DSCC Downgrades Display Capacity Forecast for 7th Straight Quarter, Display Capacity Growth Outlook Continues to Flatten

Published August 21, 2023

After upgrading display capacity for six straight issues on improved market conditions in LCDs in 2020 and 2021, DSCC has now lowered its display capacity forecast for seven consecutive quarters dating back to Q1’22 on delays, cancellations and fab closures as LCD manufacturers continue to lose money. The latest forecast is down 1% vs. last quarter and 14% from peak levels. Display capacity is now only projected to grow at a 1.1% CAGR from 2022 to 2027, which could lead to another significant shortage if unit or area demand surges.

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Written by

Ross Young