Blog from January 2022

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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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

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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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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