As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues are expected to fall by 13% Y/Y in 2023 to $36.1B on a 5% Y/Y panel shipment decrease. In 2023, by select OLED applications:Read More
The AR/VR Display Forum will take place next week (September 12th-13th). Hosted by DSCC and sponsored by Applied Materials, Instrument Systems and Mojo Vision, it is a live virtual event on AR/VR displays and optics. The full agenda is available on the event website.Read More
The agenda for the AR/VR Display Forum will include a live panel session on waveguide technology. Moderated by Gasthini Sivayoganathan (Meta Reality Labs), the session will feature panelists from Magic Leap, DigiLens and Dispelix. Hosted by DSCC and sponsored by Instrument Systems and Mojo Vision, the AR/VR Display Forum is a virtual event on the emerging display technologies for Augmented Reality and Virtual Reality.Read More
Magic Leap, Goertek and GlobalFoundries will be among the leading companies speaking at the AR/VR Display Forum. Hosted by DSCC and sponsored by Instrument Systems and Mojo Vision, this virtual event will take place live on September 12th-13th and will cover the emerging display technologies for Augmented Reality and Virtual Reality.Read More
As we highlighted in the Monthly Flagship Smartphone Tracker, the 5nm Apple A15 Bionic, the 4nm Qualcomm Snapdragon 8 Gen 2, and the 4nm Apple A16 Bionic chipset were the top three flagship (flexible and foldable OLED) smartphone chipsets in June. The continued share gains for the A15 Bionic chipset were the result of significant panel shipments for the iPhone 13, iPhone 13 Pro, iPhone 13 Pro Max and iPhone 14. In June, the iPhone 14 and iPhone 13 were the top two models on a panel shipment basis. For 2023, prior to June, the A15 Bionic led all chipsets, followed by the A16 Bionic chipset and the Snapdragon 8 Gen 2 chipset. The Qualcomm Snapdragon 8 Gen 2 chipset was introduced on November 15, 2022, and is used in 15 flagship smartphone models.Read More
Super Early Bird pricing for the AR/VR Display Forum will expire tomorrow, August 1st. Register now to save $100 from the full price ticket. The virtual conference will take place on September 12-13 and will cover the emerging display technologies for Augmented Reality and Virtual Reality.Read More
The increase in display fab utilization that started in Q1’23 accelerated in the second quarter and continues in the third quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the display supply chain has been trimmed to normal levels, and restocking is leading to increased demand. However, big increases in utilization by LCD makers hold the risk of overshooting demand and stifling the rally in panel prices.Read More
As we approach the end of July and with less than two months before Apple announces the iPhone 15 series, our latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 Series are tracking much higher than the iPhone 14 Series during the same time period of June - August. More details are available by subscribing to this monthly tracker.Read More
Although MiniLED shipments declined in Q1’23 due to the impact of sluggish global demand, it is believed that shipments returned to normal levels in the second quarter as inventory fell and demand recovered. DSCC’s latest release of its Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED is still an indispensable driving force for the growth of the display industry. MiniLED backlight shipments were 3.9M units in Q1’23 and are expected to reach 5M units in Q2’23.Read More
DSCC is pleased to announce that registration for the 2023 AR/VR Display Forum LIVE is open. The virtual event will take place live on September 12th-13th and will cover the emerging display technologies for Augmented Reality and Virtual Reality.Read More
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