Q1’24 OLED revenues rose 13% Y/Y on 50% Y/Y unit growth. 2024 OLED revenues are expected to increase 12% Y/Y on 4% unit growth helped by a richer mix. OLED tablets are expected to rise at triple-digit rates on a unit and revenue basis thanks to Apple’s 11.1” and 13” OLED iPad Pro’s.Read More
Q1’24 OLED tablet panel shipments rose 131% Y/Y in Q1’24 to a record high and are expected to jump another 127% Q/Q and 333% Y/Y in Q2’24 to another record high as Apple ramps OLED iPad Pro production and shipments. Apple led in Q1’24 OLED tablet panel procurement with a 47% share and is expected to widen its lead to 72% in Q2’24. The 13” M4 iPad Pro is expected to lead in procurement volume in both Q1’24 and Q2’24. OLED tablets are expected to continue to gain share through 2028 and beyond as the price gap with LCDs narrow. OLED tablets are currently projected to reach a 16% unit share and 55% revenue share in 2028 as more brands offer more OLED tablets.Read More
Q1’24 foldable smartphone panel shipments rose 46% Y/Y. Huawei dominated panel procurement with a 55% share, its highest ever, and led for the second consecutive quarter. BOE led in foldable panel shipments for the second consecutive quarter with a 48% share, up from 43%. The Huawei Mate X5 and Pocket 2 were the top two models on a foldable panel procurement basis.Read More
After a lackluster 2023, the Advanced TV market returned to growth in Q1’24 with a 16% Y/Y increase in Advanced TV shipments and an 11% Y/Y increase in TV revenues, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.Read More
After falling 59% in 2023, display equipment spending is expected to rebound in 2024, growing 54% to $7.7B. LCD spending is expected to outpace OLED equipment spending at $3.8B vs. $3.7B accounting for a 49% to 47% advantage with Micro OLEDs and MicroLEDs accounting for the remainder.Read More
As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments decreased 20% Q/Q and increased 50% Y/Y in Q1’24 after increasing 41% Q/Q and 31% Y/Y in Q4’23. In Q1’24, by select OLED applications, OLED monitor panel shipments increased 35% Q/Q and 189% Y/Y and OLED tablet panel shipments increased 54% Q/Q and 113% Y/Y. OLED smartphones and OLED TVs had seasonal Q/Q declines, but had double-digit Y/Y growth.Read More
Global TV shipments declined 4% Y/Y in the first quarter of 2024 according to the latest research from Counterpoint Research, in collaboration with DSCC. Weakness was seen in all regions, with declines particularly noticeable in China and Japan. The figures are cited from the Global TV Tracker report, which Counterpoint Research co-authored following its acquisition of display specialist firm DSCC.Read More
The 2024 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI Lumionics, Smartkem and Universal Display Corporation, will feature 29 presentations from 26 different companies, representing a great value. Taking place at the San Jose Convention Center on May 13th, the event features four keynotes with unique viewpoints. The keynotes include:Read More
The future of MicroLED and AR/VR displays will be discussed at the upcoming SID/DSCC Business Conference in San Jose, CA. Organized by DSCC for the 8th consecutive year, the Business Conference will take place on the first day of Display Week, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open.Read More
“TV remains the essential application in the display industry. It drives the majority of display area and is expected to drive the majority of display area growth. When the TV market is healthy and growing, so is the display industry, but the reverse is also true,” said Bob O’Brien, Co-Founder and Principal Analyst at DSCC. “The 2024 Business Conference will once again inform participants on the direction of the TV market and technologies in the coming years, and its impact on the wider display industry.”Read More
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