Blog

Mobile

Q2 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025

June 29, 2020

We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2, with DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand. As we have reported for more than a year now, OLED for smartphones (technically, for Small & Medium applications) continues to have a substantial oversupply which is expected to persist for years. We have revised our outlook for OLED TVs on both the supply and demand sides, and we now expect a modest oversupply in 2020 with lower utilization, but resuming in 2021 we expect high utilization at OLED TV fabs.
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Coronavirus

COVID-19 Hits Rigid OLED Utilization

June 22, 2020

Samsung’s rigid OLED lines reached nearly 90% utilization for much of 2019, and were expected to continue that trend in 2020, but have been hit hard by the demand slowdown associated with the COVID-19 pandemic. While rigid OLED UTs are still higher than flexible UTs, they’ve taken a sharp reduction in Q2, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week.
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OLED

OLED Panel Revenues Will Grow to $51 Billion by 2025

June 22, 2020

OLED panel revenues will increase by 14% in 2020 to $31.8 billion, and will grow to $51.2 billion by 2025, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q2 2020, as OLED continues to take a larger share of smartphone and TV shipments. We described the historical results in this report last month, so this article will focus on DSCC’s updated forecast for OLED shipments extended out to 2025.
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Events

SID/DSCC Business Conference Call for Speakers – IT and Specialty Applications Response to COVID-19

June 15, 2020

As DisplayWeek 2020 has shifted to an entirely virtual format, the shift poses challenges but also opens up opportunities to add value to participants. Recognizing the monumental impact of the COVID-19 pandemic and the unique role that displays have played in society’s adjustments to the pandemic, DSCC has decided to expand the scope of topics of one of the sessions of the SID/DSCC Business Conference to address the industry’s response.
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Display Equipment

Display Equipment Revenues Hit Bottom in Q1’20 on COVID-19 Install Delays

June 8, 2020

Aggregating all the publicly traded equipment suppliers results for Q1’20 in our Quarterly Display Supply Chain Financial Health Report revealed a sharp decline in display equipment spending and a stark contrast in the fortunes of a number of the market leaders. We saw healthy growth at AMAT and TEL at the same time as seeing large reductions at Canon, Nikon and V Technology. We also saw Korean equipment suppliers outperform Japanese equipment suppliers in most categories.
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Coronavirus

DSCC Revises Display Forecast for COVID-19 Impact

May 27, 2020

Now that we have more insight on the scope of the COVID-19 pandemic and the impact of the worldwide economic downturn on display applications, DSCC has updated its outlook for demand for major display devices; our outlook is more optimistic for IT applications, but we continue to expect Y/Y declines in smartphones, TVs, and automotive displays and declines in overall area and revenue for the display industry.
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OLED

Samsung Display and BOE Gain OLED Share in Q1’20

May 27, 2020

DSCC released the historical version of its Q2’20 Quarterly OLED Shipment Report which includes Q1’20 actual OLED shipments by panel supplier and procurement by brand as well as a forecast of the same contents through Q4’20. In a few weeks, we will be providing an annual forecast through 2025.
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