Press Releases from December 2024

Foldable Smartphone Market Stalls in 2024 and 2025

December 2, 2024

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

Display Glass Revenues Rising Despite Soft Demand

December 9, 2024

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

DSCC Reduces OLED Tablet Market Outlook on Weakness at Apple and Delays in Foldable/Slidable Devices

December 16, 2024

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

DSCC’s FOPLP and Glass Substrate Packaging Report Reveals Significant Growth Opportunities

December 23, 2024

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

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