Blog from April 2021

TV

LCD TV Panel Prices Keep Going Up

April 5, 2021

Continuing strong demand for LCD products coupled with increasing concerns about shortages in key components have driven LCD TV panel prices to significant increases in Q1, and prices show no signs of slowing down in Q2. The widespread problems in the supply of Display Driver ICs (DDICs) and the recent announcement by Corning that glass prices will increase, add to the general logistics problems to create an atmosphere where price increases appear to be not only accepted but expected.
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OLED

OLED Production to Increase 94% Y/Y in Q2 2021

April 12, 2021

A recovery from the pandemic, combined with strong demand for OLEDs in smartphones, TVs and other devices, and coupled with capacity increases, will lead OLED production to grow 94% Y/Y in the second quarter of 2021, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released last week. Growth in OLED input area for small & medium displays is expected to come in at 68% Y/Y, while growth in OLED TV input area will more than double at +134% Y/Y.
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Mobile

DSCC Smartphone Report Reveals and Predicts Latest Smartphone Trends – High Refresh Rate Penetration Surging

April 12, 2021

DSCC’s Quarterly Advanced Smartphone Features Report tracks and forecasts all major product trends in the AMOLED smartphone market in addition to providing supply chain insights for panels and chipsets. One of the major trends identified in the report is the rapid adoption of higher refresh rates, 90Hz and higher. This report tracks all AMOLED smartphone shipments by model and sees a significant uptick in higher refresh rates for most brands. In fact, in Q2’21, higher refresh rates should reach a 46% share of panel procurement on a unit basis and a 50% share on a smartphone revenue basis, up from 20% and 31% respectively in Q2’20.
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Financial

Previewing Q1’21 Display Supplier Earnings – What a Difference a Year Makes

April 21, 2021

Display makers will without doubt report impressive quarterly results for Q1’21 on a year over year basis. Q1’20 was a low point for display makers with quarterly revenues of $22.8B, the lowest since Q2’16. Revenues of publicly traded suppliers as seen in our Quarterly Display Supply Chain Financial Health Report were down 19% Q/Q and 11% Y/Y in Q1’20 on a combination of both low prices and reduced output with shipments impacted by COVID-19 related supply chain constraints. A year later, it is a very different story. Prices are up, demand is up from WFH/LFH and rebounding economies. With a weak comparable in Q1’20, Q1’21 will likely show record growth.
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OLED

OLED Revenues Expected to Increase 36% Y/Y in 1H 2021

April 21, 2021

OLED panel revenues will increase by 36% Y/Y in the first half of 2021, according to the latest update of the DSCC Quarterly OLED Shipment Report, as increased panel shipments for smartphones are combined with revenue growth in TVs, smartwatches and other applications.
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