Blog from November 2020

Display Equipment

DSCC Releases Latest Capex Forecast – Improved Market Conditions Boost 2020-2023 Display Equipment Spending by 9%

November 2, 2020

Strong LCD panel demand from the work-from-home and education markets, steady LCD TV demand along with declining LCD panel capacity in Korea as the result of excessive losses from government subsidized Chinese competition has led to tight supply, higher LCD prices, consolidation in China, a return to profitability for most LCD suppliers and now rising future LCD capex.
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Display Equipment

Display Fab Utilization Continuing Strong in 2H 2020

November 2, 2020

After a slowdown in Q2 2020 that was less severe than expected, display industry fab utilization recovered in Q3 and is continuing at high levels in Q4, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2020, total TFT input for all display makers was up 9% Q/Q and Y/Y at 76.4 million square meters, and in the current Q4 2020 we expect total TFT input to be down less than 1% Q/Q up 10% Y/Y at 76.1 million square meters.
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TV

MicroLED TV Revenues to Reach $228M by 2026

November 10, 2020

Revenues for microLED TVs will increase to $228 million by 2026, according to the newly released MicroLED Display Technology and Market Outlook Report from DSCC. Although consumers are very enthusiastic about microLED technology, the report finds that microLED will only have a small share of the TV market due to a high retail price.
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TV

TV Sales Jump in Q3, per DiScien Report

November 14, 2020

TV makers can join the ranks of companies benefiting from the stay-at-home trend forced by the pandemic. Shipments of TVs jumped by 16% Y/Y in Q3 2020, according to the latest update of the DiScien Major Global TV Shipments and Supply Chain Report, available to subscribers through DSCC. The report covers shipments of the top 15 global brands: Samsung, LGE, TCL, Hisense, Sony, Skyworth, TPV (Philips), Sharp, Xiaomi, Vizio, Haier, Panasonic, Changhong, Konka, and Toshiba.
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Financial

Q3 Earnings: Panel Maker Comparison

November 23, 2020

Display industry revenues in Q3 2020 increased to their highest level since Q4 2017 at $30.5 billion, up 21% Q/Q and up 11% Y/Y. The first chart in this section shows revenue share. Samsung has continued to hold the top position in revenue share, but is closely followed by BOE and LGD as the only other companies with double-digit shares. Then there is a cluster of four companies between 5% and 8% share: AUO, Innolux, CSOT and Sharp, with JDI falling out of that tier and also trailing Tianma.
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TV

Worldwide Advanced TV Shipments Increase by 71% in Q3

November 30, 2020

As locked-down consumers upgraded their TV sets, Advanced TV revenues jumped in the third quarter of 2020, according the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment results for Q3 2020 and a forecast to 2025. This week we will cover the Q3 results, with a focus on the brand competition in the premium segment, and next week we will cover our updated forecast.
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