• Panel Maker Q2’23 Earnings Preview
• BOE, Tianma and Visionox Release First Half Forecasts

Smartphones

• TSMC Beats on Revenue – Lowers Full Year Revenue Outlook and Capex Spend for 2023
• HTC and ZTE Announce New AMOLED Smartphones

TVs

• TCL Reports Growth In 1H’23 TV Shipments
• LG Electronics’ OLED TV Rated Highest at HiVi Grand Prix

AR/VR

• SID Symposium: Laser LCD for AR/VR
• Meta to Adopt LCoS in Future Smart Glasses

OLED Materials

• SDC/LGD Consider Adopting Two Layer CPL, Expecting Low Power Consumption and Optical Efficiency Enhancement

MicroLEDs

• AUO Develops Automotive MicroLED Display

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Weak Retail Sales, EU Inflation Report

The Lead

• AMOLED Materials Market to Grow to $2.2B by 2027
• Registration is Open for the AR/VR Display Forum LIVE

Panel Makers

• Taiwan Panel Maker Revenues Increased Y/Y in June for the First Time Since 2021
• Japan Display Enters Cross-Licensing Agreement with CSOT

TVs

• LG to Join the Race for FAST Money
• Amazon Prime Day Offered A Few Great Deals for TVs With Some New Lows for OLED TVs
• Philips Launches New MiniLED TV

Smartphones

• Honor Magic V2 Raises the Bar on Foldable Phone Thickness and Weight
• Oppo and Realme Announce New AMOLED Smartphones
• Huawei Reported to use 7nm Node Process for 5G Chips to Combat US Sanctions for 2024 Products
• Nothing Phone (2) Becomes Available in the US on July 17^th

Micro OLEDs

• MICROOLED Raises Over $23M
• HunetPlus Develops Evaporation Mask for RGB OLEDoS Device Manufacturing

Display Equipment

• AP Systems and Coherent Develop Gen 8 SLA Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise on Better Inflation Data

The Lead

• LCD TV Panel Prices Continue to Increase
• Recovery for Advanced TV Market Expected to Start in Second Half of 2023 with Long Term Growth Projected
• China Imposes Export Restrictions for Gallium and Germanium – Technology Trade War Continues to Escalate

SID

• SID Symposium: Summary of Micro OLED Presentations

Smartphones

• Samsung Announces Date and Location for Upcoming Foldable and Tablet Launch
• Honor, OnePlus, Samsung, Vivo and ZTE Announce New AMOLED Smartphones
• No Major Disruptions Reported for 5G Roll Outs Near US Airports
• LX Semicon and Samsung Partnership Strengthens

TVs

• LG Earnings Beat Samsung for the Second Quarter in a Row

Monitors

• Nubia Announces 49” QD-OLED Gaming Monitor

Transparent Flexible Displays

• KAIST Develops Washable Transparent Flexible OLED with MXene Nanotechnology

Display Fabs and Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Most US Stocks Fall on Jobs Data, Panel Makers Gain

The Lead

• Call for Speakers: AR/VR Display Forum LIVE 2023

DSCC Report Content

• Advanced Tablet Panel Shipments Hit Bottom in Q1’23
• Advanced Notebook PCs to Decline 3% Q/Q in Q2’23 – 2023 Expected to Decline 20% Y/Y
• Advanced Monitor Market Expected to Rise 104% Y/Y in 2023 – MiniLED and OLED Monitors Poised for Growth
• DSCC Expects Apple and Samsung to Account for 74% of OLED Smartphone Panel Revenues on 4% Y/Y Unit Growth in 2023
• OLED Supply/Demand Update – Oversupply Likely to Persist

Smartphones

• Samsung Display Sues BOE for Patent Infringement in Texas
• China’s May Smartphone Shipments Increased 39% M/M and 22% Y/Y - 5G Share Increases to 80%
• Vivo and Xiaomi Announce New AMOLED Smartphones
• Qualcomm Announces Snapdragon 4 Gen 2 - Smartphones Expected in the Second Half of 2023

AR/VR

• Google Has Reportedly Canceled Its AR Smart Glasses
• Mojo Vision Demonstrates Red Color Conversion on 14,000 PPI MicroLED Display
• SID Symposium: SEL Demonstrates 1.5” Micro OLED by Direct Patterning

India Fabs

• Vedanta Begins Staffing for Display Business

Display Equipment and Materials

• Latest POs and Awards
• Global Chemical Company ARKEMA, Will Acquire PI Advanced Materials for 1T Won

Display Stocks and the Economy

• Stocks Rally on Lower Inflation Data

The Lead

• DSCC Reports June Panel Shipments for the iPhone 14 Series to Fall 22% M/M - iPhone 15 Series Panel Shipments Start Strong
• Display Equipment Suppliers Survive a Rough Q1’23
• The Display Capacity Outlook Continues to Fall

SID Symposium

• Display Week Symposium Papers Highlight Ongoing Research on Phosphorescent Blue OLED Emitters
• Chinese Panel Makers Develop LTPO LCD for VR
• Part II on Direct Patterning OLEDs

Smartphones

• Qualcomm Announced Multi-Year Collaboration Agreement with Sony

MicroLEDs and Holography

• AUO Considers Transferring Singapore Fab to Taiwan for MicroLED
• Swave Photonics Raises Additional $3.3M in Seed Funding

IT Markets

• AOC Launches 27” OLED Monitor
• Chemtronics Invests in Gen 8 Glass Etching Facility

Stretchable Displays

• Kyung Hee University Develops Light-Emitting Materials for Stretchable Displays

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall as Powell Reiterates More Rate Hikes Coming

The Lead

• OLED Panel Revenues to Decline 7% Y/Y in 2023 – TVs and Notebooks Expected to Suffer Largest Declines
• DSCC Raises Its 2023 Foldable Smartphone Outlook as Lower Panel Prices Fuel Android Brand Interest

TVs

• Panasonic 2023 TV Lineup Includes Full Range of White OLED and Its First MiniLED TVs
• Skyworth Releases COG MiniLED TV

Display Equipment

• Samsung Display Continues to Issue POs at A5
• SDC Orders OLED Evaporator for Micro OLED Evaluation

Display Materials

• DSCC Adds Materials Analyst in Korea
• Summer Sprout Breaks Ground on New OLED Materials Production Site
• SmartKem Receives $12.2M in Initial Closing of Private Placement

Smartphones

• Infinix Announces New AMOLED Smartphone

AR/VR

• Lenovo Releases Specs for the ThinkReality VRX

IT

• Ricoh Launches 15.6” OLED Portable Monitor Series
• LG Display Develops the World's First Behind Display Camera (BDC) with Veeo

Display Stocks and the Economy

• Stocks Gain on Fed Pause, Lower Inflation, Higher Consumer Sentiment and AI Optimism

The Lead

• Apple Vision Pro: A Game Changer?

• Apple’s Worldwide Developers Conference (WWDC 2023) Highlights

SID Highlights

• SID/DSCC Business Conference MicroLED Session Summary

• Highlights of SID/DSCC Business Conference Start-up Session

• Takeaways from SID Papers on Patterning OLEDs with Photolithography, Part 1

Panel Suppliers

• Taiwan Panel Maker Revenues Increase M/M in May

TVs

• Samsung TV Registration Confirms WOLED Deal with LGD

Smartphones

• Motorola Raises Its Foldable Prospects with 2 New Impressive Flip Phone Offerings, DSCC Ups Its Outlook for Motorola

• Samsung, Vivo and ZTE Announce New AMOLED Smartphones

IT

• LG Electronics Launches StandbyME Go

• Innocn Announces 15.6” OLED Portable Monitor

MIcroLEDs

• Kopin Announces Milestone for 1” MicroLED Display

Display Equipment

• Samsung Display Issues More POs at A5

Display Stocks and the Economy

• Stocks Mostly Up Despite Mostly Weak Europe and China Data

The Lead

• Springtime Rally in LCD TV Panel Prices Will Stall in the Summer

Display Week 2023

• Highlights of SID Display Week 2023 Exhibition – Panel Makers
• SID/DSCC Business Conference – Insights from Analyst Session
• SID/DSCC Business Conference AR/VR Session Summary
• SID/DSCC Business Conference Session Review - Emerging Display Technologies
• Merck KGaA Demonstrates Optical Components for AR/VR at SID 2023

Display Materials and Components

• Canon Develops New Perovskite Ink
• MagnaChip Spins Off its DDIC Business

PCs and IT

• Acer Announces New Notebook PC
• Dell Consumer PC Revenue Drops 41% - Expects Sequential Growth in the Second Half of the Year
• Asus Announces New 49” OLED Monitor
• HP Misses on Revenue - Consumer and Commercial PC Revenue Drop 39% and 24%
• MSI Announces 16” OLED Notebook PC

AR/VR/MR

• Meta Announces Pricing for Quest 3 Headset

Smartphones

• Honor, Oppo, Vivo and Xiaomi Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Surge on Job Gains

The Lead

• Q1’23 Flat Panel Display Financials Highlight Wide Gap Between Samsung Display and the Rest
• 2023 Equipment Spending Outlook Worsens, But Bookings Will Boom on 2024 Rebound
• Foldable Smartphone Shipments Decline Y/Y Again in Q1’23

Display Week 2023

• AR/VR Displays Demonstrated at SID 2023
• SID/DSCC Business Conference TV Session Download
• SID/DSCC 2023 Business Conference Highlights – Mobile Display Technology and Market Outlook

Display Glassmakers

• Corning Stuns Display Week by Announcing a 20% Price Increase; Japanese Glassmakers Report Weak Q1 Earnings

Panel Makers

• E Ink Expects Growth from ESL and New Color Signage Displays

Display Equipment

• Applied Materials Beats and Raises, Display Revenues Hold Steady
• Nikon Expects FPD Litho Shipments to Fall 59% in Fiscal 2024
• Tokyo Electron Beats in Q1’23, Guides Fiscal 2024 Down 23% - 37%
• ULVAC Misses and Lowers Guidance
• 35 New POs and Awards

PCs and IT

• Lenovo Reports 24% Y/Y Revenue Decline in Q1’23 – PC, Tablet & Smartphone Segment Drop 33%

Smartphones

• HTC, Infinix, Sony and Vivo Announce New AMOLED Smartphones
• Xiaomi Revenues Decline 19% Y/Y in Q1’23 as Smartphones Drop 24%

Government Policy

• The Korean Government Announces Innovation Strategy to Reclaim Its #1 Position in the Display Industry by 2027

Display Stocks and the Economy

• Semi Stocks Surge on NVIDIA’s Record Beat

The Lead

• AR/VR Panel Shipments to Reach 119M Units by 2028
• OLED Panel Shipments Decreased 19% Y/Y in Q1’23 on Double Digit Declines for Smartphones and TVs
• BOE Suing Samsung in China, Joins US ITC Investigation
• Visionox Joins JDI and HKC in Trying to Commercialize RGB OLEDs without FMMs

Events

• SID/DSCC Business Conference Will Showcase Emerging Display Technologies in Two Sessions
• SID/DSCC Business Conference Will Highlight Developments in Growing Automotive Display Sector

Earnings

• Taiwan Panel Maker Recovery Stalls in April
• Vizio Stumbles to a Loss in Q1
• Sharp Finishes Fiscal 2022 With a Massive Net Loss on Sakai Impairment
• Japan Display Reports Another Big Loss but Becomes Debt-Free with Equity Swap
• HannStar Revenues Plunged in Q1 But Losses Narrowed
• eMagin Reports Q1 Results
• Asus Reports a 20% Y/Y Revenue Decline in Q1’23 – Expects Gaming PC Market to Decline 10% Y/Y in 2023
• Steady Performance for JF Optoelectronics in Q1

Smartphones

• Google Launches Pixel Fold
• Google Announces Pixel 7a and Pixel Tablet at I/O Event
• iPhone 16 Pro Models to Increase in Size
• Realme, Tecno and Xiaomi Announce New AMOLED Smartphones
• MediaTek Announces Dimensity 9200+ – Boosting Clock Speeds for Smartphone Gaming

Transparent OLEDs

• Samsung Display Begins Development of Transparent OLED

Personnel

• Nanosys Announces New CEO

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down Despite Better Inflation Data - Earnings, Consumer Sentiment, Debt Standoff and Recession Fears Weigh on Investors

The Lead

• Display Industry Recovery Gaining Steam as Fab Utilization Increases in Q2’23
• DSCC Releases Latest OLED and LCD Fab Schedules

Events

• Progress in MicroLED to Be Highlighted at the SID/DSCC Business Conference
• 12 Leading Display Industry/Financial Analysts from 7 Organizations to Present at the SID/DSCC Business Conference
• Highlights of 2023 Touch Taiwan

Earnings

• Apple Beats on Revenue Fueled By iPhone Performance – Mac and iPad Struggle on Double-Digit Declines & Tough Compares
• Panel Maker Q1’23 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox. China Panel Makers Trim Losses Despite Lower

Revenues

• TV Brand Profits Rebound in Q1
• OLED Slowdown Hampers UDC Earnings, But New Deal with Merck Has Investors Happy
• Qualcomm’s Handset Revenue Declines 17% Y/Y in Q1’23 – Expects High Single Digit Declines for Smartphones for 2023
• AMD Beats on Revenue in Q1’23 - Client Segment Declines 65% & Gaming Segment Declines 6%
• Magnachip Semiconductor Misses on Revenue in Q1’23 – Wafer Shortages and Weak Consumer Demand Impact Design Wins
• K&S Reports Further Drop in LED Equipment Revenue

MicroLEDs

• LG Electronics Develops Self-Assembling RGB MicroLEDs for Next-Generation Displays

Micro OLEDs

• eMagin Achieves 15,000 Nit Brightness with Micro OLED

Smartphones

• Motorola and Xiaomi Announce New AMOLED Smartphones

Display Equipment

• Coherent Reveals Additional Insights into the Development of Its PYTHON DPSS Laser System
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Rate Increases, Earnings, Data and Recession Concerns

The Lead

• LCD TV Panel Prices Increasing in Q2 – Can the Rally Last?
• BOE Flagship Smartphone Panel Share Surged to a Record 27% in Q1’23

Events

• The Future of TV Technologies Will be Explored at the SID/DSCC Business Conference

Earnings

• LGD Posts Another Big Loss as Revenues Nosedive
• Samsung Profits Drop in Q1 as Semi Falls to a Loss
• AUO’s Losses Widened in Challenging Q1
• Corning Profit Dropped in Q1 But Signals Display Recovery in Q2
• Canon Beats on the Bottom Line, Upgrades 2023 Forecast on Imaging Outperformance, Expects Semi Litho Growth
• Intel Revenue Plummets 36% in Q1’23 – Largest Revenue Loss in Company History, Client Computing Craters 38%
• Meta’s Reality Labs Revenues Fall by 51% in Q1’23
• Snap’s Revenue Falls for First Time

Smartphones

• Vivo and ZTE Announce New AMOLED Smartphones

TVs

• Xiaomi Announces New 4k 86” MiniLED TV

OLED IT

• Acer Announces New OLED and MiniLED Notebook PCs and OLED Monitor
• Asus Announces New 15.6” and 13.3” OLED Notebook PC
• LG Launches New 15.6” OLED Notebook PC

Display Equipment

• 39 Awards Issued Last Week Covering 882 Tools

OLED Materials

• WeFoms’ OLED Gen.6 Metal Mask Supply to Start

Display Stocks and the Economy

• Display Stocks Down as Big Tech Gains

Events

• DSCC Announces Speakers for Mobile Session at SID/DSCC Business Conference
• Tianma, Magic Leap and DSCC Executives to Keynote SID’s Display Week

Panel Maker Earnings and Fabs

• Innolux Narrows Losses in Q1’23 But Remains Deep in the Red and Announces More Fab Closures
• Panel Maker Q1’23 Earnings Preview
• China Star t9 Starts Mass Production with IT Panels
• Latest Display Equipment POs and Awards

TVs

• Samsung Deal with LGD for White OLED May Finally Happen in 2023
• TCL TV Sales Increase in Q1

Smartphones

• Vivo Launches New Clamshell and Book Type Foldables with Impressive Specs at $877 and $1459 for China Market
• All the Google Foldable Specs, Prices and Timing Leak
• Asus, Huawei, Samsung and Xiaomi Announce New AMOLED Smartphones
• TSMC Misses on Revenue – Cuts Revenue Outlook and Reaffirms Capex Spend for 2023

MicroLEDs and LEDs

• Asus Showcases Large “MicroLED” Monitor and Other Professional Displays at NAB
• Saphlux and Leyard Present a 162” LED Display with Red Quantum Dots

AR/VR

• Meta Starts Cutting 10,000 Jobs

IT OLED

• New Etching Method Developed for IT OLED

Automotive

• Hyundai Mobis Unveils the World’s First Rollable Display for Vehicles

Display Stocks and the Economy

• Panel Maker Stocks Tumble 5% on Profit Taking, US Stocks Mixed

The Lead

• DSCC Launches Monthly Flagship Smartphone Tracker – Top 5 Models from Apple & Samsung Capture a 46% Share for January through March
• SID/DSCC Business Conference Keynotes to Share Their Future Display Vision
• DSCC Smartphone Display Cost Report Highlights Cost of New Technologies

Panel Manufacturers, Alliances and Fab Activity

• Taiwan Panel Maker March Revenues Show Sign of Display Industry Recovery
• Is LCD Panel Maker Consolidation Coming in China?
• What is the Impact of Japan Display’s Proposed Strategic Alliance with HKC?
• More Insight on AUO/Innolux Fab Closures
• Latest Display Equipment POs and Awards

MiniLEDs

• MiniLED Market Remains Sluggish

TVs

• US TV Prices Fall to a New All-Time Low as Overall Inflation Eases

Foldables

• Vivo Launching New Clamshell and Book Type Foldables on April 20th
• Another Android Brand Expected to Enter the Foldable Market
• More Samsung Foldable News

Tablets

• Samsung’s Galaxy Tab S9 Series to Go All OLED in 2023

Smartphones

• Vivo and Xiaomi Announce New AMOLED Smartphones
• TSMC Revenues Fall 15% Y/Y in March

3D Monitors

• Sony Expands its Reality Display Lineup with 27” Model

MicroLEDs

• AUO Confirms 1.39” MicroLED Display Production

AR/VR

• Pico Announces New Entry Level VR Headset for Enterprise

E Ink

• E Ink Launches Kaleido 3 Outdoor for Digital Signage

Display Stocks and the Economy

• Stocks Mixed on Mixed Data, Display and Equipment Stocks Fall

The Lead

• South Korean Government Announces Samsung Display G8.7 IT OLED Fab – What We Know
• DSCC Advanced TV Cost Report Shows Cost Impact of Low Fab Utilization
• DSCC Announces Speakers for AR/VR Session at SID/DSCC Business Conference

Earnings

• BOE Trimmed Losses in Q4 But Remained in the Red
• LG Earnings Slumped in Q1 While Samsung Earnings Plunged
• Foxconn Revenues Fall 21% Y/Y in March – Weak Guidance for Q2’23
• Huawei Revenues Drop 12% Y/Y for its Consumer Business in 2022

Smartphones

• Huawei, Motorola, Realme and Xiaomi Announce New AMOLED Smartphones
• Foldable News – Flip 5/Fold 5 Specs, Colors and Initial Production Timing, Vivo Leaks and Counterpoint Foldable Survey

AR/VR and MicroLEDs

• Mojo Vision Raises $22M in New Series A Investment
• DigiLens Launches Low-Cost Waveguide Technology for AR Glasses
• OQmented Raises $20M and Adds Sharp as Strategic Investor

MiniLEDs

• New MiniLED Progress at Nichia

Electrophoretic Displays

• E Ink Launches Spectra 6 Color E-Paper

OLED Manufacturing

• LG Innotek’s FMM Patent for OLED Stain Prevention

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Mixed Data, Display Supplier Stock Prices Gain on Accelerating Price Increases

The Lead

• Apple Dominates Best Selling Smartphones in Q4’22, LTPO Share Surges on Pro Models with Full Adoption Expected by Apple in 2025
• Advanced TV Market Expected to Decline in 2023; Growth to Resume in 2024
• LCD TV Panel Prices Continuing a Slow Climb in Q2
• Leading Display Equipment Suppliers’ Revenues Fall for Sixth Straight Quarter

Panel Suppliers

• JOLED Declares Bankruptcy and Stops Production, JDI Takes R&D Assets
• LG Display Receives KRW 1 Trillion Loan from LG Electronics
• BOE Building a Second Module Line in Vietnam

AR/VR

• Will Apple Unveil its AR/VR Headset in June?
• Bigscreen Beyond Gets First Hands-On Reviews

MicroLEDs

• KAIST Develops Epitaxial Structure Engineering to Improve MicroLED Efficiency

Smartphones

• Meizu and Xiaomi Announce New AMOLED Smartphones

IT Displays

• Corsair Announces 27” OLED Gaming Monitor
• Lenovo Announces New MiniLED Notebook PCs

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks

• Stocks Rise as Inflation and Bank Crisis Cool

The Lead

• DSCC Sees OLED Revenues Falling 7% Y/Y in 2023 – Bright Outlook Continues for IT Applications
• Advanced Monitor Market Expected to Rise 72% Y/Y in 2023 On Triple-Digit Growth for OLED Monitors
• Advanced Notebook PCs Decline 6% Q/Q in Q4’22 – 2023 Expected to Remain Flat

TV

• Samsung Releases US Prices and Sets Up OLED TV Price War
• Has Vizio Found a New Business Model for TV?
• Amazon Expands TV Lineup with More Models to More Countries
• TCL Updates MiniLED TV Flagship for 2023 – TCL X11G

AR/VR

• Google Glass Discontinued
• Rokid Launches New Smart Glasses with Micro OLED
• VueReal Appoints Semiconductor Industry Experts in Key Roles
• Foxconn Continues to Move Toward the Metaverse

Smartphones

• Oppo and Vivo Announce New AMOLED Smartphones
• Xiaomi Reports 15% Y/Y Revenue Decline in 2022 as Smartphones Drop 20%

Display Equipment

• Top Engineering Develops Large Display Bonding Equipment for Automotive
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Shrug Off Rate Hike and Bank Worries

The Lead

• DSCC Reports April Panel Shipments for the iPhone 14 Series Fall 23% M/M
• How MiniLEDs Can Remain Cost Competitive
• South Korean Manufacturers and Government Announce Massive Investments and Support Programs for the Semiconductor and Display Industries – What We Learned
• Advanced Tablet Panel Shipments Fall Y/Y in Q4’22, Larger Decline Expected in Q1’23

Events

• DSCC Adds More Speakers and a New Sponsor to the SID/DSCC Business Conference
• Highlights from EDC 2023

Panel Suppliers

• Japan Display to Sell Higashiura Fab to Sony

ePaper vs. LCDs

• Harvard Study Concludes ePaper Is Healthier for Eyes Compared to LCD

Smartphones

• Samsung Announces New AMOLED Smartphones
• Huawei to Announce Mate X3 on 3/23, What We Know
• Qualcomm Announces Snapdragon 7+ Gen 2 – Boosting Performance for Mid-Range Smartphones

IT

• Huawei Mate Pad 11 2023 to Include Paper-Like Display?
• Asus Reports a 17% Y/Y Revenue Decline in Q4’22 – Net Income Craters Due to Waning Demand

Display Materials

• Idemitsu Establishes Advanced Materials Company in South Korea

Display Fabs and Equipment

• Latest Display Equipment POs and Awards

The Lead

• DSCC Announces Sessions and Presenting Companies for 2023 SID/DSCC Business Conference
• Samsung and LG Continue to Dominate Advanced TV Market and Regained Share in Q4 2022

Panel Suppliers

• Taiwan Panel Maker Revenues Recover in February

TVs

• TCL Reports Lower Profits in 2022 with TV Market Slowdown
• LG Electronics Launches 2023 OLED TVs
• Samsung Meets EU Energy Regulations on 8K TVs with Eco Mode

Smartphones

• Apple Announces New Color for iPhone 14 and iPhone 14 Plus
• Smartphone Cameras – What are the Differences?
• Qualcomm Snapdragon 8 Gen 3 Rumored to Launch in October – New Architecture to Drive Performance
• Honor, OnePlus and ZTE Announce New AMOLED Smartphones

AR/VR

• eMagin Saw a 17% Increase in Revenues in Q4
• Envisics Raises $50M to Launch its AR HUD

MicroLEDs

• MicroLED Pioneer Ostendo to Merge with Edge Computing Provider Veea
• Avicena Partners with ams OSRAM on MicroLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Fall on Rate Sentiment, Jobs Report and SVB Collapse

The Lead

• LCD TV Panel Prices Edging Up in Q1

• More Foldable Report Highlights – 37 Foldables in the Market this Year, CoE Panels from China, Multi-Fold Coming and More

• BOE Rumored to Be Facing Issues with iPhone 15 Panels for 2023

Mobile World Congress

• Foldable/Rollable Highlights from MWC – Honor, Motorola, OnePlus, Oppo and Tecno

• AR/VR at MWC: Xiaomi, ZTE and Oppo launch Smart Glasses, Goertek Announces New AR2 Reference Design

TVs

• LG Sets Pricing for 2023 OLED TVs Including First with MLA

• Sony Launches 2023 TV Line-up with Multiple Display Technologies

• Samsung Vs. LG, OLED TV 'Burn-In' Issue A Hot Debate

Smartphones

• Honor, Realme and Xiaomi Announce New AMOLED Smartphones

• Qualcomm CEO Expects Apple to Use Its Own 5G Modems in iPhones 16 Series

• Qualcomm Announces Smartphone Brands with Snapdragon Satellite

IT Brands

• Dell Reports 11% Y/Y Revenue Decline – Consumer PC Revenue Drops 40%

• HP Misses on Revenue - Consumer and Commercial PC Revenue Drop 36% and 18%

IT Displays

• OLED iPad and MacBook Pro’s to Use Glass Etching to Reduce Thickness and Weight, Chemtronics Wins SDC Business

• China Star Showcases 14” Flexible OLED 4K Tablet

AR/VR

• Meta Presents Hardware Roadmap to Employees

• Pimax Raises Close to $30M in Series C1

MicroLEDs

• Epistar to Start MicroLED Wafer Production in 2024

Misc.

• FlexEnable Appoints New Board and Key Personnel

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rebound on Rate Hike Pause Hopes, Display Stocks Up for 9^th Straight Week

The Lead

• Monthly iPhone 14 Volumes Expected to Continue to Fall in March, LG Display Continues to Gain
• Foldable Display Market Declines Y/Y for the First Time in Q4’22, Samsung Still Dominates Despite Drop
• Quantum Dot Displays Continue to Grow, Driven by MiniLED and QD-OLED
• DSCC Sees Display Capacity Down 2% in 2023 on Delays and LGD/SDC Shutdowns – LCDs Down 3%, OLEDs Up 6%

Earnings

• UDC Closes 2022 with Strong Q4
• HannStar Losses Widened in Q4’22

MicroLEDs

• SmartKem Demonstrates OTFT on MicroLED, Starts New Project on EL-QD
• Jade Bird Display Improves Efficiency of Red MicroLED Display

Display Fabs and Equipment

• LG Innotek Leases LGD’s P7 Fab in Paju
• Latest Display Equipment POs and Awards

Smartphones

• Vivo Announces New AMOLED Smartphones
• Apple Rumored to Secure 100% of TSMC’s 3nm Chip Supply
• Samsung Announces 5G Modem Technology for Satellite Communications
• US CHIPS Act and Long-Term Goals

TVs

• Samsung Launches 2023 TV Line-up and Sets Pricing

IT

• Apple 15.5” MacBook Air Expected to Launch in April
• Philips Announces 34” QD-OLED and 42” WOLED Monitors

Display Stocks and the Economy

• Stocks Continue to Fall on Rate/Inflation Concerns

The Lead

• DSCC Announces Call for Speakers for 2023 SID/DSCC Business Conference
• US TV Prices Fall as Overall Inflation Disappoints
• OLED Revenues Fall 3% Y/Y in Q4’22

Earnings

• Innolux Cut Losses in Q4 But Still Reported Worst Year Ever; Signs Technology Transfer Deal with India’s Vedanta
• AMAT Beats and Guides Above Expectations
• TEL Beats on Top and Bottom Lines, Announces Stock Split, Ends FPD Reporting on Market Weakness and Suspends IJP Tool Development
• Nikon Misses on the Top Line, Beats on the Bottom Line, Lowers Litho Tool Outlook
• ULVAC Misses on the Top and Bottom Lines, Display Revenues Fall to at Least a 10 Year Low, Cuts Display Revenue Forecast
• V Technology Misses on Top and Bottom Lines, Suffers First Operating Income Loss Since Q1’20, Bookings Fall 70% Y/Y
• Lenovo Reports 24% Y/Y Revenue Decline in Q4’22 – PC, Tablet & Smartphone Segment Drop 34%

AR/VR and MicroLEDs

• LG Display and SK Hynix to Develop Micro OLED Displays for Meta
• ByteDance Downsizes Pico
• Lumens Develops RGB Epitaxial Wafer for MicroLED
• LG Innotek Leads in Future Devices with its 2-Metal COF

Smartphones

• China’s December Smartphone Shipments Increased 21% M/M and Declined 18% Y/Y - 5G Share Increases to 87%
• Realme and Vivo Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down on Rate/Inflation Concerns

The Lead

• Panel Suppliers Continue to Delay Capex, 2023 Equipment Spending to Be Lowest Since 2012
• DSCC Analysis on S23 Series Monthly Production and Outlook

Earnings

• AUO Stabilizes in Q4 But Still Books a Big Net Loss; Describes Plans for MicroLED and Vietnam
• Japanese Panel Makers Report Losses in Brutal Q4’22 and Restructuring in Q1’23
• TV Brand Profits Evaporated in Soft Market in 2022
• Glassmakers Fell to a Loss in Q4 as Widespread Display Slowdown Hit Top and Bottom Lines

Panel Makers

• Taiwan Panel Maker Revenues Plunge in January
• LG Demonstrates a 272” LED Display with 8K Resolution

Display Equipment

• Coherent Announces New Laser Source for Gen 8 Polysilicon Annealing
• Latest Display Equipment POs and Awards

3D

• Light Field Display Companies Raise Tens of Millions

MicroLEDs

• Ams OSRAM Qualifies MOCVD Tools for MicroLED Production

TVs

• Philips Announces New OLED and MiniLED TVs

IT

• Asus Updates 13” OLED 2-in-1 Notebook
• Innocn Announces 48” OLED Gaming Monitor

Smartphones

• Honor, OnePlus and Xiaomi Announce New AMOLED Smartphones

Automotive

• JNTC Receives KRW 700B in Orders for Automotive Cover Glass Business

Display Stocks and the Economy

• Stocks Fall on Concerns of Further Tightening But Panel Stocks Buck the Trend

The Lead

• Super Bowl TV Deals Bring New All-Time Lows
• LCD TV Panel Prices Holding Steady
• More DSCC Analysis on iPhone 14 Monthly Panel Procurement Results and Outlook
• Automotive Displays Remain a Bright Spot for FPD Makers

Smartphones

• Samsung Announces New Products – 200MP Pro Grade Camera for S23 Ultra and Customized Qualcomm Chipset for S23 Series
• Oppo Announces New AMOLED Smartphones

Earnings Reports

• Apple Reports 5% Y/Y Revenue Decline – First Y/Y Decline Since 2019 on 8% and 29% Revenue Decline for iPhone and Mac
• Semi Profits Plummet But Display Pulls Samsung Forward
• Meta’s Q4 Earnings: Reality Labs Revenues Down 17%
• Corning Profit Fell in Q4 as Display Downturn Lingers
• K&S Updates on Luminex Ramp Up
• Canon Misses on Top Line in Q4’22, Projects 35% Decline in FPD Litho Shipments in 2023
• SCREEN Beats on the Top Line, Misses on the Bottom Line, Displays Weak, Launches New Coater for Thinner PI Films
• AMD Beats on Revenue in Q4’22 – Continued Declines Expected in Client and Gaming Segments in 2023
• Qualcomm Revenue Decreases 12% Y/Y – Handset Revenue Declines 18% in Q4’22

IT

• Asus Announces New 15.6” OLED Notebook PC

IP and QDs

• Nanoco Agrees to $150M Settlement with Samsung

Commercial Displays

• LG Electronics Exhibits Space-Customized Display Solutions at ISE 2023

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• IMF Upgrades 2022 and 2023 Global GDP Growth While Downgrading 2024
• Stocks Rise Despite Rate Increases and Hot Jobs Report

The Lead

• LGD Posts Record Loss in Disastrous Q4
• Display Fab Utilization Increasing in Q1’23 But Recovery Slower Than Expected
• MiniLED Panel Shipments Grew in 2022, Rapid Growth Expected in 2023 and 2024
• SDC Starts OLED Notebook Panel Production with Integrated Touch Sensors, Insights from DSCC

Korean Display Industry

• The Korean Government Designates Displays as National Strategic Technology

IT

• Intel Revenue Decreases 32% in Q4’22 – Macroeconomic and Inventory Headwinds to Persist Through 1H’23
• Samsung Announces 43” MiniLED Monitor

MicroLEDs and AR/VR

• Aixtron Launches Fully Automated AsP System for 200mm MicroLED Wafers
• Apple Puts its Smart Glasses on Hold to Focus on Passthrough AR
• Lynx Almost Ready to Mass Produce R1 Headset

Smartphones

• FCNT Announces New AMOLED Smartphone

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rise on Mostly Positive Economic Data and Earnings

The Lead

• Apple Plans MicroLED Watch

Panel Suppliers

• Panel Maker Q4 Earnings Preview

Smartphones

• Xiaomi Announces New AMOLED Smartphone for Global Market
• Apple iPhone 14 Pro Recovers in December Despite Foxconn Turbulence – Pro Models Have Lions Share in January
• Samsung Announces New 200MP Smartphone Image Sensor – Expected on Galaxy S23 Ultra

TVs

• US TV Inflation and Overall Inflation Going in Opposite Directions
• LG Electronics’ OLED TV Rated Highest at HiVi Awards, Japan's AV Specialized Media

PCs

• Apple Announces New 14” and 16” MiniLED MacBook Pros – M2 Pro, M2 Max and Longer Battery Life

AR/VR

• DigiLens Launches its Own Smart Glasses
• Microsoft’s HoloLens Team at Risk in New Round of Lay-Offs
• UDC and Epson Sign Agreement for AR/VR Displays

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Late Surge Leaves Stocks Mixed

The Lead

• UDC Confirms Milestone on Phosphorescent Blue
• CES 2023 Report – AR/VR/MR and Other Topics
• CES 2023 Accelerates Premium Models of Automotive Displays

Panel Suppliers

• Taiwan Panel Maker Revenues Stable in December

Smartphones

• Samsung Announces the 2023 Unpacked Event – S23 Ultra Expected to have a 52% Share
• China’s November Smartphone Shipments Decreased 7% M/M and 36% Y/Y - 5G Share Decreases to 81%
• Honor Announces New AMOLED Smartphone
• TSMC Misses on Revenue – Expects Revenue Declines in the First Half of 2023 on Customers’ Inventory Corrections

TVs

• TCL Backs Away from QD-OLED TV

AR/VR

• Mojo Vision Cuts Workforce and Pivots to MicroLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Surge as Inflation Data Continues to Weaken

The Lead

• LCD TV Panel Prices in Holding Pattern

• Samsung Earnings Plunged in Q4 But LG Motors On

• DSCC Expects OLED Smartphone Panel Revenues to Decline 2% Y/Y in 2023 Despite 7% Unit Growth

CES Impressions

• Inside SDC’s CES Suite

• TV Insights – Samsung, LG, TCL and Sharp

• LG Display and Samsung Display Compete for Display Brightness

ELQD Progress

• SDC Reveals IJP ELQD Progress at IDW, Sharp Shows Demo at Finetech

AR/VR

• Kopin Forms New Spinout Company for Micro OLED Displays in Consumer AR/VR Applications

• Apple’s Headset to Offer 120° Field of View

• HTC Launches VR Headset with Full Color Passthrough

• DigiLens Partners with Omnivision

IT

• Acer Announces New OLED Notebook PCs, MiniLED Notebook PCs and OLED Monitors

• Asus Announces OLED Notebook PCs & OLED Monitors

• HP Announces OLED Notebook PC

• Lenovo Announces New OLED Notebook PCs and OLED Tablet

• LGE Announces New OLED Notebook PCs

• Samsung Announces 49” QD-OLED and 57” MiniLED Monitors at CES 2023

Smartphones

• Honor, Motorola, OnePlus and Vivo Announce New AMOLED Smartphones

• Qualcomm Announces Snapdragon Satellite – Satellite Messaging for Android Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rise Helped by Better Wage/Inflation Data

The Lead

• 10 Predictions for the Display Industry in 2023 Advanced TV Market to Grow to $34B by 2027
• Advanced Monitor Market Expected to Rise 77% Y/Y in 2023 On Triple-Digit Growth from OLEDs
• Advanced Notebook PCs Decline 9% Q/Q in Q3’22 – 2023 Expected to Grow by 24% Y/Y on 50% Growth for OLEDs

Panel Suppliers

• LG Display to Manufacture OLED Panels with Micro Lens Array Starting in 2024
• LG Display Holds Transparent OLED Future Exhibition

Display Fabs and Equipment

• Latest Display Equipment POs and Awards
• SDC Invests in Micro OLED Pilot Line

Events

• CES 2023 Preview – What I Expect to See

Smartphones

• Vivo, Xiaomi and ZTE Announce New AMOLED Smartphones
• China’s October Smartphone Shipments Increased 20% M/M and Decreased 27% Y/Y - 5G Share Increases to 82%

MiniLEDs / MicroLEDs

• How MiniLEDs Play an Important Role in the LED Industry
• BOE Releases the First P0.9 MicroLED with LTPS Backplane
• MSI Announces 17.3” 144Hz MiniLED Notebook PC

OLED Technology

• APS Holdings Reach 3000 PPI Milestone for RGB OLED Patterning

AR/VR

• European Optical Lens Startups Acquired by US Companies

Display Stocks and the Economy

• Stocks Close Their Worst Year Since 2008

The Lead

• Q3’22 Foldable Market Reaches Record High, But Will Decline in Q4’22 on US Market Weakness as iPhone 14 Series Dominates
• OLED Panel Revenues are Expected to Increase 2% Y/Y in 2023 -Continued Growth Expected for IT Applications
• Apple iPhone 14 Pro and iPhone Pro Max Lose Share as a Result of Foxconn Turbulence - Strong Recovery Expected in January
• 10 Predictions for the Display Industry in 2022 – How Did We Do?

Smartphones

• Oppo Launches Two New Impressive Foldables at Aggressive Prices, Expected to Triple Their Share in 2023
• Xiaomi Announces New AMOLED Smartphones

TVs

• LG Display to Shut Down LCD TV Production in Korea by Year-End
• AGC Develops Anti-Glare Glass for 4K HD Displays

AR/VR

• Oppo Unveils Air Glass 2 with New Lightweight Waveguide Technology
• HTC to Announce New Headset at CES 2023

OLED Monitors

• Dough Announces 27” WOLED OLED Monitor Priced at $649!

Automotive

• LG Electronics and Corning Collaborate for Curved Displays in Vehicles

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Sink Despite Lower Inflation Data as Fed Promises Higher Rates for Longer

The Lead

• No Change to EU Ruling, 8K TV Threatened in 2023
• Display Equipment Supplier Revenues and Capex Up Q/Q in Q3’22, But Revenues Down Y/Y for 5^th Straight Quarter
• Universal Display Corporation Inks Long-Term OLED Agreement with Samsung Display

Panel Suppliers

• Taiwan Panel Maker Revenues Edge Up in November

AR/VR

• ENGO Eyewear Launches New Micro OLED Smart Glasses with ActiveLook 2.0
• 3D-Micromac and SCHOTT to Improve Yield of AR Waveguides

Display Fabs and Equipment

• Lakeside Optical Announces Plans for 12” Micro OLED Fab
• Latest Display Equipment POs and Awards

Smartphones and Semiconductors

• MediaTek Announces Dimensity 8200 – Offering Flagship Gaming Experiences for Mid-Priced Smartphones
• TSMC Triples Arizona Fab Investment – 4nm Chips in 2024 and 3nm Chips in 2026
• Tecno and Vivo Announce New AMOLED Smartphones

MiniLEDs

• MiniLED Ecosystem Integration

Stretchable Displays

• ETRI Develops Stretchable Inorganic Semiconductor Device

Display Stocks and the Economy

• Stocks Down on Mixed Economic Data as Fed Meeting Looms

The Lead

• 2022 Was a Disappointing Year for AR/VR but the Long-Term Outlook Remains Positive

• DSCC Downgrades Display Capacity Growth

• LCD TV Panel Price Rally in Q4 Stalls

Smartphones

• Samsung Galaxy S23 Series Set to Debut in Early February – S22 Ultra Expected to have a 53% Share

• Samsung Reveals Success with Foldables in Enterprise Market

• Corning Strengthens Cover Glass Business with Introduction of Gorilla Glass Victus 2

• Oppo’s Clamshell Foldable to Have a Large, Vertical Cover Display

• China’s September Smartphone Shipments Increased 9% M/M and Decreased 5% Y/Y - 5G Share Decreases to 76%

• ZTE Announces New AMOLED Smartphone

• TSMC’s Arizona Fab Expected to Manufacture 4nm Chips in 2024

TVs

• Samsung Cuts BOE From Supplier List

Display Equipment

• Kateeva Announces Shipment of 8K QD-OLED Tool - Or Maybe Not

• Latest Display Equipment POs and Awards

IT

• MSI Announces Project 491C – First 240Hz 49” QD-OLED Curved Monitor

MicroLEDs

• Kyocera Develops GaN-on-Si Process for MicroLEDs and Lasers

OLEDs

• LG Display’s ‘Transparent OLED Floor Solution’ Installed in SM Brand Marketing’s Flagship Store

Display Stocks and the Economy

• Stocks Up on Hopes for a Smaller Rate Cut, Positive Economic Data

The Lead

• Samsung Lost Ground in Advanced TV Market in Q3’22
• Display Equipment Spending Cut Significantly as Panel Demand Outlook Remains Weak
• Is Excess Inventory Still a Headwind for the Display Industry?

Smartphones

• Honor Launches the Magic Vs and Vs Ultimate Foldable Smartphones
• Honor, Oppo and Vivo Announce New AMOLED Smartphones
• Xiaomi Reports 10% Y/Y Revenue Decline in Q3’22 as Smartphones Drop 11%

TVs

• Philips Evaluating QD-OLED TVs

AR/VR

• NewSight Reality Announces First Demo of its AR Display Technology
• Vuzix Announces Ultralite OEM Smart Glasses

IT

• Dell Reports 6% Y/Y Revenue Decline – Commercial PC Revenue Drops 13%
• HP Reports 11% Y/Y Revenue Decline – Consumer and Commercial PC Revenue Declined by 25% and 6%
• LG Announces First 27” WOLED UltraGear^TM OLED Monitor Priced at $999

Automotive

• LG Display Develops Invisible Speakers for Automobiles

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Up on Shortened Week, Oil Price Drop, Rise in Durable Goods Orders

The Lead

• 2022 Black Friday Deals Setting New All-Time Lows for TVs
• Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED
• OLED Panel Revenues Decreased 11% Y/Y in Q3’22 as Smartphones and TVs Drop 16% and 12%
• Apple iPhone 14 Pro and iPhone Pro Max Account for a 64% Share of iPhone 14 Models

Smartphones

• Qualcomm Announces Snapdragon 8 Gen 2 – Adds Wi-Fi 7 and Improves AI and Camera Performance
• BOE Participates in a New Round of Honor Strategic Financing
• Oppo and Vivo Announce New AMOLED Smartphones

MicroLEDs and AR/VR

• ITRI Shows New MicroLED Prototype with Quantum Dot Color Conversion
• Qualcomm Unveils the Snapdragon AR2 Gen 1 for Smart Glasses, Partners with Niantic on Reference Design
• Strategic Partnership Between Two MicroLED Giants – Ennostar & PlayNitride

IT

• Asus Reports 2% Y/Y Revenue Increase – Expects to Outperform the Market in 2023

Automotive

• Hyundai Mobis Develops Responsive Display, ‘Quick Menu Selection’

Earnings and Display Equipment

• AMAT Beats and Ups Guidance
• ULVAC Beats Consensus Despite Weak Quarter, Maintains Guidance
• V Tech Beats on the Top Line, Guides Profits Down Significantly
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed with Display Stocks Earning a Small Gain

The Lead

• Apple Warns iPhone 14 Pro and iPhone 14 Pro Max Supply
• US TV Inflation Stays Negative as Overall Inflation Continues

Earnings/Financials

• Taiwan Panel Maker Revenues Flat M/M; More Signs Market Has Hit Bottom
• JDI Losses Worsen in Q3
• Nikon’s FPD Litho Business Shrinks
• Tokyo Electron Crushes Consensus on Record Quarter Led by China, But Significantly Drops Guidance for Remainder of Fiscal Year

Events

• OLEDs World Summit Highlights, Part 2

Smartphones

• Apple Remains the World’s #1 Brand, Samsung #5
• Details on New Foldables Expected by the End of the Year
• Apple Announces $450M Investment for Emergency SOS Infrastructure
• Qualcomm Achieves Critical 5G mmWave Milestone in China
• MediaTek Announces Dimensity 9200 – First Smartphone SOC with WI-FI 7 Support
• Leica and Realme Announce New AMOLED Smartphones

AR/VR, MicroLEDs and MiniLEDs

• Meta Lays Off 11,000 Employees
• Porotech Expects Fast Growth
• 3D-Micromac to Ship Multiple LLO Systems for MicroLED Wafers
• BOE’s Strategic Investment in MiniLED/MicroLED

IT

• LG Announces 27” UltraFine^TM OLED Monitor Priced at $1999

Stretchable Displays

• LG Display Develops the World's First High-Resolution Stretchable Display

Display Materials

• DNP to Install Large Scale Metal Mask Production Line
• Current Chemicals Demonstrates Phosphor Film for MiniLED Backlights

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Surge on Better than Expected US Inflation Data

The Lead

• MicroLED: Have We Reached the Bottom of the Hype?
• Despite Downturn in the Display Industry, DSCC Report Reveals MiniLEDs Are Growing Steadily
• LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4

Events

• OLED World Summit Highlights, Part 1

Earnings

• Panel Makers
  • Panel Maker Q3 Earnings: BOE, EDO, Tianma, CHOT, Visionox and HannStar
  • Sharp Display Devices Falls to a Loss in Q3, Signals Restructuring of Sakai Display
• TVs
  • Weak Demand Continued to Limit TV Brand Profits in Q3
• Display Materials
  • UDC Bounces Back with Strong Q3
• IT
  • Lenovo Reports 4% Y/Y Revenue Decline – Remains Optimistic on Hybrid Work Model & Premium Products Segment
• Equipment
  • Canon Misses on Top and Bottom Lines, But Raises 2022 Revenues on Imaging
  • SCREEN Beats with All Segments Up Q/Q
• Semiconductors
  • Qualcomm Revenue Increases 22% Y/Y – Revises 2022 Handset Outlook on Elevated Channel Inventory Levels
  • AMD Revenue Increases 29% Y/Y – Expects Continued Declines in Client and Gaming Segments

Smartphones

• Huawei Introduces the Foldable Pocket S Targeting a Lower Price Point

OLED TVs

• Panasonic Unveils Viera LW1 OLED TV Series

AR/VR

• Sony Announces Price of its PSVR2 Headset, Reaches 25M PS5 Units

Fabs and Equipment

• BOE Formally Announces B20, Targeting Multiple Applications
• Latest Display Equipment POs and Awards

Display Materials

• Pixelligent Raises $45M
• OLED Material Supplier Jilin to Raise $38M in Private Placement

Medical

• UNIST Succeeds in High-Performance Display Attached to the Skin

Display Stocks and the Economy

• US Stocks Fall on Rate Sentiment, Display Stocks Rise as Panel Prices Hit Bottom

The Lead

• Panel Maker Q3 Earnings: LGD, AUO and Innolux Pile Up Big Losses
• Apple Reports 8% Y/Y Revenue Growth –- Misses on iPhone and Services Revenue
• Samsung Semi Profits Decline But Display Sets Profit Record

Smartphones

• Insights into Apple’s SE 4 – OLED Now a Possibility
• Samsung Launches W23 Flip and W23 Fold in China
• Motorola Launches Razr 2022 in Europe
• OTI Closes on $55M Round
• China’s August Smartphone Shipments Decline 5% M/M and 22% Y/Y - 5G Share Increases to 79%
• Vertu, Xiaomi and ZTE Announce New AMOLED Smartphones

AR/VR, MicroLEDs and Micro OLEDs

• Meta’s Q3 Earnings: Reality Labs Revenues Down 49%
• Nanosys to Maintain Control of MicroLED IP
• eMagin Expects Revenues Over $7M for Fourth Consecutive Quarter
• Aledia and QustomDot Partner on Large MicroLED Displays

More Earnings

• Corning Weathers Q3 Display Downturn with Gains in Optical and Solar
• Huawei Reports Revenue Growth on Carrier and Enterprise Products

IT

• Xiaomi Announces 13” OLED Notebook PC
• Samsung Electronics Launches QD-OLED Monitor in Korea

Display Equipment

• Latest Display Equipment POs and Awards
  

Display Stocks and the Economy

• US Stocks Rise on Apple, Q3 GDP Results and Slowing Inflation Data, Panel Stocks Fall

The Lead

• Slowdown in Display Fab Utilization in Q3 Was Worse Than Expected and Continues in Q4
• Samsung Right-Sizes TV Inventory and TCL TV Sales Increase in China
• Apple Reportedly Halting iPhone 14 Plus Production – Pro Max Continues as the Best Seller, up 43% Y/Y
• Foldable Smartphone Panel Shipments Expected to Be Down Big in Q4’22
• Panel Maker Q3 Earnings Preview

AR/VR

• Nanosys Sells MicroLED Fab to Avicena
• Raysolve Demonstrates a 0.39” Color MicroLED Display
• Snap’s Growth Continues to Slow
• TDK Demonstrates Smart Glasses with Laser Retinal Projection

IT

• Apple Announces New 10.9” iPad and 11” and 12.9” iPad Pro Models
• ViewSonic Launches 32” MiniLED Monitor

TVs

• LG Display’s OLED Panel, Acquires ‘Perfect Black’ Verification

Smartphones

• Vivo and ZTE Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Rise on Earnings and Potential Slower Rate Hikes

The Lead

• Taiwan Panel Makers Booked M/M Revenue Increase in September; Have They Hit Bottom?
• 2022 Holiday Shopping Season Kicks Off with Prime Day Promotions Setting New All-Time Lows for TVs
• US TV Inflation Takes a One-Month Pause as Overall Inflation Continues

AR/VR

• Meta Officially Launches the Quest Pro Headset
• Porotech Demonstrates Full Color Gamut MicroLED Array

Panel Suppliers

• SDC Pledges to Go Carbon Neutral by 2050

Smartphones

• TSMC Beats on Revenue - Lowers 2022 Capex on Macroeconomic Headwinds and Equipment Delivery Delays
• Motorola and Tecno Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

IT

• ViewSonic Launches 15.6” OLED Monitor

Display Stocks and the Economy

• US Stocks Fall on Inflation, Retail Data, Display Stocks Surge

The Lead

• OLED Smartphone Panel Revenues to Decline 5% Y/Y in 2022
• Samsung Earnings Slumped in Q3 But LG Managed Y/Y Gain

Display Equipment and Fabs

• OLED Supply/Demand Update – With Reduced Demand, Oversupply Likely to Persist
• Latest Display Equipment POs and Awards

AR/VR

• Sony Plans to Produce 2M PSVR2 Headsets by March
• Meta to Launch Quest 3 Next Year, Announces Company-wide Budget Cuts

Smartphones

• Google Announces Pixel 7 and Pixel 7 Pro
• Infinix, Huawei and Xiaomi Announce New AMOLED Smartphones

MicroLEDs

• LG Launches 136” MicroLED Residential Display in US Market
• Samsung Starts 89” MicroLED TV Production
• MICLEDI Partners with Kura and IQE

Medical/Health

• TCL Releases MiniLED Monitor for Medical Application
• SEWON E&C Begins Operation of OLED Phototherapy Patch Factory

IT

• Acer Announces Lightest 16” OLED Notebook PC

E Ink

• E Ink Confirms IGZO Backplanes Will Enable Faster Image Updates

Display Stocks and the Economy

• Stocks Rise Despite Plummeting Friday on Strong Jobs Report

The Lead

• OLED Revenues Expected to Decline 4% Y/Y in 2022 - Slower Growth for IT Applications
• Apple Reportedly Slows Down iPhone 14 Series Production, But Still Well Ahead of 2021 per DSCC, Pro Max Up 18% Y/Y
• Are Z Flip 4 and Z Fold 4 Volumes Coming Down vs. Expectations? Q4 Looks Soft
• Advanced TV Market Expected to Reach $36B by 2026
• LCD TV Panel Prices Continue to Fall
• Advanced Notebooks Rise 1% Y/Y in Q2’22 - Slower 2022 Growth of 66% Y/Y Expected as a Result of Softening Demand
• Advanced Monitor Market Expected to Rise 187% Y/Y in 2022 – New Display Sizes and More Brands Participate in the Category

Fab Activity, Panel Makers and Display Equipment

• What We Are Hearing About B20
• TCL Commissions t9
• Tianma Holds Groundbreaking Ceremony for TM19, Insight on TM20
• E Ink and Sharp Collaborate on IGZO Backplanes
• Latest Display Equipment POs and Awards

Smartphones

• DisplayMate’s iPhone 14 Pro Max Review – More Records and How They Achieved 2308 Nits of Peak Brightness
• Sharp and ZTE Announce New AMOLED Smartphones

TVs

• LG Display Reduces OLED TV Target
• LG Display Holds OLED Digital Art Exhibition with British Royal Academy of Arts
• Hisense Releases New MiniLED TV

Events

• Highlights from Detroit SID Vehicle Display Symposium & Expo

IT

• Samsung Display Shows 17” Slidable PC at Intel Innovation
• Dell Announces a New Variant of the QD-OLED Monitor

AR/VR

• Apple Gives 3500 PPI Specification for Micro OLED
• ByteDance Officially Unveils the Pico 4 for Select Markets

Display Stocks and the Economy

• Stocks Continue to Fall on Inflation Data, Higher Rates and Recessionary Concerns

Events

• Highlights from the AR/VR Display Forum
• Preview of Detroit Metro SID Vehicle Displays & Interfaces Symposium & Expo

DSCC Content

• Advanced Tablets Still Performing Well Although Q2’22 Was Lowest Quarter Since Q2’21
• Q2’22 Display Equipment Supplier Revenues Fall to Lowest Since Q2’20, Should Rebound in Q3’22

Smartphones

• Google Pixel 7 Series Launch Event Will Take Place on October 6th
• Asus and Xiaomi Announce New AMOLED Smartphones

TVs

• New EU Ruling Might Stop 8K TV Sales in 2023

New OLED Markets

• LG Display Targets the Railway Mobility Market with Transparent OLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Sink as Rates Rise with More Rate Increases to Come

The Lead

• DSCC’s Foldable Report Reveals Latest Results by Model
• The Latest Developments and Timing Regarding SDC’s First IT OLED Fab
• US TV Inflation in Free Fall
• Foxconn Wisconsin Revisited

TVs

• Samsung Lowers TV Shipment Goal
• Samsung Revamps TV Streaming Service
• LG Electronics Launches the World's Largest OLED TV, 97”

Smartphones

• China’s July Smartphone Shipments Decline 31% M/M and 31% Y/Y - 5G Share Decreases to 77%
• Oppo Readying Two New Foldable Smartphones to Launch in Q4’22
• Honor Announces New AMOLED Smartphone
• GSEO – A Beneficiary of the iPhone 14

AR/VR

• Measuring Light and Color on AR/VR Displays: Interview with Radiant Vision Systems

IT

• Samsung 55” Odyssey Ark is Now Available

Events

• SID UK and Ireland Special Session at ITC 2022

OLED Technology

• FDA Approves First OLED Phototherapy Device

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Plummet as High Inflation Persists

The Lead

• Flat Panel Display Revenues and Profits Continued to Deteriorate in Q2’22
• DSCC Captures All 2023 Foldable/Rollable Smartphone and Notebook Programs, Display Specs and Volumes – 2023 Forecast Provided by Month
• Apple Announces New Products Including the iPhone 14 Series with Always on Display, Bigger Batteries and Improved Cameras
• Corning Reduces Q3 Guidance for Display
• Taiwan Panel Maker Revenues Continue to Fall in August

Smartphones

• Huawei, Motorola and Xiaomi Announce New AMOLED Smartphones
• Qualcomm Announces Snapdragon 6 and 4 Gen 1 - Smartphones Expected in Q3’22 and Q1’23

LEDs and MiniLEDs

• Lumileds Get Approval for Up to $275M in Financing Under Chapter 11 Bankruptcy
• Macroblock – The Leader in MiniLED Driver ICs

AR/VR

• An Update on Upcoming VR Headset Launches
• Varjo Raises $40M in Series D and Adds Foxconn as Investor

Transparent OLEDs

• LG Display Targeting 'Transparent OLED' in Architectural and Design Markets

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Rebound on Hopes for Next Week’s Inflation Data

The Lead

• Advanced TV Market Growth Slowed in Q2’22

Panel Makers

• Panel Maker Q2 Earnings: BOE, CSOT, Tianma, CHOT and Visionox
• Display Fab Utilization Slowing Further, per DiScien

AR/VR and Micro Displays

• TCL Introduces Upgraded NXTWEAR Smart Glasses at IFA 2022
• Snap to Lay Off 20% of Employees
• Seoul Viosys Demonstrates Stacked RGB MicroLED Chip at IFA 2022
• Nreal Raises an Extra $15M and Starts Selling Smart Glasses in China
• Lenovo Announces Glasses T1 at IFA 2022
• AR/VR Display Forum: Last Chance to Register with Early Bird Pricing

Smartphones

• Nokia, Sony, Vivo and Xiaomi Announce New AMOLED Smartphones
• Samsung Galaxy Z Fold 4, Upgraded Eco² Plus™ and UPC Plus™ Technology

TVs and IT

• HP Misses on Revenue on Slowing Economy and Weakened Consumer Demand
• LG Announces 42” Bendable OLED Gaming Monitor
• Philips Announces New OLED TVs
• Samsung Unveils 34” QD-OLED at IFA 2022
• TCL Announces New MiniLED TV Series
• Asus Announces New OLED Notebook PCs and Officially Launches Zenbook 17 Fold OLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Fall on Rate Concerns, Jobs Report

The Lead

• LCD TV Panel Prices Reach New Lows
• SDC Dominating iPhone 14 Series Launch with >80% Share
• Samsung Display CEO JS Choi Proclaims OLED + MicroLED Revenues Can Reach $100B in 2030, Confirms G8.5 IT OLED Investment and Shares MicroLED Roadmap

Smartphones

• Apple iPhone Launch Event, “Far Out” Will Take Place on September 7th
• Latest Outlook for Samsung Z Flip 4/Fold 4 Production and Ramp, Korean Pre-Orders
• Korean UTG Processing Company CosesGT Shows Latest Samples Up To 18”
• Lenovo and Motorola Announce New AMOLED Smartphones
• STMicroelectronics and TrinamiX to Demonstrate Behind-OLED Face Authentication at IFA 2022

TVs and IT

• SDC to Boost QD-OLED Capacity by ~30% by Year End, New Models Coming
• Dell Reports 15% Y/Y Commercial PC Revenue Growth – Downgrades FY Outlook
• US Electronics Imports Data Shows Downturn in PC, TV Markets
• Corsair Announces 45” Bendable OLED Gaming Monitor
• BenQ Announces 48” OLED Gaming Monitor
• LG Announces 45” UltraGear OLED Gaming Monitor
• Mitsubishi CRT Settlement Shows the Long Reach of Price-Fixing

AR/VR and Micro Displays

• Vuzix Launches Blade 2 Smart Glasses with 30% Price Increase
• Drone Maker DJI Launches Goggles 2 with Micro OLED Displays
• LG Display, Cooperates with SK Hynix for OLEDoS
• Absen Launches New KLCOB MicroLED Series

LEDs

• Emerging LEDs Go Up, Traditional LEDs Step Down

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Fall on Powell’s Jackson Hole Speech, Emerging Stocks Rise on Stronger Dollar and New China Stimulus

The Lead

• OLED Panel Revenues Increase 12% Y/Y in Q2’22
• Glassmakers Shrug Off Display Downturn in Q2
• Weak Demand Hit TV Brand Profits in Q2

Panel Suppliers

• JDI Posts Another Loss in Q2
• Taiwan Panel Maker Revenues Plummeted in July

Smartphones

• Big Week for Foldables – New Foldable Smartphones from Samsung, Motorola and Xiaomi
• Motorola, OnePlus and Oppo Announce New AMOLED Smartphones

TVs

• While Overall Inflation Peaks, US TV Inflation Falls Further

AR/VR and MicroLEDs

• Register for the AR/VR Display Forum Before the Price Increase
• Vuzix Shield on Track to Be Released in 2H’22
• PlayNitride First MicroLED Company Publicly Listed
• Kopin Reports 20% Revenue Increase for Q2’22
• Jade Bird Display Secures Round A3 Financing

IT

• Lenovo Delivers Flat Y/Y Revenue – Expects PC Shipments to Decline 12%

Wearables

• Samsung Unpacked Showcases New Galaxy Watch 5 and Galaxy Watch 5 Pro with Larger Batteries

• Oppo Launches Two New Smartwatches

Display Equipment

• Tokyo Electron Misses on Top and Bottom Lines, Reduces 2022 Semi Market Outlook from +20% to +5-15%
• ULVAC Beats on Strong Display Revenues, Shares Outlook through Mid 2023
• Latest Display Equipment POs and Awards

Events

• Highlights of K-Display 2022

Display Stocks and the Economy

• US Stocks Rise Again as Inflation Falls, Sentiment Rises

The Lead

• LCD Oversupply Will Persist Through 2023
• DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop
• DSCC Advanced TV Cost Report Allows Comparison of QD-OLED Cost with WOLED and MiniLED

Panel Suppliers

• Panel Maker Q2 Earnings: Innolux Falls to Loss, HannStar Ekes Out a Profit
• Sharp Gains Small Profit in Q2 in Display
• Tough Time for Taiwan Panel Makers

TVs

• 2022 TV Shootout: Sony’s QD-OLED XR-A95K Wins Best of 4K TV and LG Wins Best of 8K TV

Display Equipment

• Nikon Enjoys Strong Beat on the Top/Bottom Lines, Expects Large Drop in FPD Litho Shipments in Fiscal 2023
• K&S Still Optimistic on MiniLED Opportunity Despite Revenue Drop
• BOE Pixey to Purchase “Hundreds” of MiniLED Placement Tools from Rohinni
• Latest Display Equipment POs and Awards

Display Materials

• UDC Hit by Slowdown in Q2

AR/VR, MicroLEDs and Micro OLEDs

• Samsung Demonstrates Prototype AR Glasses with Variable Focus
• Leyard to Manufacture Displays with Saphlux’s MicroLED Chip
• Xiaomi Launches Smart Glasses with Micro OLED in China
• KAIST Develops Ultra-Resolution AR/VR Display Technology

IT

• AMD Revenue Increases 70% Y/Y - Downgrades PC Business Outlook
• HP Launches a New 14” OLED Notebook PC Below $850

Smartphones

• OnePlus and Vivo Announce New AMOLED Smartphones

Display Stocks and the Economy

• Stocks Rise for the Week, Although Hot Jobs Report Stokes Wage Inflation Concerns

The Lead

• LCD TV Panel Prices Headed for One “L” of a Recovery in Q4

• Flat Panel Display Revenues Falling 19% in 2022, but Revenues Will Recover to $153 Billion in 2026

• LGD, AUO Fall to Losses in Q2

• Samsung Continued to Ride Semi Strength to Profitable Q2

Smartphones

• Apple Reports 2% Y/Y Growth – Expects Revenue Growth to Accelerate Despite Pockets of Softness

• Qualcomm Revenue Increases 36% Y/Y - Downgrades Outlook on Challenging Macroeconomic Environment

• Motorola to Announce Razr 2022 and New Flagship on August 2^nd

• Asus and Vivo Announce New AMOLED Smartphones

• Intel and MediaTek Form Foundry Partnership

• Samsung Trademark Hints at a 450MP Smartphone Image Sensor

TVs

• Comcast Rumored to Seek to Acquire Vizio

• Nanosys Secures Over $50M in Growth Capital Financing

Display Equipment and Materials

• Corning Overcomes Soft Display Revenues for Solid Q2

• Canon Beats on the Top Line, Lowers FPD Equipment Forecast

• SCREEN Misses on Top Line, Beats on Bottom Line, Display Revenues Fall to Lowest Since Q4’14 on China Shutdowns

• Latest Display Equipment POs and Awards

Events

• Registration is Open for the 2022 AR/VR Display Forum

AR/VR and MicroLEDs

• Meta Increases Quest 2 Price to $399 as Revenues Decline for the First Time

• Skyworth Launches VR Headsets with Pancake Lenses

• Jade Bird Display and Anycubic Unveil MicroLED 3D Printer

DSCC

• Sarah Shin Joins DSCC US as Sales Lead

Display Stocks and the Economy

• Despite Mostly Disappointing Data, Stocks Rise on Earnings Beats and Hopes for Smaller Rate Increases

The Lead

• Sharp Slowdown in Display Fab Utilization in Q3 as Panel Makers Try to Control Inventory Amid Display Panel Glut
• Display Fab Schedules Pushed Out on Market Weakness
• Panel Maker Q2 Earnings Preview

Smartphones

• Samsung to Launch New Foldable Smartphones on August 10^th, Insights from TM Roh and DSCC
• China’s June Smartphone Shipments Rebound to a 33% M/M and 9% Y/Y Increase - 5G Share Decreases to 84%
• Oppo and ZTE Announce New AMOLED Smartphones
• S23 Ultra Expected to Account for 46% of S23 Volumes

TVs

• Vizio Launches Basic 2023 TV Lineup
• C SEED Introduces N1 Series of MicroLED TVs

AR/VR

• Google Will Start Real World Testing of AR Smart Glasses in August
• Snap to Reduce Hiring as Revenue Growth Slows Down
• eMagin Expects Revenues Over $7M for Third Consecutive Quarter

Display Equipment

• Canon Releases Gen. 8 High-Resolution Exposure Equipment for IT Displays
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rebound on Upbeat Earnings Despite Some Worrying Data

The Lead

• OLED Smartphone Revenue to Decline 16% in 2022 on Macroeconomic Environment and Weakened Consumer Demand
• TV Market Suffering from Excess Inventory
• Advanced TV Market to Grow to $36B by 2026
• Samsung’s IT OLED Fab Plans Coming into Focus – Update on Expected FMM VTE Winners for First Two Lines and Substrate Size Differences

TVs

• US TV Prices Falling at Double-Digit % While Overall Inflation Soars
• 2022 Prime Day Promotions Included Record-Low OLED TVs

Smartphones

• Apple iPhone 14 Max Display Output Significantly Behind Pro Models
• Apple Files Shaped Cover Window Patent that Could Boost Foldable Robustness
• Infinix, Nothing, Realme and ZTE Announce New AMOLED Smartphones

Panel/Chip Supplier Financials

• Samsung Revenues Peaked in Q2 While Profit Increased Y/Y
• Taiwan Panel Maker Revenues Declined Again in June
• TSMC Reports Record Revenue and Raises Outlook on 37% Y/Y Revenue Growth Despite Macroeconomic Headwinds

AR/VR and MicroLEDs

• European Semiconductor Industry Invests in New Fabs
• Samsung Display Rumored to Be Developing Micro OLED
• Magic Leap 2 Availability and Pricing Revealed

Gaming Monitors

• Samsung Electronics’ Odyssey Neo G8 Receives Favorable Reviews

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed on High Inflation Report

The Lead

• OLEDs One of the Few Bright Spots in 2022, Up 2% on Emerging Applications

Panel Suppliers

• HKC Submits IPO Documents, Some Details Revealed

Smartphones

• Apple’s iPhone 14 Pro Models Will Account for 47% of the Product Mix
• Apple’s iPhone Pro Models Will Use Latest Processors - Entry and Mid-Range Models to Use Older Processors for Now
• BOE Receives Approval for iPhone 14
• Asus, Vivo and Xiaomi Announce New AMOLED Smartphones

Smart Watches

• Apple to Release a Larger Apple Watch in the Fall, 1.99” Diagonal

AR/VR and MicroLEDs

• Jade Bird Display Announces High Brightness Red MicroLED Display
• An Update on VividQ’s Roadmap
• Startup Swave Photonics Raises $7M in Seed Round

OLED and MicroLED TVs

• LG Electronics’ OLED TV Rated Highest at HiVi Awards
• Samsung to Start Production of New MicroLED TV in Q3

Display Equipment

• Latest Display Equipment POs and Awards
• HB Solution and Kateeva Teaming Up on QD-OLED IJP Order

Reflective LCDs

• Azumo Raises Funding for Expansion of Reflective LCD Front-Lights

Display Stocks and Economy

• US Stocks Rebound, Employment Growth Remains Steady

The Lead

• Advanced TV Market Continues to Grow in 2022
• AMOLED Materials Market to Grow to $2.9 Billion by 2026
• LCD TV Panel Prices Reach All-Time Lows and Still Falling

Events

• Call for Speakers: AR/VR Display Forum 2022
• Additional Notes from Electronics Displays Conference

MicroLEDs

• Jade Bird Display Sets Its Sight on Color MicroLED Displays (Interview)
• PlayNitride Announces IPO for Q3
• Meta Cuts Headset Shipment Forecasts and Hiring Targets

OLED Materials

• Samsung Display Acquires OLED Material Start-up Cynora
• Samsung Display Suppliers Named for M12 Material Set for iPhone 14

Display Fabs and Equipment

• SDC G8.5 IT OLED Fab Update
• Samsung Display Considering OCR with IJP to Replace OCA Lamination
• Coherent’s Sale to II-VI Is Finalized
• Latest Display Equipment POs and Awards

Smartphones

• Huawei and Xiaomi Announce New AMOLED Smartphones
• Nothing Phone 1 Set to Debut on July 12th
• Asus ROG Phone 6 Gaming Smartphone Leaks Ahead of July 5th Event
• Samsung Reportedly Planning a Lower Cost A Series Foldable in 2024
• Huawei Mate X3 and P50 Pocket Successor Timing/Details Leaked
• Qualcomm 5G Modems Expected to Remain in Use Through Apple’s iPhones 15 Series
• Sony Announces 1” 50MP Smartphone Image Sensor

IT

• Sony Announces 27” Gaming Monitors

Semiconductors

• Bank of America Drops Semiconductor Market Outlook and Semi Stock Price Targets
• Samsung Starts 3nm Lithography Process

Display Stocks and the Economy

• US Stocks Continue to Fall, 1H’22 Down 21%

The Lead

• Advanced Notebooks Decline 26% But Remain Poised for 120% Y/Y Growth
• Advanced Monitor Market Expected to Rise 328% Y/Y - More Brands Entering the Category

Events

• Highlights from Electronics Displays Conference
• AR/VR and MicroLED at the Electronic Displays Conference

Smartphones

• Duksan Neolux and Samsung Display Are Developing an Alternative to OTI’s Cathode Patterning Materials
• China’s May Smartphone Shipments Increased 16% M/M and Declined 9% Y/Y - 5G Share Increased to 86%

Display Equipment and Fabs

• Latest Display Equipment POs and Awards
• Tianma Invests in a MicroLED Pilot Line

OLED TVs

• Panasonic Officially Unveils 2022 OLED TV Line Up – Adds 42” WOLED TV
• LG Display Announces Winners of Global OLED Design Competition

Automotive

• Samsung to Supply AMOLED Panels to BMW

Display Stocks and the Economy

• US Stocks Rebound After Previous Week’s Fed Move

The Lead

• Samsung Halting All Display Panel Purchasing
• DSCC Updates Tablet Forecasts, OLEDs Poised to Take Significant Share from 2024

Apple Tablets and Notebooks

• DSCC Expects Apple to Launch a 14.1” LED iPad in Q1’23
• DSCC Now Expects to See a 13.3” OLED MacBook in 2024

Smartphones

• Samsung Sticking with Aggressive 2022 Foldable Smartphone Volume Targets
• Oppo and Xiaomi Announce New AMOLED Smartphones
• TSMC Showcases 3nm and 2nm Node Roadmaps

OLED TVs

• Hisense Launches New OLED TV with Premium Sound
• JVC Announces Second Generation of OLED TVs
• Samsung S95B QD-OLED TVs “Cheat” Filmmaker Mode

Micro OLEDs, MicroLEDs and AR/VR

• LG Display Presents Strategy to Increase Brightness on Micro OLED
• LG Display Orders Deposition Tool for Micro OLED Development
• Meta Cancels Smart Glasses and Smart Watch to Focus on Second Generation of Project Nazare
• Kura Announces Collaboration with TSMC for Custom MicroLED DDIC

Display Fabs and Equipment

• LGD Secures $1B for Expansion of OLED Module Fab in Vietnam
• Is India Closer to Getting an AMOLED Fab?
• Latest Display Equipment POs and Awards

OLED Materials

• LG Chem Supplying Deuterium Blue for OLED EX

Display Stocks and the Economy

• Stocks Tank as Fed Makes its 75 Basis Points Move

The Lead

• Excess Inventory Acts as a Gale-Force Headwind for Display Industry
• Apple’s Worldwide Developers Conference (WWDC 2022) Highlights

Panel Makers

• Taiwan Panel Maker Total Revenues Decline Again in May
• Samsung Display Begins Mass Production of 240Hz OLED Notebook PC Display

TV

• US TV Prices Falling Fast While Overall Inflation Rises

Smartphones

• Motorola, Oppo and Realme Announce New AMOLED Smartphones

AR/VR

• Pimax Announces Another VR Headset with a QLED MiniLED Display
• Innolux Presents a Light Field Display for VR Headsets
• Jade Bird Display on Track to Complete New Plant

PCs

• Lenovo Delivers Record Year on 18% Y/Y Growth Despite Supply Chain Disruptions

Light Field Displays

• Looking Glass Factory Introduces 65” in Its Lineup of Light Field Displays

Materials

• SKC Sells PET Business

Equipment

• Mixed Quarter for Display Equipment Suppliers
• Latest Weekly POs and Awards

Display Stocks

• Inflation Worries Weigh on Stocks

Events

• SID/DSCC 2022 Business Conference Highlights – Automotive Display Market and Technology Outlook
• BOE Paper Reveals Reliability, Thickness and Brightness/Color Uniformity Advantages of the Water Drop Hinge Structure
• SID Display Week 2022 – Update on Kyulux
• LetinAR Presents its Optical Combiner Technology at SID
• DSCC to Give Keynote Presentation at the Electronic Displays Conference

MicroLEDs

• Samsung Launches New Model of The Wall with 0.63mm Pixel Pitch
• Transparent OLEDs
• LG Display Expands Transparent OLED Business

AR/VR

• PPG and Meta Materials Collaborate on Dynamic Dimming for AR/VR

PCs

• Dell Reports Record Revenue Fueled by 22% Y/Y Commercial PC Revenue Growth
• HP Beats Revenue Estimate on Continued Strong Business Demand for PCs

Smartphones

• Honor and ZTE Announce New AMOLED Smartphones

Equipment

• Latest Weekly POs and Awards

Display Stocks

• Stocks Go Sideways in See-Saw Week

The Lead

• Flat Panel Display Revenues, Profits Tumbled in Q1’22
• Foldable Smartphones Continued to Surge in Q1’22, Strong Growth Expected in 2022
• LCD TV Panel Prices Plunging in May

SID

• Summary of the MiniLED and MicroLED Session at the SID/DSCC Business Conference
• More Notes from SID Display Week 2022 Exhibition
• SID Display Week 2022 Papers on OLED Materials: Sunera, LG Display and Kyulux

Panel Suppliers

• AUO and Innolux Dismiss Merger Rumors Again
• Off-Again: Samsung Deal with LGD for White OLED Pushed to 2023

Smartphones

• China’s April Smartphone Shipments Decline 34% Y/Y and 16% M/M– 5G Share Increases to 82%
• Oppo and Vivo Announce New AMOLED Smartphones

IT

• MSI Announces 34” QD-OLED Monitor
• LG Announces New UltraGear 48” OLED Gaming Monitor
• Asus Announces New OLED Monitors and OLED Notebook PCs
• Acer Updates the Swift 3 Notebook PC with an OLED Display

AR/VR

• Apple’s Headset Could Have Outward Facing Display
• Qualcomm Releases New Reference Design for Smart Glasses
• Lynx Raises $4M in Series A

Automotive

• Automotive Displays are Getting Bigger

Display Equipment

• Latest Weekly POs and Awards

Display Stocks and the Economy

• Stocks Rebound as Inflation Moderates

SID/DSCC Business Conference Session Review

• TV Market and Technology Outlook

• Smartphone Display Market and Technology Outlook

• Emerging Technologies Enabling Mobile Advances
• Emerging Technologies Enabling TV and IT Advances
  

SID Symposium Highlights

• Idemitsu Achieves High Performance Blue Fluorescent OLED

• Samsung Reports Breakthrough on Blue Phosphorescent OLED Lifetime

SID Exhibition Highlights

• BOE to Commercialize 95” WOLED Panel Shown at Display Week 2022

• LG Display Unveils WOLED MLA Technology at SID 2022

• Interview with Porotech

TVs

• Vizio Off to a “Great Start” in 2022 but Losing Money

Notebooks and Monitors

• Apple Delays 27” MiniLED Monitor Launch on Shanghai Shutdown

• Acer Announces Updated OLED Notebook PCs

• Asus Announces New 16” MiniLED Gaming Notebook PC

Smartphones

• Xiaomi Reports 5% Y/Y Revenue Decline on Double Digit Y/Y Smartphone Decline

• China’s March Smartphone Shipments Decline 40% Y/Y – 5G Share Declines to 77% from a High of 88%

• Motorola, OnePlus, Oppo, Realme and Vivo Announce New AMOLED Smartphones

• Qualcomm Announces Snapdragon 8+ Gen 1 - Smartphones Expected in Q3’22

Display Equipment and Materials

• Display Equipment Supplier Earnings – Applied Materials, SCREEN, TEL, ULVAC and V Technology

• Latest Weekly POs and Awards

• China’s Wuhan Rouxian Makes Progress in Penetrating Chinese Suppliers for Flexible PI Substrates

Display Stocks and the Economy

• Stocks Mixed on Inflation Concerns, Retail Weakness

SID

• Keynote Session Summary – Bad Year for Display Financials, But Display Performance Continues to Improve
• UDC Keynote Offers More Detail on Phosphorescent Blue After UDC Q1 Earnings Beat Consensus
• IT Session Highlights – IT Display Market and Technology Outlook Summary
• AR/VR Session Summary
• SID Exhibit Highlights- LGD, SDC, BOE and China Star
• MicroLED Prototypes Demonstrated at Display Week
• What Meta Presented at Display Week
• VividQ Demonstrates New Holographic Technology for AR at Display Week

DSCC Data

• Q1’22 OLED Revenues Flat Y/Y Despite 4% Unit Decline

Display Suppliers

• Visionox Holds 2022 Technology Innovation Launch Event
• Panel Maker Q1 Earnings: Innolux and Sharp Still Profitable and JDI Beats Forecast
• Taiwan Panel Maker Revenues Plunge in April

Smartphones

• Google Announces Pixel 6a and Teases the Pixel 7, Pixel 7 Pro, Pixel Watch and Pixel Tablet at I/O Event
• Upcoming Foldable Smartphone Images and Updates – Samsung Z Flip 4 and Z Fold 4 and Motorola Razr 3
• Apple Rumored to be Testing USB-C for iPhones in 2023
• Sharp, Sony, Xiaomi and ZTE Announce New AMOLED Smartphones

Notebooks and Tablets

• Digitimes Reports Notebook Production Pushed Out to July
• Samsung Announces Galaxy Tab S6 Lite - 2022 Version

AR/VR and MicroLEDs

• Google Teases Smart Glasses for Live Translation

Display Materials and Equipment

• KPS Introduces New FMM Approach for G8.5+ IT OLED Panels
• Latest Weekly POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down on Inflation Concerns

The Lead

• No Respite for LCD TV Panel Price Declines
• DSCC Shows Large Drop in Display Equipment Spending

Events

• SID/DSCC Business Conference Will Focus on Emerging Display Technologies Enabling Innovations in Smartphone, IT and TV Markets
• SID/DSCC Business Conference to Highlight MiniLED and MicroLED Technology Advances and Outlook

Earnings

• Apple Beats on Revenue – Warns of $4B-$8B Shortfall for Current Quarter
• Samsung Sets Another Revenue Record in Q1
• LGD Hits Breakeven in Q1
• Price Declines Continue to Erode AUO Profits
• Review of BOE 2021 Financial Report

• Corning Off to a Good Start in 2022
• Meta Reports $3B Operating Loss for Reality Labs Segment
• Canon Misses in Q1’22, But Raises CY 2022 Guidance
• Qualcomm Reports Consecutive Record Quarter of $11.2B Fueled by 56% Y/Y Growth for Android Smartphone Chipsets

Smartphones

• Huawei Launches Mate Xs 2 at Half the Price of the Mate Xs
• Huawei Reports a 14% Y/Y Decline for the Consumer Business
• Verified iPhone 14 Series Images
• Infinix, Vivo and Xiaomi Announce New AMOLED Smartphones

AR/VR and MicroLEDs

• Porotech Demonstrates Full Set of Monochrome MicroLED Displays

Display Equipment

• 17 New POs and Awards Last Week
• MicroLED Inspection Specialist InZiV Raises $10M
• China FPD Construction Weekly Updates

IJP Advances

• KITECH, Develops State Automation Classification AI Technology of Inkjet Process

Display Stocks and the Economy

• Stocks Continue to Fall on Q2’22 Outlook as Worries Mount

The Lead

• Q1’22 Panel Maker Earnings Preview
• Highlights from IMF World Economic Outlook Report – What It Means for the Display Industry

Events

• Auto Displays Featured in SID/DSCC Business Conference
• AUO, Innolux to Highlight New Technology for Auto Displays and Green Solutions at Touch Taiwan

Panel Supplier Financials

• Q4 2021 Panel Maker Financials: Infovision and Caihong

Foldables

• Cover Window Design Wins Awarded for Upcoming Foldable Notebooks from Asus and HP
• Latest Insights on the Samsung Z Fold 4 and Z Flip 4 Volumes and Specs
• Huawei to Announce the Mate Xs 2 This Week

Smartphones

• BOE Wins Deal to Supply OLED Panels for the iPhone 14 as It Experiences Production Delays
• Rumored Improved Front Camera for the Apple 14 Series and 2 Cameras for iPhone 14 Max
• OnePlus, Realme, Sharp and Xiaomi Announce New AMOLED Smartphones

IT

• Asus Announces New 13” and 15” OLED Notebook PCs
• AOC & Porsche Announce A 32” MiniLED Gaming Monitor

AR/VR and MicroLEDs

• Dispelix and Avegant Announce Partnership on See-through AR
• TCL Launches Leiniao Air Smart Glasses in China
• MicroLED Startup VueReal Raises $14.4M in Series B

Wearables

• KAIST Develops WOLED Fibers for Wearable Textile Display

Display Equipment

• 22 New POs and Awards Last Week

Display Stocks and the Economy

• Stocks Continue to Fall on Inflation, Rates, Russia-Ukraine and Extended China Shutdowns

The Lead

• DSCC Advanced TV Cost Report Includes QD-OLED Cost
• LCD and SiOLED Will Dominate the AR/VR Market
• DSCC Releases MiniLED Backlight Technology, Cost and Shipment Report

Events

• 13 Leading Display Analysts from 7 Firms to Present at the SID/DSCC Business Conference

TVs

• Samsung Display Achieved QD Display Yield in the Mid-70% Range
• Samsung Negotiations with LGD for White OLED Focused on Brightness Spec
• US TV Prices Falling While Overall Inflation Rises

AR/VR

• Meta’s MicroLED Smart Glasses Will Not Be Released Before 2024
• Pico Launches VR Headset to Compete with Meta in Europe

Smartphones

• Vivo X Fold Sets New Standard for Foldable Price/Performance
• TSMC Raises Sales Outlook on 36% Y/Y Revenue Growth – Despite Chip Equipment Delays and Macroeconomic Disruptions
• Motorola, Oppo, Realme, Samsung and Vivo Announce New AMOLED Smartphones
• BOE and CSOT are Supplying OLED Panels for the Samsung Galaxy A73 5G Smartphone

Panel Suppliers, Fabs and Display Equipment

• Tianma Formally Announces TM19 – Its Largest Fab Yet
• Taiwan Panel Makers Finish a Weak Q1
• 14 New POs and Awards Last Week

OLED Materials

• OLED Material Startup Noctiluca Goes Public

Display Stocks and the Economy

• Stocks Continue to Fall as Inflation, Oil Prices and Rates Continues to Rise

The Lead

• VR Panel Shipments to Reach 15.8M Units in 2022
• DSCC Forecasts OLED Revenues to Reach $65B in 2026 on Double-Digit Unit Growth in IT, Smartphones and TVs
• Advanced TV Market to Grow to 38M Units by 2026

Events

• Future of IT Displays to be Discussed at SID/DSCC Business Conference

Display Technology

• Japan Display’s High Mobility Oxide Breakthrough
• Korean Researchers Improve QD Color Conversion Efficiency in QD-OLED
• Yonsei University Research Team Develops High-Resolution RGB MicroLED Display Technology

Earnings

• Samsung Hits Record Revenues in Q1

Foldable Devices

• HP’s Foldable Notebook Plans
• Latest Vivo X Fold Leaks Including Surprising Cover Glass Win
• New Samsung Galaxy Z Fold 4 Leaks

TVs

• LGD Describes Personalized Algorithm for the EX Panel

Smartphones

• ZTE Announces New AMOLED Smartphone
• China Mobile Purchases 4.4M Phones and 69K Smartwatches

Fab Updates

• BOE G8.6 IT OLED Fab Update
• Is AUO Really Building a New G8.5 LCD Fab in Taichung?

Display Equipment and China Expansions

• 40 New POs and Awards Last Week Led by China Star
• China FPD Construction Weekly Updates

Display Stocks and the Economy

• Stocks Down on Demand, Inflation and Rate Concerns

The Lead

• LCD TV Panel Prices Continue to Decline
• Are the PC and Smartphone Markets Slowing? Analysts Begin Downgrading Key Players but China Stimulus Awaits
• DSCC Report Shows Display Equipment Suppliers Have Record Quarter Thanks to the Semiconductor Market
• Will the Russia-Ukraine War Impact Display Production Given Their Strong Position in Key Industrial Gasses?

TVs

• On-Again, Off-Again: Is Samsung Deal with LGD for White OLED Going to Happen?
• Samsung Unbox and Discover TV Event
• Samsung Delays 89” MicroLED TV

Smartphones

• Huawei Reports a 50% Y/Y Decline for its Consumer Business
• Oppo and Xiaomi Announces New AMOLED Smartphones

AR/VR

• Mojo Vision Prototypes “Feature-Complete” Smart Contact Lens
• Nreal Raises $60M in Funding Round Led by Alibaba

Panel Suppliers

• BOE Reports Full Year 2021 Financials with Record Profits
• LG Display Holds Large-Scale Exhibition of Transparent OLED

Events

• Highlights from Quantum Dot Symposium 2022

Display Equipment and China Expansions

• 24 New POs and Awards Last Week Led by China Star T5 and T9
• China FPD Construction Weekly Updates

Display Stocks and the Economy

• Stocks Mixed on Continued Geopolitical Challenges, Inflationary Risks and Recession Concerns

The Lead

• Russia – Ukraine War Will Reduce TV Demand, per DiScien Analysis
• DSCC Report Reveals Advanced Monitor Market Rose 397% in 2021 – 241% Growth Expected in 2022 Fueled by 42” WOLED, 34” QD-OLED and 27” MiniLEDs
• Progress Reported on Under Display Face ID and Cameras at Samsung Display
• Chinese Foldable Smartphone Brands Turning to Hinge Manufacturers for a Possible Advantage

Events

• The SID DSCC Business Conference Will Highlight TV Technology

TVs

• LG 2022 TV Line-up Leads with Expanded OLED TV

Smartphones

• China’s 5G Smartphone Shipments Decline 32% Y/Y – 5G Share Rises to a New Record of 88%
• Xiaomi Reports Record Revenue for the Year Fueled by 37% Y/Y Growth for Smartphones
• Vivo’s Foldable to Be Launched Soon, What We Know
• Realme Announces New AMOLED Smartphone

Monitors

• Color Fringing Problem on Samsung QD-OLED?

AR/VR and MicroLEDs

• Magic Leap 2: More Details Revealed and First Demos of Segmented Dimming Capability
• MICLEDI to Manufacture MicroLED Displays with GlobalFoundries
• Rokid Closes Series C with $160M
• Snap Acquires Brain Computer Interface Technology and Expands MicroLED Team

Display Investments

• 70 New POs and Awards Last Week Led by China Star T5 and T9
• China FPD Construction Weekly Updates

China Display/Electronics Data

• Statistics in China: Electronics and More

Display Stocks and the Economy

• Stocks Rise Despite Increased Hawkish Fed Comments, Rate Increases and Higher Oil

The Lead

• Pitched Battle Between LCD and OLED in Advanced TV Market in Q4 2021
• DSCC Report Reveals Advanced Notebooks Rose 629% in 2021 to 8.2M – Apple Led Q4’21 with a 54% Share

Events

• SID Business Conference Keynotes to Reveal Future of the Display Industry

TVs

• Samsung Launches QD-OLED TV With 2022 Product Line
• High Panel Prices, Slow China Market Hurt TCL in 2021

Smartphones

• Samsung Announces New Galaxy A Series AMOLED Smartphones

• Honor, Huawei and Xiaomi Announce New AMOLED Smartphones
• Google Pixel 7 and Samsung Z Flip 4 Close to Starting Panel Production – What We Are Hearing
• Apple Rumored to Segment the iPhone 14 Series by Chipset

IT

• Asus Expects 40% Y/Y Notebook PC Growth in Q1’22

AR/VR and MicroLEDs

• Google Acquires MicroLED Startup Raxium
• KIMM Develops Stretchable Meta MicroLED Display without Image Distortion

Panel Suppliers

• Tianma Annual Statement Reading

Display Materials

• Corning’s Astra Glass Chosen for Samsung’s QD-OLED Displays
• Could a Korean Startup Beat Universal Display to Blue?
• Polarizer Business Financial Reading: Shenzhen Textile and Sunnypol

Display Equipment and China Expansions

• 21 New POs and Awards Last Week Including CoE Litho Wins at Tianma
• China FPD Construction Weekly Updates

Display Stocks and the Economy

• Stocks Snap Back Despite Fed Rate Increase, Continued Russia-Ukraine Battle and Rising Shutdowns in China

The Lead

• DSCC Report Reveals Advanced Tablet Market Rose 99% in 2021, Apple Dominates, MiniLED Supply Chain and Product Updates

• LCD TV Panel Price Declines Moderating Further in March

• DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/Downsizing

Smartphones

• Apple Announces New Products Including the New iPhone SE, iPad Air, Studio Display and Mac Studio

• Xiaomi Announces New AMOLED Smartphone

TVs

• No Samsung OLED TV in 2022?

• Rough Sledding in Q4 as Vizio Tries to Make New Business Model Work

IT Displays

• Dell’s QD-OLED Monitor Becomes Available on May 24th

• SDC's QD Display Acquires Global Certification as an Optimal Gaming Display

AR/VR

• Apple Could Delay Launch of AR/VR Headset Until 2023

• SID/DSCC Business Conference Brings AR/VR Session to San Jose

Display Revenues and Earnings

• Sharp Display Continues Steady Profits in Q4

• Taiwan Panel Maker Revenues Continued to Decline in February

Display Equipment and Expansions

• 39 New POs and Awards Last Week Led by China Star T9

• AUO Kunshan Expansion - Exposure Tools Moved In

• China FPD Construction Weekly Updates

OLED Materials

• Samsung Settles With Solas on Patent Claim

• Duk San Neolux Reports Record Revenues in 2021

Display Stocks and the Economy

• Stocks Sell Off on Inflation, Russia-Ukraine

The Lead

• 2021 OLED Shipments Rise 25% Y/Y on Double- and Triple-Digit Y/Y Smartphone, Notebook PC, Monitor and TV Growth – Double-Digit Growth Expected in 2022
• Expectations for iPhone 14-19 Notch vs. Hole vs. UPC Designs

TVs

• Reviews of Sony QD-OLED TV Reveal Key Details
• Samsung Reveals Pricing on MiniLED TV Models

Smartphones

• Apple Peek Performance Event – Rumors of What is Expected to Launch
• Honor, Lenovo, Motorola, OnePlus, Oppo, Poco, TCL, Xiaomi and ZTE Announce New AMOLED Smartphones at MWC 2022

IT Market

• Samsung Display Reportedly Starts Tandem OLED Structure Development, Long Term OLED Tablet Outlook Brightens on Lack of Upcoming MiniLED Tablets
• Samsung Announces New Galaxy Book 2 Pro Series
• Lenovo Announces New ThinkPad with Qualcomm’s Commute Platform and New OLED Notebook PCs
• AOC Announces 34” MiniLED Gaming Monitor

AR/VR

• Oppo Air Glass for Sale in China
• ByteDance Partners with Qualcomm to Pursue Opportunities in AR/VR

Display Equipment and Materials

• 15 New POs and Awards Last Week
• Poongwoon Precision Expects to Win FMM Business at SDC
• YAS and Sunic Change CEOs on Disappointing Performance
• HC Semitek Orders Aixtron’s MOCVD Equipment for MicroLED Development
• Helio Display Materials Raises $4.75M Series A
• KAIST, Develops Quantum Dot Coffee Ring Control Technology for Display
• LTMS Releases IPO Document

Earnings

• HP’s Revenues Top Estimates on Strong Commercial PC Demand
• LCD Price Declines Drove HannStar to Operating Loss in Q4 But 2021 Was Still the Best Year Ever
• China Display Activity
• China FPD Construction Weekly Updates

Display Stocks and the Economy

• Stocks Sell Off on Russia-Ukraine and Rising Oil Prices

The Lead

• Samsung Dominated Q4’21 Foldable Smartphones with a 96% Share, DSCC Expects 86M Foldable/Rollable Panels in 2026 Across at Least 4 Applications

• UDC Q4 Earnings Miss Consensus, But Announcement on Blue Thrills Investors

• DSCC Smartphone Display Cost Report Updates iPhone 14 Panels

Foldable News

• BOE Demonstrates Multi-Fold Device, Samsung Multi-Fold Update

• Samsung Display Expands Ownership in Foldable UTG Processing Company Dowooinsys

Smartphones

• Visionox and BOE Now in Mass Production with LTPO Panels

• Vivo and ZTE Announce New AMOLED Smartphones

• Trinamix Face Authentication Certified for OLED

OLED TVs

• Sony Officially Unveils 2022 TV Line Up – Adds 42” and 48” OLED TVs and 55” and 65” QD-OLED TVs

• LGD is Investigating a 55” Transparent OLED Display for the Consumer Market

AR/VR and MicroLEDs

• Apple Could Launch Consumer AR/VR Headset Next Year

• Sony Unveils First Images of the PlayStation VR2

• Porotech Raises $20M in Series A

IT Products/Markets

• LG is Preparing a 48” OLED Gaming Monitor for a Summer Launch

• Dell Reports Record Revenue for the Year Fueled by 30% Y/Y Commercial Revenue Growth

Display Equipment and Materials

• 59 New POs and Awards Last Week

• Notion Systems Installs IJP System at ITRI Plus Company Update

• China FPD Construction Weekly Updates

• FlexEnable Raises $11M to Bring Flexible LCD and Optical Films to Mass Production

Display Stocks and the Economy

• Stocks Mixed on Russia’s Ukraine Invasion and Higher Energy Prices

The Lead

• Highlights from DSCC’s Upcoming Foldable/Rollable Report
• Display Glass Shipments Hit New Record in 2021, Continuing Strong in Q1’22

Events

• Highlights from SID-LA Symposium 2022

Earnings

• Applied Beats on Record Revenues, Profits, Operating Cash Flow and Free Cash Flow, Guides Slightly Below Consensus on Supply Chain Constraints
• ULVAC Earnings Beats on Record Gross Margins and Bookings, Raises Bookings Forecast

Industry Statistics

• US TV Prices Continued to Decline in January While Overall Inflation Rises
• US Electronics Imports Continue to Show Prices Increasing in Q4’21
• China’s 5G Smartphone Shipments Decline 18% Y/Y – 5G Declines to an 81% Unit Share in January
• 43 New POs and Awards Last Week
• Recent Developments in China’s Materials, Components & Machinery
• Industrial Gas Import & Export: 2021

Smartphones

• Samsung Clarifies Variable Refresh Rate for Galaxy S22/S22+
• Rakuten, Realme and Xiaomi Announce New AMOLED Smartphones

Microdisplays and AR/VR

• Intel’s Acquisition of Tower Semiconductor Opens Opportunities in MicroLED and Microdisplays
• Motorola and Verizon to Release a 5G Neckband for AR/VR Headsets

Monitors

• Cooler Master Unveils a 27” MiniLED Monitor Priced at $699

TVs

• Rumored Price for the 42” LG C2 WOLED TV

Wearable Displays

• University of Cambridge Researchers Developed Smart Textile Lighting/Display System

Display Stocks and Economy

• Stocks Remain Volatile on Russia-Ukraine Tensions

The Lead

• Display Fab Utilization Slowing to Alleviate Panel Price Declines
• Latest LCD and OLED Fab Schedules Published – OLED Spending Rising and LCD Spending Falling
• Super Bowl TV Deals: Same as Black Friday
• LCD TV Panel Price Declines Moderating as Prices Approach Cash Cost

Earnings

• Nikon Profits Beat and Margins Impress Despite Revenue Shortfall on Supply Constraints
• Earnings Release: EDO & Visionox
• Meta’s Reality Labs Revenues Reach $877M in Q4 Following Strong Quest 2 Sales
• eMagin’s Product Revenue Increases in Q4
• Qualcomm Reports Record Quarterly Revenues of $10.7B – 30% Y/Y Increase on 42% Y/Y Strong Handset Chip Demand

MicroLEDs and QDs

• SmartKem and Nanosys Enter into Joint Development Agreement

TVs

• Philips Unveils First OLED TVs Using LGD EX Panel

Smartphones

• AT&T and Verizon Reach Agreement with the FAA for 5G C-Band Service Near Airports

Monitors

• BOE Unveils a 27” 1080p 500Hz Prototype Gaming Monitor

AR/VR

• Microsoft Rumored to Have Canceled the HoloLens 3

Display Materials

• LG Display Collaborates with Noctiluca to Develop OLED Materials

Display Equipment

• 8 New POs and Awards Last Week

Display Stocks and the Economy

• Stocks Remain Volatile Despite Mixed Earnings and Surge in Rates from Hot Jobs Report

Earnings Results

• Apple Reports Record Quarterly Revenues of $124B – 11% Y/Y Increase Fueled by 84% Q/Q iPhone Growth

• Samsung Continues to Roll with Semi Profits in Q4

• LGD Q4 Earnings Disappoint

• Corning Finishes 2021 Strong

• Canon Earnings Miss on Top Line, Beat on Bottom Line, Guides FPD Litho Down for 2022

• SCREEN Misses on the Top Line, Beats on the Bottom Line, Semi Increasingly Dominates

Earnings Forecasts

• China Star's Earnings Forecast

• Caihong Group's 2021 Earnings Forecast

• Jilin OLED 2021 Earnings Forecast

DSCC Content

• Seasonal Slowdown in Mobile Display Fab Utilization Expected

Smartphones

• Samsung Galaxy S22 and Tab 8 Series Unpacked Event Will Take Place on February 9^th

• CSOT Eyes Apple’s iPhone Supply Chain for 2023

• Huawei Launches P50 Pocket Outside of China

• Xiaomi and Micromax Announce New AMOLED Smartphones

MiniLEDs

• Will the MiniLED iMac Pro Be Launched at Apple’s Next Product Event?

MicroLEDs

• Samsung to Reduce Price of MicroLED TVs

Events

• Announcements from the SPIE AR/VR/MR Event

Projectors

• Samsung’s The Freestlye Sells Out Worldwide

Display Fabs and Equipment

• 36 New POs and Awards Last Week

• Are There IJP Tool Issues at SDC’s QD OLED Fab?

China Market Statistics

• Statistic Review: Phone & TV Production in China

Display Stocks and the Economy

• Stocks Remain Volatile on GDP Beat, Mixed Earnings and Hawkish Fed

The Lead

• Panel Maker Q4 Earnings Preview

• Earning Forecast: BOE & Infovision

• CES Review: What is the Landscape for Premium TV in 2022?

• Insights into Samsung’s Foldable CES Demos

Display Technology

• KAIST-ETRI Develops Next-Generation Display that Improves Resolution and Battery Life

Smartphones

• China’s 5G Smartphone Shipments Rise 63% Y/Y in 2021 – 5G Maintains an 83% Unit Share in December

• Samsung Announces Exynos 2200 with a New AMD GPU Architecture for a Better Mobile Gaming Experience

• Oppo Announces New AMOLED Smartphone

• AT&T and Verizon Launch 5G C-Band with Limited Service Near Airports

AR/VR

• More Details on the OLED Panel in Sony’s PSVR2 Headset

• Google Is Developing a New AR Headset

• Apple’s Headset Could Be Delayed Until 2023

• MICROOLED Plans IPO in France

IT

• AOC Announces 48” OLED Monitor

Display Equipment and Materials

• 18 New POs and Awards Last Week

• MiniLED Capacity Increases in China

• Anhui Wanwei Polarizer Project Starts Running

• NewVision Plans to Build a DDIC Plant in Hefei

Display Stocks and the Economy

• Stocks Get Crushed

DSCC Content

• DSCC Advanced TV Cost Report Highlights OLED vs. LCD Battle
• Samsung Launch of TVs with LGD WOLED Panels Delayed and Uncertain
• Quantum Dot Displays Start to Diversify Again
• Latest Insights into Samsung’s Foldable Smartphone Production and Panel Procurement
• DSCC’s Latest Report Reveals $63B for OLED Panel Revenue in 2026 - Fueled by Growth from OLED IT Products, OLED TVs and Smartphones
• Update on China’s Government Support Policies

TVs and Panel Makers

• US TV Prices Declined in December While Overall Inflation Rises
• Samsung Display, QD-Display Globally Certified TV Picture Quality by SGS
• Taiwan Panel Makers Increased Revenues in December Despite Falling Prices

Foldable Smartphones

• Honor Launches Magic V Foldable
• Next Motorola Razr Display and Other Specs Revealed, Now a Flagship?
• New Insights on TCL’s Upcoming Foldable Clamshell Smartphone

Smartphones

• Apple Expected to Remove Notch on iPhone 14 Pro and Pro Max in Favor of Pill/Hole Combo
• Oppo and ZTE Announce New AMOLED Smartphones
• TSMC Reports 25% Y/Y Revenue Growth on Strong Demand for 5G and 5nm Process
• FAA Lists 50 Airports with 5G C-Band Buffer Zones

Fabs and Display Equipment

• BOE Installing Tandem FMM VTE Tool at BOE B12 Phase 3 Targeting IT and Automotive Displays
• The Latest Insights on the Timing of SDC’s G8.5 FMM VTE Oxide Fab
• 19 New POs and Awards Last Week
• BOE BMOT 12” Micro OLED Phase 1 Receives Government Acceptance Letter
• Visionox Vistar Obtains Government Acceptance Letter
• SEMI Predicts 10% Growth in 2022 Semiconductor Equipment Spending

More from CES

• CES 2022 In-Person Observations 2
• ViewSonic Announces OLED Monitors
• AOC, Philips, Samsung and ViewSonic Announce MiniLED Monitors

AR/VR

• Snap Acquires Compound Photonics
• Meta Rumored to Adopt MiniLED Panels for its High-End VR Headset
• Mojo Vision Raises $45M in Series B-1 and Announces Strategic Partnerships with Adidas and Fitness Brands

Wearable

• Honor Announces New AMOLED Smartwatch

Display Stocks and the Economy

• Stocks Mixed as Inflation, Rate Concerns Linger

DSCC Content

• LCD TV Panel Prices Continue to Fall in January
• DSCC Downgrades AMOLED Smartphone Growth in 2022 on Weak Rigid Demand at Huawei and Honor
• OLED Supply/Demand Update – Oversupply Persists, But Long-term Trends Toward Balance

CES Highlights and Summary

• CES 2022: In-Person Observations

• QD-OLED, WOLED and MicroLED TVs
  • QD-Display Claims Made by Samsung and Its Partners
  • WOLED Panel Price Still Holding up Samsung – LG Display Agreement
  • LG’s New 2022 WOLED TV Line Is Ready to Compete with QD OLED
  • Sony’s Launches QD-OLED Flagship TV and MiniLED TVs
  • Samsung Announces QD-OLED and QLED Monitors
  • New MicroLED TVs Announced at CES 2022

• More OLED and MiniLED Notebooks and Monitor Introductions
  • Asus Announces 17.3” Foldable Notebook to Launch in Q2’22
  • Asus Announces New OLED Notebook PCs and OLED Gaming Monitors
  • Acer Announces New MiniLED and OLED Monitors
  • Dell’s QD-OLED Monitor
  • HP Announces New OLED Notebook PC
  • Lenovo Announces New OLED Notebook PCs
  • LGD and Brelyon Enter into a Strategic Cooperation – A New Category of Displays

• AR/VR
  • Panasonic Subsidiary Shiftall to Release Micro OLED VR Headset
  • Sony Announces Specs for the PlayStation VR2 Headset
  • Vuzix’s MicroLED Smart Glasses Officially Named Vuzix Shield

• LG Display
  • Highlights from LG Display’s Online CES Exhibit

Foldable Smartphones

• Huawei’s P50 Pocket Foldable Smartphone Aims for the Fashion Conscious Market in China
• Honor to Launch Magic V Foldable on January 10th

Smartphones

• Samsung Unveils the Galaxy S21 FE 5G
• OnePlus, Realme, Vivo and Xiaomi Announce New AMOLED Smartphones
• AT&T and Verizon Delay 5G C-Band Launch Again

AR/VR

• Qualcomm and Microsoft to Develop Chips for AR Glasses

Fabs and Display Equipment

• 80 New POs and Awards Last Week
• Recent LCD Module Construction Updates in China
• TCL Micro LED R&D Plant Broke Ground Last Week

Display Stocks and the Economy

• Most Tech Stocks Sink on Surge in Rates, More Hawkish Fed Comments

The Lead

• Ten Predictions for the Display Industry in 2022
• 2021 AMOLED Smartphone Revenue Reaches $397B - A Record 56% Unit Share for Flexible AMOLED

Panel Makers

• LG Display Announces New OLED EX Technology
• LG Display, Exploring New Markets with Various OLEDs
• More Incentives for Tianma and Visionox
• Chinese Government Plans to Sell Its Share in HKC H4

Smartphones

• The State of 5G in 2021
• Vivo and Xiaomi Announce New AMOLED Smartphones and Smartwatches

MicroLEDs

• Samsung Electronics to Produce 200 MicroLED TVs in January
• PlayNitride and Tianma Demonstrate MicroLED Displays at Tradeshows

AR/VR

• Meta Confirms Acquisition of ImagineOptix

Fabs and Equipment

• Recent Construction Updates in China Star
• 55 New POs and Awards Last Week

Events

• CES 2022 to Proceed In-Person Despite Cancellations

TVs

• HDMI Forum Announces HDMI 2.1a

Materials

• SK JNC to Supply OLED Material to Samsung Display

Display Stocks and the Economy

• Stocks Finish 2021 Near All-Time High

The Lead

• Highlights from DSCC’s Latest Display Capacity Forecast
• India Announces Government Display and Semiconductor Stimulus Program
• Ten Predictions for the Display Industry in 2021 – How Did We Do?

Foldables

• Oppo’s Find N 5G Foldable Launches
• Huawei Leaks Upcoming Clamshell Foldable Launch – Presenting the Display Specs

IDW Highlights

• Recent Dual Cell LCD Developments
• Recent InkJet Display Developments

TVs

• US TV Price Inflation Falling While Overall Inflation Rises
• HDMI 2.1 – What It Really Means

Smartphones

• Upcoming AMOLED Smartphones from Vivo and Xiaomi
• China’s Smartphone Shipments Rise in November - 5G Share Sets New High at 83%
• Wintech Gets Big Smartphone Order from Samsung

MicroLEDs and AR/VR

• Tianma’s New Micro LED Demo
• MICLEDI Demonstrates MicroLED Arrays on 12” CMOS
• Oppo Unveils Smart Glasses with a MicroLED Projector
• Arpara Launches Crowdfunding Campaign for its Micro OLED VR Headsets
• Sidtek Breaks Ground for a 12" Micro OLED Fab

OLED Monitors and E-Paper Tablets

• LG Announces New UltraFine Pro OLED Monitors
• TCL Electronics Unveils New NXTPAPER Series Tablets in China

Display Fabs and Equipment

• 49 New POs and Awards Last Week

Automotive

• LG Electronics Applies for Foldable Automotive Display Patent

Display Materials

• Tianma and UDC Extend Long-Term OLED Agreements
• Magnachip Semiconductor Acquisition is Officially Terminated

Semiconductors

• IBM Research and Samsung Design a New Chip Structure – Claim 85% Reduction in Energy Use

Display Stocks and the Economy

• Stocks Fall as England Raises Rates, EU and the US Accelerate Taper and Fed Signals 3 Increases in 2022

The Lead

• What Will the Big Display Stories Be in 2022?
• Equipment Supplier Revenues/Margins Dip in Q3’21
• AMOLED Materials Market to Grow to $2.2 Billion by 2025
• Taiwan Panel Makers Increased Revenues in November Despite Falling Prices

Smartphones

• Oppo’s Foldable Smartphone Specifications Leak Ahead of Next Week’s Launch
• A Nightmare Before Christmas – Chip Shortages Continue to Impact iPhone 13 Pro Availability
• S22 Series Colors, Memory and Pricing Leak
• The Apple A15 Bionic Chip Outperforms the Snapdragon 8 Gen 1 Chipset
• Motorola Announces AMOLED Smartphones with Snapdragon 8 Gen 1 Chipset
• Thoughts on the Moto Edge X30 UPC
• Will 5G C-Band Impact Aircraft Landings?

MicroLEDs and AR/VR

• Sony Unveils a 4K Micro OLED Display for VR
• Samsung and Microsoft Have a Joint AR Project
• Toray Develops New Materials for MicroLED Display Manufacturing
• MicroLED Startup Raysolve Raises $10M to Develop Full Color Microdisplay

Fabs and Equipment

• 14 New POs and Awards Last Week
• BOE Pixey B1 Project Updates
• Mantix Fund Raising Plan Was Rejected

IT

• Asus Leads for OLED Notebooks in 2021

TVs

• LG Electronics, Introduces OLED TV as a Space Interior

Materials

• Chinese Polarizer Maker Winda Plans to Go Public

Display Stocks and the Economy

• Stocks Rise Despite Inflation Surge and Omicron Concerns

The Lead

• LCD TV Panel Prices Continuing to Fall
• Advanced TV Market to Reach $42 Billion by 2026
• OLED Shipments Rise 26% Y/Y in Q3’21 on 35% Y/Y Smartphone Growth

Display Fabs and Equipment

• China Star Updates Fab Capacity Expansion Plans at t5, t6E, t10 and M10
• Samsung Display Adding Foldable Module Capacity in Vietnam
• 62 New POs and Awards Last Week
• Chinese Panel Makers’ HR Profile

Smartphones

• Qualcomm Announces Snapdragon 8 Gen 1 – Xiaomi 12 and Motorola Edge X30 First to Market with New SoC
• BOE Expected to Supply Up to 50 Million OLED Panels to Apple in 2022
• New AMOLED Smartphones from Honor, Motorola and Oppo

MicroLEDs

• PlayNitride Reports 50% Reduction in MicroLED Costs
• Samsung Requests 12.7” TFT Backplanes for its MicroLED TV
• Cellid Offers Samples of its Waveguide Display Module with MicroLED Projector
• Aledia Begins the Construction of its MicroLED Fab

Display Materials

• Mstar FMM Phase 2 Is Coming

Display Stocks and the Economy

• Stocks Mixed on Omicron Spread and Weak Jobs Report

The Lead

• Flat Panel Display Revenue Increased in Q3 2021 but Profits Slipped
• OLED Share Continued to Increase in Advanced TV Market in Q3’21 and Samsung's Share Continued to Slip
• Worldwide TV Shipments Faltered in Q3, per DiScien Report

Events

• Highlights from TCL CSOT 2021 Display Tech-Ecosystem Conference

Display Fabs, Equipment Suppliers and Materials Suppliers

• 34 New POs and Awards Last Week Including >$200M Award from CSOT T9 to AMAT
• AMAT Misses and Guides Down on Component Shortages, Boosts 2022 Outlook, Analysts Upgrade the Stock
• Tokyo Electron Beats and Upgrades Its Forecast
• ULVAC Beats on the Top Line on FPD Strength, Misses on the Bottom Line, Bookings Double Y/Y
• Laserapps, LTPS TFT Micro LED Display Side Glass 3D Patterning Equipment Development
• AGC’s Glass Finishing Plant for China Star’s T7 Gets Acceptance from the Government
• Chinese FMM Maker Atapex Closes Seed Funding Round

AR/VR

• Last Chance to Watch the AR/VR Display Forum Sessions
• OQmented Raises an Additional $9.3M
• Nreal Launches its Smart Glasses in the US

MiniLEDs/MicroLEDs

• Panel Semi – Rising Star in Mini/Micro Displays

E Ink News

• Promising Future for E Ink
• E Ink Launches 25.3” Spectra Display in Partnership with TPV Technology

Smartphones and Tablets

• Samsung Expected to Launch 64 Mobile Devices in 2022
• Qualcomm’s Stock Rises on Diversification Strategy – Bullish Guidance on 5G, RFFE and IoT Verticals
• Huawei Announces 12.6” 2-in-1 OLED Tablet Starting at $940
• New AMOLED Smartphones from Oppo and Vivo

Display Stocks and the Economy

• Stocks Rise as Strong Retail Sales Offset Inflation

The Lead

• DSCC Forecasts $1B in Revenues for MicroLED Displays in New Report

• US TV Price Inflation Easing as Panel Prices Flow Through to Retail

Panel Makers

• Price Declines Hit Taiwan Panel Maker Revenues in October

• TCL Starts Fund Raising for T9 Project

• HKC H1 Will Sell 17% Company Share Via Public Offering

• Help Is on The Way: Local Government Increases Purchase from Mantix

Q3’21 Earnings

• JDI Climbs Towards Profitability

• Vizio Losses Continue

• V Technology Misses, Reduces Guidance, Stock Drops

Double 11 Shopping Festival

• Review of Double 11 Shopping Festival in China

• Singles Day Smartphone Sales Result Summary

Smartphones

• Google Rumored to Have Dropped the Pixel Fold for Now

• New AMOLED Smartphone from Infinix

• Snapdragon Tech Summit 2021 Will Take Place on November 30^th

• TSMC Partners with Sony on New $7B Foundry in Japan

Equipment

• Localization in China Speeding Up: CFMEE Completes Its FPD Exposure Development Project

• 12 New POs and Awards Last Week

Display Materials

• Corning Opens Mass Production at Guangzhou Gen 10.5 Glass Substrate Plant

• Summersprout, Chinese OLED Maker, Completes Series D Financing

• ETRI Develops World's First Commercialization of Low-Temperature Photoresist for Displays.

AR/VR and MicroLEDs

• Dispelix Raises $33M in Series B

• Qualcomm Announces Snapdragon Spaces XR Developer Platform, Partners with Lenovo, Oppo and Xiaomi

• Sundiode Demonstrates a Full-Color Microdisplay with Stacked MicroLEDs

Display Stocks and the Economy

• Stocks Mostly Up Despite Rising Inflation Data

The Lead

• DSCC Raises Display Equipment Spending Forecast on IT Opportunity
• DSCC Report Compares and Forecasts OLED and MiniLED Panel Costs in Tablets, Notebooks and Monitors
• Early Black Friday Pricing Shows Impact of Higher Panel Prices

Events

• Highlights from the AR/VR Display Forum
• JDI Unveils a 2.88” Advanced LTPS Panel at the DSCC AR/VR Display Forum
• Micro OLED Projects in China

Earnings

• TVs - High Panel Prices Cut into TV Profits in Q3
• Glassmakers – Corning, NEG, AGC and Comparison
• UDC Q3 Earnings Disappoint Again
• Tianma & Visionox
• LCD Price Declines Cut into HannStar Profits in Q3
• Nikon Misses On Top Line, Beats on Bottom Line and Raises Outlook after Strong Litho Quarter
• Qualcomm Fiscal Year Revenue Increases 39% Y/Y – Stock Rises on Strong Smartphone Chipset Demand and Optimism for 5G mmWave

Smartphones

• TSMC Adopts 4nm Process for A16 Bionic Chip
• Honor Opens New R&D and Manufacturing Facility in Shenzhen

Notebooks

• Asus Announces 13” OLED Notebook Starting at $599

Automotive

• LG Electronics Supplies Infotainment System to Renault’s New Electric Vehicle in France

AR/VR and MicroLEDs

• Saphlux Demonstrates Color Conversion on 2µm MicroLED

• DigiLens Raises Over $50M in Funding Round Led by Samsung Electronics

Equipment and Fabs

• More Capacity Coming: High Generation FPD Supporting Project to China Star
• China Star Plans to Expand Module Capacity for T10
• Sineva Shipped OLED VTE Equipment to INT’s Micro OLED Plant
• 9 New POs and Awards Last Week

Display Stocks and the Economy

• Stocks Reach Record Levels Despite Taper Start

The Lead

• LCD TV Panel Prices Continued to Plunge in October
• DSCC Issues Latest FPD Fab Schedules
• DSCC Releases Quarterly Advanced IT Display Report – Reveals OLED and MiniLED Shipments, Roadmaps, Advances, Prices and Costs

Earnings Review

• LGD, AUO and Innolux Sustain Profits with Shift to IT
• BOE, IRICO, TCL Tech, IVO and EDO
• Apple Falls Below Revenue Expectations in Calendar Q3’21 – $6B in Supply Constraint Blamed for Shortfall
• Samsung Rides Semi Strength to Bigger Profits in Q3
• Canon Misses on Parts Shortages
• SCREEN Beats and Raises Its Outlook Resulting in Numerous Records on Semi Strength

AR/VR and MicroLEDs

• Facebook Changes its Name to Meta after Announcing $10B Investment to Build its Metaverse
• Display and Optics Manufacturing: How Applied Materials Will Tackle the AR/VR Challenge
• eMagin Reveals Breakthrough with 10k Nit MicroOLED
• Pimax Announces VR Headset with QLED MiniLED Display for Q4 2022

Smartphones

• Qualcomm Announces Three New 5G Mid-Range Smartphone Chips
• China’s Smartphone Shipments Decline Again in September, 5G Share Slips to 73% Share – 3rd Lowest Share in 2021
• New AMOLED Smartphones from Sony and Xiaomi

Display Equipment

• Nikon Releases New High Resolution FPD Lithography System - FX-6AS
• 59 New POs and Awards Last Week

China Localization

• Henan Government Announces $26B Venture Funds to Support Projects Including Display Production
• HTCSolar Plans to Build a FMM Plant in Huangshi, Hubei, China
• BOE and HOYA Will Produce Photo Masks in Chongqing, China

Display Stocks and the Economy

• Stocks Rise Despite Earnings Miss from Apple and Amazon and Weak US GDP Report

The Lead

• Display Fab Utilization Expected to Slow as Prices Plunge

Notebook PCs and Tablets

• Apple Announces New Products Including the 14” and 16” MiniLED MacBook Pros
• Samsung’s Upcoming Tablet Introductions

TVs and Signage

• Sharp to Re-Enter US TV Market
• Increased Sales of Public Displays Expected in China from Strong Government Support
• LG Electronics, Unveils All-in-One Screen Solution LG One: Quick

Smartphones

• Google Announces Pixel 6 and Pixel 6 Pro with Phenomenal Prices!
• New AMOLED Smartphone from Realme
• BOE, CSOT and SDC Are Developing OLED for the Galaxy A73
• Samsung Unpacked Part 2 Showcases Bespoke Edition for the Galaxy Z Flip 3
• Apple Stays Top Brand, Samsung Remains #5

MicroLEDs

• Advances in MicroLED to be Presented at the AR/VR Display Forum
• Porotech Demonstrates First Native Red InGaN Monolithic MicroLED Display
• Sanan to Invest an Additional $1.1B in its New MiniLED and MicroLED Plant
• New Micro OLED Project Inbound: XUS’ Plant Is Running in Wuxi, Jiangsu, China

AR/VR

• TCL Unveils Smart Glasses with Full Color MicroLED
• TriLite Raises $9M for its Laser Beam Scanning Technology
• Varjo Launches High-End Consumer VR Headset with MiniLED LCD

Fabs and Equipment

• 47 New POs and Awards Last Week
• AUO to Expand China G6 LTPS, Create Subsidiary

Panel Supplier Financials

• CHOT’s Q3’21 Earnings Release

Glass

• Corning Responds to SCHOTT’s Introduction of Xensation α

Holographic Displays

• Light Field Lab Unveils 28” Holographic Display with 2.5 Billion Pixels

Display Stocks and the Economy

• Strong Earnings and Capex Announcements Drive Stocks Higher, Except for Panel Stocks

The Lead

• DSCC Advanced TV Cost Report Highlights New OLED Sizes, Cost Component Increases

Smartphones

• SCHOTT Challenges Corning’s Dominance of Cover Glass with Launch of “Nearly Unbreakable” Xensation α

• Apple iPhone 13 Updates – Are Volumes Constrained? Did BOE Win More Business?

• Samsung Launches Higher Priced Z Fold 3 Variant, the W22, in China for $2650

• Samsung Unpacked Part 2 Speculation

• New AMOLED Smartphones from OnePlus and Xiaomi

Panel Suppliers

• Smartkem and RiTdisplay Sign Joint Development Agreement on OTFT-Based AMOLEDs for Small Displays

• Tianma: More Incentives Gained & Change of Company Profile

• TCL Tech Gained 100% Control of T10, Previous SDC Suzhou Plant

Notebooks

• Previewing Apple’s Unleashed Event

TVs

• US TV Price Inflation Peaked in August, Trending Down for Year-End

• Ledman Releases a 138” LED Display for Home Theater

Fabs and Equipment

• Shortage of Servo Motors for Advanced Manufacturing Equipment

• 17 New POs and Awards Last Week
• Holitech Officially Cancels Its G5.5 LCD Plant Project

AR/VR

• The HTC Vive Flow Is a VR Headset for Non-Gamers

• Magic Leap Unveils its New AR Headset and Raises $500M

OLED Materials

• P&H Tech Signs Deal with DuPont for AMOLED Materials

Financial Results and Outlook

• TSMC Beats and Boosts Semi Sector

Display Stocks and the Economy

• Q3’21 Earning Forecast: TCL Tech, Visionox & Han’s Laser

• Stocks Rise on Better than Expected Earnings and Economic Data, Except for Panel Makers

The Lead

• New DSCC Report Quantifies OLED vs. MiniLED Competition in Tablets, Notebooks and Monitors
• DSCC Reveals Apple Dominates Q3’21 AMOLED Smartphone Panel Procurement, 2nd Best AMOLED Quarter to Date
• Slowdown in TV Market Driving LCD Oversupply
• BOE Expects >400% Increase in Earnings in Q3’21

Smartphones

• New Technologies Highlight DSCC’s Smartphone Display Cost Report
• Reviewer Reports Spontaneous Cracking of UTG on Z Flip 3, Not Alone
• Google Pixel 6 Launch Event Will Take Place on October 19th
• Apple Files Rollable Phone Patent
• New AMOLED Smartphones from Tecno and ZTE

TVs

• Comcast Enters TV Market with Sky-Branded QLED Range in the UK

Automotive

• LG Electronics Registers Patent for Automotive Console Foldable Display

Display Fabs and Equipment

• Another New LCD Fab
• 24 New POs and Awards Last Week

Panel Makers

• Taiwan Panel Maker Revenues Decrease in September

MiniLEDs and OLED Materials

• Ennostar to Increase MiniLED Capacity before End of Year
• Anhui Juying Optical Starts Mass Production on New FMM Line

AR/VR, Wearables and MicroLEDs

• GlobalFoundries Files for IPO as Semiconductor Shortage Continues
• GVO’s Smart Wearable Project Is in MP
• ITRI Updates on its MicroLED Research
• Lynx Starts Kickstarter Campaign for its AR/VR Headset

Display Stocks and the Economy

• Panel Stocks Rise as Equipment Stocks Fall

The Lead

• Electricity Usage Now Restricted in China, Revealing the Impact to the Display Industry
• LCD TV Panel Prices in Free-Fall in September
• DSCC Reveals Faster Growth in OLED Notebook PCs and $61B in OLED Revenues in 2026
• Q3 OLED Supply/Demand Update – Trending Toward Balance

Fabs and Display Equipment

• Samsung Display will Mass Produce QD OLED Panels Starting in November
• China Star T9 Fab Update
• CPT China to Limit Its LCD Module Business, Cancel Cover Glass Business
• San’an Optical Plans to Fund Micro/Mini LED Project through Non-public Offering
• 40 New POs and Awards Last Week
• K&S Ships First Laser Transfer Equipment for MiniLED and MicroLED

Events

• Detroit SID Vehicle Displays Symposium: A Successful Start to the Long Road Back to In-person Conferences

Smartphones

• DisplayMate Shows iPhone 13 Pro Max Improvements in Brightness, Efficiency, Reflectivity, Color Gamut, Color Accuracy and More
• Samsung’s Z Flip 3 and Fold 3 Production Exceeding Expectations, Quantifying the Outperformance
• iPhone 13 Delays and ProMotion 120Hz Issues
• New AMOLED Smartphones from Oppo, Samsung, Sharp and Xiaomi
• Kriya Materials Sets New Standard and Introduces Its State-of-the-Art Multi-Functional Coating for Rollable/Foldable Displays Providing Glass Like Surfaces with Low Light Reflection
• Oxchem CPI Project Phase 1 MP and Phase 2 Starts Construction

Tablets and Notebooks

• OLED iPad Schedule Update

TVs

• Samsung Fined for TV Price Fixing in Netherlands
• TCL Announces Price of 8K TVs in Europe, Expects Sales of 250,000 Units
• Skyworth MiniLED Industrial Park Broke Ground

AR/VR and MicroLEDs

• SeeYa to Start Mass Producing 0.72” Micro OLEDs Next Month
• Nreal Air Smart Glasses Are Wearable Displays for Watching Videos

Display Materials

• Shenzhen Textile Achieves Mass Production on Polarizer Line 7

Display Stocks and the Economy

• Stocks Fall as Rates Rise

The Lead

• DSCC Releases Its Future of OLED Manufacturing Report, Reveals How OLED Technology, Manufacturing, Performance and Products Are Likely to Evolve
• DSCC Announces Agenda for the AR/VR Display Forum, Highlights Emerging Trends and Technologies

TVs

• Comcast to Follow Amazon into TV Market
• Skyworth Introduces a 55” OLED TV for $1199 – Joins LG With the Lowest Price for a 55” OLED TV

• Skyworth Releases New Glass Based MiniLED TV and OLED TV

• US TV Price Inflation Continued to Surge in August

Smartphones

• China’s Smartphone Shipments Decline in August, 5G Share Slips from Record 82% to 77%

• Is Google Planning a Clamshell Foldable?
• New AMOLED Smartphones from Meizu, Microsoft and Realme

IT

• HP Announces 16” OLED 2-in-1 Touchscreen Notebook

AR/VR

• Nreal Raises $100M and Teases New Smart Glasses

Display Fabs and Equipment

• 22 New POs and Awards Last Week Including the First Award from T9
• China Star and Xiaomi to Build Joint Research Center
• Hans Laser Plans to Build Two Additional Equipment Plants
• Tianma Shanghai's G5.5/4 OLED Expansion Complete
• Top Engineering Announces Inspection Equipment for MicroLED Displays

Materials

• Topto Begins Construction of New FMM Plant in Jurong, Jiangsu, China

Display Stocks and the Economy

• Fed Signals Taper Start in November, But Rates May Not Increase in 2022, Stocks Mixed

The Lead

• Apple Announces New Products Including the iPhone 13 Series with Higher Refresh Rates, Bigger Batteries, More Storage and Better Cameras
• Highlights from the Phosphors and Quantum Dots Industry Forum and OLEDs World Summit Online 2021

Smartphones

• Xiaomi Announces New OLED Smartphones with Large Cameras and HyperCharge Feature – Charge in 17 Minutes!

• Highlights from TCL’s Foldable Clamshell that Didn’t Get Released
• Google Pixel 6 Pro Uses a LTPO OLED Display from SDC
• Huawei Suggests Products with 6G in 2030

TVs and Video Walls

• 2021 TV Shootout: Sony’s A90J Wins Best of 4K TV and LG Wins Best of 8K TV
• LG Launches LED Video Wall Displays for Home Theaters

OLED Monitors

• LG Announces 32” UltraFine^TM OLED Pro Monitor
• JOLED Panel Adopted in New ASUS Professional Monitor

Display Fabs and Equipment

• 47 New POs and Awards Last Week Split Between BOE and HKC
• Tianma TM18's Evaporator Moved-In
• AUO Kunshan Begins Construction of Phase 2

Display Materials

• More Glass Lines Are Coming: Caihong Plans to Invest in More Glass Lines in Shaanxi, China

• Korea’s Olum Material Develops New FMM Mask Approach for G8.5
• Investigation of PVD Materials in the FPD Industry

AR/VR

• Huynew Releases a Micro OLED Module
• Xiaomi Smart Glasses Integrate a MicroLED Projector and an Optical Waveguide

Gaming

• Nintendo Switch Rumored US Price Drop Ahead of OLED Model Sales

Display Stocks and the Economy

• Only Equipment Stocks Rise as Inflation Concerns, Weak China Retail Sales and Correction Fears Drag Down Most Stocks

The Lead

• DSCC Sees Progress in Foldable Display Market Demand and Display Cost Reduction, Raises Forecasts Out to 2026
• Double-Digit Capacity Growth in 2022 Points to Continued Pricing Pressure
• Worldwide TV Shipments Continued Recovery in Q2, per DiScien Report
• Display Equipment Suppliers Show Improved Financial Health on Semiconductor Surge, Display Eqpt. Bookings Surge

Panel Makers

• Taiwan Panel Maker Revenues Edge Down in August
• Samsung Display and LG Display Emphasize New Display Form Factor Innovation
• Getting Deeper in IC Production: BOE Invests in an IC Company
• BOE Relocates its Mobile Module Fab to Qingdao, Shandong, China
• CPT China Plans to Sell Its Module Business

TVs

• Amazon Enters the TV Market with the Fire TV 4 Series and Fire TV Omni Series of LED TVs

• Nanosys Announces Mass Production for Breakthrough in “Air Stable” Quantum Dots

Smartphones

• Apple iPhone Launch Event, “California Streaming”, Will Take Place on September 14^th

• Did the iPhone 14 Design Leak?
• New AMOLED Smartphones from Vivo and ZTE
• Qualcomm Continues to Provide Huawei with 4G Chipsets

IT

• Lenovo Announces 3 New OLED Products - A 14” Notebook, 13.3” Chromebook and 12.6” Tablet

Foldables

• Insights into LG Chem’s New Real Folding Window

AR/VR, MicroOLEDs and MicroLEDs

• Facebook and EssilorLuxottica Launch Smart Glasses Without a Display

• Sidtek Micro OLED Phase 2 is Coming
• Konka in Trial Production of MicroLED and MiniLED Chips
• Applied Materials and EVG Collaborate on Wafer-to-Wafer Bonding
• Avegant Unveils New LCoS Light Engines for AR Glasses

Display Equipment

• 20 New POs and Awards Last Week

Display Stocks and the Economy

• Stocks Fall Except for Display Stocks

The Lead

• Q2 2021 Was the Best Quarter Ever for Flat Panel Display Makers
• LCD TV Panel Prices Fall

Display Fabs and Equipment

• Is BOE Having Second Thoughts on B17+ G10.5 LCD?
• China Star T5 and BOE B10 Fab Updates
• LGD Announces $1.4B in Capex in Vietnam for Module Lines
• 53 New POs and Awards Last Week Led by LCD Fabs

IT

• Asus Announces 5 New OLED Notebooks – A 14” OLED Notebook Starting at $750!
• Realme Announces a New 10.4” AMOLED Tablet
• MacBook Pro Production Suffers More Delays?
• Dell Reports Record Revenue for Q2’22 Due to Growth in Displays and Peripherals in the Commercial Sector

Foldables

• Jerryrigeverything.com Galaxy Fold 3 Teardown Shows Improvements in Durability, But Not in Scratch Resistance
• Samsung Reveals Plans to Boost Foldable Smartphone Capacity, Dowoo Insys Expands UTG Capacity

Smartphones

• Apple iPhone 13 Series with Rumored Satellite Connectivity
• Latest Information on Samsung’s Galaxy S21 FE – An October 2021 Release is Very Likely
• Samsung Announces a 200MP Smartphone Image Sensor

AR/VR

• Apple’s Headset to be Tethered to an iPhone
• DPVR Launches Two New Standalone VR Headsets
• iQIYI Launches New VR Headset with Qualcomm XR2
• Pico Acquisition by TikTok Owner Confirmed

Panel Maker Earnings

• Financial Analysis: BOE
• Financial Analysis: CHOT
• Financial Analysis: EverDisplay

Driver ICs

• Wise Road Capital’s Acquisition of Magnachip Denied by CFIUS

Transparent OLEDs

• Korean Government Permits Subway Window Advertisements Using Transparent OLEDs

Display Stocks and the Economy

• Stocks Continue to Rise Except for Panel Makers

The Lead

• Samsung Announces Strong Foldable Smartphone Pre-Order Growth, DSCC Expects Samsung 2021 Foldable Smartphone Production to Rise Over 250% to >7.0M Units
• OLED Shipments Expected to Increase 12% Y/Y in 2H 2021
• Foundry and IT Panel Prices Continue to Rise

Earnings

• Best Buy Beats Forecast, Loads Up on Inventory
• Chinese and Korean Equipment Suppliers Show Mixed Results in Q2’21
• Tianma’s Financial Analysis
• Mantix’s Financial Analysis
• HP Reports Q3’21 Revenue Decline Due to Supply Constraints
• Xiaomi Corporation Reports Record Revenue of $13.6B for Q2’21

Events

• Highlights from the IMID Korea Exhibition
• Last Chance to Register for the AR/VR Display Forum Before Price Increase

Smartphones

• HKC Plans to MP a-Si Smartphones on G8.6 line
• New AMOLED Smartphones from Sony
• Xiaomi Pivots Away from Mi Product Branding
• US Mobile 5G Network Speed Report from PC Magazine

MicroLEDs

• VueReal Secures Orders for Custom MicroLED Displays
• Seoul Viosys Makes Progress on MicroLED Efficiency

AR/VR

• INT RGB AR/VR Sample Lit Up
• Ostendo and Inpixon Announce Strategic Alliance
• WaveOptics Partners with Jade Bird Display for AR Glasses
• ByteDance Could Acquire VR Headset Maker Pico

Equipment and Fabs

• 77 New POs and Awards Last Week
• E Ink’s Yangzhou Factory Impacted by COVID-19

Display Stocks and the Economy

• Stocks Rise on Hopes for COVID Booster Shots, Cautious Fed Talk on Rate Increases

The Lead

• DSCC Upgrades Foldable Forecast as Chip Shortage Causes Brands and Panel Suppliers to Emphasize More Expensive Devices
• Advanced TV Market to Exceed $50 Billion in 2026
• DSCC Releases Flash Edition of Quarterly OLED Shipment Report

Smartphones

• Samsung Displays Rebrands Its Polarizer Free Technology Again, Now Known as Eco2
• New AMOLED Smartphones from Asus, Google, Samsung and Vivo

TVs

• US TV Price Inflation Continues to Surge, Hits New Record

AR/VR

• Facebook Demonstrates a VR Remote Work App

Earnings

• AMAT and TEL Both Beat and Raise Guidance on Semi Strength
• Ennostar Turns Profitable in Q2
• Chinese Liquid Crystal Makers’ 1H’21 Financial Summary
• Financial Summary: Infovision and Visionox

Display Equipment and Capex

• LGD Announces $2.8B in Mobile/IT OLED Capex
• 25 New POs and Awards Last Week

MiniLEDs

• Apple’s MacBook Lineup to Drive MiniLED Panel Shipments

Display Stocks and the Economy

• Stocks Mostly Down on Weak Retail Sales and Fed Taper Talk

The Lead

• Samsung Unpacked Reveals Improved Foldables at Lower Prices, Are We There Yet?
• OLED Share Increased in Booming Advanced TV Market in Q2 2021
• AMOLED Materials Market to Grow to $1.4 Billion in 2021

Smartphones

• Huawei Preparing a New Foldable, Xiaomi Update and New 2021-2022 Forecast
• Xiaomi Launches Mi Mix 4 Smartphone with Next Generation Camera Under Panel (CUP)
• New AMOLED Smartphones from Honor
• China’s Smartphone Shipments Continue to Grow in July, 5G Share Sets New High
• TSMC Starting Development Process for 3nm Chips for Apple Devices

Monthly and Quarterly Financial Results

• Taiwan Panel Maker Revenues Flat in July
• TV Brands Continue to Rake in Profits Despite Panel Price Increases
• TCL Tech’s 1H’21 Financial Results
• Vizio Falls to a Loss in Q2
• ULVAC Beats and Boosts Forecast as Outlook Brightens
• V Technology Misses on Top Line, Beats on Bottom Line, Gives Strong Forecast on Improved Visibility and Increases Transparency

Events

• Samsung Unpacked Showcases Improved Galaxy Watch, Can Now Detect Body Fat
• Promote Your Company at the AR/VR Display Forum

Display Equipment

• 39 New POs and Awards Last Week

Display Technology

• Mattrix Demonstrates a-Si Based WOLED TV
• Guangdong Region Plans to Lead the Display Industry
• Hanwha Solutions Enters the OLED FMM Business

AR/VR

• TriLite and Infineon to Develop Laser Scanner for AR Smart Glasses
• Porotech Partners with Jade Bird Display

MiniLEDs

• Ennostar’s MiniLED Capacity at Full Utilization Until Next Year

Display Stocks and the Economy

• Display Stock Prices Fall with Memory and TV Prices, SPY Gains

The Lead

• Driver IC Prices Still Going Up, Monitor and Notebook Panels Also?

Earnings

• Innolux Sets Profit Record in Q2
• JDI Reports Improved Results in Q2
• Sharp Display Business Reports Modest Q2 Profit
• HannStar Continues to Roll in Q2
• Glassmaker Earnings – NEG, AGC and Comparison
• UDC Q2 Earnings Disappoint
• Huawei Reports Largest Y/Y Revenue Drop
• Nikon Beats and Raises Guidance