Display Capacity Growth Upgraded, Now Expected to Fall in 2023 on Korea Shutdowns
Published March 15, 2021
DSCC has upgraded its display capacity outlook in its latest Quarterly Display Capex and Equipment Market Share Report as a growing number of manufacturers add capacity in response to stronger than expected demand from work from home (WFH), learn from home (LFH) and entertain from home (EFH). In addition, the arrival of miniLED backlights which boosts LCD performance and narrows the performance gap with OLEDs at the high-end of IT and TV markets, should enable LCD manufacturers to raise prices for a growing percentage of its output justifying additional capacity investments.
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