DSCC raised its display equipment spending forecast from 2020-2027 in its latest Quarterly Display Capex and Equipment Market Share Report by 8% to $75B due to a 14% increase in OLED spending to $44B. LCD spending remained flat at $30B while Micro OLED and MicroLED spending also remained flat.Read More
DSCC has announced the first speakers confirmed for the AR/VR Display Forum. Now in its 4th edition, the event will be held in-person for the first time in the Silicon Valley, gathering leading companies and experts to discuss the latest innovations in display technologies for Augmented Reality and Virtual Reality.Read More
DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED has become an important role and a strategic resource in both the display and LED industries. MiniLED shipments were 4.45M units in Q1’24 and are expected to remain flat in Q2’24. Total shipments for MiniLED panels are expected to reach more than 19M units in 2024.Read More
According to the latest update of DSCC’s Biannual AMOLED Materials Report, revenue for AMOLED evaporation materials for all applications is expected to increase 24% Y/Y to $2.12B in 2024 and expected to grow at a 6% CAGR from 2024-2028.Read More
As revealed in the Advanced Smartphone Display Shipment and Technology Report, Q1’24 had a 50% Y/Y improvement in units and a 3% Y/Y improvement in revenues versus Q1’23.Read More
DSCC, a Counterpoint Research Company has updated its Quarterly OLED Supply/Demand and Capital Spending Report for Q2’24, with DSCC’s latest capacity outlook for the industry and the forecast for OLED panel demand. DSCC now sees demand growth for OLED for mobile and IT applications exceeding supply growth, and oversupply gradually declining throughout the five-year forecast period.Read More
DSCC, a Counterpoint Research Company and Counterpoint Research are pleased to announce a call for speakers for the 2024 DSCC/Counterpoint Tech Market Research Conference which will cover Displays and AI. The event will feature all-day parallel tracks covering the latest technology and market developments in both Displays and AI. It will take place on October 2nd at the Fremont Marriott and will follow DSCC’s 4th annual AR/VR Display Forum.Read More
Display shipments for AR/VR headsets are expected to increase by 12% Y/Y in 2024, according to the latest update of the Biannual Augmented and Virtual Reality Display Technologies and Market Report. DSCC has revised its estimates and now expects panel shipments in 2024 to be much lower than the 19M units previously forecasted.Read More
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
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