Blog

Augmented and Virtual Reality

Apple Positions Vision Pro as Personal Theater for 3D Movies, Hints at Future IMAX App

January 22, 2024

Apple has announced that Vision Pro users will be able to watch more than 150 3D movies when the headset becomes available on February 2. The list of movies include recent releases such as Avatar 2, Dune and Super Mario Bros. Vision Pro users will have access to 3D versions of eligible movies when they become available to rent or purchase from the Apple TV app. Users who already own movies with a 3D edition will have access from their Vision Pro at no additional cost. Moreover, several streaming apps, including Disney+, will offer 3D versions of their latest and most popular movies on Vision Pro at launch.
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Events

CES 2024: TV and Large Screen

January 15, 2024

CES has always been the preeminent exhibition for TVs and large screen technology, and CES 2024 had new products and an abundance of technology on both the convention show floor and in private exhibits. Although two key brands (Samsung and Sony) decided to skip TV demonstrations at CES in order to hold their own product launches later in the year, there was still a lot to see.
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Events

Inside SDC and LGD’s CES Suites

January 15, 2024

On my first day at CES, I was fortunate enough to get into both SDC and LGD’s suites. Here is a summary of what I saw, what I felt was important and what they published about their exhibition/demo’s.
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10 Predictions for the Display Industry in 2024

January 2, 2024

As we have done each year since 2019, we have some predictions for the year. This year’s predictions came from several of the analysts on the DSCC team, with Bob O’Brien serving as the editor. #1: LCD TV Panel Prices Fall but Will Remain Above All-Time Lows
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LCD TV Panel Prices Falling in Q1

January 2, 2024

New Year celebrations bring hope for the coming year, and sometimes resolutions to do something better. Panel makers can hope that the current trend of falling prices does not last too long, and they can resolve to avoid building too much inventory. 2024 brings a trend to falling LCD TV panel prices which started in Q4’23 and will extend at least through Q1’24. As the big holiday selling season comes to an end in early February, the supply/demand balance sits squarely in oversupply, with Q1 prices for all screen sizes continuing to fall from their recent peak in September 2023.
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Display Equipment

Display Capacity Growth Upgraded, But Still <2% per Year from 2022-2027

December 18, 2023

DSCC released its latest display equipment spending forecasts in November as part of its Quarterly Display Capex and Equipment Market Share Report. Equipment spending was increased by 10% or $6.2B to $69B from 2020-2026 on the addition of new G6 and G8.7 fabs using photo patterning. As indicated, we now see 2024 up 82% to $8.5B and 2025 up 25% to $10.6B after spending stalled in 2023, down 61% to $4.7B. OLED spending is expected to dominate, accounting for a 54% share in 2024, an 84% share in 2025 and an 82% share in 2026.
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Mobile

DSCC Sees S24 Series Monthly Panel Shipments Outpacing S23 Series by 11% Through January – S24 Ultra Has the Majority Share

December 11, 2023

The Samsung Galaxy S24 series is expected to be announced in mid-January, almost one month earlier than previous Unpacked events for the S series. As we show in the DSCC Monthly Flagship Smartphone Tracker, the S24 series panel shipment estimates through January 2024 are tracking 11% higher than the S23 series and 53% higher than the S22 series during the same time period of October – January leading up to the launch. The S24 series is expected to use an LTPO backplane for the S24, S24+ and S24 Ultra (the S23 and S23+ used an LTPS backplane). Our supply chain sources have also confirmed that the S24 will have a larger display of 6.16” versus 6.06” for the S2,3 and the S24+ will have a 6.66” display size versus a 6.61” display for the S23+. The S24 series is also expected to use the new 4nm Qualcomm Snapdragon 8 Gen 3 and the 4nm Samsung Exynos 2400 for some regions.
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OLED

UDC Signs Long-Term Agreements with BOE

December 4, 2023

US-based OLED material supplier Universal Display Corporation (UDC) announced last week that it had signed long-term OLED material supply and license agreements with Chinese flat panel display maker BOE Technology Group Co (BOE). UDC will continue to supply its proprietary phosphorescent OLED materials and technology to BOE through its wholly owned subsidiary, UDC Ireland Limited. Further details and financial terms of the agreements have not been disclosed.
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OLED

BOE Formally Announces B16 G8.7 IT OLED Fab

December 4, 2023

BOE formally announced its G8.7 IT OLED fab known as B16 last week after receiving government approval. The fab will be based in Chengdu, with ownership split 53% for BOE and 47% for the Chengdu provincial government. The glass substrate size will be 2290mm x 2620mm, which we refer to as G8.7. The capacity will be 32K substrates per month and the build-out is projected to take 34 months. BOE announced the total capex at $8.8B for this project. It is expected to have an LTPO backplane rather than a high mobility oxide backplane, which SDC and LGD are pursuing which may make multi-sourcing between BOE and SDC/LGD problematic. Equipment spending is also expected to be higher for LTPO vs. high mobility oxide as quantified in DSCC’s Quarterly Display Capex and Equipment Market Share Report. That report also projects the timing for B16’s POs with the first phase most recently projected for March of 2024 with delivery by the middle of 2025 and production by the end of 2026. We don’t believe BOE has yet decided who its fine metal mask vacuum thermal evaporation (FMM VTE) supplier will be with Tokki the expected winner, but tool cost a major concern.
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