DuPont is likely to maintain its second place 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
Foldable smartphone displays declined Y/Y for the first time in Q3’24. 2025 is also expected to be down. Adoption below expectations as Samsung remains regionally concentrated, Chinese brands are pulling back and it remains dominated by just two brands. There is reason for optimism however with Apple expected to enter in 2H’26. In addition, we expect more multi-fold models coming in 2026 and the first slidable laptop in 2025.Read More
As we approach the end of November and with the iPhone 16 series being available since September 20th, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel procurement through November for the iPhone 16 Series is tracking 1% lower versus the iPhone 15 series during the same period in 2023. Panel procurement for the iPhone 15 series started in June 2023, while panel procurement for the iPhone 16 series started in July 2024. In October, iPhone 16 series panel procurement was 11% lower than the iPhone 15 series during the same time period in 2023.Read More
After a modest increase in the spring and summer months, flat panel display fab utilization started to decrease in the third quarter of 2024 and is decreasing further in the fourth quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued earlier this month. Panel makers appear to be managing utilization to avoid oversupply and inventory build-upRead More
As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 3% Q/Q and 32% Y/Y in Q3’24 after increasing 12% Q/Q and 50% Y/Y in Q2’24. In Q3’24, by select OLED applications, OLED tablet panel shipments decreased 20% Q/Q and increased 127% Y/Y, OLED smartphones increased 2% Q/Q and 39% Y/Y and OLED TVs increased 2% Q/Q and 48% Y/Y.Read More
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