As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues declined 4% Y/Y in 2023 versus our prior estimate of a 9% Y/Y decline. The improvement to panel revenues is the 9% Y/Y increase for units as a result of the 2H’23 inventory and demand improvement for several applications.Read More
DSCC will bring AR/VR Display Forum to the Silicon Valley on October 1st, 2024. Two events organized by DSCC and Counterpoint Research are to be held back-to-back in the same venue. Speakers and exhibitors interested in participating should contact DSCC now.Read More
DSCC, a Counterpoint Research Company is pleased to announce the agenda, keynotes, onsite speakers and virtual speakers for the upcoming SID/DSCC Business Conference to take place on May 13th at the San Jose Convention Center.Read More
Foldable smartphone shipments rose 33% Y/Y in Q4’23 to 4.2M, the fourth highest total to date. DSCC expects Huawei to overtake Samsung in foldable phone market share for the first time in Q1’24. While Huawei and Honor are expected to gain share in 2024, Oppo and Vivo are forecasted to lose share as they drop clamshell products. Q1’24 foldable phone market is expected to jump 105% Y/Y.Read More
• Quantum dot market to expand from $100M in 2024 to $122M in 2027. • Material consumption for QD-OLED production now accounts for 31% of revenues. • Perovskite and EL-QD technologies offer new opportunities for future growth.Read More
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
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