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TV

LCD TV Panel Prices Increasing in May

May 6, 2024

The rally in LCD TV panel prices which started in February is continuing in the second quarter, a favorable sign for panel makers. While the price increases are far from […]
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MicroLED

Apple Cancels MicroLED Project

March 4, 2024

Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone […]
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Press Releases

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Ross Young, Apple-leaker e CEO da Display Supply Chain Consultants (DSCC)

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Featured Reports

Display Trends OLEDs

The Future of OLED Manufacturing

January 2024

Although active matrix OLEDs have become a $40B market, they are far from a mature technology. OLEDs have significant potential for more growth and are still evolving in terms of cost and performance. In addition, now that MicroLEDs are emerging, OLEDs are under greater pressure to boost performance and lower cost and […]
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Quarterly Smartwatch Shipment and Technology Report

Latest Edition - January 2024

This report tracks OLED and MicroLED smartwatch panel shipments by panel supplier, brand, form factor, display size, panel ASPs and panel revenues as well as forecasts for OLED and MicroLED smartwatches. In addition, it provides insight into technology and innovation trends in OLED and MicroLED display technologies, which are applicable to smartwatches […]
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Display Technology TV

MicroLED Display Technology and Market Outlook

Latest Version - November 2023

MicroLEDs have garnered a lot of interest because of the potential advantages over other flat-panel display technologies, most notably in high efficiency, high brightness, high color saturation, faster response rate, and longer lifetime. This unique combination of features would make MicroLED the superior display for many applications, ranging from super large TVs […]
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Display Materials OLEDs

Biannual AMOLED Materials Report

Latested Version - January 2024

This report tracks all the major materials used to produce flexible AMOLEDs, rigid AMOLEDs and OLED TVs. It combines DSCC's deep knowledge on AMOLED capacity and panel shipments with insight on AMOLED device structures and AMOLED material prices providing the industry's most accurate market size and market share results and forecasts. Organic […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Quarterly MiniLED Backlight Technologies, Cost and Shipment Report

Latest Version - January 2024

MiniLED backlights in LCDs can potentially offer numerous advantages over other flat panel display technologies, most notably in high brightness, high contrast ratio, lower power consumption than WOLED TV and higher efficiency. The superior performance makes MiniLED backlights attractive for use in a variety of applications, ranging from large TVs to IT […]
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Weekly Review Headlines

May 20th, 2024

The Lead

  • Global TV Shipments Declined 4% Y/Y in Q1’24, Samsung Remains Top Player in Both Units and Revenue
  • OLED Panel Shipments Increased 50% Y/Y in Q1’24 on Y/Y Growth for Smartphones, TVs, Smartwatches and IT Applications
  • Display Equipment Spending to Rebound in 2024

SID

  • SID/DSCC Business Conference: TV Session Highlights
  • MicroLED Highlights from the SID/DSCC Business Conference
  • Display Week India Business Forum Highlights
  • What We Learned from the MicroLED Manufacturing Panel Session

Earnings

  • Sharp Reports Big Q1 Loss with Display Write-off and Will Shut Down Sakai Gen 10 Fab
  • Japan Display Posts Another Loss and Expects Further Losses in 2025
  • Acer Reports a 12% Y/Y Revenue Increase for Q1’24 – Notebook PC Y/Y Revenues Increased to a 51% Share
  • Asus Reports an 11% Y/Y Revenue Increase for Q1’24 - Expects AI PCs to Grow to 60% Penetration of the Market in 2026

Tablets

  • Apple Launches Industry’s First Tandem and LTPO OLED Tablets

Smartphones

  • China’s March Smartphone Shipments Rebound to a 44% M/M Increase and 6% Y/Y Decline - 5G Share Declines to 88%
  • Google Announces Pixel 8a and Updates to Gemini AI
  • Motorola, Oppo, Realme and Vivo Announce New OLED Smartphones

Display Equipment

  • Latest POs and Awards

Display Materials

  • Proterial Warns Chinese OMM Manufacturers
  • LG Innotek's CoF Market Share in Samsung Decreases, Stemco Continues to Dominate

Display Stocks and the Economy

  • Stocks Jump to Record Levels on Lower Inflation Data, Rates and Display Stocks Fall
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