Latest Blogs

TV

LCD TV Panel Prices Holding Steady

February 6, 2023

After LCD TV panel prices hit bottom in September 2022 and prices for several sizes increased in Q4, the rally in prices proved to be short-lived and prices have been […]
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MicroLED

Apple Plans MicroLED Watch

January 23, 2023

There have been several recent reports claiming that Apple will release a MicroLED Watch in 2024. Our understanding is that production of the MicroLED displays will indeed start in 2024 […]
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Financial

Panel Maker Q4 Earnings Preview

January 23, 2023

In the next few weeks, we will see the Q4’22 earnings announcements for flat panel display makers, starting with LG Display on Friday, January 27th. The industry was clearly on […]
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Press Releases

DSCC Releases Complimentary White Paper

January 4, 2023

Display Supply Chain Consultants (DSCC), the world’s leading firm focused solely on flat panel display industry insight, has released a complimentary white paper, “10 Predictions for the Display Industry in 2023”. […]
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Recent Report Releases

Display Technology TV

MicroLED Display Technology and Market Outlook

MicroLED display technology is making rapid progress and is now at an early stage of commercialization. However, there are still challenges to establish a reliable supply chain and lower the manufacturing cost, despite the push by companies such as Apple, Samsung and Facebook. The report addresses the technical hurdles which depend mostly […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Quarterly MiniLED Backlight Technologies, Cost and Shipment Report

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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Display Materials

Annual Outlook for Key Display Materials

2022

The production of flat panel displays requires many different materials. In this report, we examine the market and trends for various gases, metal targets, liquid crystal, photoresist and PI alignment. This report reviews vital materials used in display production and provides estimates of consumption and revenues for each category of materials. The […]
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Weekly Review Headlines

February 6th, 2023

The Lead

  • Super Bowl TV Deals Bring New All-Time Lows
  • LCD TV Panel Prices Holding Steady
  • More DSCC Analysis on iPhone 14 Monthly Panel Procurement Results and Outlook
  • Automotive Displays Remain a Bright Spot for FPD Makers

Smartphones

  • Samsung Announces New Products – 200MP Pro Grade Camera for S23 Ultra and Customized Qualcomm Chipset for S23 Series
  • Oppo Announces New AMOLED Smartphones

Earnings Reports

  • Apple Reports 5% Y/Y Revenue Decline – First Y/Y Decline Since 2019 on 8% and 29% Revenue Decline for iPhone and Mac
  • Semi Profits Plummet But Display Pulls Samsung Forward
  • Meta’s Q4 Earnings: Reality Labs Revenues Down 17%
  • Corning Profit Fell in Q4 as Display Downturn Lingers
  • K&S Updates on Luminex Ramp Up
  • Canon Misses on Top Line in Q4’22, Projects 35% Decline in FPD Litho Shipments in 2023
  • SCREEN Beats on the Top Line, Misses on the Bottom Line, Displays Weak, Launches New Coater for Thinner PI Films
  • AMD Beats on Revenue in Q4’22 – Continued Declines Expected in Client and Gaming Segments in 2023
  • Qualcomm Revenue Decreases 12% Y/Y – Handset Revenue Declines 18% in Q4’22

IT

  • Asus Announces New 15.6” OLED Notebook PC

IP and QDs

  • Nanoco Agrees to $150M Settlement with Samsung

Commercial Displays

  • LG Electronics Exhibits Space-Customized Display Solutions at ISE 2023

Display Equipment

  • Latest Display Equipment POs and Awards

Display Stocks and the Economy

  • IMF Upgrades 2022 and 2023 Global GDP Growth While Downgrading 2024
  • Stocks Rise Despite Rate Increases and Hot Jobs Report

DSCC publishes over 100 industry reports yearly. Our mission is to provide worldwide end-to-end supply chain expertise for all display-based products. For a full listing of DSCC reports, download our complete product brochure

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