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
As we approach the end of August and with a few weeks to go until Apple announces the iPhone 16 series, the latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel shipments through July for the iPhone 15 Series were 6% higher in 2023 – 2024 versus the iPhone 14 series during the same period in 2022 - 2023. On a M/M basis for July, the iPhone 15 series decreased 44% M/M.Read More
Glass makers shipped 172M m2 of display glass in Q2’24, an increase of 12% Q/Q and 5% Y/Y according to the latest update to DSCC’s Display Glass Report, released last week. China’s portion of worldwide display glass demand increased to an all-time high of 73% in Q2’24. With the coming closure of the largest fab outside China, Sharp’s Sakai Display Products Gen 10, China’s share of display glass demand will only increase. Glass shipments are expected to decrease by 4% Q/Q in Q3’24 and to decrease another 4% Q/Q in Q4’24.Read More
The AR/VR Display Forum is now six weeks away and 11 speakers have been confirmed. The final agenda, with more speakers, will be announced soon. Visit the DSCC event website to register and use code EARLY100 for a $100 discount (code is valid until August 28).Read More
As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 13% Q/Q and 50% Y/Y in Q2’24 after declining 20% Q/Q and increasing 50% Y/Y in Q1’24. In Q2’24, by select OLED applications, OLED tablet panel shipments increased 142% Q/Q and 356% Y/Y, OLED smartphones increased 6% Q/Q and 49% Y/Y and OLED TVs increased 43% Q/Q and 30% Y/Y.Read More
OLED tablet panel shipments rose 142% Q/Q and 356% Y/Y in Q2’24 to a record high as Apple launched its highly anticipated 11.1” and 13” iPad Pro’s which feature the tablet industry’s first tandem OLED stack panels along with the thinnest tablets produced to date. Apple dominated the OLED tablet panel market in Q2’24 with a 72% share followed by Huawei at 13% and Samsung at 9%. The 13” OLED iPad Pro led the market on a panel procurement basis for the second straight quarter with a slight edge over the 11.1” OLED iPad Pro. Each model had a 36% share in Q2’24. The #3 model on a panel procurement basis was the Huawei Mate Pad Pro 13.2” at 5%. LG Display and Samsung Display split the Q2’24 market on a panel supplier basis with a 41% share each.Read More
Q2’24 was a record quarter for foldable smartphone panel shipments, rising 151% Q/Q and 126% Y/Y to nearly 10M panels. Panel shipments were 12% higher than the previous high recorded in Q3’23. The primary cause of the surge was the earlier launch of the latest Samsung foldables, the Galaxy Z Flip 6 and Z Fold 6, which started panel production and shipments one month earlier than last year. Samsung accounted for 48% of all foldable smartphone panel procurement in Q2’24, well ahead of Huawei’s Q2’24 share of 29%. Samsung and Huawei reversed positions in Q2’24 with Huawei leading Samsung in foldable panel procurement in Q1’24 with a 53% to 21% advantage. By model, the Samsung Galaxy Z Flip 6 led in foldable panel procurement with a 32% share followed by the Z Fold 6 at 15%. Huawei had the next two highest volume models, the Pocket 2 and Mate X5, each with a double digit share. The Honor Magic V Flip was the #5 foldable in Q2’24 on a panel procurement basis with a 4% share. Clamshells accounted for a 63% share, up from 53% in Q1’24. Samsung Display regained the #1 position in foldable panel share with a 53% to 27% advantage over BOE in Q2’24 after trailing BOE in Q1’24 at 29% to 48%.Read More
After a stronger than expected spring quarter, the display industry is slowing down in the summer months, and we expect the slowdown to continue through the end of the year, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the downstream display supply chain has been filled, and with no clear demand drivers until the holiday season the supply capacity of the industry far exceeds demand. LCD makers appear to be wisely tapping on the brakes in Q3’24 to avoid building excess inventory.Read More
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
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