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
Capacity additions put in place during the pandemic demand boom have resulted in a systematic oversupply in the display industry that continues in 2024, but that oversupply will eventually turn to a shortage. That turn will happen within the 5-year timeframe of our forecast, according to DSCC’s Quarterly FPD Supply/Demand Report, released last week. Although we expect only modest growth in demand for display products, that persistent growth will fill up capacity and will eventually lead to demand for new or expanded LCD fabs.Read More
With aggressive pricing and promotion of MiniLED LCD TVs, Chinese brands led by TCL and Hisense gained share and drove growth in the Advanced TV market in Q2’24, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. For the first time ever, shipments of MiniLED TVs surpassed shipments of OLED TVs, and MiniLED TVs captured more than 50% share of both units and revenues in the “super premium” category. Samsung fared poorly and lost share in Advanced TVs while TCL and Hisense gained share and Xiaomi emerged to break into the top five in the premium segment.Read More
After three consecutive quarters of Y/Y declines, the global TV market recovered for a Y/Y growth in Q2’24, fed by strong shipments to developed regions gearing up for major sporting events. TV shipments in the quarter increased 3% Y/Y despite weak shipment numbers in the #3 geographic region, China.Read More
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