Press Releases from September 2024

DSCC Report Projects the End of Flat Panel Display Oversupply and Beginning of LCD Shortage

September 3, 2024

Capacity additions put in place during the pandemic demand boom have resulted in a systematic oversupply in the display industry that continues in 2024, but that oversupply will eventually turn to a shortage. That turn will happen within the 5-year timeframe of our forecast, according to DSCC’s Quarterly FPD Supply/Demand Report, released last week. Although we expect only modest growth in demand for display products, that persistent growth will fill up capacity and will eventually lead to demand for new or expanded LCD fabs.Read More

AR/VR Display Summit Will Feature Leading Companies in the Supply Chain

September 4, 2024

The AR/VR Display Summit will feature 14 different companies, including Qualcomm and Meta. Sponsored by Applied Materials, OptoFidelity and Qualcomm, this event will take place in-person on October 1st at the Fremont Marriott Silicon Valley. This will be an opportunity to discuss the latest innovations in AR/VR displays and optics with experts.Read More

Counterpoint’s AI 360 Summit Digs Deep into How AI Is Impacting the Tech Landscape

September 5, 2024

Co-located with DSCC’s Display 360 Summit, Counterpoint Research’s AI 360 Summit will feature key semiconductor suppliers and analysts discussing how AI is impacting the tech landscape from semiconductors, devices and cloud infrastructure to the applications supporting and driving change. Sponsored by Qualcomm, Micron, Mediatek and Ambiq, the event is targeting the following attendees:Read More

Register for a 2-Day Pass and Save $200

September 9, 2024

With two back-to-back conferences in Silicon Valley, California, attendees of the AR/VR Display Summit and the Display 360 Summit will learn the latest trends in the display industry. Analysts from DSCC and Counterpoint Research will present key findings and market forecasts from various reports that are worth thousands of dollars.Read More

DSCC Reveals Latest Display Capacity Outlook - China Expected to Overtake Korea in OLEDs in 2028, BOE Overtaking SDC in Flexible OLED Capacity

September 9, 2024

DSCC’s highly popular Quarterly Display Capex and Equipment Market Share Report reveals the latest display equipment spending and capacity results and forecasts based on the latest fab schedules. DSCC expects display capacity to rise at a 1.4% CAGR from 2023 to 2028, with LCDs growing at just a 1% CAGR and OLEDs growing at a 4.8% CAGR. Both numbers are up slightly vs. last quarter.Read More

2024 Will Be a Revival Year for Advanced TV Market with Growth to $30 Billion by 2028

September 16, 2024

Advanced TV shipments declined in both units and revenue in 2023, but a recovery in both units and revenue started in Q1 2024, accelerated in Q2 and will continue strong through the full year 2024, and we expect growth to continue to 2028, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.Read More

DSCC Developing a New Report on Glass Substrate Packaging

September 16, 2024

Artificial intelligence (AI) semiconductors are becoming so complex and large that chip makers and packaging suppliers are turning to glass substrates. This trend could be a major boon to display makers, display equipment suppliers and display materials producers. It is also an ideal solution for under-utilized older a-Si TFT LCD fabs which could be converted or sold for this application. Advantages of glass substrates include superior flatness and better thermal and mechanical stability which will allow for higher density and higher performance chip packages to support AI. Glass substrates enable more transistors to be connected in a single package and also enable the ability to assemble larger configurations of chiplets. Organic materials used in packaging will likely reach their limit by 2030 , they consume more energy than glass and also have expansion and warpage limitations. A growing number of panel, equipment and materials suppliers have already announced programs in glass packaging. Intel has said it is targeting glass substrate package solutions in the second half of the decade. BOE has said they intend to start producing glass substrate packages in 2026.Read More

Advanced Notebook PCs Expected to Grow 36% Y/Y in 2024 – Capturing 8% Share of the Total Notebook PC Market

September 16, 2024

As revealed in DSCC’s latest Quarterly Advanced IT Display Shipment and Technology Report, advanced notebook PC panel shipments (OLEDs and MiniLEDs) decreased 6% Q/Q and increased 35% Y/Y in Q2’24 as a result of improved conditions during the 1H’24 amid the resurgence of the commercial markets. In Q2’24, OLED panel shipments decreased 13% Q/Q and increased 65% Y/Y and MiniLED panel shipments remained flat Q/Q and increased 20% Y/Y.Read More

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