Blog

Foldable

Latest Insights on Samsung’s Foldable Smartphone Production and Panel Procurement

January 18, 2022

Samsung’s foldable smartphones continue to perform well with December production its second-best month ever at 1.47M, up 3435% Y/Y. The Z Flip 3 accounted for 67% of the total or nearly 1M units. 2021 foldable smartphone production rose nearly 300% to 8.1M units. Korea led Samsung’s demand in 2021 with a 32% share followed by Europe at 31% and the US at 29%. Relative to 2020, the US gained significant share while Europe also remained strong.
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OLED

DSCC’s Latest Report Reveals $63B for OLED Panel Revenue in 2026 - Fueled by Growth from OLED IT Products, OLED TVs and Smartphones

January 18, 2022

DSCC has released its latest Quarterly OLED Shipment Report and has revealed the updated shipment and revenue forecasts for all OLED applications through 2026. DSCC forecasts $63B and an 8% revenue CAGR in OLED panel revenue through 2026, driven by double-digit revenue CAGR growth for notebook PCs, monitors and tablets and a 6% CAGR revenue growth for smartphone and a 9% CAGR revenue growth for OLED TVs.
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Reports

Quantum Dot Displays Start to Diversify Again

January 18, 2022

DSCC has just released its latest Quantum Dot Display Technology and Market Outlook Report. According to the report, the mature QDEF technology will continue to grow in 2022 while new configurations appear, marking a diversification in technologies and materials. Quantum dots (QDs) have been used for nearly a decade to enhance colors in LCD panels. In the early days, OEMs had the choice between two types of configurations: a glass tube designed for edge-lit backlights or an optical film that could fit inside most LCD panels. The latter became known in the industry as QDEF, which stands for Quantum Dot Enhancement Film. Sony and TCL initially went for the glass tube for their premium TVs while Amazon adopted QDEF in its most expensive tablet, the Kindle HDX.
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TV

LCD TV Panel Prices Continue to Fall in January

January 10, 2022

LCD TV panel prices, which peaked in summer 2021, fell through the second half of the year and are continuing to fall in the new year. The pace of price decreases is slowing, and we expect that pattern to continue through the first quarter, but prices have already given up most of the gains that they made in the long upcycle of 2020-2021.
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Mobile

DSCC Downgrades AMOLED Smartphone Growth in 2022 on Weak Rigid Demand at Huawei and Honor

January 10, 2022

DSCC has released its latest Quarterly Advanced Smartphone Features Report and Quarterly OLED Shipment Report and revealed its preliminary 2021 and 2022 AMOLED smartphone unit and revenue results. In 2021, our preliminary AMOLED smartphone panel shipment results show that 2021 will have a total of 644M AMOLED smartphone panel shipments, up 28% Y/Y. Of the 644M units, rigid AMOLED smartphone panels will have a 42% unit share, flexible AMOLED smartphone panels will have a 55% unit share and foldable AMOLED smartphone panels will have a 2% unit share.
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Events

CES 2022: In-Person Observations

January 10, 2022

Although it was greatly diminished in terms of the number of exhibitors and attendees, CES 2022 went forward as an in-person event. I am very glad I attended because I had quite a few productive meetings and saw new technologies with my own eyes.
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Mobile

2021 AMOLED Smartphone Revenue Reaches $397B - A Record 56% Unit Share for Flexible AMOLED

January 3, 2022

DSCC has released its latest Quarterly Advanced Smartphone Features Report and revealed its preliminary Q4’21 and 2021 AMOLED smartphone unit and revenue results. Q3’21 and Q4’21 were very strong quarters for AMOLED smartphone panel procurements and AMOLED smartphone revenue. Q3’21 finished strong with a 22% Q/Q and 33% Y/Y increase of 163M AMOLED smartphone panels and $106B for smartphone revenue followed by Q4’21, with an 11% Q/Q increase to 180M AMOLED smartphone panels and $110B in smartphone revenue. On a panel procurement basis, we expect 2021 to achieve a total of 634M AMOLED smartphone panels, a 27% Y/Y increase and $397B for smartphone revenue, a 22% Y/Y increase.
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Display Trend

Ten Predictions for the Display Industry in 2021 – How Did We Do?

December 20, 2021

In the first edition of the DSCC Weekly Review in 2021 in January, I continued the tradition started in 2019 of laying out some predictions for the year. With some input from Ross and Guillaume I compiled a list of 10 predictions, and now in this last edition of the year it is time to see how many were right.
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Display Equipment

Highlights from DSCC’s Latest Display Capacity Forecast

December 20, 2021

We have upgraded our 2025 display capacity forecast by 4% vs. the previous issue of our Quarterly Display Capex and Equipment Market Share Report, due to new investments revealed and analyzed in our fab schedules as LCD manufacturers continue to add capacity and OLED manufacturers look to better address the IT market. Manufacturers are also looking to stretch capacity through process simplification and de-bottlenecking to meet demand. We now see 11% growth in 2021, 7% growth in 2022 as SDC and LGD are forecasted to accelerate shutdowns with 4% - 7% growth from 2023 – 2026 on new LCD fabs from BOE, CSOT and Tianma. The more modest growth in 2022 and from 2023 to 2026 should ease pricing pressure some. Relative to last quarter, capacity is 1% - 3% higher per year from 2023-2026.
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OLED

AMOLED Materials Market to Grow to $2.2 Billion by 2025

December 13, 2021

Sales for AMOLED stack materials for all applications are expected to grow by 32% in 2021 and grow at a 16% annual rate from $1.05B in 2020 to $2.17B in 2025, according to the last update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons. This quarter’s report incorporates the latest update to DSCC’s capacity and utilization outlook for AMOLED. We expect that the growth of AMOLED in TV and phones, as well as other applications, will continue to drive material sales.
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