Display Equipment Suppliers Survive a Rough Q1’23

Published June 26, 2023

Q1’23 was a rough quarter for display equipment suppliers. As revealed in our Quarterly Display Supply Chain Financial Health Report: • Display equipment revenues for 16 of the largest suppliers fell 29% Q/Q and 42% Y/Y to $964M, the lowest since at least 2015. Equipment revenues on an install basis should fall further in Q2’23, although revenues from bookings at SDC’s IT OLED fab A5 may offset some of that weakness.

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Written by

Ross Young