Display glass shipments increased 7% YoY in Q4 2024 and revenues increased 16%. Display glass revenues are expected to increase 14% YoY in the first half of 2025. Domestic Chinese glassmakers have added capacity and have gained share.Read More
Counterpoint Research and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2025 SID Business Conference, powered by Counterpoint Research. SID awarded the organization and execution of the SID Business Conference to the display group within Counterpoint Research, previously known as Display Supply Chain Consultants (DSCC), for the ninth straight year. The 2025 event will be the 22nd anniversary of the SID Business Conference. The SID Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $130B display industry with over 250 attendees annuallyRead More
Approximately 80% of US Smartphones, Mobile PCs, and Monitors Are Imported from China • Approximately 80% of US TV Imports are from Mexico • Possibility of China 'Subsidy Payment' in Response to US 'Tariff War' to Help Chinese Brands • Korean Companies Concerned about Being 'Front-End' by US Tariff-China Subsidy WarRead More
The Q4 2024 slowdown in fab utilization ended earlier than expected and utilization has increased since November. LCD fab utilization is increasing in Q1 2025 with increased demand for TV and IT products. OLED utilization will be higher YoY in Q1 2025 as the seasonal slowdown is milder than prior years.Read More
DuPont is likely to maintain its second place position in 2024, but LG Chemical may overtake it in 2025. UDC is projected to retain its position as the leader. Growth in the Next-generation Blue market is expected to be delayed until after 2026 due to challenges in achieving lifespan.Read More
AMOLED evaporation materials revenues are expected to increase 22% YoY in 2024. China’s AMOLED evaporation materials market has expanded significantly, growing 58% YoY in 2024 to reach $252 million. China’s local players like Jilin OLED, LTOM and Summer Sprout are expected to lead the country’s AMOLED evaporation market.Read More
Q3’24 OLED revenues rose 28% YoY on 34% YoY unit growth. 2024 OLED revenues are expected to increase 16% YoY on 28% unit growth helped by a richer mix. In 2024, we expect 28% YoY unit and 16% YoY revenue growth, fueled by smartphones, TVs and IT applications (monitors, notebook PCs and tablets).Read More
The Fan Out Panel Level Packaging (FOPLP) market, which includes glass substrate packaging (GSP), is expected to grow at a 29% CAGR to $2.9B. Numerous applications will benefit from FOPLP including AI, HPCs, Communication, Automotive, Displays, etc. AI and HPCs are expected to lead from 2026. Companies throughout the semiconductor and display supply chains are poised to benefit from the shift to FOPLP and GSPs.Read More
2024 OLED and MiniLED tablet panel volumes are expected to rise 71% Y/Y to over 11M, but down 15% vs. last quarter on lower-than-expected demand for the OLED Apple iPad Pro. Apple’s 2024 Advanced Tablet share is expected to reach 51% in 2024, up from 38% in 2023, but below previous expectations of 56%. Apple to drive future OLED tablet market growth as it introduces an OLED iPad Mini in 2026 and two new iPad Air models and a foldable model in 2027.Read More
Display glass shipments declined in Q3’24 and are expected to decline further in Q4’24. Domestic Chinese glass makers have been adding Gen 8.5 capacity in 2023-2024. DSCC estimates that display glass revenues are expected to increase 13% in yen terms in 2024, but this translates to only a 5% increase in US$ terms.Read More
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