DSCC has agreed to a partnership deal with UK-based display research firm Meko, whereby DSCC will transition its weekly Display Supply Chain Monitor (DSCM) into a new publication, to be called the DSCC Weekly Review. The Weekly Review will form a successor publication to Meko’s Large Display Monitor (LDM) and Mobile Display Monitor (MDM) weekly newsletters, and we expect that the Weekly Review will come to be seen as the premier source of news and analysis in the display industry.
LG Display has had remarkable success in its OLED TV panel business for years, in all areas except one – profits. Based on new analysis in DSCC’s Quarterly Advanced TV Display Cost Report, the combination of higher prices and lower components costs have allowed LGD to turn the corner on this business and become profitable in Q3 2018, and LGD likely has a strong runway of profits in the coming quarters and years.
On November 6th, DSCC will bring 3 of the most influential speakers on the future of quantum dot technology and its market outlook at the upcoming Future of Display Technologies and Markets Conference. Quantum dots have the opportunity to become a significant part of the LCD, OLED and microLED markets as those technologies strive for improved color performance. In addition, as quantum dot material performance improves, it has the potential to become its own emissive display technology.
The agenda for our Future of Display Technologies & Markets Conference on November 6th in Santa Clara is now final as seen below. The first talk will be by Ross Young and will detail DSCC's latest forecasts for OLED shipments, revenues, prices, supply/demand, fab utilization, LCD and OLED equipment spending, etc. as well as our view on technology roadmaps and inflection points.
The next session will feature a display technology roadmap shootout between Quantum Dots, LCDs, OLEDs, MicroLEDs and Light Field Displays.
Sales for OLED stack materials are expected to grow at a 20% annual CAGR from $829 million in 2017 to $2.04 billion in 2022, according to DSCC’s Quarterly OLED Material Report for Q3 2018, written in cooperation with the OLED Association. The report details all aspects of OLED materials, including multiple applications, supplier matrices, and cost comparisons.
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