Press Releases

Press Releases

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

OLED Panel Shipments Rebound in Q3’23 on Y/Y Growth from Smartphones, Monitors and Tablets

November 13, 2023

As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 18% Q/Q and 14% Y/Y in Q3’23 to 205M units (Q2’23 saw a 1% Y/Y increase). The Y/Y growth for several applications is a welcome sign indicating that inventory has started to rebalance for some categories after Y/Y declines in 2022 and in the first half of 2023. In Q3’23, by select OLED applications, OLED smartphones panel shipments increased 12% Q/Q and 25% Y/Y in units and OLED TV panel shipments decreased 14% Q/Q and 40% Y/Y in units. More categories and details can be found in the report.Read More

DSCC’s Global On-Demand Conference Begins Today

November 1, 2023

DSCC’s fourth annual Global Display Supply Chain Dynamics and Technology Outlook Conference, begins today, November 1st, 2023. The conference features tens of thousands of dollars’ worth of market research at a fraction of the price with 11 talks from two different leading market research firms. All presentations are pre-recorded and available on-demand. Therefore, presentations can be viewed in any order, allowing attendees to spend their time more efficiently by viewing the subjects that are most important to them.Read More

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