The Q4 2024 slowdown in fab utilization ended earlier than expected and utilization has increased since November. LCD fab utilization is increasing in Q1 2025 with increased demand for TV and IT products. OLED utilization will be higher YoY in Q1 2025 as the seasonal slowdown is milder than prior years.Read More
Approximately 80% of US Smartphones, Mobile PCs, and Monitors Are Imported from China • Approximately 80% of US TV Imports are from Mexico • Possibility of China 'Subsidy Payment' in Response to US 'Tariff War' to Help Chinese Brands • Korean Companies Concerned about Being 'Front-End' by US Tariff-China Subsidy WarRead More
Counterpoint Research and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2025 SID Business Conference, powered by Counterpoint Research. SID awarded the organization and execution of the SID Business Conference to the display group within Counterpoint Research, previously known as Display Supply Chain Consultants (DSCC), for the ninth straight year. The 2025 event will be the 22nd anniversary of the SID Business Conference. The SID Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $130B display industry with over 250 attendees annuallyRead More
Display glass shipments increased 7% YoY in Q4 2024 and revenues increased 16%. Display glass revenues are expected to increase 14% YoY in the first half of 2025. Domestic Chinese glassmakers have added capacity and have gained share.Read More
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