DSCC has released the latest edition of its MicroLED Display Technology and Market Outlook Report. The revised forecast is significantly different from last year’s due to Apple’s decision to cancel the launch of the MicroLED Apple Watch. While Wearables were previously expected to be the largest segment for MicroLED displays, it now comes third after TV and AR/VR.Read More
Display equipment spending is expected to bounce back from a weak 2023 and rise 47% in 2024 to $7.3B according to DSCC’s latest Quarterly Display Capex and Equipment Market Share Report. LCD equipment spending is expected to lead the way with a 54% share on 95% growth after spending was slashed 67% in 2023 due to weak post-COVID LCD market conditions, a significant LCD oversupply and net losses for LCD suppliers. As conditions have improved and demand has rebounded, LCD fab spending has increased. OLED fab equipment spending is also expected to recover in 2024, up 16%, after falling 54% in 2023 with the OLED industry not immune from LCD weakness as many of the manufacturers are the same in both technologies. While OLEDs have been taking share in many display applications, weakness in OLED TV demand has kept a lid on OLED capex.Read More
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