As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments decreased 31% Q/Q and 19% Y/Y in Q1’23 to 154M units.
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After a difficult Q4’22 when the TV business segments of the top two brands reported operating losses, profits bounced back in the first quarter of 2023, as reported by the companies last week. With lower costs for LCD TV panels, Samsung and LG navigated their TV businesses to profits in the first quarter of 2023 despite a soft market.
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The increase in display fab utilization that started in Q1’23 has accelerated in the second quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the display supply chain has been trimmed to normal levels, and a wave of restocking is leading to increased demand. However, big increases in utilization by LCD makers in Q2’23 carry the risk of overshooting demand and stifling the rally in panel prices.
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LCD TV panel prices hit an all-time low in September 2022, and after two quarters of lackluster increases, prices are increasing at a robust rate in Q2’23. With LCD fab utilization well below normal levels from Q3’22 to Q1’23, excess TV panel inventories in the supply chain have been flushed out and panel purchases have started to recover. With LCD fab UT% increasing in Q2, we forecast that the price rally will be short-lived and that prices will stabilize in Q3’23.
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As revealed in DSCC’s new Monthly Flagship Smartphone Tracker, BOE captured a record 27% unit share of the flagship smartphone panel market in Q1’23, with flagship smartphones defined as those containing flexible or foldable OLED displays. In Q1'23, BOE had an 81% Y/Y unit growth as a result of impressive volume growth/share gains at Apple, Huawei, Oppo, Realme, Vivo and ZTE. As it continues to narrow the technological gap with Samsung Display and ramps up its new fab in Chengdu and prices to win business, its share of the flagship smartphone market continues to grow, rising from 18% in Q1’22 to 22% in Q4’22 and 27% in Q1’23. In Q1'23, flagship smartphones were up 17% Y/Y with flexible OLED smartphones up 18% Y/Y and foldable OLED smartphones up 4% Y/Y. DSCC’s Monthly Flagship Smartphone Tracker, which also provides a rolling two-month forecast for all flexible and foldable OLEDs used in smartphones, reveals that BOE is expected to hold onto its share gain in Q2’23.
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In most quarters, LG Display has been the first panel maker to announce financial results from the previous quarter. LGD is scheduled to release its results next Wednesday, April 26th, but they won’t be the first to report this quarter. Innolux jumped the gun by announcing better-than-expected results for Q1’23 on April 19th (see separate story). We will preview the results from the rest of the industry here. It is likely that the pattern set by Innolux – a decrease in revenues but slightly better operating margins – will be the trend for panel makers.
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In the immensely competitive smartphone market, consumers and handset makers choose performance features from a vast range of display innovations and weigh the importance of these features against price. The latest update of DSCC’s Quarterly Smartphone Display Cost Report, released last week gives subscribers a detailed accounting of the cost of key features available in smartphone displays, such as higher refresh rate, resolution or improved thickness and weight. The report includes the latest updates to our smartphone cost model, including revised cost profiles of Samsung’s S23 product line, Apple’s iPhone 14 product line and the latest foldable displays from Samsung, Oppo, Vivo and Xiaomi.
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DSCC has released its latest update of the Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This quarter’s edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes including LCD with MiniLED backlights, and cost profiles for 55” and 65” QD-OLED panels from SDC.
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In the recently released Advanced Smartphone Display Shipment and Technology Report, we revealed additional granularity and insights on 2022 OLED smartphone results and our latest forecast through 2027. OLED smartphone panel shipments declined 7% Y/Y in 2022 to 587M units, with revenues down 1% to $32B.
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Advanced TV shipments are expected to decline in both units and revenue in 2023, but are forecast to resume growth in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Last month, we covered the most recent historical results and this week we will cover our updated forecast.
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