DSCC has updated its Quarterly OLED Shipment and Fab Utilization Report for Q1, and the report contains a treasure trove of data for analyzing and understanding the OLED industry, some of which we will share here. The report covers units, area, screen sizes, revenues and ASPs for eleven different applications of OLED panels, plus supply chain relationships for phones and TVs and fab utilization figures for OLED and LTPS LCD fabs.
Last month in the DSCC Weekly Review, we had discussed this report and described the Q4 2018 results and the full year 2019 forecast, and separately we reported on the update to fab utilization, so for this issue we will turn our attention to some of the quarterly data in our outlook for 2019 and on our long-term forecast. Our first chart covers OLED units shipments by application. While smartphone remains the dominant application (in unit terms) for OLED, Smart Watch has firmly established itself in the number two position, with nearly 15% of OLED units in Q4 2018 in this application. Smartphone and Smart Watch together make up 97% of OLED panel units.
Foxconn this week issued a press release announcing its intentions to break ground on manufacturing facilities at its complex in Mount Pleasant, Wisconsin, in what may have been an effort to deflect criticism that company efforts on the project are not progressing.
Foxconn said that the next phases of construction of its Wisconsin Valley Science and Technology Park in Racine County, Wisconsin “will begin by Summer 2019 and the facility will begin production in the 4th quarter of 2020.”
DSCC has distributed its latest capex and capacity forecasts to its Quarterly Display Capex and Equipment Service customers.
Some of the key highlights include:
As expected, Huawei announced its first foldable smartphone, which it calls the Mate X, on Sunday February 24th, the day before the Mobile World Congress (MWC) started. It is an outfolding design as you can see below which has 3 display configurations:
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