DSCC has released the full agenda for the AR/VR Display Summit on October 1st, 2024. The conference will include 16 speakers from companies across the value chain. Sponsored by Applied Materials, OptoFidelity and Qualcomm, this event will take place in the Silicon Valley and will be a unique opportunity to meet and network with leaders in the industry.Read More
As revealed in DSCC’s latest Quarterly Advanced IT Display Shipment and Technology Report, advanced notebook PC panel shipments (OLEDs and MiniLEDs) decreased 6% Q/Q and increased 35% Y/Y in Q2’24 as a result of improved conditions during the 1H’24 amid the resurgence of the commercial markets. In Q2’24, OLED panel shipments decreased 13% Q/Q and increased 65% Y/Y and MiniLED panel shipments remained flat Q/Q and increased 20% Y/Y.Read More
Artificial intelligence (AI) semiconductors are becoming so complex and large that chip makers and packaging suppliers are turning to glass substrates. This trend could be a major boon to display makers, display equipment suppliers and display materials producers. It is also an ideal solution for under-utilized older a-Si TFT LCD fabs which could be converted or sold for this application. Advantages of glass substrates include superior flatness and better thermal and mechanical stability which will allow for higher density and higher performance chip packages to support AI. Glass substrates enable more transistors to be connected in a single package and also enable the ability to assemble larger configurations of chiplets. Organic materials used in packaging will likely reach their limit by 2030 , they consume more energy than glass and also have expansion and warpage limitations. A growing number of panel, equipment and materials suppliers have already announced programs in glass packaging. Intel has said it is targeting glass substrate package solutions in the second half of the decade. BOE has said they intend to start producing glass substrate packages in 2026.Read More
Advanced TV shipments declined in both units and revenue in 2023, but a recovery in both units and revenue started in Q1 2024, accelerated in Q2 and will continue strong through the full year 2024, and we expect growth to continue to 2028, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.Read More
DSCC is pleased to announce the availability of its first two automotive display reports with a third under development.Read More
DSCC’s highly popular Quarterly Display Capex and Equipment Market Share Report reveals the latest display equipment spending and capacity results and forecasts based on the latest fab schedules. DSCC expects display capacity to rise at a 1.4% CAGR from 2023 to 2028, with LCDs growing at just a 1% CAGR and OLEDs growing at a 4.8% CAGR. Both numbers are up slightly vs. last quarter.Read More
With two back-to-back conferences in Silicon Valley, California, attendees of the AR/VR Display Summit and the Display 360 Summit will learn the latest trends in the display industry. Analysts from DSCC and Counterpoint Research will present key findings and market forecasts from various reports that are worth thousands of dollars.Read More
Co-located with DSCC’s Display 360 Summit, Counterpoint Research’s AI 360 Summit will feature key semiconductor suppliers and analysts discussing how AI is impacting the tech landscape from semiconductors, devices and cloud infrastructure to the applications supporting and driving change. Sponsored by Qualcomm, Micron, Mediatek and Ambiq, the event is targeting the following attendees:Read More
DSCC’s Display 360 Summit, taking place on October 2nd in Fremont, California will feature three leading smartphone analysts offering unique and valuable insights on the future of the smartphone market.Read More
The AR/VR Display Summit will feature 14 different companies, including Qualcomm and Meta. Sponsored by Applied Materials, OptoFidelity and Qualcomm, this event will take place in-person on October 1st at the Fremont Marriott Silicon Valley. This will be an opportunity to discuss the latest innovations in AR/VR displays and optics with experts.Read More
DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.
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