With aggressive pricing and promotion of MiniLED LCD TVs, Chinese brands led by TCL and Hisense gained share in the Advanced TV market in Q4’23, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. The top three brands outside of China – Samsung, LG and Sony – all fared poorly while TCL and Hisense gained share in the premium segment.Read More
The display industry has been increasingly dominated by China, and the best example of that dominance is the display glass market. China’s share of display glass demand reached an all-time high and exceeded 70% in 2023, according to the latest update to DSCC’s Display Glass Report, released last week.Read More
Counterpoint Research is initiating coverage on Global TV shipments with its Global TV Shipment Tracker, a quarterly report split by region, screen size, resolution, ASP and other features. It is the company’s first joint product with DSCC since acquisition, with the latter providing enhanced details on premium segments including advanced display technologies across OLED (includes QD-OLED), Mini/Micro LED, quantum dot LCD and others.Read More
DSCC, a Counterpoint Research Company and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2024 SID/DSCC Business Conference. SID awarded the organization and execution of the SID Business Conference to DSCC for the eighth straight year and the 2024 event will be the 21st anniversary of the SID Business Conference. The SID/DSCC Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $120B display industry with over 250 attendees annually.Read More
Given the popularity of and interest in the Apple Vision Pro headset and the rumored high prices of the Micro OLED panels being used, there has been a surge in activity in this segment. In response to strong interest, DSCC has added quarterly tracking and forecasting of Micro OLED fab schedules and equipment spending to its highly popular Quarterly Display Capex and Equipment Market Share Report. This report now tracks equipment market share in nearly 80 different segments for LCDs, OLEDs, MicroLEDs and now Micro OLEDs as well.Read More
As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 41% Q/Q and 31% Y/Y in Q4’23 to 292M units after increasing 18% Q/Q and 14% Y/Y in Q3’23. According to DSCC Senior Director David Naranjo, “The continued Y/Y growth for several applications is welcomed news that the 2H’23 recovery materialized as a result of inventories normalizing after Y/Y declines in 2022 and in the first half of 2023. In 2H’23, OLED smartphones increased 42% vs. 1H’23 and increased 12% for the year. OLED smartwatches increased 101% vs. 1H’23 and increased 1% for the year. OLED tablets increased 58% vs. 1H’23 and increased 15% for the year. OLED notebook PCs increased 64% vs. 1H’23 and decreased 25% for the year. Several other applications also had 2H’23 and Y/Y growth. More categories and details can be found in the report.”Read More
DSCC's second Future of OLED Manufacturing Report increases the attention paid to the opportunities, challenges and solutions for OLEDs in IT and AR/VR markets in addition to covering OLED smartphone and TV panel developments in great detail.Read More
DSCC released the inaugural issue of its Quarterly Smartwatch Shipment and Technology Report last week and it packs a tremendous amount of insights for the smartwatch market. Sony introduced the first OLED smartwatch in 2012 using a 1.3” OLED display, followed by Samsung in 2013 with a 1.63” OLED display. Since then, more than 20 brands have OLED smartwatch offerings. According to DSCC Senior Director David Naranjo, “DSCC expects OLED smartwatches to grow by an 8% CAGR from 2022 – 2028 as panel ASPs decline by a 7% CAGR. MicroLEDs are the latest technology frontier that is expected to be used for smartwatches in the coming years. Today, MicroLEDs are commercialized for large displays such as the 140” TV by Samsung and in development for AR, automotive and smartwatch applications. DSCC expects several brands to introduce a MicroLED smartwatch in 2025 and in 2026.”Read More
The shipments of MiniLED displays returned to normal in the third quarter as inventory is eliminated and demand recovers. DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED backlight shipments increased to 4.7M units in Q3’23, more than a 20% increase compared to Q2’23, and are expected to remain flat in Q4’23. The total shipments for MiniLED backlight panels will reach more than 19M units in 2024.Read More
In the recently released Advanced Smartphone Display Shipment and Technology Report, DSCC, revealed additional granularity and insights for the expected panel revenue declines for OLED smartphones. OLED smartphone panel revenue is expected to decline to $30B in 2023 from $32B in 2022 and to $29B in 2024.Read More
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