In the recently released Advanced Smartphone Display Shipment and Technology Report, DSCC revealed additional granularity and insights for the smartphone display market. In this issue, a new chapter was added on camera technology and nomenclature as well as Google’s smartphone roadmap through 2024, which shows display sizes increasing for all models.Read More
DSCC hosted the third edition of its AR/VR Display Forum on September 12th-13th. Sponsored by Applied Materials, Instrument Systems and Mojo Vision, this virtual event covered various topics, including waveguides, MicroLED, LCoS, silicon backplanes and display testing.Read More
Advanced TV shipments are expected to decline in both units and revenue in 2023, but units are expected to increase 4% Y/Y to 22M units and increase 6% Y/Y in revenues to $25.4B in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies.Read More
With only weeks into the iPhone 15 launch, the Ports, Boxes and Drives webinar hosts Display Supply Chain Consultants (DSCC) Principal analyst Ross Young to discuss the iPhone 15 launch and a broad range of topics across the Apple device ecosystem and the smartphone market. While the discussion focuses on displays, looking deeply, it can reveal units, mix, form factor and others interesting smartphone attributes.Read More
DSCC’s fourth annual Global Display Supply Chain and Technology Outlook Conference will be held virtually on November 1st, 2023, and its experts from around the world will provide attendees with the latest display market results, forecasts and key display market and technology trends while also discussing key issues facing the display supply chain. Bob O’Brien, Principal Analyst and CFO will present “The Global TV Market Post-Pandemic”.Read More
DSCC’s fourth annual Global Display Supply Chain and Technology Outlook Conference will be held virtually on November 1st, 2023, and its experts from around the world will provide attendees with the latest display market results, forecasts and key display market and technology trends while also discussing key issues facing the display supply chain. David Naranjo, Sr. Director will present “The IT Display Market Outlook”.Read More
The increase in display fab utilization that started in Q1’23 accelerated in the second and third quarters but has come to an end and utilization is declining in the fourth quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. The big increases in utilization by LCD makers have stocked the display supply chain with sufficient product for the holiday selling season, and panel makers are tapping the breaks in an effort to make a “soft landing” and avoid an oversupply.Read More
The impact of sluggish global demand continued to influence MiniLED shipments in Q2’23. DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report reveals that MiniLED shipments fell 5% Q/Q and 32% Y/Y in Q2’23 to 41.3M units, the lowest total since Q3’21. However, the MiniLED market is expected to have rebounded in Q3’23 with inventory approaching normal levels and demand responding, rising 26% Q/Q to 52.1M units, but still down 33% Y/Y. MiniLED backlight shipments fell 1% Q/Q and 15% Y/Y to 3.94M in Q2’23 and are believed to have risen 16% Q/Q while falling 24% Y/Y to 4.6M in Q3’23.Read More
The smartphone market will be a big focus of DSCC’s Global Display Supply Chain Dynamics and Technology Outlook Conference taking place on November 1st with presentations from three DSCC and one Counterpoint Research analyst. It will include the latest shipment and panel procurement results and forecasts, regional trends, cost and price results and forecasts, product and brand roadmaps and much more. Smartphone related presentations include:Read More
At DSCC’s upcoming Global Display Supply Chain Dynamics and Technology Outlook Conference, DSCC CEO Ross Young will discuss the latest developments in display manufacturing. He will add color to the latest LCD and OLED fab schedules recently produced in DSCC’s Q4’23 Quarterly Display Capex and Equipment Market Share Report and also present the latest equipment spending results and forecasts segmented by backplane and frontplane technologies among other parameters. He will also discuss any significant supplier market share changes by equipment segment and reveal the top overall display equipment companies as well as the top buyers of display equipment. In addition, he will provide insight into the latest Micro OLED and MicroLED fab schedules. Ross will show that Apple’s latest OLED product roadmap is driving new fab investments and will present opportunities to those that invest. He will also show that LCD demand growth will significantly outpace LCD supply growth over the next five years, which should result in new LCD investments over time.Read More
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