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
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
As we approach the end of November and with the iPhone 16 series being available since September 20th, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel procurement through November for the iPhone 16 Series is tracking 1% lower versus the iPhone 15 series during the same period in 2023. Panel procurement for the iPhone 15 series started in June 2023, while panel procurement for the iPhone 16 series started in July 2024. In October, iPhone 16 series panel procurement was 11% lower than the iPhone 15 series during the same time period in 2023.Read More
After a modest increase in the spring and summer months, flat panel display fab utilization started to decrease in the third quarter of 2024 and is decreasing further in the fourth quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued earlier this month. Panel makers appear to be managing utilization to avoid oversupply and inventory build-upRead More
As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 3% Q/Q and 32% Y/Y in Q3’24 after increasing 12% Q/Q and 50% Y/Y in Q2’24. In Q3’24, by select OLED applications, OLED tablet panel shipments decreased 20% Q/Q and increased 127% Y/Y, OLED smartphones increased 2% Q/Q and 39% Y/Y and OLED TVs increased 2% Q/Q and 48% Y/Y.Read More
According to global market research firm Counterpoint Research, global TV shipments in Q3’24 grew 11% Y/Y to 62M units, showing Y/Y growth for two consecutive quarters and raising expectations for a continued rebound. By region, growth was evenly distributed across all regions except Japan, with Eastern Europe in particular leading the growth with a 24% increase, and advanced markets in North America and Western Europe also showing high growth. Samsung Electronics maintained its top spot with a 15% market share, but its market share decreased slightly compared to the previous quarter. On the other hand, Hisense, which narrowly overtook third-place TCL to reclaim second place, gained share by shipping 19% more TVs than in the same period last year. LG, which ranked fourth, recorded a 7% increase in shipments Y/Y thanks to the favorable European market, and recovered its market share to the 10% range.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
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
As we approach the end of October and with the iPhone 16 series being available since September 20th, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel procurement through October for the iPhone 16 Series is tracking 1% higher versus the iPhone 15 series during the same period in 2023. Panel procurement for the iPhone 15 series started in June 2023, while panel procurement for the iPhone 16 series started in July 2024.Read More
As we approach the end of September and with the launch of the iPhone 16 series, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel shipments through September for the iPhone 16 Series are tracking 8% higher versus the iPhone 15 series during the same period in 2023. Panel shipments for the iPhone 15 series started in June 2023, while panel shipments for the iPhone 16 series started in July 2024. On a M/M basis for August, the iPhone 15 series decreased 53% M/M. iPhone 15 series panels shipments are expected to continue to decline M/M as panel shipments for the iPhone 16 series continue to ramp up.Read More
Counterpoint’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
Register
Japanese
Korean