Q4’18 equipment supplier financial data is often not released until the last day of March in Korea which causes a delay in releasing our aggregated look at quarterly results for equipment suppliers in our Quarterly Display Supply Chain Financial Health Report. So, finally, we have the financial data for 22 equipment companies covering company revenues, display equipment revenues, bookings, backlog and more. As shown below, it was a down quarter from record Q3’18 results for display capex, total display equipment spending and display equipment revenues for the 22 companies (21 after the merger between Wonik IPS and Wonik Tera) we follow.
We the long-awaited earnings releases of CPT and CEC Panda this week, we now have almost all the financial results of panel makers for Q4 2018, and we have compiled a comparison view as part of DSCC’s Quarterly Display Supply Chain Financial Health Report. The comparison highlights the dominant position of Samsung in terms of industry profits, as well as some of the challenges faced by the industry.
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