Press Releases

Press Releases

After a Miserable 2023, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected

January 8, 2024

Advanced TV shipments declined in both units and revenue in 2023, but both units and revenue are forecasted to resume growth in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies. Last month we covered the most recent historical results and this week we will cover our updated forecast.Read More

AMOLED Evaporation Materials Market to Grow to $2.7B by 2027, Phosphorescent Blue Update

January 8, 2024

The revenue for AMOLED evaporation materials for all applications is expected to grow 1% Y/Y to $1.7B in 2023 and expected to grow to $2.7B in 2027, an 11% CAGR (2023-2027), according to the latest update of DSCC’s Biannual AMOLED Materials Report. According to DSCC Senior Analyst of Display Components and Materials Kyle Jang, "Revenues can be hundreds of millions of dollars higher in 2027 if Universal Display Corporation (UDC) successfully commercializes a blue phosphorescent emitter dopant, as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons."Read More

OLED Revenues to Decline 9% Y/Y in 2023 – Recovery in IT Categories and Smartphones Expected to Continue in 2024

January 2, 2024

As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues are expected to fall by 9% Y/Y in 2023 to $37.6B versus our prior estimate of a 13% Y/Y decline. The improvement to panel revenues is the 2% Y/Y increase for units as a result of the 2H’23 inventory and demand improvement for several applications. In Q3’23, OLED smartphones increased 9% Q/Q and 22% Y/Y and OLED tablets increased 61% Q/Q and 103% Y/Y. Several other applications had Q/Q and Y/Y increases. Please refer to the report for more details. As a result of the increases, 2H’23 is expected to be up 37% versus 2H’22, which was up 11%.Read More

Hisense and TCL Gaining Share in Sluggish Advanced TV Market with MiniLED TVs Surging and OLED TVs Sinking

December 18, 2023

The Advanced TV market has been sluggish throughout 2023, but Chinese brands are gaining share by advancing in their domestic market and with exports, 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

LCD Panels to Capture 67% Share of AR/VR Display Shipments in 2024

December 18, 2023

Display shipments for AR/VR devices are only expected to reach 19M units in 2024, according to the latest update of DSCC's Biannual Augmented and Virtual Reality Display Technologies and Market Report. LCD will have the biggest share of shipments, with nearly 13M panels. DSCC, a Counterpoint Research Company, also expects that SiOLED (a.k.a. Micro OLED) will take second place for the first time.Read More

Counterpoint Research Acquires DSCC to Deepen Display and Supply Chain Expertise

December 14, 2023

Counterpoint Research, a leading global technology industry research firm covering semiconductors, components and manufacturing on the supply side, and smartphones, consumer electronics, PCs, servers, networks, automotive, industrial and other connected end markets on the demand side, has completed the acquisition of display industry specialist Display Supply Chain Consultants (DSCC).Read More

Flat Panel Display Oversupply Will Continue Into 2024

November 27, 2023

The challenging oversupply environment for the display industry in 2023 will continue into 2024, according to DSCC’s Quarterly FPD Supply/Demand Report, released last week. According to DSCC Principal Analyst and CFO Bob O'Brien, “Although we expect a modest recovery in demand for display products, and this recovery in demand will reduce the gap between supply and demand, there will continue to be excess capacity for both OLED and LCD in 2024.”Read More

New MicroLED Forecast Shows Smart Watches Taking the Lead

November 20, 2023

The market for MicroLED displays is expected to surpass $1.4B by 2028, according to DSCC’s latest MicroLED Display Technology and Market Outlook Report. MicroLED will slowly appear in a few applications, such as smart watches, AR glasses and automotive displays, where superior performance can justify a higher price for the display.Read More

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