Semi-Annual IT Panel Cost Report
Report Summary
Due to the expectation that OLEDs and MiniLED backlit LCDs will see growing penetration into the tablet, notebook and desktop monitor markets, DSCC has developed a cost model that compares all existing and emerging advanced display technologies entering these markets. These include a-Si LCD/Oxide LCD/LTPS LCD/ MiniLED backlit LCD/rigid OLED/flexible OLED/foldable OLED/WOLED/Inkjet OLED IT panel display costs. The OLED cost model examines all of the different form factors currently sold into, or coming into, the IT Panel market. In addition, the cost model differentiates between panels made in China, Taiwan and Korea. Panels covered range from 10.9” to 32”. More displays will be added as these categories continue to emerge. The report Includes detailed BOM breakdown, costs and margins and forecasts these parameters out to 2025.
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File Format
Excel (Market Data) + PDF (Analysis of Data) -
Published
Latest Edition- July 2024 -
Order Report
This report covers and compares the following topics:
- Application: Tablet, Notebook PC, Monitor
- Panel Sizes: 10.9"/12.9"/13.3"/15.6"/17.3"/23.8"/27"/31-32" etc.
- Panel Resolutions: HD/FHD/QHD/UHD, etc.
- Technology:
- a-Si LCD
- Oxide LCD
- LTPS LCD
- MiniLED Backlight LCD
- PCB backplanes
- Glass backplanes
- Different LED and zone numbers
- Rigid OLED
- Foldable OLED
- WOLED
- Inkjet OLED
- Region:
- China
- Taiwan
- Korea
- Fab generations:
- G5.5
- G6
- G7.5
- G8.5
- G10.5
- Cost Breakdown by Components:
- Glass Substrate
- Array materials
- Color Filter
- OLED materials
- Liquid Crystal
- Cell materials
- Polarizer
- Driver IC
- PCBA
- Backlight
- Costs Breakdown by Non-components:
- Depreciation by Process & Facility
- Personnel cost by Cell/Module Process
- Indirect Expense
- SG&A
- Forecasted on a rolling 5-year basis
- Panel prices provided and forecasted
- Panel margins provided and forecasted
Table of Contents
What Has Changed This Update p. 5
Executive Summary p. 6
Methodology p. 7
OLED Cost Analysis p.16
- OLED vs. LCD Manufacturing Cost
- Korea vs. China
- QHD vs. UHD
- Cost Forecasts 13.3” / 15.6” / 17.3”
LCD Cost Analysis p. 27
- Backplane a-Si vs. Oxide vs. LTPS
- Resolution FHD/QHD/UHD
- MiniLED costs
- Cost Forecast for Monitors 24”/27”/32”