Q4’18 equipment supplier financial data is often not released until the last day of March in Korea which causes a delay in releasing our aggregated look at quarterly results for equipment suppliers in our Quarterly Display Supply Chain Financial Health Report. So, finally, we have the financial data for 22 equipment companies covering company revenues, display equipment revenues, bookings, backlog and more. As shown below, it was a down quarter from record Q3’18 results for display capex, total display equipment spending and display equipment revenues for the 22 companies (21 after the merger between Wonik IPS and Wonik Tera) we follow.
Some of the differences between these growth figures can be attributed to spending on fabs/cleanrooms vs. new equipment and revenue recognition differences between our equipment spending report and actual company results. In any case, it was a down quarter. In this quarter’s report, we added Nissin Electric and KC Tech and removed Orbotech from the growth calculations since their Q4’18 data was not made available. Display Capex, Equipment Spending and 22 Company Results Source: Quarterly Display Supply Chain Financial Health Report For Q4’18:
Q4’18 Display Supplier Equipment Revenues and Growth Source: Quarterly Display Supply Chain Financial Health Report Q4’18 Results vs. Consensus Source: Quarterly Display Supply Chain Financial Health Report 2018 Display Equipment Share and Growth Source: Quarterly Display Supply Chain Financial Health Report This report goes beyond just revenues and compares each company’s:
Highlights of what we saw for Q4’18 were as follows:
Display Equipment Supplier Margin Summary Source: Quarterly Display Supply Chain Financial Health Report
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