Blog

OLED

AMOLED Materials Market to Grow to $2.2 Billion by 2025

December 13, 2021

Sales for AMOLED stack materials for all applications are expected to grow by 32% in 2021 and grow at a 16% annual rate from $1.05B in 2020 to $2.17B in 2025, according to the last update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons. This quarter’s report incorporates the latest update to DSCC’s capacity and utilization outlook for AMOLED. We expect that the growth of AMOLED in TV and phones, as well as other applications, will continue to drive material sales.
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Display Equipment

Equipment Supplier Revenues/Margins Dip in Q3’21

December 13, 2021

Public company display capex, display equipment spending and equipment supplier display revenues and margins all dipped in Q3’21 relative to Q2’21 and we may not see much of a rebound in Q4’21 based on our equipment spending forecasts. Public company display capex fell 8% Q/Q and 26% Y/Y to $4.4B, the lowest since Q2’16. Display equipment spending estimates on an install basis fell 43% Q/Q while rising 6% Y/Y to $3.2B, the lowest since Q1’20.
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Display Trend

What Will the Big Display Stories Be in 2022?

December 13, 2021

At DSCC’s recent Global Display Supply Chain Dynamics and Technology Outlook Conference, which you can still register for, one of the topics I covered was what the big display stories are likely to be in 2022 as well as their implications. The first event that could have far reaching implications across the display industry is if Samsung Visual Display (VD), the world's #1 TV brand, and LG Display, the world's #1 and only OLED TV panel supplier, reach an agreement on both OLED and TV panels.
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TV

LCD TV Panel Prices Continuing to Fall

December 6, 2021

After the two months with the fastest price declines in the history of the industry in September and October, LCD TV panel prices continued to fall in November, but the pace of price decreases is slowing, and we expect that pattern to continue into 2022. After two months where the average decline in LCD TV panel prices exceeded 15%, the average decline in November among the seven TV sizes we track was “only” 6.4%. LCD TV panel prices have now lost most of the gains that they achieved in the long up-cycle from May 2020 to June 2021.
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Financial

Flat Panel Display Revenue Hit All-Time High in Q3’21 but Profits Slipped

November 22, 2021

Flat panel display maker revenue reached a new record in Q3’21, but declining LCD panel prices dented profits, according to the summary of their financial performance in DSCC’s Quarterly Display Supply Chain Financial Health Report. With all panel makers reporting their Q3’21 results, we can compile a full industry review for Q3’21; while not reaching the high profits of Q2, it was still an excellent quarter for flat panel makers.
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TV

OLED Share Continued to Increase in Advanced TV Market in Q3’21 and Samsung's Share Continued to Slip

November 22, 2021

The combination of relatively stable OLED TV prices competing against rising LCD TV prices led to another quarter of gains for OLED TV sales, according to the latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. As OLED has gained share, Samsung has lost share in the Advanced TV market, and while Samsung maintained the #1 position in both units and revenues in Q3’21, its share has eroded especially in Western Europe.
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Events

Last Chance to Watch the AR/VR Display Forum Sessions

November 22, 2021

There are only two weeks left to watch the session recordings from the AR/VR Display Forum. The event took place on November 3-4 and featured three DSCC analysts and 18 invited speakers from various companies involved in augmented reality and virtual reality. You can still register to watch the recordings of the sessions here: www.accelevents.com/e/arvr-display-forum?aff=DSCCweekly . The recordings will be available until December 4, 2021.
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Foldable

Has Google Dropped the Pixel Fold?

November 15, 2021

DSCC has confirmed with its supply chain sources that Google has decided not to bring the Pixel Fold to market. Not in 2021 and reportedly not in the first half of 2022. Our sources indicated that Google believed the product wouldn’t be as competitive as it needed to be. They likely figured that competing against Samsung in the US and Europe in a small niche market facing higher costs than their primary competitor, would stack the odds against this project. I point out regional differences as in China, where Samsung is not as strong, we do expect to see many competing products with similar form factors from Oppo, Vivo, Xiaomi, Huawei and Honor.
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TV

US TV Price Inflation Easing as Panel Prices Flow Through to Retail

November 15, 2021

The steep declines in LCD TV panel prices are reversing the unprecedented surge of inflation in TVs, and prices have peaked but remain higher on a Y/Y basis, according to the most recent data from the US Bureau of Labor Statistics (BLS) Consumer Price Index (CPI). The BLS publishes CPI statistics for hundreds of categories, and its current data set goes back to 1996, but the CPI is indexed to 1982-1984.
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Display Equipment

DSCC Raises Display Equipment Spending Forecast on IT Opportunity

November 8, 2021

DSCC has increased its 2020-2025 display equipment spending forecast by 2.3% vs. last quarter to $80.7B, helped by rising OLED spending in Korea targeting the IT market, as revealed in the latest issue of its Quarterly Display Capex and Equipment Market Share Report. In 2022, spending is forecasted to fall by 11% vs. last quarter due to a delay at a Chinese mobile OLED supplier, which will boost 2023.
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