Note: parts of this article appeared as a blog on DSCC’s site on Thursday, but after news broke Friday that Foxconn has decided to go forward with Gen 6, I made some edits and added the update at the end.
According to a flurry of news reports this week, Foxconn will not be building LCD panels at its complex in Wisconsin. While the company reiterated its plan to employ 13,000 workers in that state, statements by the company leave many open questions about what shape the investment will take.
DSCC has been publishing OLED and mobile LCD fab capacity, input and utilization as part of its Quarterly OLED Shipment and Fab Utilization Report for over a year. The utilization data is extremely useful for anyone assessing the health of these companies, their suppliers, the capex outlook and the mobile and OLED TV markets in general. The Quarterly OLED Shipment and Fab Utilization Report has been one of our most popular reports due to all the OLED shipment/forecast data as well as the utilization data, however, for companies just interested in the fab utilization data, it can be expensive at $7995-$8995. Thus, we are now making the fab utilization data available at a lower cost of $3495 - $3995 depending on company size. Called the Quarterly OLED and Mobile LCD and Fab Utilization Tracker, it delivers sortable fab utilization data revealing the following information by company by fab:
DSCC has released its Q4 2018 update of our Advanced TV Display Cost Report, with updates to all of the OLED and LCD cost outlines plus the first cost model for Samsung Display’s quantum dot OLED (QD OLED) product, as well as analysis detailing the cost advantages LG Display will realize in implementing Multi-Mode Mother Glass (MMG) technology.
DSCC’s Latest Smartphone Display Cost Report Adds Foldable, New Models and Quantifies Significant BOE Yield Improvements
The Q4’18 update of DSCC’s Quarterly Smartphone Display Cost Report adds the panels used in the upcoming Samsung Galaxy S10 models and the Galaxy Foldable smartphone. Foldable smartphones have the potential to dramatically change the smartphone landscape and it is critical to understand their costs and cost reduction potential to estimate their impact on smartphone prices and likelihood of success.
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