​
​DSCC provides its clients with actionable insights and intelligence on market and technology trends affecting the entire display supply chain. Each of our 4 founders has over 20 years of display analyst experience covering different layers of the display supply chain. 

• Newsletter Articles
• Blog Posts
• News

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(contact info@displaysupplychain.com for a sample issue)

October 16th Issue

• PSSI Rises 7.2% as BOE and Tianma Surge
• Samsung Electronics Releases Preliminary Results, Display Business Weak on LCD Price Declines and OLED Shipment Delays, CEO Resigns
• LGE Kick Offs Q3 Earnings with Strong Preliminary Results                                                                   
• September OLED and LTPS LCD Fab Utilization Trends                                                            
• The First and Second Waves of the Display Industry Have Ebbed and May Never Return                    
• Local Agreement with Foxconn Adds Additional Subsidies                                                                      
• Samsung Considering Micro-LED Acquisitions                                                                                        

October 9th Issue

• PSSI Rises 1.2% on Outperformance by JDI, CPT and HannStar
• Inside September’s Results – Blended ASPs and Revenues Go Negative Y/Y
• LCD Capacity to Rise Double Digits in 2018, 2019 and 2020, What Are the Implications?  
• DSCC Launches 6 New Reports, Ties Up with the OLED Association on OLED Materials and Insight Media on 8K
• Drop Tests of iPhone and Galaxy Show Gorilla Glass Still Has Room to Improve
• Foxconn Chooses Racine for Gen 10.5 Fab 
• How Will LGD Get Gen 10.5 Glass? 

October 2nd Issue

• PSSI Soars on BOE  Announcements
• Latest DSCC OLED Supply/Demand and Capital Spending Report Shows OLED Equipment Spending to Rise Double Digits in 2018
• China’s OLED Smartphone Panel Shipments  
• China Display News and Rumors – Another New OLED Entrant
• Equipment PO and Award News  
• Vehicle Display Conference Demonstrates Growing Importance of Segment to Both Industries
• Terry Gou to Visit Wisconsin This Week 
• Idemitsu Kosan Partners with Toray on OLED Materials
• New Corning Display Glass Manufacturing in Xianyang

September 25th Issue

• Display Stock Index Flat Despite 29% Growth by CPT on Tight Supply
  
• Smartphone Panel Prices Up, Notebook Monitor and TV Panel Prices Down
  
• CPT and IMEC Demonstrate a 1250 PPI OLED Using Lithography Instead of FMMs, Is This a Potential Game Changer?
  
• Equipment PO and Award Updates
  
• Insights from OLEDs World Summit 2017
  
• Wisconsin Governor Signs Foxconn Bill into Law
  
• How Can the Display Industry Support Glass Investment – Lessons from CRT
  
• Samsung Broadens QD TV Line for Q4
  
• New China Smartphone Launches

September 18th Issue

• Display Stock Rally Stalls After iPhone Announcement and $US Strengthening
• Samsung A5 Update, Foldable and Mobile OLED Area Share Forecast
• iPhone X Supply Chain
• Wisconsin Legislature Approves $3 Billion Foxconn Package
• The Problem with Gen 10.5 – Glass Supply
• NEG Completes Acquisition of PPG’s US Glass Fiber Business
• Samsung 5G Fab Moving to Sichuan?
• DSCC Wins SID Business Track for 2018

September 11th Issue

• Display Stocks Outperform for 4th Consecutive Week
• August Blended ASPs Fall 3% While Rising 4% Y/Y, Expected to Be Down Y/Y from September
• Display Revenues Grow in Q2’17, Margins Decline Slightly, Capex Up 5% to a Record $9.3B
• Record Display Equipment Results Continue in Q2’17
• Equipment PO and Award Update – CSOT T4, BOE B7, BOE B11 and more
• Thoughts on Micro LEDs
• More China Display News
• More Highlights from IFA

September 5th Issue​

• Display Stocks Outperform for 3rd Consecutive Week as Smartphone Suppliers Continue to Surge
• Inside BOE and China Star’s Earnings Reports 
• AP Systems Crushes Top Line in Q2’17, Gets Downgraded on Bottom Line
• Equipment Design Wins for AP Systems, Canon Tokki, Charm Engineering and Youngwoo DSP
• Equipment Award Updates from BOE Chengdu Phase 3, BOE Hefei, BOE Mianyang, China Star Wuhan, Royole 6G and Visionox Guan
• Samsung and LG’s OLED Panel Reviews – Separating the Good from the Bad
• Sharp Makes Splash at IFA with 8K Intro
• Dow-DuPont Merger creates Chemical Giant with Strong Display Business
• Sharp Seeks to Halt Hisense in USA, Petitions ITC
• Getting to Know Wisconsin
• DSCC Announces First Japan Seminar

August 28th Issue​

• Display Stocks Outperform for 2nd Consecutive Week, Samsung Shuts Down Line 6, Tianma Releases Q2’17 Results and Dollar Weakens Further 
  
• Panel Pricing Update and DSCC Margin Forecast 
  
• Chinese TV Brands Struggle in Q2 
  
• BOE Invests in Micro-OLED Plant for AR/VR 
  
• Foxconn Could Start with US Assembly Plants in 2018 
  
• Asahi Decision to Relocate Glass Furnace to China for Gen 10.5 Highlights Glass Investment Problem

August 21st Issue

• Display Stocks Recover with JDI Leading
• Applied Materials Has Another Record Quarter
• AGM Enters Smartphone Market in China with Ruggedized Phone
• Foxconn Wisconsin Update - Assembly Passes Inventive Package
• TPC Losses Highlight Challenging TV Market

​August 7th Issue

• Display Stocks Underperform for 5th Straight Week
• Canon, Coherent, Nikon, Orbotech and Tokyo Electron’s Earnings Results
• China Smartphone Brands in Strong Competition with Full Active Display
• LTPS Fab Utilization Falling with Overcapacity
• Some Insights on Collapse from LeEco USA
• Q2 Earnings Notes from Major Brands Show Healthy Profits

August 14th Issue

• Display Stocks Underperform for 6th Straight Week, BOE Announces 2nd 10.5G Fab and JDI Is In Play
• July Results Show Double-Digit Growth in S/M Shipments
• Panel Pricing Update and DSCC Margin Forecast
• Earnings Summaries for SCREEN, ULVAC and V-Tech - FPD Bookings Up 23%+ at SCREEN and ULVAC
• Display Equipment PO Update – Avaco, Charm, EO Technics, Jusung, SFA, Toptec, ULVAC, YEST and Youngwoo
• Sharp TV on the Rebound
• Foxconn Wisconsin Follow-up
• UDC Signs Up EverDisplay
• Cynora Get Investment from Samsung and LGD

July 31st Issue

• Display Stocks Underperform for 4th Straight Week, PSSI Falls Below EEM YTD
• Takeaways and Analysis from AUO, Innolux, LG Display and Samsung Display Earnings Report
• Merck KGaA Opens Application Lab in Shanghai
• Foxconn Will Make $10 Billion LCD Fab in Wisconsin, First in USA
• Corning Hits Milestone as Optical Revenues Surpass Display in Q2
• Samsung Lowers Prices on QLED TVs, Adjusts TV Business Plan

July 24th Issue

• Display Stocks Underperform for 3rd Straight Week, TV Panel Prices Plummet
• TV Panel Prices Finally Tumble in July 
• DSCC Quarterly OLED Supply/Demand Report Highlights
• DSCC Opens Shanghai Office, Hires Director of China Operations
• Display Equipment News – Apple/Sunic, Applied Materials, Charm, Vessel and Viatron
• Latest on Foxconn US Plans Highlight Wisconsin, Michigan and Ohio
• Corning Moves to Further Diversify from Display
• Idemitsu Weathers Investor Lawsuit over Equity Offering for OLED Investment
• Corning Still Optimistic About Iris Glass Light Guide Plate Business

July 17th Issue

• Display Stocks Mixed While S&P Hits a New High
• Cynora Hits New Milestone on TADF Blue for OLED
• Vizio Sues LeEco Over Acquisition, Calls It a “Secret Plan”
• Vizio Problems are Bigger than LeEco
• Wisconsin Takes Lead for Foxconn Plant

July 10th Issue

• Display Stocks Underperform on Profit Taking, Weaker than Expected June Results           
• DSCC Raises the Bar on OLED Equipment Market Research
• Idemitsu Kosan and LG Chem Join Forces on OLED Materials
• Asahi Launches Mass Production of Glass Light Guide Plates
• LeEco Continues Downward Spiral, Chairman Jia Resigns
• LGD Aiming to Adopt Blue TADF Emitter in 2018
• Dongxu Opens Polarizer Plant

July 3rd Issue

• Display Stocks Outperform for 7th Consecutive Week, Up 34% in 1H’17
• Samsung A4/A5 News – How Big Will It Be?
• Display Equipment News – The Rise of BOE’s Sineva
• HDR TV Sets Highlighted at Conference
• Samsung Invests in US Manufacturing for Appliances
• LeEco Cash Crunch Even Worse Than Expected

June 26th Issue

• Display Stocks Outperform for 6th Consecutive Week Led by Innolux and AUO  
• Only Modest Panel Price Reductions Seen in June
• Lenovo Shows Foldable NB Concept
• Thoughts on QDEF, QD CFs and QLEDs Prior to the Samsung Sponsored QLED/HDR Event
• Foxconn US Display Fab – Latest Developments
• The Impact of TV Panel Prices on US TV Sell Thru​

June 19th Issue

• ​Display Stocks Outperform for 5th Consecutive Week                                          
• Correcting Recent Industry Reports on LG Display’s 2017 OLED TV Panel Shipments, Latest Forecast by Brand/Size Revealed
• CSOT’s New Flexible Fab – Likely Equipment Suppliers
• Samsung Looking to Boost Its IT OLED Panel Business with IJP
• Corning Investor Day Highlights – A Clue About Apple?
• Foxconn Sues Hisense to Recover Sharp Brand in US
• Foxconn US Display Fab – Latest Developments
• Sony Lays Out Strategy For Sustainable Profits   

June 12th Issue

• Display Stocks Now Up 3X Higher Than S&P 500 YTD
• May Results Flat for Taiwan LCD Makers
• Cash Is Rising at Display Equipment Companies
• Some Final Notes & Observations on SID DisplayWeek
• NEG Acquiring Glass Fiber Business in USA​
• Idemitsu Kosan Links with BOE, Expanding OLED Capacity

June 5th Issue

• PSSI Outperforms on LG Display, Now Up 21% YTD
• LG Display’s Latest OLED Fab Plans and Capacity Forecast
• Display Equipment Market Up Over 90% Y/Y in Q1’17, Canon Led with a 16% Share
• Korean Start-Up Showcases 2200 PPI Evaporation Source Technology
• Equipment Design Wins  - Charm and Orbotech
• Display Glassmakers Push for New Applications at SID
• Quantum Dots Impress at DisplayWeek 2017​
• OLED Materials Improvement Highlighted at DisplayWeek 2017

May 30th Issue

• PSSI Outperforms on BOE, Innolux and LG Display
• Latest Panel Pricing News
• Quick Look at Q1’17 Results for Display Supply Chain
• Highlights from DSCC’s New Quarterly CapEx and Display Equipment Service
• UDC Reintroduces Vapor Jet Printing Effort to Improve OLED TV Outlook
• Equipment Design Wins  - AMAT, DE&T, ICD, Kateeva, Meere, SNU Precision and Toptech
• Some Speculation on the Apple – Corning Investment
• Glass Makers Push for Auto Market at DisplayWeek 2017
• Corning Captures Samsung OLED Business​
• LeEco CEO Steps Back, Lays Off US Staff

May 15th Issue

• PSSI Drops on Weak April Results
• Has Samsung Accelerated the Timing of A4?
• Apple’s First US Manufacturing Investment – Corning
• Design Wins – AP Systems, Charm, Orbotech, Hitachi, Manz, Rorze, Shibaura, Stek, Tokyo Electron, Vessel and YAS
• AP Systems Invests in Unijet to Add IJP TFE Capability as IJP TFE Market Surges
• Display-Based Amazon Echo Announced
• Display Glass Makers Successfully Finding Alternative Profit Drivers
• UDC Expands Recently Acquired Adesis​
• Display Industry Leaders to Discuss Technology Trends Disrupting the TV Market During Annual Display Week Business Conference​

May 8th Issue

• PSSI Outperforms On Gains by LG, BOE, CPT and Innolux
• Aggregated Q4’16 and Partial Q1’17 Panel Results So Far Show Sharp Growth, Improving Margins
• Samsung Says Foldable Phones in 2019
• Apple Investing $1 Billion in US Manufacturing – Is a Display Fab Coming?
• Display-Based Amazon Echo Coming? Big Growth Likely
• Samsung Gets OK on Self-Driving Cars, Set for Bigger Push into Autos​
• UDC Hits a Home Run in Q1, Stock Jumps 24% in One Day

May 1st Issue

• PSSI Underperforms, But Still Up 1% for the Week
• Terry Gou Visits the White House – Is an LCD Fab Coming to the US?
• BOE’s B7 Equipment List Revealed
• Latest FPD Equipment Design Wins – AP Systems and SFA
• Key Takeaways from AUO, BOE, Canon, CSOT, Jusung, LG Display, and Samsung Display’s Earnings Results​
• LeEco Annual Report Reminds Us that Cash is King; LeEco is the Anti-Amazon

Blog Posts 

• What We Know About the iPhone X
• Record Display Equipment Revenues Continue into Q2'17
• Display Revenues Grow in Q2’17, Margins Decline Slightly, Capex Up 5% to a Record $9.3B
• Getting to Know Wisconsin
• More Highlights from IFA
• LTPS Fab Utilization Falling with Overcapacity
• Foxconn Will Make $10 Billion LCD Fab in Wisconsin, First in US
• Cynora Hits New Milestone on TADF Blue for OLED
• Aggregated Q4’16 and Partial Q1’17 Panel Results So Far Show Sharp Growth, Improving Margins
• Apple Investing $1 billion in US Manufacturing – is a Display Fab Coming?
• Key Takeaways from AUO, BOE, Canon, CSOT, Jusung, LG Display and Samsung Display's Earnings Results
• Terry Gou Visits the White House – Is an LCD Fab Coming to the US?
• Aggregating the Latest FPD Equipment Results - Winners and Losers
• OLED Smartphone Panel Outlook by Supplier and Brand
• Will the 2018 FPD Equipment Market Grow Y/Y?
• UDC Stock Jumps Again on Strong Q4 Release, 2017 Growth Prospects
• Universal Display Stock Jumps on Positive New Coverage Ahead of Earnings Release
• Panel Supplier Stock Index Drops 2% on Morgan Stanley Report - DSCC Says Not a Turning Point as Earnings & Revenues Will Grind Higher on Richer Product Mix, Stable/Rising Prices and Lower Costs. ​​Click here.  
• “Border Adjustment” on TVs, iPhones and Other Display Products
• LCD Manufacturing in the USA - Logistics Impact
• How Did FPD Equipment Stocks Perform in 2016?  
• LG Display and Samsung Display Release Q4'16 Earnings, LCD Business Exceeds Expectations
• 10.5G Capacity/Ramp Limited by Nikon's Lens Capacity
• Expect to See More "Assembled in the USA" Products
• LCD Manufacturing in the USA?  Don’t Hold Your Breath
• Flexible OLED Capacity Ready for Take Off
• Q3 Display Capex a Record High, Equipment Market On Fire With New Highs Expected in Q4'16 and Q1'17 on OLED Spending
• Samsung Buys QD Vision IP for $70M and the Future of QDs
• IFA Press Release Highlights
• Expect to find VR at Best Buy this holiday season, but not many will buy
• DSCC Introduces Panel Supplier Stock Market Index - Up 12% Since May 2nd
• TV Brand Profits Signal an Upswing in LCD
• Corning’s 2nd Quarter Earnings: Strong 2H for the LCD Industry, Glass Supply “Tight”
• Can 4K Drive Replacement Cycle Growth in TV?
• The Global Brand Battle in TV – the Rise of Chinese Brands
• 8.6G Fabs, Do We Really Need Them?
• TV: A Global Industry Selling into Distinct Local Markets, and the Opportunity in India
• Samsung Display and Panasonic Shutting Down a-Si TFT LCD Fabs - Taiwan TFT LCD Suppliers Upgraded!
• Thin Glass Light Guides Provide Glass Makers With Big Opportunity

DSCC News

• October 10, 2017 - DSCC Launches 6 New Display Reports, Ties Up with the OLED Association on OLED Materials and Insight Media on 8K
• October 9, 2017 - DSCC’s Latest Quarterly OLED Supply/Demand and Capital Spending Report Upgrades OLED Shipments, Revenues and Equipment Spending​
• September 20, 2017 - SID Awards Display Week 2018 Business Track to DSCC
• August 22, 2017 - Foxconn plans three assembly plants in Wisconsin next year
• July 25, 2017 - DSCC Opens Shanghai Office - Rita Li Joins as Director of China Operations
• June 7, 2017 - DSCC Reports Display Equipment Market Up Over 90% in Q1’17 on OLED Capex, Canon Led with a 16% Share
• May 11, 2017 - Display Industry Leaders to Discuss Technology Trends Disrupting the TV Market during Annual Display Week Business Conference
• May 4th, 2017 - Automotive And Display Industries Converge At First-Ever SID/DSCC Automotive Display Market Focus Conference​
• May 2nd, 2017 - Display Week's Annual Investors Conference Delves into Opportunities Surrounding Advanced Materials, Emerging Display Technologies and AR/VR
• April 24, 2017 - DSCC  Announces New Quarterly Capex and Display Equipment Service
• April 19, 2017 - Leading Display Industry Executives to Address Flexible OLED Challenges and Opportunities during Display Week Business Conference​
• April 18, 2017 - DSCC Releases Latest Quarterly OLED Supply/Demand and Capital Spending Report and Model – Tight Supply and Record Capital Spending Expected
• April 12, 2017- DISPLAY WEEK Promises to Immerse Attendees in the Exciting World of Augmented and Virtual Reality
• April 7, 2017 - DSCC in the News - OLED Supply Seen Staying Tight for at least 2 years​  
• March 29th, 2017 - SID Business Conference Features Presentations from Seven Leading Display Analysts at Five Firms Surrounding the State of the Global Display Market​March 7, 2017 - DSCC in the News - Sharp Increases OLED Investment Plan to $878 Million.   
• March 2, 2017 - DSCC Launches Quarterly OLED Materials Report
• February 7, 2017 - SID and DSCC Launch New Market Focus Conference, Reflects Displays' Escalating Global Role in Automotive Innovation​
• January 24, 2017 - SID/DSCC Announce Business Conference Keynote Speakers - Applied Materials, BOE Technology, Corning, DSCC and Mizuho Securities to Address Display Market Outlook
• January 3, 2017 - DSCC Releases Free White Paper: OLEDs or Quantum Dots, Which Technology Will Dominate the TV Market of the Future?
• December 28, 2016 - DSCC Releases Quarterly OLED Supply/Demand and Capital Spending Report and Model - Massive Growth Predicted​
• December 9, 2016 - DSCC Releases New Report on Health and Performance of 60 Companies In $2 Trillion Display Supply Chain​
• November 14, 2016 - Display Supply Chain Financial Health Report With 12 Additional Companies​
• November 7, 2016 - DSCC Updates Display Supply Chain Financial Health Report With More Players, Outlook Brightens
• November 1, 2016 - DSCC Launches Display Supply Chain Financial Health Report – Highlights Revealed for 13 Players
• October 25, 2016 - SID Awards Display Week 2017 Business Track to Display Supply Chain Consultants (DSCC)
• October 19, 2016 - Sam Matsuno Joins Display Supply Chain Consultants (DSCC) as Co-Founder and VP of Japan Sales, Events and Operations
• October 3, 2016 - Yoshio Tamura Joins Display Supply Chain Consultants (DSCC) as Co-Founder and Asia President
• August 15, 2016 - Display Supply Chain Monitor Launched, Get Your Free Copy. Panel Supplier Stock Index Introduced and Its Popping, Display Supply Chain Margins Rebounding and Much More​
• June 15, 2016 - Experienced Flat Panel Display Analysts Form New Consulting/Market Research/Events Firm - Display Supply Chain Consultants​