Past DSCC Weekly Review Releases

May 2nd, 2022

May 2nd, 2022

The Lead

  • No Respite for LCD TV Panel Price Declines
  • DSCC Shows Large Drop in Display Equipment Spending

Events

  • SID/DSCC Business Conference Will Focus on Emerging Display Technologies Enabling Innovations in Smartphone, IT and TV Markets
  • SID/DSCC Business Conference to Highlight MiniLED and MicroLED Technology Advances and Outlook

Earnings

  • Apple Beats on Revenue – Warns of $4B-$8B Shortfall for Current Quarter
  • Samsung Sets Another Revenue Record in Q1
  • LGD Hits Breakeven in Q1
  • Price Declines Continue to Erode AUO Profits
  • Review of BOE 2021 Financial Report
  • Corning Off to a Good Start in 2022
  • Meta Reports $3B Operating Loss for Reality Labs Segment
  • Canon Misses in Q1’22, But Raises CY 2022 Guidance
  • Qualcomm Reports Consecutive Record Quarter of $11.2B Fueled by 56% Y/Y Growth for Android Smartphone Chipsets

Smartphones

  • Huawei Launches Mate Xs 2 at Half the Price of the Mate Xs
  • Huawei Reports a 14% Y/Y Decline for the Consumer Business
  • Verified iPhone 14 Series Images
  • Infinix, Vivo and Xiaomi Announce New AMOLED Smartphones

AR/VR and MicroLEDs

  • Porotech Demonstrates Full Set of Monochrome MicroLED Displays

Display Equipment

  • 17 New POs and Awards Last Week
  • MicroLED Inspection Specialist InZiV Raises $10M
  • China FPD Construction Weekly Updates

IJP Advances

  • KITECH, Develops State Automation Classification AI Technology of Inkjet Process

Display Stocks and the Economy

  • Stocks Continue to Fall on Q2’22 Outlook as Worries Mount
April 25th, 2022

The Lead

  • Q1’22 Panel Maker Earnings Preview
  • Highlights from IMF World Economic Outlook Report – What It Means for the Display Industry

Events

  • Auto Displays Featured in SID/DSCC Business Conference
  • AUO, Innolux to Highlight New Technology for Auto Displays and Green Solutions at Touch Taiwan

Panel Supplier Financials

  • Q4 2021 Panel Maker Financials: Infovision and Caihong

Foldables

  • Cover Window Design Wins Awarded for Upcoming Foldable Notebooks from Asus and HP
  • Latest Insights on the Samsung Z Fold 4 and Z Flip 4 Volumes and Specs
  • Huawei to Announce the Mate Xs 2 This Week

Smartphones

  • BOE Wins Deal to Supply OLED Panels for the iPhone 14 as It Experiences Production Delays
  • Rumored Improved Front Camera for the Apple 14 Series and 2 Cameras for iPhone 14 Max
  • OnePlus, Realme, Sharp and Xiaomi Announce New AMOLED Smartphones

IT

  • Asus Announces New 13” and 15” OLED Notebook PCs
  • AOC & Porsche Announce A 32” MiniLED Gaming Monitor

AR/VR and MicroLEDs

  • Dispelix and Avegant Announce Partnership on See-through AR
  • TCL Launches Leiniao Air Smart Glasses in China
  • MicroLED Startup VueReal Raises $14.4M in Series B

Wearables

  • KAIST Develops WOLED Fibers for Wearable Textile Display

Display Equipment

  • 22 New POs and Awards Last Week

Display Stocks and the Economy

  • Stocks Continue to Fall on Inflation, Rates, Russia-Ukraine and Extended China Shutdowns
April 18th, 2022

The Lead

  • DSCC Advanced TV Cost Report Includes QD-OLED Cost
  • LCD and SiOLED Will Dominate the AR/VR Market
  • DSCC Releases MiniLED Backlight Technology, Cost and Shipment Report

Events

  • 13 Leading Display Analysts from 7 Firms to Present at the SID/DSCC Business Conference

TVs

  • Samsung Display Achieved QD Display Yield in the Mid-70% Range
  • Samsung Negotiations with LGD for White OLED Focused on Brightness Spec
  • US TV Prices Falling While Overall Inflation Rises

AR/VR

  • Meta’s MicroLED Smart Glasses Will Not Be Released Before 2024
  • Pico Launches VR Headset to Compete with Meta in Europe

Smartphones

  • Vivo X Fold Sets New Standard for Foldable Price/Performance
  • TSMC Raises Sales Outlook on 36% Y/Y Revenue Growth – Despite Chip Equipment Delays and Macroeconomic Disruptions
  • Motorola, Oppo, Realme, Samsung and Vivo Announce New AMOLED Smartphones
  • BOE and CSOT are Supplying OLED Panels for the Samsung Galaxy A73 5G Smartphone

Panel Suppliers, Fabs and Display Equipment

  • Tianma Formally Announces TM19 – Its Largest Fab Yet
  • Taiwan Panel Makers Finish a Weak Q1
  • 14 New POs and Awards Last Week

OLED Materials

  • OLED Material Startup Noctiluca Goes Public

Display Stocks and the Economy

  • Stocks Continue to Fall as Inflation, Oil Prices and Rates Continues to Rise
April 11th, 2022

The Lead

  • VR Panel Shipments to Reach 15.8M Units in 2022
  • DSCC Forecasts OLED Revenues to Reach $65B in 2026 on Double-Digit Unit Growth in IT, Smartphones and TVs
  • Advanced TV Market to Grow to 38M Units by 2026

Events

  • Future of IT Displays to be Discussed at SID/DSCC Business Conference

Display Technology

  • Japan Display’s High Mobility Oxide Breakthrough
  • Korean Researchers Improve QD Color Conversion Efficiency in QD-OLED
  • Yonsei University Research Team Develops High-Resolution RGB MicroLED Display Technology

Earnings

  • Samsung Hits Record Revenues in Q1

Foldable Devices

  • HP’s Foldable Notebook Plans
  • Latest Vivo X Fold Leaks Including Surprising Cover Glass Win
  • New Samsung Galaxy Z Fold 4 Leaks

TVs

  • LGD Describes Personalized Algorithm for the EX Panel

Smartphones

  • ZTE Announces New AMOLED Smartphone
  • China Mobile Purchases 4.4M Phones and 69K Smartwatches

Fab Updates

  • BOE G8.6 IT OLED Fab Update
  • Is AUO Really Building a New G8.5 LCD Fab in Taichung?

Display Equipment and China Expansions

  • 40 New POs and Awards Last Week Led by China Star
  • China FPD Construction Weekly Updates

Display Stocks and the Economy

  • Stocks Down on Demand, Inflation and Rate Concerns
April 4th, 2022

The Lead

  • LCD TV Panel Prices Continue to Decline
  • Are the PC and Smartphone Markets Slowing? Analysts Begin Downgrading Key Players but China Stimulus Awaits
  • DSCC Report Shows Display Equipment Suppliers Have Record Quarter Thanks to the Semiconductor Market
  • Will the Russia-Ukraine War Impact Display Production Given Their Strong Position in Key Industrial Gasses?

TVs

  • On-Again, Off-Again: Is Samsung Deal with LGD for White OLED Going to Happen?
  • Samsung Unbox and Discover TV Event
  • Samsung Delays 89” MicroLED TV

Smartphones

  • Huawei Reports a 50% Y/Y Decline for its Consumer Business
  • Oppo and Xiaomi Announces New AMOLED Smartphones

AR/VR

  • Mojo Vision Prototypes “Feature-Complete” Smart Contact Lens
  • Nreal Raises $60M in Funding Round Led by Alibaba

Panel Suppliers

  • BOE Reports Full Year 2021 Financials with Record Profits
  • LG Display Holds Large-Scale Exhibition of Transparent OLED

Events

  • Highlights from Quantum Dot Symposium 2022

Display Equipment and China Expansions

  • 24 New POs and Awards Last Week Led by China Star T5 and T9
  • China FPD Construction Weekly Updates

Display Stocks and the Economy

  • Stocks Mixed on Continued Geopolitical Challenges, Inflationary Risks and Recession Concerns
March 28th, 2022

The Lead

  • Russia – Ukraine War Will Reduce TV Demand, per DiScien Analysis
  • DSCC Report Reveals Advanced Monitor Market Rose 397% in 2021 – 241% Growth Expected in 2022 Fueled by 42” WOLED, 34” QD-OLED and 27” MiniLEDs
  • Progress Reported on Under Display Face ID and Cameras at Samsung Display
  • Chinese Foldable Smartphone Brands Turning to Hinge Manufacturers for a Possible Advantage

Events

  • The SID DSCC Business Conference Will Highlight TV Technology

TVs

  • LG 2022 TV Line-up Leads with Expanded OLED TV

Smartphones

  • China’s 5G Smartphone Shipments Decline 32% Y/Y – 5G Share Rises to a New Record of 88%
  • Xiaomi Reports Record Revenue for the Year Fueled by 37% Y/Y Growth for Smartphones
  • Vivo’s Foldable to Be Launched Soon, What We Know
  • Realme Announces New AMOLED Smartphone

Monitors

  • Color Fringing Problem on Samsung QD-OLED?

AR/VR and MicroLEDs

  • Magic Leap 2: More Details Revealed and First Demos of Segmented Dimming Capability
  • MICLEDI to Manufacture MicroLED Displays with GlobalFoundries
  • Rokid Closes Series C with $160M
  • Snap Acquires Brain Computer Interface Technology and Expands MicroLED Team

Display Investments

  • 70 New POs and Awards Last Week Led by China Star T5 and T9
  • China FPD Construction Weekly Updates

China Display/Electronics Data

  • Statistics in China: Electronics and More

Display Stocks and the Economy

  • Stocks Rise Despite Increased Hawkish Fed Comments, Rate Increases and Higher Oil
March 21st, 2022

The Lead

  • Pitched Battle Between LCD and OLED in Advanced TV Market in Q4 2021
  • DSCC Report Reveals Advanced Notebooks Rose 629% in 2021 to 8.2M – Apple Led Q4’21 with a 54% Share

Events

  • SID Business Conference Keynotes to Reveal Future of the Display Industry

TVs

  • Samsung Launches QD-OLED TV With 2022 Product Line
  • High Panel Prices, Slow China Market Hurt TCL in 2021

Smartphones

  • Samsung Announces New Galaxy A Series AMOLED Smartphones
  • Honor, Huawei and Xiaomi Announce New AMOLED Smartphones
  • Google Pixel 7 and Samsung Z Flip 4 Close to Starting Panel Production – What We Are Hearing
  • Apple Rumored to Segment the iPhone 14 Series by Chipset

IT

  • Asus Expects 40% Y/Y Notebook PC Growth in Q1’22

AR/VR and MicroLEDs

  • Google Acquires MicroLED Startup Raxium
  • KIMM Develops Stretchable Meta MicroLED Display without Image Distortion

Panel Suppliers

  • Tianma Annual Statement Reading

Display Materials

  • Corning’s Astra Glass Chosen for Samsung’s QD-OLED Displays
  • Could a Korean Startup Beat Universal Display to Blue?
  • Polarizer Business Financial Reading: Shenzhen Textile and Sunnypol

Display Equipment and China Expansions

  • 21 New POs and Awards Last Week Including CoE Litho Wins at Tianma
  • China FPD Construction Weekly Updates

Display Stocks and the Economy

  • Stocks Snap Back Despite Fed Rate Increase, Continued Russia-Ukraine Battle and Rising Shutdowns in China
March 14th, 2022

The Lead

  • DSCC Report Reveals Advanced Tablet Market Rose 99% in 2021, Apple Dominates, MiniLED Supply Chain and Product Updates
  • LCD TV Panel Price Declines Moderating Further in March
  • DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/Downsizing

Smartphones

  • Apple Announces New Products Including the New iPhone SE, iPad Air, Studio Display and Mac Studio
  • Xiaomi Announces New AMOLED Smartphone

TVs

  • No Samsung OLED TV in 2022?
  • Rough Sledding in Q4 as Vizio Tries to Make New Business Model Work

IT Displays

  • Dell’s QD-OLED Monitor Becomes Available on May 24th
  • SDC's QD Display Acquires Global Certification as an Optimal Gaming Display

AR/VR

  • Apple Could Delay Launch of AR/VR Headset Until 2023
  • SID/DSCC Business Conference Brings AR/VR Session to San Jose

Display Revenues and Earnings

  • Sharp Display Continues Steady Profits in Q4
  • Taiwan Panel Maker Revenues Continued to Decline in February

Display Equipment and Expansions

  • 39 New POs and Awards Last Week Led by China Star T9
  • AUO Kunshan Expansion - Exposure Tools Moved In
  • China FPD Construction Weekly Updates

OLED Materials

  • Samsung Settles With Solas on Patent Claim
  • Duk San Neolux Reports Record Revenues in 2021

Display Stocks and the Economy

  • Stocks Sell Off on Inflation, Russia-Ukraine
March 7th, 2022

The Lead

  • 2021 OLED Shipments Rise 25% Y/Y on Double- and Triple-Digit Y/Y Smartphone, Notebook PC, Monitor and TV Growth – Double-Digit Growth Expected in 2022
  • Expectations for iPhone 14-19 Notch vs. Hole vs. UPC Designs

TVs

  • Reviews of Sony QD-OLED TV Reveal Key Details
  • Samsung Reveals Pricing on MiniLED TV Models

Smartphones

  • Apple Peek Performance Event – Rumors of What is Expected to Launch
  • Honor, Lenovo, Motorola, OnePlus, Oppo, Poco, TCL, Xiaomi and ZTE Announce New AMOLED Smartphones at MWC 2022

IT Market

  • Samsung Display Reportedly Starts Tandem OLED Structure Development, Long Term OLED Tablet Outlook Brightens on Lack of Upcoming MiniLED Tablets
  • Samsung Announces New Galaxy Book 2 Pro Series
  • Lenovo Announces New ThinkPad with Qualcomm’s Commute Platform and New OLED Notebook PCs
  • AOC Announces 34” MiniLED Gaming Monitor

AR/VR

  • Oppo Air Glass for Sale in China
  • ByteDance Partners with Qualcomm to Pursue Opportunities in AR/VR

Display Equipment and Materials

  • 15 New POs and Awards Last Week
  • Poongwoon Precision Expects to Win FMM Business at SDC
  • YAS and Sunic Change CEOs on Disappointing Performance
  • HC Semitek Orders Aixtron’s MOCVD Equipment for MicroLED Development
  • Helio Display Materials Raises $4.75M Series A
  • KAIST, Develops Quantum Dot Coffee Ring Control Technology for Display
  • LTMS Releases IPO Document

Earnings

  • HP’s Revenues Top Estimates on Strong Commercial PC Demand
  • LCD Price Declines Drove HannStar to Operating Loss in Q4 But 2021 Was Still the Best Year Ever
  • China Display Activity
  • China FPD Construction Weekly Updates

Display Stocks and the Economy

  • Stocks Sell Off on Russia-Ukraine and Rising Oil Prices
February 28th, 2022

The Lead

  • Samsung Dominated Q4’21 Foldable Smartphones with a 96% Share, DSCC Expects 86M Foldable/Rollable Panels in 2026 Across at Least 4 Applications
  • UDC Q4 Earnings Miss Consensus, But Announcement on Blue Thrills Investors
  • DSCC Smartphone Display Cost Report Updates iPhone 14 Panels

Foldable News

  • BOE Demonstrates Multi-Fold Device, Samsung Multi-Fold Update
  • Samsung Display Expands Ownership in Foldable UTG Processing Company Dowooinsys

Smartphones

  • Visionox and BOE Now in Mass Production with LTPO Panels
  • Vivo and ZTE Announce New AMOLED Smartphones
  • Trinamix Face Authentication Certified for OLED

OLED TVs

  • Sony Officially Unveils 2022 TV Line Up – Adds 42” and 48” OLED TVs and 55” and 65” QD-OLED TVs
  • LGD is Investigating a 55” Transparent OLED Display for the Consumer Market

AR/VR and MicroLEDs

  • Apple Could Launch Consumer AR/VR Headset Next Year
  • Sony Unveils First Images of the PlayStation VR2
  • Porotech Raises $20M in Series A

IT Products/Markets

  • LG is Preparing a 48” OLED Gaming Monitor for a Summer Launch
  • Dell Reports Record Revenue for the Year Fueled by 30% Y/Y Commercial Revenue Growth

Display Equipment and Materials

  • 59 New POs and Awards Last Week
  • Notion Systems Installs IJP System at ITRI Plus Company Update
  • China FPD Construction Weekly Updates
  • FlexEnable Raises $11M to Bring Flexible LCD and Optical Films to Mass Production

Display Stocks and the Economy

  • Stocks Mixed on Russia’s Ukraine Invasion and Higher Energy Prices
February 21st, 2022

The Lead

  • Highlights from DSCC’s Upcoming Foldable/Rollable Report
  • Display Glass Shipments Hit New Record in 2021, Continuing Strong in Q1’22

Events

  • Highlights from SID-LA Symposium 2022

Earnings

  • Applied Beats on Record Revenues, Profits, Operating Cash Flow and Free Cash Flow, Guides Slightly Below Consensus on Supply Chain Constraints
  • ULVAC Earnings Beats on Record Gross Margins and Bookings, Raises Bookings Forecast

Industry Statistics

  • US TV Prices Continued to Decline in January While Overall Inflation Rises
  • US Electronics Imports Continue to Show Prices Increasing in Q4’21
  • China’s 5G Smartphone Shipments Decline 18% Y/Y – 5G Declines to an 81% Unit Share in January
  • 43 New POs and Awards Last Week
  • Recent Developments in China’s Materials, Components & Machinery
  • Industrial Gas Import & Export: 2021

Smartphones

  • Samsung Clarifies Variable Refresh Rate for Galaxy S22/S22+
  • Rakuten, Realme and Xiaomi Announce New AMOLED Smartphones

Microdisplays and AR/VR

  • Intel’s Acquisition of Tower Semiconductor Opens Opportunities in MicroLED and Microdisplays
  • Motorola and Verizon to Release a 5G Neckband for AR/VR Headsets

Monitors

  • Cooler Master Unveils a 27” MiniLED Monitor Priced at $699

TVs

  • Rumored Price for the 42” LG C2 WOLED TV

Wearable Displays

  • University of Cambridge Researchers Developed Smart Textile Lighting/Display System

Display Stocks and Economy

  • Stocks Remain Volatile on Russia-Ukraine Tensions
February 14th, 2022

The Lead

  • DSCC Announces Call for Speakers for 2022 SID/DSCC Business Conference – On Site and Virtual Options Exist
  • DSCC’s Latest Capex Report Shows 11 G8.5 IT OLED Lines Under Development as Smartphone Spending Stalls
  • DSCC Releases Final Equipment Market Share Results for 2021 and Latest 2022-2025 Outlook

Quarterly Earnings and Monthly Revenues

  • Price Declines Hit Top & Bottom Lines for AUO and Innolux in Q4
  • Taiwan Panel Maker Revenues Fell in January
  • JDI Continued Progress Towards Profitability in Q4
  • Glassmaker Q4 Earnings – NEG, AGC and Comparison
  • TEL Enjoys Record Results and Beats Consensus Estimates
  • V Technology Misses as Both Display and Semiconductor Revenues Fall

Smartphones and Tablets

  • Samsung Announces New Products, Including the Galaxy S22 Series with Upgraded Camera Technologies
  • China’s Mobile Phone Trends – 5G and Large Displays Dominate
  • Honor Announces New AMOLED Smartphone

AR/VR

  • Sony Confirms Fresnel Lenses for PSVR2
  • Synaptics “Winning Across the Board” in VR

Monitors

  • Dell’s QD-OLED Monitor Priced at $1299

Display Fabs and Equipment

  • Update on Stratacache’s MicroLED Production Plans in Oregon
  • 16 New POs and Awards Last Week
  • Construction Progress in FPD Sputtering & Targets: ULVAC and Acetron

Display Materials

  • Poongwon Precision Succeeds in Localizing FMM Business in Korea
  • CMMT Announced New Polarizer Lines in China
  • Sumitomo Upgraded Chemical Supply to BOE B8

China Market Data and More

  • Arm IPO Could Be Threatened by Legal Battle with China JV
  • China’s Consumer Electronics Production in 2021
  • China’s Display Module Import Categories and Tax Rates Change in 2022

Display Stocks and the Economy

  • Stocks Remain Volatile on Hot Inflation Report
February 7th, 2022

The Lead

  • Display Fab Utilization Slowing to Alleviate Panel Price Declines
  • Latest LCD and OLED Fab Schedules Published – OLED Spending Rising and LCD Spending Falling
  • Super Bowl TV Deals: Same as Black Friday
  • LCD TV Panel Price Declines Moderating as Prices Approach Cash Cost

Earnings

  • Nikon Profits Beat and Margins Impress Despite Revenue Shortfall on Supply Constraints
  • Earnings Release: EDO & Visionox
  • Meta’s Reality Labs Revenues Reach $877M in Q4 Following Strong Quest 2 Sales
  • eMagin’s Product Revenue Increases in Q4
  • Qualcomm Reports Record Quarterly Revenues of $10.7B – 30% Y/Y Increase on 42% Y/Y Strong Handset Chip Demand

MicroLEDs and QDs

  • SmartKem and Nanosys Enter into Joint Development Agreement

TVs

  • Philips Unveils First OLED TVs Using LGD EX Panel

Smartphones

  • AT&T and Verizon Reach Agreement with the FAA for 5G C-Band Service Near Airports

Monitors

  • BOE Unveils a 27” 1080p 500Hz Prototype Gaming Monitor

AR/VR

  • Microsoft Rumored to Have Canceled the HoloLens 3

Display Materials

  • LG Display Collaborates with Noctiluca to Develop OLED Materials

Display Equipment

  • 8 New POs and Awards Last Week

Display Stocks and the Economy

  • Stocks Remain Volatile Despite Mixed Earnings and Surge in Rates from Hot Jobs Report
January 31st, 2022

Earnings Results

  • Apple Reports Record Quarterly Revenues of $124B – 11% Y/Y Increase Fueled by 84% Q/Q iPhone Growth
  • Samsung Continues to Roll with Semi Profits in Q4
  • LGD Q4 Earnings Disappoint
  • Corning Finishes 2021 Strong
  • Canon Earnings Miss on Top Line, Beat on Bottom Line, Guides FPD Litho Down for 2022
  • SCREEN Misses on the Top Line, Beats on the Bottom Line, Semi Increasingly Dominates

Earnings Forecasts

  • China Star's Earnings Forecast
  • Caihong Group's 2021 Earnings Forecast
  • Jilin OLED 2021 Earnings Forecast

DSCC Content

  • Seasonal Slowdown in Mobile Display Fab Utilization Expected

Smartphones

  • Samsung Galaxy S22 and Tab 8 Series Unpacked Event Will Take Place on February 9th
  • CSOT Eyes Apple’s iPhone Supply Chain for 2023
  • Huawei Launches P50 Pocket Outside of China
  • Xiaomi and Micromax Announce New AMOLED Smartphones

MiniLEDs

  • Will the MiniLED iMac Pro Be Launched at Apple’s Next Product Event?

MicroLEDs

  • Samsung to Reduce Price of MicroLED TVs

Events

  • Announcements from the SPIE AR/VR/MR Event

Projectors

  • Samsung’s The Freestlye Sells Out Worldwide

Display Fabs and Equipment

  • 36 New POs and Awards Last Week
  • Are There IJP Tool Issues at SDC’s QD OLED Fab?

China Market Statistics

  • Statistic Review: Phone & TV Production in China

Display Stocks and the Economy

  • Stocks Remain Volatile on GDP Beat, Mixed Earnings and Hawkish Fed
January 24th, 2022

The Lead

  • Panel Maker Q4 Earnings Preview
  • Earning Forecast: BOE & Infovision
  • CES Review: What is the Landscape for Premium TV in 2022?
  • Insights into Samsung’s Foldable CES Demos

Display Technology

  • KAIST-ETRI Develops Next-Generation Display that Improves Resolution and Battery Life

Smartphones

  • China’s 5G Smartphone Shipments Rise 63% Y/Y in 2021 – 5G Maintains an 83% Unit Share in December
  • Samsung Announces Exynos 2200 with a New AMD GPU Architecture for a Better Mobile Gaming Experience
  • Oppo Announces New AMOLED Smartphone
  • AT&T and Verizon Launch 5G C-Band with Limited Service Near Airports

AR/VR

  • More Details on the OLED Panel in Sony’s PSVR2 Headset
  • Google Is Developing a New AR Headset
  • Apple’s Headset Could Be Delayed Until 2023
  • MICROOLED Plans IPO in France

IT

  • AOC Announces 48” OLED Monitor

Display Equipment and Materials

  • 18 New POs and Awards Last Week
  • MiniLED Capacity Increases in China
  • Anhui Wanwei Polarizer Project Starts Running
  • NewVision Plans to Build a DDIC Plant in Hefei

Display Stocks and the Economy

  • Stocks Get Crushed
January 17th, 2022

DSCC Content

  • DSCC Advanced TV Cost Report Highlights OLED vs. LCD Battle
  • Samsung Launch of TVs with LGD WOLED Panels Delayed and Uncertain
  • Quantum Dot Displays Start to Diversify Again
  • Latest Insights into Samsung’s Foldable Smartphone Production and Panel Procurement
  • DSCC’s Latest Report Reveals $63B for OLED Panel Revenue in 2026 - Fueled by Growth from OLED IT Products, OLED TVs and Smartphones
  • Update on China’s Government Support Policies

TVs and Panel Makers

  • US TV Prices Declined in December While Overall Inflation Rises
  • Samsung Display, QD-Display Globally Certified TV Picture Quality by SGS
  • Taiwan Panel Makers Increased Revenues in December Despite Falling Prices

Foldable Smartphones

  • Honor Launches Magic V Foldable
  • Next Motorola Razr Display and Other Specs Revealed, Now a Flagship?
  • New Insights on TCL’s Upcoming Foldable Clamshell Smartphone

Smartphones

  • Apple Expected to Remove Notch on iPhone 14 Pro and Pro Max in Favor of Pill/Hole Combo
  • Oppo and ZTE Announce New AMOLED Smartphones
  • TSMC Reports 25% Y/Y Revenue Growth on Strong Demand for 5G and 5nm Process
  • FAA Lists 50 Airports with 5G C-Band Buffer Zones

Fabs and Display Equipment

  • BOE Installing Tandem FMM VTE Tool at BOE B12 Phase 3 Targeting IT and Automotive Displays
  • The Latest Insights on the Timing of SDC’s G8.5 FMM VTE Oxide Fab
  • 19 New POs and Awards Last Week
  • BOE BMOT 12” Micro OLED Phase 1 Receives Government Acceptance Letter
  • Visionox Vistar Obtains Government Acceptance Letter
  • SEMI Predicts 10% Growth in 2022 Semiconductor Equipment Spending

More from CES

  • CES 2022 In-Person Observations 2
  • ViewSonic Announces OLED Monitors
  • AOC, Philips, Samsung and ViewSonic Announce MiniLED Monitors

AR/VR

  • Snap Acquires Compound Photonics
  • Meta Rumored to Adopt MiniLED Panels for its High-End VR Headset
  • Mojo Vision Raises $45M in Series B-1 and Announces Strategic Partnerships with Adidas and Fitness Brands

Wearable

  • Honor Announces New AMOLED Smartwatch

Display Stocks and the Economy

  • Stocks Mixed as Inflation, Rate Concerns Linger
January 10th, 2022

DSCC Content

  • LCD TV Panel Prices Continue to Fall in January
  • DSCC Downgrades AMOLED Smartphone Growth in 2022 on Weak Rigid Demand at Huawei and Honor
  • OLED Supply/Demand Update – Oversupply Persists, But Long-term Trends Toward Balance

CES Highlights and Summary

  • CES 2022: In-Person Observations
  • QD-OLED, WOLED and MicroLED TVs
    • QD-Display Claims Made by Samsung and Its Partners
    • WOLED Panel Price Still Holding up Samsung – LG Display Agreement
    • LG’s New 2022 WOLED TV Line Is Ready to Compete with QD OLED
    • Sony’s Launches QD-OLED Flagship TV and MiniLED TVs
    • Samsung Announces QD-OLED and QLED Monitors
    • New MicroLED TVs Announced at CES 2022
  • More OLED and MiniLED Notebooks and Monitor Introductions
    • Asus Announces 17.3” Foldable Notebook to Launch in Q2’22
    • Asus Announces New OLED Notebook PCs and OLED Gaming Monitors
    • Acer Announces New MiniLED and OLED Monitors
    • Dell’s QD-OLED Monitor
    • HP Announces New OLED Notebook PC
    • Lenovo Announces New OLED Notebook PCs
    • LGD and Brelyon Enter into a Strategic Cooperation – A New Category of Displays
  • AR/VR
    • Panasonic Subsidiary Shiftall to Release Micro OLED VR Headset
    • Sony Announces Specs for the PlayStation VR2 Headset
    • Vuzix’s MicroLED Smart Glasses Officially Named Vuzix Shield
  • LG Display
    • Highlights from LG Display’s Online CES Exhibit

Foldable Smartphones

  • Huawei’s P50 Pocket Foldable Smartphone Aims for the Fashion Conscious Market in China
  • Honor to Launch Magic V Foldable on January 10th

Smartphones

  • Samsung Unveils the Galaxy S21 FE 5G
  • OnePlus, Realme, Vivo and Xiaomi Announce New AMOLED Smartphones
  • AT&T and Verizon Delay 5G C-Band Launch Again

AR/VR

  • Qualcomm and Microsoft to Develop Chips for AR Glasses

Fabs and Display Equipment

  • 80 New POs and Awards Last Week
  • Recent LCD Module Construction Updates in China
  • TCL Micro LED R&D Plant Broke Ground Last Week

Display Stocks and the Economy

  • Most Tech Stocks Sink on Surge in Rates, More Hawkish Fed Comments
January 3rd, 2022

The Lead

  • Ten Predictions for the Display Industry in 2022
  • 2021 AMOLED Smartphone Revenue Reaches $397B - A Record 56% Unit Share for Flexible AMOLED

Panel Makers

  • LG Display Announces New OLED EX Technology
  • LG Display, Exploring New Markets with Various OLEDs
  • More Incentives for Tianma and Visionox
  • Chinese Government Plans to Sell Its Share in HKC H4

Smartphones

  • The State of 5G in 2021
  • Vivo and Xiaomi Announce New AMOLED Smartphones and Smartwatches

MicroLEDs

  • Samsung Electronics to Produce 200 MicroLED TVs in January
  • PlayNitride and Tianma Demonstrate MicroLED Displays at Tradeshows

AR/VR

  • Meta Confirms Acquisition of ImagineOptix

Fabs and Equipment

  • Recent Construction Updates in China Star
  • 55 New POs and Awards Last Week

Events

  • CES 2022 to Proceed In-Person Despite Cancellations

TVs

  • HDMI Forum Announces HDMI 2.1a

Materials

  • SK JNC to Supply OLED Material to Samsung Display

Display Stocks and the Economy

  • Stocks Finish 2021 Near All-Time High
December 20th, 2021

The Lead

  • Highlights from DSCC’s Latest Display Capacity Forecast
  • India Announces Government Display and Semiconductor Stimulus Program
  • Ten Predictions for the Display Industry in 2021 – How Did We Do?

Foldables

  • Oppo’s Find N 5G Foldable Launches
  • Huawei Leaks Upcoming Clamshell Foldable Launch – Presenting the Display Specs

IDW Highlights

  • Recent Dual Cell LCD Developments
  • Recent InkJet Display Developments

TVs

  • US TV Price Inflation Falling While Overall Inflation Rises
  • HDMI 2.1 – What It Really Means

Smartphones

  • Upcoming AMOLED Smartphones from Vivo and Xiaomi
  • China’s Smartphone Shipments Rise in November - 5G Share Sets New High at 83%
  • Wintech Gets Big Smartphone Order from Samsung

MicroLEDs and AR/VR

  • Tianma’s New Micro LED Demo
  • MICLEDI Demonstrates MicroLED Arrays on 12” CMOS
  • Oppo Unveils Smart Glasses with a MicroLED Projector
  • Arpara Launches Crowdfunding Campaign for its Micro OLED VR Headsets
  • Sidtek Breaks Ground for a 12" Micro OLED Fab

OLED Monitors and E-Paper Tablets

  • LG Announces New UltraFine Pro OLED Monitors
  • TCL Electronics Unveils New NXTPAPER Series Tablets in China

Display Fabs and Equipment

  • 49 New POs and Awards Last Week

Automotive

  • LG Electronics Applies for Foldable Automotive Display Patent

Display Materials

  • Tianma and UDC Extend Long-Term OLED Agreements
  • Magnachip Semiconductor Acquisition is Officially Terminated

Semiconductors

  • IBM Research and Samsung Design a New Chip Structure – Claim 85% Reduction in Energy Use

Display Stocks and the Economy

  • Stocks Fall as England Raises Rates, EU and the US Accelerate Taper and Fed Signals 3 Increases in 2022
December 13th, 2021

The Lead

  • What Will the Big Display Stories Be in 2022?
  • Equipment Supplier Revenues/Margins Dip in Q3’21
  • AMOLED Materials Market to Grow to $2.2 Billion by 2025
  • Taiwan Panel Makers Increased Revenues in November Despite Falling Prices

Smartphones

  • Oppo’s Foldable Smartphone Specifications Leak Ahead of Next Week’s Launch
  • A Nightmare Before Christmas – Chip Shortages Continue to Impact iPhone 13 Pro Availability
  • S22 Series Colors, Memory and Pricing Leak
  • The Apple A15 Bionic Chip Outperforms the Snapdragon 8 Gen 1 Chipset
  • Motorola Announces AMOLED Smartphones with Snapdragon 8 Gen 1 Chipset
  • Thoughts on the Moto Edge X30 UPC
  • Will 5G C-Band Impact Aircraft Landings?

MicroLEDs and AR/VR

  • Sony Unveils a 4K Micro OLED Display for VR
  • Samsung and Microsoft Have a Joint AR Project
  • Toray Develops New Materials for MicroLED Display Manufacturing
  • MicroLED Startup Raysolve Raises $10M to Develop Full Color Microdisplay

Fabs and Equipment

  • 14 New POs and Awards Last Week
  • BOE Pixey B1 Project Updates
  • Mantix Fund Raising Plan Was Rejected

IT

  • Asus Leads for OLED Notebooks in 2021

TVs

  • LG Electronics, Introduces OLED TV as a Space Interior

Materials

  • Chinese Polarizer Maker Winda Plans to Go Public

Display Stocks and the Economy

  • Stocks Rise Despite Inflation Surge and Omicron Concerns
December 6th, 2021

The Lead

  • LCD TV Panel Prices Continuing to Fall
  • Advanced TV Market to Reach $42 Billion by 2026
  • OLED Shipments Rise 26% Y/Y in Q3’21 on 35% Y/Y Smartphone Growth

Display Fabs and Equipment

  • China Star Updates Fab Capacity Expansion Plans at t5, t6E, t10 and M10
  • Samsung Display Adding Foldable Module Capacity in Vietnam
  • 62 New POs and Awards Last Week
  • Chinese Panel Makers’ HR Profile

Smartphones

  • Qualcomm Announces Snapdragon 8 Gen 1 – Xiaomi 12 and Motorola Edge X30 First to Market with New SoC
  • BOE Expected to Supply Up to 50 Million OLED Panels to Apple in 2022
  • New AMOLED Smartphones from Honor, Motorola and Oppo

MicroLEDs

  • PlayNitride Reports 50% Reduction in MicroLED Costs
  • Samsung Requests 12.7” TFT Backplanes for its MicroLED TV
  • Cellid Offers Samples of its Waveguide Display Module with MicroLED Projector
  • Aledia Begins the Construction of its MicroLED Fab

Display Materials

  • Mstar FMM Phase 2 Is Coming

Display Stocks and the Economy

  • Stocks Mixed on Omicron Spread and Weak Jobs Report
November 30th, 2021

The Lead

  • Q3’21 Was a Record Quarter for Foldable Smartphones, Samsung Enjoys a 93% Share per DSCC Report
  • US Department of Energy Turns Attention to Display Energy Efficiency

TVs

  • Samsung Display, QD OLED Panel Shipment Ceremony on November 30
  • Black Friday TV Pricing Update: A Few Late Deals
  • LG Expected to Introduce a 42” OLED TV in 2022

Government Statistics

  • US Electronics Imports Show Impact of Rising Prices in Q3’21
  • Statistic Reading: Installed Electronics in China
  • Pessimistic View Remains on China Manufacturing

Smartphones

  • Xiaomi Narrowly Misses Revenue Expectations for Q3’21 – Increased Competition and Chip Supply Cited for Shortfall
  • China’s Smartphone Shipments Rebound in October, 5G Share Increases to 81% Share – Second Highest Share in 2021
  • Samsung Discontinues Note Series
  • MediaTek Introduces First 4nm SoC – Dimensity 9000
  • New AMOLED Smartphones from OnePlus and Vivo

IT Brands

  • Dell Reports Record Revenue for the Second Straight Quarter with Continued PC Growth in the Commercial Sector
  • HP Exceeds Revenue Expectations in Q4’21 - Despite Unit Declines Due to Supply Constraints

AR/VR and Micro Displays

  • Apple’s Headset to Feature High-End Processor
  • A Visit to Porotech
  • Fraunhofer FEP Demonstrates Low-Power Micro OLED

Display Fabs and Equipment

  • 38 New POs and Awards Last Week

Display Stocks and the Economy

  • Stocks Fall on New Variant Concerns
November 22nd, 2021

The Lead

  • Flat Panel Display Revenue Increased in Q3 2021 but Profits Slipped
  • OLED Share Continued to Increase in Advanced TV Market in Q3’21 and Samsung's Share Continued to Slip
  • Worldwide TV Shipments Faltered in Q3, per DiScien Report

Events

  • Highlights from TCL CSOT 2021 Display Tech-Ecosystem Conference

Display Fabs, Equipment Suppliers and Materials Suppliers

  • 34 New POs and Awards Last Week Including >$200M Award from CSOT T9 to AMAT
  • AMAT Misses and Guides Down on Component Shortages, Boosts 2022 Outlook, Analysts Upgrade the Stock
  • Tokyo Electron Beats and Upgrades Its Forecast
  • ULVAC Beats on the Top Line on FPD Strength, Misses on the Bottom Line, Bookings Double Y/Y
  • Laserapps, LTPS TFT Micro LED Display Side Glass 3D Patterning Equipment Development
  • AGC’s Glass Finishing Plant for China Star’s T7 Gets Acceptance from the Government
  • Chinese FMM Maker Atapex Closes Seed Funding Round

AR/VR

  • Last Chance to Watch the AR/VR Display Forum Sessions
  • OQmented Raises an Additional $9.3M
  • Nreal Launches its Smart Glasses in the US

MiniLEDs/MicroLEDs

  • Panel Semi – Rising Star in Mini/Micro Displays

E Ink News

  • Promising Future for E Ink
  • E Ink Launches 25.3” Spectra Display in Partnership with TPV Technology

Smartphones and Tablets

  • Samsung Expected to Launch 64 Mobile Devices in 2022
  • Qualcomm’s Stock Rises on Diversification Strategy – Bullish Guidance on 5G, RFFE and IoT Verticals
  • Huawei Announces 12.6” 2-in-1 OLED Tablet Starting at $940
  • New AMOLED Smartphones from Oppo and Vivo

Display Stocks and the Economy

  • Stocks Rise as Strong Retail Sales Offset Inflation
November 15th, 2021

The Lead

  • DSCC Forecasts $1B in Revenues for MicroLED Displays in New Report
  • US TV Price Inflation Easing as Panel Prices Flow Through to Retail

Panel Makers

  • Price Declines Hit Taiwan Panel Maker Revenues in October
  • TCL Starts Fund Raising for T9 Project
  • HKC H1 Will Sell 17% Company Share Via Public Offering
  • Help Is on The Way: Local Government Increases Purchase from Mantix

Q3’21 Earnings

  • JDI Climbs Towards Profitability
  • Vizio Losses Continue
  • V Technology Misses, Reduces Guidance, Stock Drops

Double 11 Shopping Festival

  • Review of Double 11 Shopping Festival in China
  • Singles Day Smartphone Sales Result Summary

Smartphones

  • Google Rumored to Have Dropped the Pixel Fold for Now
  • New AMOLED Smartphone from Infinix
  • Snapdragon Tech Summit 2021 Will Take Place on November 30th
  • TSMC Partners with Sony on New $7B Foundry in Japan

Equipment

  • Localization in China Speeding Up: CFMEE Completes Its FPD Exposure Development Project
  • 12 New POs and Awards Last Week

Display Materials

  • Corning Opens Mass Production at Guangzhou Gen 10.5 Glass Substrate Plant
  • Summersprout, Chinese OLED Maker, Completes Series D Financing
  • ETRI Develops World's First Commercialization of Low-Temperature Photoresist for Displays.

AR/VR and MicroLEDs

  • Dispelix Raises $33M in Series B
  • Qualcomm Announces Snapdragon Spaces XR Developer Platform, Partners with Lenovo, Oppo and Xiaomi
  • Sundiode Demonstrates a Full-Color Microdisplay with Stacked MicroLEDs

Display Stocks and the Economy

  • Stocks Mostly Up Despite Rising Inflation Data
November 8th, 2021

The Lead

  • DSCC Raises Display Equipment Spending Forecast on IT Opportunity
  • DSCC Report Compares and Forecasts OLED and MiniLED Panel Costs in Tablets, Notebooks and Monitors
  • Early Black Friday Pricing Shows Impact of Higher Panel Prices

Events

  • Highlights from the AR/VR Display Forum
  • JDI Unveils a 2.88” Advanced LTPS Panel at the DSCC AR/VR Display Forum
  • Micro OLED Projects in China

Earnings

  • TVs - High Panel Prices Cut into TV Profits in Q3
  • Glassmakers – Corning, NEG, AGC and Comparison
  • UDC Q3 Earnings Disappoint Again
  • Tianma & Visionox
  • LCD Price Declines Cut into HannStar Profits in Q3
  • Nikon Misses On Top Line, Beats on Bottom Line and Raises Outlook after Strong Litho Quarter
  • Qualcomm Fiscal Year Revenue Increases 39% Y/Y – Stock Rises on Strong Smartphone Chipset Demand and Optimism for 5G mmWave

Smartphones

  • TSMC Adopts 4nm Process for A16 Bionic Chip
  • Honor Opens New R&D and Manufacturing Facility in Shenzhen

Notebooks

  • Asus Announces 13” OLED Notebook Starting at $599

Automotive

  • LG Electronics Supplies Infotainment System to Renault’s New Electric Vehicle in France

AR/VR and MicroLEDs

  • Saphlux Demonstrates Color Conversion on 2µm MicroLED
  • DigiLens Raises Over $50M in Funding Round Led by Samsung Electronics

Equipment and Fabs

  • More Capacity Coming: High Generation FPD Supporting Project to China Star
  • China Star Plans to Expand Module Capacity for T10
  • Sineva Shipped OLED VTE Equipment to INT’s Micro OLED Plant
  • 9 New POs and Awards Last Week

Display Stocks and the Economy

  • Stocks Reach Record Levels Despite Taper Start
November 1st, 2021

The Lead

  • LCD TV Panel Prices Continued to Plunge in October
  • DSCC Issues Latest FPD Fab Schedules
  • DSCC Releases Quarterly Advanced IT Display Report – Reveals OLED and MiniLED Shipments, Roadmaps, Advances, Prices and Costs

Earnings Review

  • LGD, AUO and Innolux Sustain Profits with Shift to IT
  • BOE, IRICO, TCL Tech, IVO and EDO
  • Apple Falls Below Revenue Expectations in Calendar Q3’21 – $6B in Supply Constraint Blamed for Shortfall
  • Samsung Rides Semi Strength to Bigger Profits in Q3
  • Canon Misses on Parts Shortages
  • SCREEN Beats and Raises Its Outlook Resulting in Numerous Records on Semi Strength

AR/VR and MicroLEDs

  • Facebook Changes its Name to Meta after Announcing $10B Investment to Build its Metaverse
  • Display and Optics Manufacturing: How Applied Materials Will Tackle the AR/VR Challenge
  • eMagin Reveals Breakthrough with 10k Nit MicroOLED
  • Pimax Announces VR Headset with QLED MiniLED Display for Q4 2022

Smartphones

  • Qualcomm Announces Three New 5G Mid-Range Smartphone Chips
  • China’s Smartphone Shipments Decline Again in September, 5G Share Slips to 73% Share – 3rd Lowest Share in 2021
  • New AMOLED Smartphones from Sony and Xiaomi

Display Equipment

  • Nikon Releases New High Resolution FPD Lithography System - FX-6AS
  • 59 New POs and Awards Last Week

China Localization

  • Henan Government Announces $26B Venture Funds to Support Projects Including Display Production
  • HTCSolar Plans to Build a FMM Plant in Huangshi, Hubei, China
  • BOE and HOYA Will Produce Photo Masks in Chongqing, China

Display Stocks and the Economy

  • Stocks Rise Despite Earnings Miss from Apple and Amazon and Weak US GDP Report
October 25th, 2021

The Lead

  • Display Fab Utilization Expected to Slow as Prices Plunge

Notebook PCs and Tablets

  • Apple Announces New Products Including the 14” and 16” MiniLED MacBook Pros
  • Samsung’s Upcoming Tablet Introductions

TVs and Signage

  • Sharp to Re-Enter US TV Market
  • Increased Sales of Public Displays Expected in China from Strong Government Support
  • LG Electronics, Unveils All-in-One Screen Solution LG One: Quick

Smartphones

  • Google Announces Pixel 6 and Pixel 6 Pro with Phenomenal Prices!
  • New AMOLED Smartphone from Realme
  • BOE, CSOT and SDC Are Developing OLED for the Galaxy A73
  • Samsung Unpacked Part 2 Showcases Bespoke Edition for the Galaxy Z Flip 3
  • Apple Stays Top Brand, Samsung Remains #5

MicroLEDs

  • Advances in MicroLED to be Presented at the AR/VR Display Forum
  • Porotech Demonstrates First Native Red InGaN Monolithic MicroLED Display
  • Sanan to Invest an Additional $1.1B in its New MiniLED and MicroLED Plant
  • New Micro OLED Project Inbound: XUS’ Plant Is Running in Wuxi, Jiangsu, China

AR/VR

  • TCL Unveils Smart Glasses with Full Color MicroLED
  • TriLite Raises $9M for its Laser Beam Scanning Technology
  • Varjo Launches High-End Consumer VR Headset with MiniLED LCD

Fabs and Equipment

  • 47 New POs and Awards Last Week
  • AUO to Expand China G6 LTPS, Create Subsidiary

Panel Supplier Financials

  • CHOT’s Q3’21 Earnings Release

Glass

  • Corning Responds to SCHOTT’s Introduction of Xensation α

Holographic Displays

  • Light Field Lab Unveils 28” Holographic Display with 2.5 Billion Pixels

Display Stocks and the Economy

  • Strong Earnings and Capex Announcements Drive Stocks Higher, Except for Panel Stocks
October 18th, 2021

The Lead

  • DSCC Advanced TV Cost Report Highlights New OLED Sizes, Cost Component Increases

Smartphones

  • SCHOTT Challenges Corning’s Dominance of Cover Glass with Launch of “Nearly Unbreakable” Xensation α
  • Apple iPhone 13 Updates – Are Volumes Constrained? Did BOE Win More Business?
  • Samsung Launches Higher Priced Z Fold 3 Variant, the W22, in China for $2650
  • Samsung Unpacked Part 2 Speculation
  • New AMOLED Smartphones from OnePlus and Xiaomi

Panel Suppliers

  • Smartkem and RiTdisplay Sign Joint Development Agreement on OTFT-Based AMOLEDs for Small Displays
  • Tianma: More Incentives Gained & Change of Company Profile
  • TCL Tech Gained 100% Control of T10, Previous SDC Suzhou Plant

Notebooks

  • Previewing Apple’s Unleashed Event

TVs

  • US TV Price Inflation Peaked in August, Trending Down for Year-End
  • Ledman Releases a 138” LED Display for Home Theater

Fabs and Equipment

  • Shortage of Servo Motors for Advanced Manufacturing Equipment
  • 17 New POs and Awards Last Week
  • Holitech Officially Cancels Its G5.5 LCD Plant Project

AR/VR

  • The HTC Vive Flow Is a VR Headset for Non-Gamers
  • Magic Leap Unveils its New AR Headset and Raises $500M

OLED Materials

  • P&H Tech Signs Deal with DuPont for AMOLED Materials

Financial Results and Outlook

  • TSMC Beats and Boosts Semi Sector

Display Stocks and the Economy

  • Q3’21 Earning Forecast: TCL Tech, Visionox & Han’s Laser
  • Stocks Rise on Better than Expected Earnings and Economic Data, Except for Panel Makers
October 11th, 2021

The Lead

  • New DSCC Report Quantifies OLED vs. MiniLED Competition in Tablets, Notebooks and Monitors
  • DSCC Reveals Apple Dominates Q3’21 AMOLED Smartphone Panel Procurement, 2nd Best AMOLED Quarter to Date
  • Slowdown in TV Market Driving LCD Oversupply
  • BOE Expects >400% Increase in Earnings in Q3’21

Smartphones

  • New Technologies Highlight DSCC’s Smartphone Display Cost Report
  • Reviewer Reports Spontaneous Cracking of UTG on Z Flip 3, Not Alone
  • Google Pixel 6 Launch Event Will Take Place on October 19th
  • Apple Files Rollable Phone Patent
  • New AMOLED Smartphones from Tecno and ZTE

TVs

  • Comcast Enters TV Market with Sky-Branded QLED Range in the UK

Automotive

  • LG Electronics Registers Patent for Automotive Console Foldable Display

Display Fabs and Equipment

  • Another New LCD Fab
  • 24 New POs and Awards Last Week

Panel Makers

  • Taiwan Panel Maker Revenues Decrease in September

MiniLEDs and OLED Materials

  • Ennostar to Increase MiniLED Capacity before End of Year
  • Anhui Juying Optical Starts Mass Production on New FMM Line

AR/VR, Wearables and MicroLEDs

  • GlobalFoundries Files for IPO as Semiconductor Shortage Continues
  • GVO’s Smart Wearable Project Is in MP
  • ITRI Updates on its MicroLED Research
  • Lynx Starts Kickstarter Campaign for its AR/VR Headset

Display Stocks and the Economy

  • Panel Stocks Rise as Equipment Stocks Fall
October 4th, 2021

The Lead

  • Electricity Usage Now Restricted in China, Revealing the Impact to the Display Industry
  • LCD TV Panel Prices in Free-Fall in September
  • DSCC Reveals Faster Growth in OLED Notebook PCs and $61B in OLED Revenues in 2026
  • Q3 OLED Supply/Demand Update – Trending Toward Balance

Fabs and Display Equipment

  • Samsung Display will Mass Produce QD OLED Panels Starting in November
  • China Star T9 Fab Update
  • CPT China to Limit Its LCD Module Business, Cancel Cover Glass Business
  • San’an Optical Plans to Fund Micro/Mini LED Project through Non-public Offering
  • 40 New POs and Awards Last Week
  • K&S Ships First Laser Transfer Equipment for MiniLED and MicroLED

Events

  • Detroit SID Vehicle Displays Symposium: A Successful Start to the Long Road Back to In-person Conferences

Smartphones

  • DisplayMate Shows iPhone 13 Pro Max Improvements in Brightness, Efficiency, Reflectivity, Color Gamut, Color Accuracy and More
  • Samsung’s Z Flip 3 and Fold 3 Production Exceeding Expectations, Quantifying the Outperformance
  • iPhone 13 Delays and ProMotion 120Hz Issues
  • New AMOLED Smartphones from Oppo, Samsung, Sharp and Xiaomi
  • Kriya Materials Sets New Standard and Introduces Its State-of-the-Art Multi-Functional Coating for Rollable/Foldable Displays Providing Glass Like Surfaces with Low Light Reflection
  • Oxchem CPI Project Phase 1 MP and Phase 2 Starts Construction

Tablets and Notebooks

  • OLED iPad Schedule Update

TVs

  • Samsung Fined for TV Price Fixing in Netherlands
  • TCL Announces Price of 8K TVs in Europe, Expects Sales of 250,000 Units
  • Skyworth MiniLED Industrial Park Broke Ground

AR/VR and MicroLEDs

  • SeeYa to Start Mass Producing 0.72” Micro OLEDs Next Month
  • Nreal Air Smart Glasses Are Wearable Displays for Watching Videos

Display Materials

  • Shenzhen Textile Achieves Mass Production on Polarizer Line 7

Display Stocks and the Economy

  • Stocks Fall as Rates Rise
September 27th, 2021

The Lead

  • DSCC Releases Its Future of OLED Manufacturing Report, Reveals How OLED Technology, Manufacturing, Performance and Products Are Likely to Evolve
  • DSCC Announces Agenda for the AR/VR Display Forum, Highlights Emerging Trends and Technologies

TVs

  • Comcast to Follow Amazon into TV Market
  • Skyworth Introduces a 55” OLED TV for $1199 – Joins LG With the Lowest Price for a 55” OLED TV
  • Skyworth Releases New Glass Based MiniLED TV and OLED TV
  • US TV Price Inflation Continued to Surge in August

Smartphones

  • China’s Smartphone Shipments Decline in August, 5G Share Slips from Record 82% to 77%
  • Is Google Planning a Clamshell Foldable?
  • New AMOLED Smartphones from Meizu, Microsoft and Realme

IT

  • HP Announces 16” OLED 2-in-1 Touchscreen Notebook

AR/VR

  • Nreal Raises $100M and Teases New Smart Glasses

Display Fabs and Equipment

  • 22 New POs and Awards Last Week Including the First Award from T9
  • China Star and Xiaomi to Build Joint Research Center
  • Hans Laser Plans to Build Two Additional Equipment Plants
  • Tianma Shanghai's G5.5/4 OLED Expansion Complete
  • Top Engineering Announces Inspection Equipment for MicroLED Displays

Materials

  • Topto Begins Construction of New FMM Plant in Jurong, Jiangsu, China

Display Stocks and the Economy

  • Fed Signals Taper Start in November, But Rates May Not Increase in 2022, Stocks Mixed
September 20th, 2021

The Lead

  • Apple Announces New Products Including the iPhone 13 Series with Higher Refresh Rates, Bigger Batteries, More Storage and Better Cameras
  • Highlights from the Phosphors and Quantum Dots Industry Forum and OLEDs World Summit Online 2021

Smartphones

  • Xiaomi Announces New OLED Smartphones with Large Cameras and HyperCharge Feature – Charge in 17 Minutes!
  • Highlights from TCL’s Foldable Clamshell that Didn’t Get Released
  • Google Pixel 6 Pro Uses a LTPO OLED Display from SDC
  • Huawei Suggests Products with 6G in 2030

TVs and Video Walls

  • 2021 TV Shootout: Sony’s A90J Wins Best of 4K TV and LG Wins Best of 8K TV
  • LG Launches LED Video Wall Displays for Home Theaters

OLED Monitors

  • LG Announces 32” UltraFineTM OLED Pro Monitor
  • JOLED Panel Adopted in New ASUS Professional Monitor

Display Fabs and Equipment

  • 47 New POs and Awards Last Week Split Between BOE and HKC
  • Tianma TM18's Evaporator Moved-In
  • AUO Kunshan Begins Construction of Phase 2

Display Materials

  • More Glass Lines Are Coming: Caihong Plans to Invest in More Glass Lines in Shaanxi, China
  • Korea’s Olum Material Develops New FMM Mask Approach for G8.5
  • Investigation of PVD Materials in the FPD Industry

AR/VR

  • Huynew Releases a Micro OLED Module
  • Xiaomi Smart Glasses Integrate a MicroLED Projector and an Optical Waveguide

Gaming

  • Nintendo Switch Rumored US Price Drop Ahead of OLED Model Sales

Display Stocks and the Economy

  • Only Equipment Stocks Rise as Inflation Concerns, Weak China Retail Sales and Correction Fears Drag Down Most Stocks
September 13th, 2021

The Lead

  • DSCC Sees Progress in Foldable Display Market Demand and Display Cost Reduction, Raises Forecasts Out to 2026
  • Double-Digit Capacity Growth in 2022 Points to Continued Pricing Pressure
  • Worldwide TV Shipments Continued Recovery in Q2, per DiScien Report
  • Display Equipment Suppliers Show Improved Financial Health on Semiconductor Surge, Display Eqpt. Bookings Surge

Panel Makers

  • Taiwan Panel Maker Revenues Edge Down in August
  • Samsung Display and LG Display Emphasize New Display Form Factor Innovation
  • Getting Deeper in IC Production: BOE Invests in an IC Company
  • BOE Relocates its Mobile Module Fab to Qingdao, Shandong, China
  • CPT China Plans to Sell Its Module Business

TVs

  • Amazon Enters the TV Market with the Fire TV 4 Series and Fire TV Omni Series of LED TVs
  • Nanosys Announces Mass Production for Breakthrough in “Air Stable” Quantum Dots

Smartphones

  • Apple iPhone Launch Event, “California Streaming”, Will Take Place on September 14th
  • Did the iPhone 14 Design Leak?
  • New AMOLED Smartphones from Vivo and ZTE
  • Qualcomm Continues to Provide Huawei with 4G Chipsets

IT

  • Lenovo Announces 3 New OLED Products - A 14” Notebook, 13.3” Chromebook and 12.6” Tablet

Foldables

  • Insights into LG Chem’s New Real Folding Window

AR/VR, MicroOLEDs and MicroLEDs

  • Facebook and EssilorLuxottica Launch Smart Glasses Without a Display
  • Sidtek Micro OLED Phase 2 is Coming
  • Konka in Trial Production of MicroLED and MiniLED Chips
  • Applied Materials and EVG Collaborate on Wafer-to-Wafer Bonding
  • Avegant Unveils New LCoS Light Engines for AR Glasses

Display Equipment

  • 20 New POs and Awards Last Week

Display Stocks and the Economy

  • Stocks Fall Except for Display Stocks
September 7th, 2021

The Lead

  • Q2 2021 Was the Best Quarter Ever for Flat Panel Display Makers
  • LCD TV Panel Prices Fall

Display Fabs and Equipment

  • Is BOE Having Second Thoughts on B17+ G10.5 LCD?
  • China Star T5 and BOE B10 Fab Updates
  • LGD Announces $1.4B in Capex in Vietnam for Module Lines
  • 53 New POs and Awards Last Week Led by LCD Fabs

IT

  • Asus Announces 5 New OLED Notebooks – A 14” OLED Notebook Starting at $750!
  • Realme Announces a New 10.4” AMOLED Tablet
  • MacBook Pro Production Suffers More Delays?
  • Dell Reports Record Revenue for Q2’22 Due to Growth in Displays and Peripherals in the Commercial Sector

Foldables

  • Jerryrigeverything.com Galaxy Fold 3 Teardown Shows Improvements in Durability, But Not in Scratch Resistance
  • Samsung Reveals Plans to Boost Foldable Smartphone Capacity, Dowoo Insys Expands UTG Capacity

Smartphones

  • Apple iPhone 13 Series with Rumored Satellite Connectivity
  • Latest Information on Samsung’s Galaxy S21 FE – An October 2021 Release is Very Likely
  • Samsung Announces a 200MP Smartphone Image Sensor

AR/VR

  • Apple’s Headset to be Tethered to an iPhone
  • DPVR Launches Two New Standalone VR Headsets
  • iQIYI Launches New VR Headset with Qualcomm XR2
  • Pico Acquisition by TikTok Owner Confirmed

Panel Maker Earnings

  • Financial Analysis: BOE
  • Financial Analysis: CHOT
  • Financial Analysis: EverDisplay

Driver ICs

  • Wise Road Capital’s Acquisition of Magnachip Denied by CFIUS

Transparent OLEDs

  • Korean Government Permits Subway Window Advertisements Using Transparent OLEDs

Display Stocks and the Economy

  • Stocks Continue to Rise Except for Panel Makers
August 30th, 2021

The Lead

  • Samsung Announces Strong Foldable Smartphone Pre-Order Growth, DSCC Expects Samsung 2021 Foldable Smartphone Production to Rise Over 250% to >7.0M Units
  • OLED Shipments Expected to Increase 12% Y/Y in 2H 2021
  • Foundry and IT Panel Prices Continue to Rise

Earnings

  • Best Buy Beats Forecast, Loads Up on Inventory
  • Chinese and Korean Equipment Suppliers Show Mixed Results in Q2’21
  • Tianma’s Financial Analysis
  • Mantix’s Financial Analysis
  • HP Reports Q3’21 Revenue Decline Due to Supply Constraints
  • Xiaomi Corporation Reports Record Revenue of $13.6B for Q2’21

Events

  • Highlights from the IMID Korea Exhibition
  • Last Chance to Register for the AR/VR Display Forum Before Price Increase

Smartphones

  • HKC Plans to MP a-Si Smartphones on G8.6 line
  • New AMOLED Smartphones from Sony
  • Xiaomi Pivots Away from Mi Product Branding
  • US Mobile 5G Network Speed Report from PC Magazine

MicroLEDs

  • VueReal Secures Orders for Custom MicroLED Displays
  • Seoul Viosys Makes Progress on MicroLED Efficiency

AR/VR

  • INT RGB AR/VR Sample Lit Up
  • Ostendo and Inpixon Announce Strategic Alliance
  • WaveOptics Partners with Jade Bird Display for AR Glasses
  • ByteDance Could Acquire VR Headset Maker Pico

Equipment and Fabs

  • 77 New POs and Awards Last Week
  • E Ink’s Yangzhou Factory Impacted by COVID-19

Display Stocks and the Economy

  • Stocks Rise on Hopes for COVID Booster Shots, Cautious Fed Talk on Rate Increases
August 23rd, 2021

The Lead

  • DSCC Upgrades Foldable Forecast as Chip Shortage Causes Brands and Panel Suppliers to Emphasize More Expensive Devices
  • Advanced TV Market to Exceed $50 Billion in 2026
  • DSCC Releases Flash Edition of Quarterly OLED Shipment Report

Smartphones

  • Samsung Displays Rebrands Its Polarizer Free Technology Again, Now Known as Eco2
  • New AMOLED Smartphones from Asus, Google, Samsung and Vivo

TVs

  • US TV Price Inflation Continues to Surge, Hits New Record

AR/VR

  • Facebook Demonstrates a VR Remote Work App

Earnings

  • AMAT and TEL Both Beat and Raise Guidance on Semi Strength
  • Ennostar Turns Profitable in Q2
  • Chinese Liquid Crystal Makers’ 1H’21 Financial Summary
  • Financial Summary: Infovision and Visionox

Display Equipment and Capex

  • LGD Announces $2.8B in Mobile/IT OLED Capex
  • 25 New POs and Awards Last Week

MiniLEDs

  • Apple’s MacBook Lineup to Drive MiniLED Panel Shipments

Display Stocks and the Economy

  • Stocks Mostly Down on Weak Retail Sales and Fed Taper Talk
August 16th, 2021

The Lead

  • Samsung Unpacked Reveals Improved Foldables at Lower Prices, Are We There Yet?
  • OLED Share Increased in Booming Advanced TV Market in Q2 2021
  • AMOLED Materials Market to Grow to $1.4 Billion in 2021

Smartphones

  • Huawei Preparing a New Foldable, Xiaomi Update and New 2021-2022 Forecast
  • Xiaomi Launches Mi Mix 4 Smartphone with Next Generation Camera Under Panel (CUP)
  • New AMOLED Smartphones from Honor
  • China’s Smartphone Shipments Continue to Grow in July, 5G Share Sets New High
  • TSMC Starting Development Process for 3nm Chips for Apple Devices

Monthly and Quarterly Financial Results

  • Taiwan Panel Maker Revenues Flat in July
  • TV Brands Continue to Rake in Profits Despite Panel Price Increases
  • TCL Tech’s 1H’21 Financial Results
  • Vizio Falls to a Loss in Q2
  • ULVAC Beats and Boosts Forecast as Outlook Brightens
  • V Technology Misses on Top Line, Beats on Bottom Line, Gives Strong Forecast on Improved Visibility and Increases Transparency

Events

  • Samsung Unpacked Showcases Improved Galaxy Watch, Can Now Detect Body Fat
  • Promote Your Company at the AR/VR Display Forum

Display Equipment

  • 39 New POs and Awards Last Week

Display Technology

  • Mattrix Demonstrates a-Si Based WOLED TV
  • Guangdong Region Plans to Lead the Display Industry
  • Hanwha Solutions Enters the OLED FMM Business

AR/VR

  • TriLite and Infineon to Develop Laser Scanner for AR Smart Glasses
  • Porotech Partners with Jade Bird Display

MiniLEDs

  • Ennostar’s MiniLED Capacity at Full Utilization Until Next Year

Display Stocks and the Economy

  • Display Stock Prices Fall with Memory and TV Prices, SPY Gains
August 9th, 2021

The Lead

  • Driver IC Prices Still Going Up, Monitor and Notebook Panels Also?

Earnings

  • Innolux Sets Profit Record in Q2
  • JDI Reports Improved Results in Q2
  • Sharp Display Business Reports Modest Q2 Profit
  • HannStar Continues to Roll in Q2
  • Glassmaker Earnings – NEG, AGC and Comparison
  • UDC Q2 Earnings Disappoint
  • Huawei Reports Largest Y/Y Revenue Drop
  • Nikon Beats and Raises Guidance

Smartphones

  • New AMOLED Smartphones from Motorola
  • Google Officially Announces Pixel 6 and Pixel 6 Pro with Custom Tensor Chipset
  • Under Display Cameras in the News from Oppo and Xiaomi
  • Suchuan Technology Looking to Become China’s First UTG Processing Supplier Using Technology from Korea’s Kglass

Tablets

  • Leia Starts Shipping Tablet with 3D Light Field Display

Display Materials

  • China Star’s New Way to Pattern QDs
  • More on CF PR Localization in China

Display Equipment

  • 20 New POs and Awards Last Week – Including New Litho Awards for Canon and Nikon

MicroLEDs and AR/VR

  • Sony On Track to Reach PS5 Sales Targets, Shares Details of New VR Headset with Developers
  • Vistar Develops a 326 PPI MicroLED Product
  • MicroVision Confirms that Royalty Payments Are Linked to HoloLens 2

Display Stocks and the Economy

  • Stocks Rise on Strong Jobs Report and Economic Data
August 2nd, 2021

The Lead

  • LCD TV Panel Price Update Confirms Price Peak
  • DSCC Raises Equipment Spending Forecasts on New LCD Projects

Earnings

  • Apple Exceeds Earnings Expectations in Calendar Q2’21 – Stock Declines on iPhone and iPad Chip Supply Warnings
  • Samsung Rides Semi Strength to Big Profits in Q2
  • LGD Profit Increases on Highest Ever Q2 Revenues
  • AUO Q2 Earnings Were Best Since 2017
  • Corning Rides Display Demand to Strong Q2 Profits
  • Canon Beats and Raises on Imaging Growth
  • SCREEN Misses, But Raises Its Forecast on Strong Semi Demand
  • Qualcomm Revenue Increases 65% Y/Y in Calendar Q2’21 – Stock Rises on Optimism for 5G, Design Wins and Chip Supply Improvements

Smartphones

  • New AMOLED Smartphones from Huawei, Oppo and ZTE
  • Insights on Top Galaxy Z Flip 3 and Fold 3 Colors

Display Materials

  • Nanosys Rumored to Go Public through SPAC
  • FPD Photo Resist Material in China at a Glance
  • Slichem's Liquid Crystal Business in 1H'21
  • PIMS Approved for Mass Production of Open Masks at Chengdu Plant

MiniLEDs and MicroLEDs

  • Samsung’s First MiniLED Monitor Costs $1000 More
  • More Micro/MiniLED Projects Announced in Ezhou, Hubei, China
  • TSLC Demonstrates MiniLED Display using 36 Pixel-in-1 Package

AR/VR

  • Sony’s Install Base for PS5 Surpasses 10M Units
  • DigiLens Shows First Plastic Waveguide in Partnership with Mitsubishi Chemical Corporation

Display Equipment

  • 20 New POs and Awards Last Week

Display Stocks and the Economy

  • Stocks Mostly Down Despite Strong Q2’21 Earnings on Q3’21 Growth Concerns and China Reigning in Leading Companies
July 26th, 2021

The Lead

  • Flat Panel Displays to Enjoy Record Revenues in 2021
  • Are G8.5 Oxide FMM VTE OLED Fabs for IT Markets Around the Corner? Who Are the Winners and Losers?
  • Display Fab Utilization Staying High in 2H 2021

Panel Makers

  • EFonlong L8-1 LCD Fab’s AMHS Move In
  • Caihong’s Earnings Forecast
  • Japan Display Inc. Sells Subsidiary

Display Fabs and Equipment

  • SDC and LGD to Boost OLED Capex in 2H’21 as Expected
  • Even More LCD Spending
  • 51 New POs and Awards Last Week

Smartphones

  • Latest Information on Samsung’s Galaxy S21 FE
  • Samsung Starts Taking Reservations for Galaxy Fold 3 and Z Flip 3 in the US
  • Updates for Oppo and Realme Smartphones
  • New AMOLED Smartphones from Samsung and Vivo

TVs

  • TCL Reports 12% Y/Y Increase in TV Sales in 1H 2021
  • Japan TV Unit Sales Increase for the 15th Consecutive Month

Tablets

  • iPad Mini Will Not be MiniLED Despite Reports

MiniLEDs and MicroLEDs

  • Samsung Launches 2021 Model of The Wall
  • Samsung to Add Epistar and Sanan as Suppliers of MicroLEDs
  • Rohinni Expands and Names New CEO
  • Intel Could Acquire GlobalFoundries

OLED Materials

  • UDC Expanding OLED Material Production in Ireland
  • Merck Starts Mass Production of OLED Hole Transport Materials
  • Kyulux Presents Progress on Hyperfluorescent OLED Materials

Glass

  • Corning Expands Gorilla Glass Composite Products for Mobile Device Cameras
  • AGC Raising Prices for Architectural Glass in Japan

Display Stocks and the Economy

  • Stocks Rise Despite Rising COVID-19 Cases and Worsening US Employment Numbers
July 19th, 2021

The Lead

  • Panel Maker Q2 Earnings Preview
  • 1H’21 Earnings Forecast: BOE, CPT China, TCL and Visionox
  • US TV Price Inflation Hits Record High
  • Corning Beijing Power Outage May Extend Glass Shortage
  • Latest DSCC Advanced Smartphone Features Report Reveals and Predicts Latest Smartphone Trends – LTPO, Refresh Rates and 5G are Growing
  • Clarifying 2H’21 Foldable Smartphone Rumors
  • Registration Is Open for the AR/VR Display Forum

Panel Makers

  • China Government Support Remains Strong: Fujian Province to Continue Supporting FPD Industry for the Next Five Years
  • Truly Cancels IPO of Its Shanwei Fab

Smartphones

  • China’s Smartphone Shipments Rebound in June and 5G Once Again Captures 79% Share
  • iPhone Updated Production Outlook Report from Mizuho
  • Z Flip 3 and Z Fold 3 Prices Supposedly Leaked
  • New UTG Project Signed in Fuzhou
  • New AMOLED Smartphones from Oppo and Realme
  • User Experience Report for 5G Millimeter Wave (mmWave) and 5G from OpenSignal

MicroLEDs

  • Samsung Electronics Expands MicroLED TV Line Up
  • Kopin to Develop Full Color MicroLED Display with a Leading Japanese Company

MiniLEDs

  • Samsung Teases MiniLED Gaming Monitor Ahead of Launch

Light Field

  • Looking Glass Factory Launches 4K and 8K Light Field Monitors

AR/VR

  • Rokid Unveils Smart Glasses with Birdbath Optics

Display Equipment

  • 21 New Awards Last Week
  • Aggressive Expansion: Bayi Space Plans New Plant in Zhejiang, China

Display Stocks

  • Stocks Fall on Inflation Data
July 12th, 2021

The Lead

  • LCD TV Panel Prices Peaking
  • Samsung, LGE Profits Keep Rolling in Q2 Based on Preliminary Results
  • Fab Schedule Updates - New LCD Fab Activity Continues

Panel Makers

  • Taiwan Panel Maker June Revenues Highest in Six Years
  • Visionox Receives More Incentives in 2021
  • Tianma Claims Net Profit Increase in 1H 2021

Smartphones

  • New AMOLED Smartphones from Samsung and Qualcomm
  • Google Pixel 6 and Pixel 6 Pro Specs Leak
  • SID Symposium: BOE Characterizes Fingerprint Sensor Based on Organic Photodiodes
  • Isorg Raises $19M in Series C Round with Sumitomo Chemical and Mitsubishi

Display Equipment and Materials

  • Profile of Caihong’s LCD Glass Business
  • 17 New POs and Awards Last Week

Gaming

  • Nintendo Announces Nintendo Switch (OLED Model)

TVs

  • Samsung Electronics, QLED Innovative Technology 3

AR/VR

  • Lynx Pivots to Consumer AR/VR

Correction

  • Visteon microZone Is Dual Cell LCD

Display Stocks and the Economy

  • Stocks Mixed, Near Record Highs
July 6th, 2021

The Lead

  • OLED Panel Revenues Forecasted to Exceed $60B in 2025 Helped by Increased IT Market Penetration
  • Will LGD’s OLED Business Turn a Profit in 2021?
  • Q2 OLED Supply/Demand Update – Oversupply to Persist

Panel Suppliers

  • China Star Is Expanding: New Module Factory in T4
  • Tianma’s Management Change

Display Equipment and Materials

  • 36 New POs and Awards Last Week with AMAT Capturing 12 Tools
  • LG Chem to Supply Blue OLED for LG Display
  • More About Photo Mask Projects in China: SuperMask, ULVAC and Photronics
  • Delphi Laser Plans an IPO

Smartphones

  • Qualcomm Announces Snapdragon 888 Plus with a 3GHz Core and New AI Engine
  • Honor Trademarks New Foldable and Rollable Smartphone Product Names
  • Potential New UTG Project in China
  • New AMOLED Smartphones Huawei, TCL and Vivo
  • Samsung’s Mobile World Congress (MWC) 2021 Event- Highlights

TVs

  • LG Electronics Releases QNED MiniLED TV

MiniLEDs and MicroLEDs

  • Visteon Gets Design Win for microZone MiniLED Display
  • SID Symposium: Innolux Presents a MiniLED LCD Panel for VR
  • Magic Leap 2 Still on Track for a Q4 Launch

Holography

  • VividQ Closes Another Funding Round with $15M, Targets Holographic LCD Panels for Laptops by 2022

Display Stocks and the Economy

  • Stocks Mostly Up on Positive Economic/Job Data, But Display Stocks Fall
June 28th, 2021

The Lead

  • OLED Smartphone Panel Revenues Expected to Increase 39% Y/Y in 1H 2021

Smartphones

  • New AMOLED Smartphones Samsung, Tecno and Vivo
  • Statistics Review on China Mobile Phone: May 2021

Panel Makers

  • Samsung Display Union Workers Strike
  • Tianma Gained Another CNY 50M in Subsidies in June 2021

TV

  • LG Launches 83-inch OLED TV
  • Samsung Denies LGD OLED TV Deal
  • Amazon Prime Day 2021 Shows Inflated TV Prices

Glass & Materials

  • Corning Announces Display Glass Price Increase for Q3
  • Shanshan Plans to Build a New Polarizer Fab in Mianyang, Sichuan, Chin
  • Photomask Supplier Newway IPO in Progress

MicroLED

  • Leyard Launches MicroLED TVs and MicroLED Smart Displays for Meeting Rooms
  • Porotech Raises $4M to Develop Porous GaN MicroLED Technology

AR/VR

  • TCL to Start Shipping Wearable Display Glasses in July

Reflective Displays

  • Reinkstone Launches First Tablet with DES E-paper Display

Fab/Equipment News

  • 47 New POs and Awards

Display Stocks and the Economy

  • Display Stocks Lag Market Rebound
June 21st, 2021

The Lead

  • DSCC Announces Call for Speakers for AR/VR Display Forum


Panel Makers

  • BOE Invests in HKC for a Competitive Advantage


Fab/Equipment News

  • 31 New POs and Awards Last Week


AR/VR

  • SID Symposium: What Facebook Presented on AR/VR Display and Optics
  • Kopin Announces All-plastic Pancake Optics for VR
  • Sony to Adopt AMOLED for New PlayStation VR Headset


Smartphones

  • New AMOLED Smartphones from Honor, Leica, OnePlus and Samsung
  • Honor Confirms That Google Apps Will Be Available on The New 50 Series
  • OnePlus is Merging with Oppo


Display Materials

  • SID Symposium Papers Report Progress on Blue OLED
  • Solus to Supply HTL OLED Material to LG
  • Light Material, Key Material Supplier of BOE, Plans IPO in 2021


TV

  • Hisense US TV Lineup Highlights Dual Cell, Laser


Glass / Chip Suppliers

  • AGC Sells Architectural Glass Business in North America
  • Magnachip Acquisition - UK Private Equity Fund Cornucopia Makes Higher Offer


Display Stocks and the Economy

  • Display Stocks Rebound Amid Market Downturn
June 14th, 2021

The Lead

  • LCD TV Panel Price Rally is Near an End
  • DSCC’s Latest Quarterly Foldable/Rollable Report Reveals New Insights Including Corning’s First Foldable UTG Design Win
  • DSCC Releases Flash Edition of Quarterly OLED Shipment Report
  • DSCC TV Cost Report Highlights Component Cost Increases
  • Worldwide TV Shipments Recovered to Pre-pandemic Level in Q1, per DiScien Report

Display Makers

  • Rising Prices Drive Taiwan Panel Maker Revenues Up in May
  • BOE Plans to Relocate its Module Factory to Qingdao, Shandong, China
  • China Star Signs Strategic Partnership with SVG

Smartphones

  • Apple’s Worldwide Developers Conference Highlights
  • New AMOLED Smartphones from Huawei and ZTE

AR/VR and MicroLEDs

  • AR/VR Rumors Update: Apple, Facebook and Sony
  • New Arpara VR Headsets with Dual 1.03” Micro OLED
  • Jade Bird Display Offers MicroLED Display with 4M Nits
  • Planar Launches MicroLED Video Wall Displays
  • Facebook Could Launch a Smart Watch Next Year

TVs

  • China Remains the Dominant Source of US Electronics Imports in Q1 2021

MiniLEDs

  • Konka Releases 31.5” Mini LED BLU Product Powered by Longli Tech

Display Equipment

  • Kateeva and Pixelligent Announce Strategic Partnership for MLP AMOLEDs
  • 16 New POs and Awards Last Week

Automotive Displays

  • Faurecia Acquires DesignLED to Enrich Auto Displays

Display Stocks and the Economy

  • Display and Equipment Stocks Fall as General Markets Tread Water
June 7th, 2021

The Lead

  • LCD Capacity Outlook Rises on a New BOE G10.5 Fab, India and SDC’s 2022 Plans
  • LCD Supply Demand Shifting to Oversupply
  • Q1 Panel Maker Revenues Hit All-Time Record
  • DSCC’s Financial Health Report Reveals Display Equipment Market Continues to Rebound
  • DSCC Smartphone Display Cost Report Covers Shift to 120Hz
  • Highlights from DSCC’s Upcoming Quarterly Foldable/Rollable Report

Smartphones and Tablets

  • New OLED Lenovo Pad Pro Launched in China
  • Apple’s iPhone 13 Series Battery Capacity Receives a Boost
  • New OLED Smartphones from OnePlus, Realme and Samsung

TVs

  • Vizio Launches New TV Lineup

MiniLEDs

  • BOE Claims MP Mini LED & BOE Pixey Production Line Progress
  • Osram to Supply MiniLED Chips to Apple

AR/VR

  • Nolo Sonic VR Headset Launched in China
  • Magic Leap Partners with AMD for SoC

Panel Suppliers

  • Visionox Revised Its Q2’19 & Q3’19 Financials Due to Mis Auditing
  • LG Display Awards Innovative OLED Designs

Display Materials

  • FMM Localization Starts: ZhongLing Tech Announced Gen 6 FMM Project in Haining, Zhejiang, China

Display Equipment

  • 39 New POs and Awards Last Week

SID

  • SID Symposium: APS Develops Laser Patterned FMM for 3000 PPI OLED Microdisplay
  • SID Symposium: TCL Makes a 142” MiniLED Display with IGZO Backplanes
  • More SID/DSCC Business Conference Presenter Interviews Added

Display Stocks and the Economy

  • Stocks Rise, But Display Stocks Continue to Fall
June 1st. 2021

The Lead

  • LG Gained, Samsung Lost Share in Booming Advanced TV Market in Q1 2021
  • DSCC Upgrades LCD Capacity on Numerous Expansions

SID/DSCC Business Conference Highlights

  • SID/DSCC Business Conference Download – Keynote Session
  • SID/DSCC Business Conference Download – Financial and Market Analyst Session
  • SID/DSCC Business Conference Download – Smartphone Markets, Catalysts and Display Technology
  • SID/DSCC Business Conference Download – Displays in IT Applications
  • SID/DSCC Business Conference – Start-up Session Download
  • SID/DSCC Business Conference Q&A Videos Available

SID Keynotes, Exhibitions and Symposium

  • SID 2021 Keynotes: Applied Materials
  • Royole Presents a Stretchable MicroLED Display at the SID Symposium
  • Tianma Demonstrates Micro Lens AMOLED at SID

Smartphones

  • Qualcomm Announces New Snapdragon 778G 5G Mobile Platform, Announces Design Win with Honor
  • An Awarded Samsung Patent Suggests No Physical buttons for Galaxy Z Fold 3
  • Xiaomi Corporation Reports Revenue of RMB76.9B for Q1’2021
  • New AMOLED Smartphones from Oppo, Realme and ZTE
  • Chinese Brands Lower Smartphone Shipment Goals for 2021

MiniLED and MicroLED

  • BOE Presents its Product Roadmap for MiniLED LCD
  • Interview: Nanosys CEO on the Acquisition of MicroLED Developer Glō
  • Recent Mini/MicroLED Activities in China: Skyworth, Refond, Focus Lighting and BTMC

Equipment

  • Samsung Display May Be Buying a New Kateeva IJP R&D System for 8K
  • TCL Display Transferred LTPS Module Equipment to China Star
  • 16 New POs and Awards Last Week

Reflective Displays

  • E Ink Launches On-Cell Touch ePaper Module

AR/VR

  • Dispelix and OQmented Form Strategic Partnership

Display Materials

  • CMMT Plans an IPO in China

Display Stocks and the Economy

  • Stocks Gain, But Panel Makers Fall
May 24th, 2021

SID Keynotes

  • SID 2021 Keynotes: Samsung, Amazon and Google

SID/DSCC Business Conference Highlights

  • SID/DSCC Business Conference Download – TV Display Technology and Markets
  • SID/DSCC Business Conference Download – Automotive Displays
  • SID/DSCC Business Conference Download – MicroLED Session
  • Overview of AR/VR in the Exhibition and Business Conference

Key SID Papers

  • Samsung Paper Describes Blue Phosphorescent Progress
  • Samsung Display’s Rollable Display Developments
  • Canon Releases New Gen. 6 DUV Exposure Tool for 1.2µm Resolution
  • Progress of Inkjet Technology at SID Display Week 2021

Equipment Suppliers

  • 29 POs and Awards Last Week
  • Applied Beats on Top and Bottom Lines, Stock Price Falls After Upgrades
  • Nikon Takes More Charges, Expects to Return to Profitability in Fiscal 2022
  • ULVAC Beats on Top and Bottom Line and Raises Guidance
  • SCREEN Beats and Provides Positive Outlook on Fiscal 2022 on Semiconductors
  • V Technology to Grow and Sell Tomatoes, Beats in Q1’21

Smartphones

  • China’s Smartphone Shipments Dip in April, 5G Share Sets New High
  • Two New AMOLED Smartphones from Honor and Sharp

AR/VR

  • Snap Unveils AR Glasses and Acquires Waveguide Supplier WaveOptics
  • DigiLens Announces its Developer AR Smartglasses with Holographic Waveguides

Panel Makers

  • EFonLong Begins Construction of LCD and AMOLED Module Fabs
  • EverDisplay to Go Public Soon

MiniLEDs

  • Is the MiniLED MacBook Pro Delayed?

Display Materials

  • BOE and HKC Invest in Liquid Crystal Production

Display Stocks and the Economy

  • Stocks Mostly Gain on Positive Data, Steady Rates
May 17th, 2021

The Lead

  • LCD TV Panel Prices Keep Going Up with No End in Sight

Panel Makers

  • SDC Awarded National Project to Develop High Resolution Oxide TFTs, Could Be Bad News for LTPS
  • Innolux Continues to Roll with Q1 Profits
  • Sharp Reports Q1 Profit
  • JDI Reports Another Loss in Q1
  • Taiwan Panel Maker Revenues Edge Down in April

Smartphones

  • Xiaomi Removed from US Blacklist, Does This Change Huawei’s Situation?
  • Magnachip Acquisition Held Up?
  • Samsung A Series Models Constrained by Samsung Foundries
  • Gartner Says Chip Shortage Could Linger into Q2’22
  • New AMOLED Smartphones from Asus
  • Google Pixel 6/Pro Renders Set Twitter Ablaze

TVs

  • Vizio Earnings Disappoint in Q1

Display Materials

  • Profile of Chinese Liquid Crystal Supplier Bayi Space: Financial Analysis, Capacity & Growth Potential
  • E Ink Transfers Digital Microfluidics Unit to Nuclera and Becomes Largest Strategic Shareholder
  • Apple Makes Another Investment in Corning
  • Corning Celebrates Gen 10.5 Opening in Wuhan

Display Equipment

  • Invenia Develops G10.5 ICP Dry Etch System Targeting LGD
  • 18 POs and Awards Last Week

AR/VR

  • Sony’s Next PlayStation VR Headset to Feature 4K Resolution and Foveated Rendering
  • HTC Launches Two New VR Headsets with 5K Resolution
  • Pico Unveils Neo 3 and Neo 3 Pro VR Headsets with Qualcomm XR2 Chipset

Display Stocks and the Economy

  • Stocks Fall on Inflation Data
May 10th, 2021

The Lead

  • LCD Capex Up, OLED Capex Down in Latest DSCC Equipment Spending Report Reflecting Market Conditions
  • AMOLED Materials Market to Grow 36% in 2021
  • DSCC Adds New Analyst in Japan


Display Suppliers

  • BOE Reports Q1’21 Profits
  • Visionox Q1’21 Financial Analysis
  • HannStar Rides LCD Demand Wave to Higher Q1 Profits
  • LG Electronics Expands Marketing to Special OLEDs

Smartphones

  • Insights on Next iPhone Display Allocations, Updated Roadmap
  • Latest Samsung Foldable Rumors


TVs

  • TV Brands Ride Pandemic Demand to Profitable Q1
  • Panasonic May Outsource TV Production to TCL


Display Materials

  • UDC Reports Solid Profits in Q1
  • Glassmaker Earnings – NEG, AGC and Comparison
  • Nichia Boosts MiniLED Production Capacity
  • Apple Awards $410M from its Advanced Manufacturing Fund to II-VI

Fabs and Equipment

  • Rohinni Increases Speed of MiniLED Placement with Bondheads Running in Parallel
  • Just 4 Awards Last Week


AR/VR

  • Tooz Starts Shipping Smart Glasses in Europe


Events

  • SID/DSCC Business Conference Launches Start-Up Session with an Emphasis on OLED Materials
  • The SID/DSCC Business Conference Covers Revived IT Display Sector


Display Stocks and the Economy

  • Stocks Mostly Rise Despite Weak April Jobs Data, Panel Makers Sell Off on Profit Taking
May 3rd, 2021

The Lead

  • New DSCC Report Reveals Challenges, Status and Promise of Inkjet Printing OLED and QD Displays – Annual Capacity to Reach Over 7M Square Meters by 2025
  • DSCC Opens Taiwan Office, Adds Display/Backlighting/LED Expert Leo Liu
  • LCD Supply Worsening in Q2?
  • Q4 Earnings: Panel Maker Comparison

Company Earnings

  • Brands
    • Apple Hits Record Profits Again in Q1
    • Samsung Profits Jump in Q1
  • Panel Suppliers
    • AUO Rides Higher LCD Prices to Q1 Profits
    • LGD Q1 Profits Fall Short
    • Tianma and CHOT’s Q1’21 Financial Analysis
  • Equipment Suppliers
    • Canon Beats on the Top and Bottom Lines, Reorganizes and Ups Its 2021 Forecast
    • Tokyo Electron Beats on Bottom and Top Lines on Semi Growth, Forecasts 22% Growth for Fiscal 2022
  • Glass/Chip Suppliers
    • Corning Rides Pandemic Recovery to Q1 Profit
    • Qualcomm Earnings Highlights

Fab/Equipment News

  • 35 New Awards Last Week
  • Onsite Visit of China Star’s T9 Construction Field
  • AUO Agrees to Sell L3B Fab to Semiconductor Manufacturer Vanguard International Semiconductor (VIS)

IT Markets

  • Samsung Electronics Unveils New OLED Notebooks

AR/VR

  • Facebook Continues to See Strong Sales of VR Headsets
  • Campfire Raises $8M to Launch Professional AR/VR Collaboration Tool

Smartphones

  • Eight New AMOLED Smartphones from Huawei, Oppo, Samsung, VIVO and Xiaomi

Display Stocks and the Economy

  • Stocks Mostly Down Despite Blowout Earnings, More Biden Stimulus, Continued Positive Data and Fed Support, Panel Makers Now Top-Rated Index
April 26th, 2021

The Lead

  • Flat Panel Display Revenues to Increase 28% in 2021 to $151 Billion

Events

  • Apple Introduces MiniLED iPad in Spring Launch Event
  • MicroLED and MiniLED Displays Demonstrated at Touch Taiwan 2021
  • SID/DSCC Business Conference Keynote Session Will Be a Highlight

Display Makers

  • Sakai Display Products Posts Big Loss in 2020, Improving in 2021
  • Caihong Display’s 2020 Financial Analysis
  • Mantix Raising Funds for Further Expansion
  • Foxconn Renegotiates Wisconsin Subsidy Contract
  • Samsung Starts OLED Module Production in India
  • UDC Extends Long Term Agreement with Visionox
  • Correction

Smartphones

  • New AMOLED Smartphones from Realme and ZTE
  • Huawei and Honor to Introduce New Foldables in Late 2021

Equipment

  • 13 New POs and Awards
  • APS Materials, Expands Application of FMM Ultra-Precision Laser Processing Technology
  • Notion System Teams Up with Scrona

Materials

  • Polarizer Capacity to Remain Tight Throughout 2021
  • Driver IC Updates – Acer Makes Acquisition, Profits Rising

MicroLEDs

  • eLux Announces New Milestones in Fluidic Assembly Mass Transfer Process for MicroLED Displays

Display Stocks and the Economy

  • Stocks Mixed as Biden Looks to Raise Capital Gains Rates
April 19th, 2021

The Lead

  • DSCC Forecasts Rapid Growth for AR/VR Displays
  • OLED Revenues Expected to Increase 39% Y/Y in 1H 2021
  • Previewing Q1’21 Display Supplier Earnings – What a Difference a Year Makes

Fab and Equipment News

  • Q1 OLED Supply/Demand Update – Mobile OLED Oversupply to Persist
  • AUO to Expand G6 LTPS Fab on LTPS Notebook PC and MicroLED Backplane Demand
  • 23 New POs and Awards - LGD to Boost China OLED Spending on Device Structure Change

Panel Makers

  • Readings on BOE Q4’20 Performance and Q1’21 Forecast
  • AUO to Demonstrate MicroLED and MiniLED Technologies at Touch Taiwan 2021
  • China’s Display Industry Support Continues

Smartphones

  • March’s China 5G Smartphone Shipments Set a Record at 27.5M
  • TCL Showcases Fold ‘n Roll Smartphone, Points to 2021 Foldable Launch
  • New AMOLED Smartphones from Samsung, Sony and TCL
  • Apple iPhone Leaks through 2023
  • Samsung Phone Updates – Fold 3, Flip 2 or 3 and the S21 FE
  • TSMC Revenues, Margins Rise in Q1’21, Boosts 2021 Capex to $30B

PCs and Tablets

  • Siri Says Spring Loaded Apple Event on April 20th
  • PC Shipments Show Continued Strength in Q1 2021 Despite Component Shortages and Logistics Issues, According to IDC

Display Materials

  • Korea’s Olum Material has developed “Unit Cell” FMM
  • AGC Increases Profit Forecast

Events

  • The SID/DSCC Business Conference TV Session Drills into the Market & Technology Battles

Display Stocks and the Economy

  • Stocks Rise on Strong Data and Earnings
April 12th, 2021

The Lead

  • OLED Production to Increase 94% Y/Y in Q2 2021
  • Latest DSCC Smartphone Report Reveals and Predicts Latest Smartphone Trends – High Refresh Rate Penetration Surging

Fab and Equipment News

  • Coming in Hot: TCL Announces T8 and T9 Projects
  • Has Visionox V2-2 Been Canceled?
  • Permission Granted: EverDisplay Is One-step Away From an IPO, But Next Fab Delayed
  • Display Highlights from Applied Materials’ Investor Event
  • 65 New POs and Awards Led by Large-Gen LCD
  • Aixtron Supplies MOCVD Reactor to US LED Manufacturer for MicroLED Production

Smartphones

  • LG Shuts Down Mobile Phone Business, Shifts to Other Growth Areas
  • Foldable Smartphone News – Multi-folds and New Z Fold 3 and Z Flip 2 Insights
  • Google Pixel 5a - Canceled, Not Canceled
  • New AMOLED Smartphones from Lenovo, Oppo, Realme and VIVO
  • LG Innotek to Supply COF to Samsung Galaxy A52 and A72

TVs

  • Samsung Rumored to Discuss Buying OLED TV Panels from LGD

Financial News

  • Taiwan Panel Maker March Revenues Hit Highest Point in Four Years
  • Tianma Expects Net Income to Increase 94% Y/Y
  • Samsung, LGE Show Strong Profits in Preliminary Q1 Results
  • Samsung Renews Investment in Corning

AR/VR

  • LaSAR Alliance Becomes Member Program of IEEE ISTO, Adds EyeWay Vision as New Member

Events

  • More Highlights from the SPIE AR/VR/MR Conference
  • SID/DSCC Business Conference Auto Session Highlights Challenging Display Sector

Display Stocks and the Economy

  • Stocks Stay at Record Highs
April 5th, 2021

The Lead

  • LCD TV Panel Prices Keep Going Up
  • SID Business Conference on May 17th to Celebrate Display Industry Optimism
  • Highlights from the SPIE AR/VR/MR Conference

Fabs and Equipment

  • JOLED Starts RGB IJP OLED Mass Production, LGD Hints at IJP Breakthrough
  • Tianma Wuhan R&D Center Started Operation on March 28th, CFOT Panel Demonstrated
  • 28 New POs and Awards Including MicroLED Awards at Visionox’s Vistar

Smartphones

  • Xiaomi Introduces 8” In-folding Mi Mix Fold at ~$1520 with Improved Audio and Liquid Lens Technology
  • New AMOLED Smartphones from Oppo, Realme, Xiaomi and ZTE

TVs

  • Vizio Concludes Successful IPO
  • Skyworth Launches Bendable OLED TV
  • Samsung Display Plans to Produce a QD-OLED TV Prototype in June

Driver ICs

  • Magnachip Acquired by Chinese Private Equity Fund Wise Road Capital for $1.4B
  • Silicon Works Wins OLED Driver IC Business at SDC, Samsung Restarts Driver IC Production in Austin

Display Materials

  • LG Display and UDC Extend Long-Term OLED Agreements
  • Solus Starts Construction for OLED Material Expansion in China
  • Sunnypol New Polarizer Line Plans to MP in 2022

AR/VR

  • Microsoft Wins $22B Contract with US Army for AR Headsets
  • Snap to Launch AR Glasses for Developers in May

MiniLEDs

  • TCL Finished Samsung Suzhou Acquisition & Is Now Building Initiating Joint MiniLED Research

IP

  • Samsung Wins Case to Invalidate Solas Patent

Display Stocks and the Economy

  • Stocks Surge on Biden’s Infrastructure Plan, TSMC’s $100B Spend and Surge in US Factory Growth

Job Opportunities

  • DSCC Looking for More Talent in South Korea
March 29th, 2021


The Lead

  • Display Glass Shipments to Hit New Records in 1H 2021
  • Corning Announces Display Glass Price Increase
  • New Insights on How SDC Will Introduce Polarizer-Free OLEDs, Significant Increase in Brightness Also Expected
  • Apple Display Roadmap Rumor Update – Will Book Type Foldables Replace iPad Mini and More

Events

  • AR/VR Displays Will Take Center Stage at the SID/DSCC Business Conference
  • Highlights from SID-Los Angeles Virtual Event, Kyoto Prize Lecture

Panel Makers

  • BOE B17 Capacity to Expand to 180K Substrates/Month on New Capex and Shift to 4-Mask Process
  • Caihong Clarifies Rumor About Selling CHOT

Smartphones

  • LG May Be Forced to Shut Down Its Phone Business
  • Oppo X 2021 Rollable Observations
  • BOE May Supply OLEDs on the Galaxy M Series
  • New AMOLED Smartphones from Honor, OnePlus, Oppo Realme and Xiaomi

Display Equipment

  • Lumentum Ups Their Offer Again, But Loses Coherent to II-VI
  • Wonik IPS’s SEMES Acquisition Falls Through
  • 28 New POs and Awards

TVs

  • TCL Completes Profitable Year of Transformation in 2020 Annual Report
  • Samsung’s NEO QLED TVs Receive German VDE's 'Eye Care' and 'Gaming TV Performance Certifications

AR/VR

  • Apple Rumor Points to Lightweight Headset with Hybrid Fresnel Lenses
  • Mojo Vision Gives Details on its Smart Contact Lens

MicroLEDs

  • Unikorn and Epistar to Increase Production of MicroLEDs

Display Stocks and the Economy

  • Stocks Rise on Sentiment, Vaccinations, Lower Regulation and Lower Yields
March 22nd, 2021

The Lead

  • Display Fab Utilization Continuing Strong in 1H 2021
  • SID Symposium Preview
  • Chip Shortage Concerns Deepen

Smartphones

  • ROG Phone 5 Has Durability Issues
  • Six New Smartphones from OnePlus, Oppo and Samsung – OnePlus Claims Best Display, Samsung Offers 90Hz OLED at $415

TVs

  • Sony Joins Litigation Against US China Tariffs
  • LG Electronics to Sell the World's First Rollable TV Online Next Month

MiniLEDs

  • The Latest Rumors on the Apple MiniLED iPad Pro
  • Taiwanese Suppliers Ship PCB Backplanes for MiniLED LCD TVs

Display Makers

  • Samsung Display Making a Push for Gaming Displays
  • TCL Will Lead the Construction of the National New Display Technology Innovation Center in China

AR/VR

  • Vuzix Reports Record Q4 and 74% Increase in Annual Revenues
  • Pico Raises $37M in B+ Funding Round

Equipment

  • 33 New POs and Awards
  • Lumentum and II-VI Up Their Offers Again for Coherent, Deadline Extended

Materials

  • Profitable Business: Chinese Liquid Crystal Vendors Had an Average 30% Operating Margin in 2020

Events

  • Two Virtual Display Events from California This Week

Display Stocks and the Economy

  • Stocks Mostly Down on Inflation Concerns Despite the Fed’s Efforts
March 15th, 2021

The Lead

  • Display Capacity Growth Upgraded, Now Expected to Fall in 2023 on Korea Shutdowns
  • Interview: Compound Photonics Partners with GLOBALFOUNDRIES to Manufacture Microdisplay Chip

Panel Makers

  • Taiwan Panel Makers Y/Y Streak Continues in February
  • China Star Net Profit Increased 177% in 2020
  • Tianma’s Net Profit Increased by 75% in 2020
  • Solas Wins Patent Lawsuit Against Samsung

Smartphones

  • China’s Smartphone Market Drops in February, 5G Share Rises
  • 11 New AMOLED Smartphones from Asus, Huawei, Oppo and Xiaomi Launched, ROG Phone 5 Pro and Oppo Find X3 Pro Stand Out

TVs

  • TCL Releases Its ODZero MiniLED TV
  • LG Display and Walt Disney Collaborate to Promote Excellence in OLED TVs

AR/VR

  • 6 Key Points from Mark Zuckerberg’s Interview on AR/VR

Equipment

  • Lumentum, MKS and II-VI All Up Their Offers for Coherent, II-VI in the Lead as Deadline Nears
  • 36 New POs and Awards

Reflective Displays

  • E Ink Officially Launches 2nd Generation Kaleido E-Paper Display

Display Stocks and the Economy

  • Stocks Rise on Stimulus, Remain Volatile on Inflation Concerns
March 8th, 2021

The Lead

  • DSCC Report Predicts Foldable Smartphones to Surge from 2H’2021
  • LG and Sony Led OLED TV Gains in Advanced TV Market in Q4
  • Semiconductor Shortage Already Impacting Display Products
  • Highlights from the Electronic Displays Conference 2021

Smartphones

  • The Latest Apple iPhone 12s, OLED iPad and MacBook Pro Rumors
  • MagnaChip Semiconductor Rumored to Be on the Block
  • New AMOLED Smartphones from Meizu, Realme, Vivo, Xiaomi and ZTE – First 165Hz Refresh and First China Ultrasonic Fingerprint Sensor

TVs

  • Vizio Files for Initial Public Offering
  • Samsung Teases 76” MicroLED TV
  • China Customs Statistic Review: WOLED Panels

Panel Makers and Equipment

  • New Controlling Interest at Visionox
  • eMagin Awarded New Patent for High Resolution OLED Direct Patterning Technology
  • 36 New POs and Awards

Gaming

  • Nintendo Expected to Release an OLED Version of its Highly Popular Switch

EPD

  • Sony and E Ink Demonstrate Kaleido 2.5 Color EPD Technology

AR

  • MICLEDI Raises $8.4M to Develop MicroLED Displays for AR

Display Stocks and the Economy

  • Stocks Mostly Down on Inflation Concerns, Tech Sells Off
March 1st, 2021

The Lead

  • SID Business Conference Update – Sponsors, Sessions and Speakers Announced

Panel Makers

  • Sharp to Sell Stake in Sakai Gen 10, Buyer Unknown
  • HannStar Books Big Q4 Profit
  • IVO Reports 14% Revenue Increase and 12% Operation Profit Increase in 2020
  • Solas OLED Settles with LG Display, Sues Samsung & BOE
  • LG Display Enters a New Market for Medical X-ray Imaging

Foldables and Rollables

  • Huawei Launches In-folding Mate X2 Foldable with Some Impressive Advances
  • Galaxy Z Fold 3 Now Coming with S-Pen Support?
  • LG Rumored to Have Stopped Rollable Smartphone, BOE Pushing for Product Development Funds
  • Samsung Offering “Buy and Try” on Foldables Before New Models Launched

Smartphones

  • BOE Rumored to Be Developing Add-on Touch, Not Touch on TFE, for iPhone 12s?
  • Oppo and Xiaomi Launch New AMOLED Smartphones

TVs

  • LG Rolls out 2021 TV Product Line
  • US PC Imports Hit a Record in 2020 But TV Imports Cool Down in Q4
  • China’s 2017 – 2020 TV Set Production and Exports

Display Materials

  • UDC and PPG to Expand OLED Material Production in Ireland
  • APS Materials Wins FMM National Project over Philoptics
  • Zhijing Tech, TCL’s Key QD Partner, Completes Series A Funding

AR/VR

  • Qualcomm Releases Reference Design for AR Smart Viewer Glasses
  • Kura Unveils Specifications and Pricing of Upcoming AR Glasses
  • Sony Confirms It Will Release a 2nd Generation PlayStation VR
  • Nreal Will Expand into Europe and the US in Q2 2021

MicroLEDs

  • Samsung Could Adopt RGB MicroLED Chip to Lower Production Cost

Fabs and Equipment

  • 55 New POs and Awards

Display Stocks, COVID-19 and the Economy

  • Stocks Fall on Rising Inflation Concerns
February 22nd, 2021

The Lead

  • DSCC TV Cost Report Highlights Battle Between OLED and MiniLED
  • SID Business Conference Update


Company Earnings

  • UDC Hits Record Q4 Earnings But Disappoints Investors
  • Applied Materials Beats and Guides Ahead of Expectations as Semi Spending Accelerates
  • ULVAC Beats on Top and Bottom Lines and Enjoys Strong Bookings
  • MagnaChip’s 120Hz/QHD+ Driver IC Enters Mass Production, Earnings Update and Commentary on Driver IC Shortage


Smartphones

  • China’s Smartphone Market Surges in January, New Record for 5G Shipments
  • Apple iPhone 6s to 12 Pro Teardowns Show Rising Value of Cameras and Semiconductors
  • Is Apple Really Working Exclusively with LGD on Foldables?
  • Statistic Review: Mobile Phone in China 2018-2020
  • JTNC Announces Large-Scale Investment in Cover Glass in Vietnam
  • New AMOLED Smartphones - Samsung Launches Galaxy F62


Display Fabs and Equipment

  • More Insight on Stratacache’s MicroLED Production Plans in Oregon
  • More on AUO’s 2021 Capex Increase
  • LG Display to Boost 48” OLED TV Panel Production in Korea
  • 11 New LCD Awards


Display Materials and Technology

  • Research Team Demonstrates New Approach for Directional Polarized Light Emission in OLED and PeLED
  • Kyulux Raises $34 Million in Series B Funding Round
  • Solus to Expand OLED Material Supply


MicroLEDs, MiniLEDs and AR/VR

  • JVC to Launch New AR Headset for Professional Users in March
  • Sanan Gives Update on New MiniLED and MicroLED Fab
  • Seoul Viosys Will Start Producing MiniLED and MicroLED Chips in Q1 2021


Display Stocks, COVID and the Economy

  • Stocks Mixed as Display and Equipment Companies Outperform
February 15th, 2021

The Lead

  • LCD TV Panel Price Update – Up, Up and Up
  • LCD Shortages Leads to Surge in LCD Capex
  • DSCC Reveals 2020 Display Equipment Supplier Rankings, Early View on 2021 and Litho Shares Flip
  • Worldwide TV Sales Flat in Q4, per DiScien Report
  • DSCC Smartphone Display Cost Report Highlights Samsung’s S21 Lineup
  • DSCC Announces Call for Speakers for SID/DSCC Business Conference


Display Makers

  • JDI Struggles Continue Despite Q4 Profit
  • Taiwan Panel Makers Stay Strong in January
  • LG Display Vietnam Module Plant Investment
  • Royole Withdraws IPO, Opens Up Retail Store
  • Samsung Display Researchers Get Jail Terms for OLED Technology Leak


Display Equipment and Materials

  • MKS and II-VI Make Rival Offers for Coherent + Coherent Earnings
  • V Technology Q4’20 Revenues Inline, Beat on Earnings, Backlog Down to 2016 Levels
  • PI Advanced Materials Expecting Record Revenues in 2021
  • 50 New POs and Awards


AR/VR and MicroLEDs

  • Roundup of Latest News on Apple’s AR/VR Headset
  • BOE to Release New OLED Microdisplay in H2 2021
  • WaveOptics and Luxexcel Demonstrate Prescription AR Lens


TVs and MiniLEDs

  • Samsung Releases Pricing on Neo QLED TVs
  • BOE Launches MiniLED Video Walls with PCB and Glass Backplanes


Smartphones

  • Samsung Display Discusses Its Variable Refresh and High Speed Touch Technology
  • Samsung Reveals Some Early S21 Shipment Data


Display Stocks and the Economy

  • Stocks Continue to Gain on Earnings, M&A and Vaccine Progress


DSCC News

  • DSCC Adds More Talent – Ashton Reagin Joins as Senior Director of Marketing, Production and Events
February 8th, 2021

The Lead

  • SID 2021 to Be Virtual, DSCC Awarded the Management of the SID Business Conference for 5th Straight Year
  • Interview with X Display (XDC)
  • AMOLED Materials Market Will Grow to $2.5 Billion by 2025

Panel Maker Earnings and IPOs

  • Strong Q4 Pulls AUO and Innolux to Full Year Profit for 2020
  • Ever Display IPO Coming Soon
  • More Trouble in Royole’s IPO Path: Documentation Review Is Required

Equipment Makers Earnings

  • Canon and Nikon Release Positive Q4’20 Results as Litho Recovers

Glass Maker Earnings

  • Glassmaker Earnings – NEG, AGC and Comparison

TVs

  • Q4 Profits Rolled in for TV Brands
  • Samsung Electronics to Release QD-OLED TVs Next Year
  • Hisense Launches 48” 4K OLED TV

Smartphones

  • S21 Ultra Power Savings from LTPO and New Materials Explored
  • Xiaomi Showcases 4-sided Waterfall Concept Smartphone

Foldable Display News

  • Huawei to Launch the Mate X2 on 2/2/21
  • Samsung Drops the Price of the Z Flip 5G to $1199, Z Fold 2 Next?
  • Royole May Be Launching a 7.2" Foldable

Fabs, Display Equipment and Materials

  • SDC to Expand A4 Soon
  • SiH4 Gas Market Forecast for Displays
  • 58 New POs and Awards
  • Korean OLED Materials Supplier P&H Tech to Double Production

AR/VR and MicroLEDs

  • Kopin and HMDmd to Develop Wearable Display System for Surgeons
  • Microsoft Introduces HoloLens 2 Industrial Edition for Regulated Environments
  • Magic Leap Will Unveil Second Generation Headset in Q4
  • Kulicke & Soffa Acquires Uniqarta to Extend MiniLED and MicroLED Technology Portfolio

Display Stocks, the Economy and COVID-19

  • Stocks Rebound on Earnings, Vaccine Surge
February 1st, 2021

The Lead

  • Apple Hits More Records in Q4
  • Samsung Profits Slow Down in Q4
  • LGD Books Big Q4 Profit But Full Year Loss for 2020
  • AGC Glass Tank Accident May Extend Glass Tightness
  • Corning Finishes 2020 With a Strong Q4
  • Insights into Samsung Display’s OLED Notebook Plans

Smartphones

  • Samsung Display and Samsung Electronics Smartphone/Display Updates
  • Apple iPhone 12 Updates – What Does Mini Weakness Imply for 2021 iPhones?
  • Huawei to Sell P and Mate Series?
  • New Smartphones from Sony and Vivo

TVs

  • Samsung Plans to Increase TV Prices for Neo QLED Lineup
  • Philips Joins the MiniLED Party and Updates OLED TVs
  • Skyworth Reports Rapid Growth in North America

Display Equipment and Fab Updates

  • SCREEN and TEL Release Q4’20 Results, Upgrade Forecasts Based on Strong Semi Results/Outlook
  • BOE to Increase Its Share of B11
  • Just 4 New POs and Awards

Display Suppliers

  • BOE and Visionox Forecast Revenue Increase in 2020
  • Holding Company of CHOT Expects Loss in 2020

AR/VR and MicroLEDs

  • Facebook Reports Strong Oculus Quest 2 Holiday Sales
  • XDC Installs World's First 300mm MicroLED Tool
  • VueReal Announces Collaboration with ASMPT

Automotive

  • Samsung Display's OLED Digital Side Mirror Adopted on Hyundai Motors EV Ioniq5

Reflective Displays

  • Etulipa Demonstrates Color Electrowetting Display Tiles

Global Economy, Display Stocks and COVID-19

  • IMF’s World Economic Outlook Update Predicts 2021 Global GDP Growth of 5.5%
  • Stocks Volatile as Retail Traders Go After Hedge Funds’ Short Positions
January 25th, 2021

The Lead

  • BOE Plans to Raise $3B for New Fabs
  • Micro OLED Fab Overview in China – 12 Suppliers, 19 Projects Over $5B in Capex
  • DSCC’s Liquid Crystal Market Forecast

Smartphones

  • LG to Sell Smartphone Business?
  • China’s 2020 5G Smartphone Shipments Reached 163M
  • Samsung Reports Strong S21 Pre-Orders, Note 21 Update
  • Honor Releases Its First Smartphone as an Independent Brand,
  • Huawei Mate X2 Foldable to Be Released?
  • OnePlus/Oppo to Merge R&D
  • Vivo Launches X60 Pro Plus 5G Flagship
  • Latest List of LTPO Smartphones for 2021
  • Mediatek and Qualcomm Announce New Smartphone Processors

Display Fabs and Equipment

  • Status of LGD’s LTPS LCD Production
  • Lumentum to Acquire Coherent for $5.7B, Lumentum Mostly Upgraded by Financial Analysts
  • Toptec Found Not Guilty of Leaking 3D Lamination Technology to China, Rebound Continues
  • 30 New POs and Awards

AR/VR

  • Apple’s First Headset Expected to Focus on VR Instead of AR
  • Rokid Unveils New AR Headset

QD and OLED Materials

  • CYNORA TADF Deep Green Test Kits Now Available
  • TCL Starts to Use Green Perovskite QD Films
  • Research Team Achieves 23% EQE with Perovskite LED

TVs

  • TCL Reports 16% Increase in TV Sales in 2020

OLED Tablets

  • New OLED Tablet - NEC Lavie T1195/BAS

OLED Lawsuits

  • Samsung Display Files US Patent Lawsuit Against JOLED

Glass Substrates

  • Tunghsu Makes 0.4t Gen 6 LTPS Glass

Display Stocks, COVID-19 and the Economy

  • Stocks Reach Record Highs on Expectations of More Stimulus as President Biden Takes Over
January 18th, 2021

The Lead

  • LCD TV Panel Prices Continue Rising in Q1 2021
  • Highlights from S21 Launch Event - Numerous Upgrades at Lower Prices, But Is It Enough?

CES

  • CES 2021 TV Review – Samsung, LGE, TCL, Sony, Skyworth and Hisense
  • Highlights from LG Display CES 2021
  • LG Display Improved OLED TV Is Based on New UDC Emitter
  • Insight on TCL’s Rollable Demos at CES 2021
  • MicroLED TVs and Video Walls at CES 2021
  • New AR and VR Products at CES 2021
  • TCL Launches a Tablet with a Reflective Display

Smartphones

  • Xiaomi Blacklisted by US Government
  • Samsung Launches Exynos 2100 Smartphone Processor with Integrated 5G Modem
  • Qualcomm Announces 2nd Gen 3D Sonic Sensor and Design Wins on S21
  • TSMC Outperforms in Q4’20 on iPhone 12, Boosts Capex to Equipment Makers Delight

Panel Suppliers

  • Samsung, LGE Report Preliminary Q4 Profits
  • Taiwan Panel Makers Finish 2020 On a Strong Note

Equipment

  • 18 New POs and Awards

OLED Materials

  • New Entrant for TADF OLED: Noctiluca
  • Samsung Defines OLED Material Set M11 for 2021

Display Stocks, COVID-19 and the Economy

  • Stocks Mostly Down Despite New Stimulus Plan, Display Stocks Up
January 11th, 2021

The Lead

  • Samsung Display to Release Over 10 OLED Notebook Panels in 2021 as It Prepares for MiniLED Competition
  • Guangzhou City Releases New FPD Industry Support Policies
  • Highlights from Royole’s IPO Prospectus
  • Mickey Kato Joins DSCC as Director of Japan Sales, Marketing and Events

Smartphones

  • As Expected, Samsung to Exclusively Supply LTPO panels for iPhone 13 Pro Models and Other iPhone 13 Rumors
  • Samsung Display Creates “OLED - Provided by Samsung” Logo as Part of Branding Campaign
  • New OLED Smartphone Announcement - RealMe V15 5G

Display Fabs and Equipment

  • Is HKC H3 Back in Play?
  • 33 New POs and Awards

TVs

  • Virtual CES 2021 TV Preview – Samsung, Sony, TCL and Rohinni
  • LG Display Announces the World’s First Eyesafe Certified TV Display

MicroLEDs and AR/VR

  • Sony Introduces New Crystal LED Modules
  • LED Group Ennostar is Formerly Established
  • Kopin Announces MicroLED Collaboration with Jade Bird Display and Ships First Production Order of 720p Color OLED Microdisplays

Display Materials

  • Kyulux Reports Improved Blue Hyperfluorescent OLED Emitter
  • Polarizer Supplier Keystone Plans IPO and Its Own LCD Module Fab

Display Stocks, COVID-19 and the Economy

  • Stocks Shake Off Attack on US Congress, Disappointing Jobs Data and Record US COVID-19 Cases/Fatalities but Rise for the Week on Better Economic Data, More Stimulus
January 4th, 2021

The Lead

  • Ten Predictions for the Display Industry in 2021
  • DSCC Releases First Advanced Smartphone Report with Significant Insights into the AMOLED Smartphone Market

Smartphones

  • BOE Begins Shipping iPhone 12 Panels to Apple
  • S21 Updates – Rumored Prices Are Higher than Expected
  • Samsung Patents Full Screen Smartphone with Moving Sub-Display
  • New OLED Smartphone Announcements - Huawei, Oppo, Vivo and Xiaomi

Foldable and Rollable Developments

  • LG Rollable Update
  • Update on Corning’s UTG
  • SK IE to Go Public

Display Fabs and Equipment

  • China Star T9 Update
  • China Top Optical Lights Fab at End of 2020
  • Zhejiang Taijia’s Used Gen 8.5 Fab Building Sealed on Dec 30th
  • LIS Admits $900M PO Was Fake
  • 15 New POs and Awards Over Past 2 Weeks

TVs and Other Applications

  • LG to Unveil New Range of MiniLED LCD TVs at CES 2021
  • TCL Refutes Charges That Its TVs Spy on Americans
  • Insights from China Statistics on TV: Imports, Exports and Production
  • Future of IJP Printing? JOLED and LandSkip Announce Digital Photo Frame Products

MicroLEDs and AR/VR

  • VueReal Increases the Yield of Flipchip MicroLEDs
  • PlayNitride and ITRI Start Collaboration on MicroLED R&D
  • Vuzix’s Next Generation Smart Glasses Win 3 CES Awards

Display Stocks, COVID-19 and the Economy

  • Stocks Rise on Stimulus, Vaccine Optimism
December 21st, 2020

The Lead

  • Power Outage at NEG May Create Q1 Glass Shortage for Displays
  • OLED Panel Revenues Will Grow to $54 Billion by 2025
  • Q4 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025
  • Konka Unveils a MicroLED Smart Watch
  • Ten Predictions for the Display Industry in 2020 – How Did We Do?

Display Manufacturers and Developments

  • Phantom in EDO: The Leading FMM Manufacturer in China
  • Imec Shows Improved Results for OLED Patterning by Photolithography
  • Huadong Tech May Avoid Delisting with CNY 2.4 Billion from BOE in 2020
  • Aledia Announces First Nanowire LED on 12” Wafers

Smartphones

  • Apple OLED Smartphone and Tablet News
  • Oppo May Take the Flip Phone to Next Level

Display Fabs and Equipment

  • 33 New POs and Awards Last Week
  • Will Samsung Extend LCD Fabs Beyond Q1’21? Samsung Receives $97M from India for its OLED Module Fab

AR/VR

  • Epson Launches 4th Generation Smart Glasses

Display Stocks, COVID-19 and the Economy

  • Stocks Rise on Stimulus Hopes, Fed Support
December 14th, 2020

The Lead

  • OLED Panel Revenues Surging to All Time High in Q4 2020
  • Highlights from DSCC’s Latest Quarterly Foldable/Rollable Report
  • DSCC Report Shows Equipment Suppliers Recover in Q3’20

Display Maker, Fab and Equipment News

  • Taiwan Winning Streak Continues in November
  • HKC Plans IPO on Shenzhen Exchange
  • New $222M Investment for OLED Microdisplay Fab in China
  • DSCC Visits China Star T8/T9 Production Site
  • Just 14 New POs and Awards Last Week

Smartphones

  • China’s 5G Smartphone Volumes and Share Reach New Record
  • Insights from China’s Import/Export/Production Data on Mobile Phones
  • New OLED Smartphone Announcements - OPPO

Materials & OLED Technology

  • China OLED Material Localization Continues as Aglaia Starts Mass Production at Chengdu Fab
  • Imec Demonstrates OLED Patterning by Photolithography
  • BOE Lists and Sells Photoresist Company to Consortium

TVs

  • Samsung Confirms 110” MicroLED TV for Q1 2020

Reflective Displays

  • Plastic Logic Announces Partnerships with E Ink and UST Global
  • FLEx Lighting Raises $9M in Funding to Launch LCD 2.0 Display Technology

Display Stocks, the Economy and COVID-19

  • Stocks Fall on Lack of Stimulus Progress, Weak Jobs Data
December 7th, 2020

The Lead

  • DSCC’s 2020 Display Market Outlook Virtual Conference Was a Hit, Still Time to Reap the Benefits
  • Worldwide Advanced TV Shipments to Grow by 22% CAGR to 32 Million in 2025
  • DSCC’s Latest Display Capacity Forecast Shows LCD Capacity to Remain Tight

TVs

  • Samsung Earned Record Profits in Terrific Q3 for TV Brands

Equipment

  • Evaporation Source Market Insights and Jilin OLED
  • 44 New POs and Awards Issued Mostly from Tianma TM18 and CHOT

Smartphones

  • Qualcomm Launches Snapdragon 888 for Flagship 5G Phones
  • New OLED Smartphone Announcements - ZTE

Foldable Materials

  • Merck KGaA Announces Partnerships with Hard Coat Developers Optitune and Solip Tech

OLED Materials

  • SK Materials, JNC Form JV for Blue OLED Material
  • Idemitsu Kosan Starts OLED Material Production in Chengdu
  • Glass Substrates
  • Tunghsu: New Plants in Display Glass, But Failing to Pay Bond Interest

AR/VR

  • Varjo Launches New Headsets with Dual Display Technology

Holographic Displays

  • Looking Glass Factory Launches Personal Holographic Display on Kickstarter
  • Display Stocks, the Economy and COVID-19
  • Stocks Rise on Positive Vaccine and Stimulus News

Correction

  • Correction to Last Week’s “Confusion Over Apple OLED iPad Rumor” Article
November 30th, 2020

The Lead

  • New DSCC Report on MiniLED Backlit Displays Predicts Market Uptake in 2021
  • Worldwide Advanced TV Shipments Increase by 71% in Q3
  • US Imports of TVs and PCs Surge in Q3
  • Virtual Deals Replace Doorbusters for Black Friday 2020

Smartphones and Tablets

  • Confusion over Apple OLED iPad Rumor
  • New OLED Smartphone Announcements - Samsung and ZTE

MicroLEDs and MicroOLEDs

  • New Player Sidtek Demonstrates its Micro OLED Demo at the 22nd China High Tech Fair
  • Porotech Targets MicroLED Market with Native Red LED Epiwafers
  • Kopin’s Roadmap for 30,000 Nits Color OLED Microdisplays

Equipment and Fab News

  • EDO to Finance Next Fab Through Public Offering
  • SCREEN Holdings Launches Coater/Developer Optimized for Foldable Color Filters
  • 22 New POs and Awards Issued Mostly from BOE B12

Materials

  • BenQ Materials Reports Strong Q3 Results and Initiates Circular Polarizer Production for Wearables, Sampling for Foldables
  • Chinese Driver IC Firm Yunyinggu Technology Closes on Series D Financing, Rises to #3 in AMOLED Driver ICs in China

Display Stocks, COVID-19 and the Economy

  • Stocks Rise as Biden Transition Begins, Positive Vaccine Distribution News
November 23rd, 2020

Smartphones

  • Honor Becomes Independent of Huawei, Sold to Consortium of Honor Dealers and Agents
  • Oppo Unveils Rollable Smartphone Concept and New Smart Glasses With 0.71” Micro OLEDs
  • Samsung S21 Leaks Reveal Changes in Samsung’s Flagship Strategy – Latest Updates on Z Fold 3 and Z Flip 3
  • BOE Reportedly Still Not Qualified at Apple, Latest Updates from BOE
  • iPhone 12 Pro Max Sets New Display Performance Records per DisplayMate

Panel Maker Earnings and Pricing Outlook

  • LCD TV Panel Prices Spiking in Q4
  • Q3 Earnings: CSOT, JDI and Panel Maker Comparison

Events

  • Phosphors & Quantum Dots Industry Forum

Display Fab Activity and Equipment

  • Samsung to Decide on Next QD-OLED Line in April
  • CSOT T9 May Start Before T8
  • 32 New POs and Awards Issued Mostly from LGD P9, CSOT T4, BOE Kunming and B17.
  • ULVAC Misses in Q3’20, Q4’20/2021 Look Brighter

OLED Microdisplays

  • INT Tech to Start Mass Production of 0.7” Displays in Q4 2021

TVs and Signage

  • Panasonic Launches Transparent OLED Module with Dimming Unit

Display Stocks, COVID-19 and the Economy

  • Stocks Mixed on Vaccine Hopes vs. Negative COVID/Jobs Data
November 16th, 2020

The Lead

  • DSCC Launches Quarterly Advanced Smartphone Features Report, Provides Share & Forecasts on 5G, Refresh Rate, Notch Type, Chipset, Touch, Cameras, Price Band and Much More
  • TV Sales Jump in Q3, per DiScien Report

Earnings

  • Q3’20 Earnings Highlights from Applied Materials, Coherent and V Technology

Smartphones

  • China’s 5G Shipments Jump 20% in October to 16.8M

Panel Makers

  • Taiwan Winning Streak Continues in October
  • BOE Demonstrates a 55” AMQLED Prototype

PCs

  • Apple Unveils New Mac Computers with Arm SoC

Equipment

  • 74 New POs and Awards Issued Mostly from B12, B17, T4, TM18 and CHOT

AR/VR

  • Nreal Starts Shipping Smart Glasses in Japan

TVs

  • Solas OLED Wins Patent Infringement Action in Germany

Display Stocks, COVID-19 and the Economy

  • Stocks Mixed on Vaccine News and Rotation to Value Stocks
November 9th, 2020

The Lead

  • Biden/Republican Senate Wins Propel Markets, Stocks Surge

DSCC Content

  • MicroLED TV Revenues to Reach $228M by 2026
  • DSCC Q3 Smartphone Display Cost Report Reflects Latest iPhone 12 Lineup
  • AMOLED Materials Market Will Grow to $1.9 Billion by 2024
  • Display Glass Shipments Will Continue to be Strong in Q4 2020

TVs and MiniLEDs

  • Samsung’s MiniLED TVs Are Coming Soon and Volumes Will Exceed QD-OLEDs
  • TV Sales Down Double-Digits During China’s Golden Week
  • LG Display Set to Start Assembly of MiniLED Panels for Apple

Earnings

  • Q3 Earnings: BOE, HannStar and Sharp
  • Nikon Beats on Top Line, Misses on Bottom Line Due to One-Time Write-Offs

Smartphones

  • 5G Highlights from Qualcomm’s Earnings Report
  • Samsung Launches Gold Z Fold 2 in China for $3000
  • New OLED Smartphone Announcements - Huawei and VIVO
  • Ceramic Shield Lives Up to Hype in Drop Tests
  • AKHAN Claims Diamond Glass Outperforms Corning

MicroLEDs and MicroOLEDs

  • Seeya Will Offer a 1.4” OLED Microdisplay in 2021
  • OKI Introduces 3D-EFB Technology for Full Color Monolithic MicroLED Displays

Equipment

  • 29 New POs and Awards Issued Mostly from CHOT

OLEDs in Signage

  • JOLED Starts Testing OLED Digital Signage in Retail Stores
November 2nd, 2020

The Lead

  • Display Fab Utilization Continuing Strong in 2H 2020
  • DSCC Releases Latest Capex Forecast – Improved Market Conditions Boost 2020-2023 Display Equipment Spending by 9%
  • DSCC Releases New MicroLED Display Technology and Market Outlook Report

Earnings Highlights

  • Samsung Strength in Semi and Mobile Leads to Profit Surge in Q3
  • Apple Reports Record Revenues in Q3
  • Panel Makers Return to Profitability in Q3
  • Equipment Supplier Earnings Highlights from Canon, SCREEN and TEL
  • Glassmaker Earnings – Corning, NEG, AGC and Comparison
  • Universal Display Rebounds in Q3

New Fabs and Equipment

  • Laibao Hi-Tech Announces G8.5 LCD Fab Project in Wuhan
  • Royole Announces $2.4B Fab in Qingdao
  • Tianma Moves in First Equipment at G4.5 OLED R&D Fab in Hubei, All Equipment Revealed
  • 25 New POs and Awards Issued from Tianma TM18, CHOT and More

Smartphones

  • Samsung S21 and Z Flip 2 Display Leaks
  • More Xiaomi Foldable Details Leaked
  • Samsung Display Receives License to Sell OLEDs to Huawei

Display Technology

  • Samsung and Stanford Develop Meta-Mirrors for OLED Microdisplays
  • Innolux Pushes MicroLED and MiniLED Technology
  • Merck Expands OLED Manufacturing in Korea and China

Display Stocks, COVID-19 and the Economy

  • Stocks Drop Again on the Lack of Stimulus Bill and Rising COVID-19 Cases Despite Strong GDP and Better Jobs Data
October 26th, 2020

The Lead

  • LGD Returns to Profitability in Q3
  • Details Revealed on TCL’s $6.8B RGB IJP OLED Plans

Smartphones

  • Samsung S21 Schedule Accelerated, S21 and Z Flip Rumors
  • Apple iPhone 12 Teardown Results and Corrections
  • New OLED Smartphone Announcements – Huawei, Oppo, Samsung, Smartisan and Vivo
  • Apple Stays Top Brand, Samsung Moves to #5

AR/VR

  • Apple Selects Sony as OLED Microdisplay Supplier for New Headset
  • Corning Teams Up with Pixelligent on AR/MR

Equipment

  • 25 New POs and Awards Issued Last Week

Wisconsin

  • Terry Gou Addresses Foxconn’s Wisconsin Investment

Events

  • DSCC 2020 Display Market Outlook Virtual Conference Now Open for Registration, Early-Bird Pricing Available
  • TCL/CSOT Display Tech-ecosystem Conference Summary

Display Stocks, COVID-19 and the Economy

  • Stocks Down on Lack of Stimulus Agreement, Post-Election Tax Concerns and Rising COVID-19 Worries
October 19th, 2020

The Lead

  • Apple Launches iPhone 12 with Some Surprises
  • Qualcomm, TSMC and Verizon Are Major Beneficiaries of the iPhone 12 Launch, More on mmWave Chip Content
  • DSCC TV Cost Report Brings Comparison of OLED vs. MiniLED
  • Samsung Reports Breakthrough on Blue Quantum Dot LED
  • 2021 Fab Activity Heating Up – Higher LCD Prices Leading to A Number of Small Expansions

Panel Makers

  • Taiwan September Revenues Highest Since 2017
  • Wisconsin Denies Foxconn Tax Subsidies

Smartphones

  • China’s 5G Smartphone Shipments Reach 108M YTD After September
  • New OLED Smartphone Announcement - OnePlus, Realme and VIVO

PCs

  • IDC and Gartner Report Surge in PC Shipments

Equipment

  • 29 New POs and Awards Issued Last Week

MiniLEDs

  • Epistar and Leyard Ready to Start New MiniLED Factory

Events

  • Highlights of SID Detroit Vehicle Displays and Interfaces Symposium
  • DSCC Announces 2020 Display Market Outlook Virtual Conference on December 2nd

Display Stocks, the Economy and COVID-19

  • Stocks Flattish on Mixed Data as Stimulus Negotiations Continue
October 12th, 2020

Events

  • Highlights OLED World Summit, Part 2
  • Preview – Vehicle Displays Detroit

Smartphones

  • Apple iPhone Launch Event, “Hi, Speed”, Will Take Place on October 13th
  • Samsung Rumored to Launch a Rollable Smartphone Next Year
  • Samsung S21 Rumor – No UPC as Yields Not Yet Stable
  • New OLED Smartphone Announcements - OPPO and Samsung

Capacity and Equipment

  • LGD Slowing Down LCD Fab Closure Plans as Profitability Improves, Will SDC Join Them?
  • 8 New POs and Awards Last Week on Holiday Shortened Week

Q3’20 Financial Results

  • Samsung, LGE Report Higher Profits in Q3

MicroLEDs

  • Jade Bird Display Starts Mass Production of 0.13” MicroLED Display
  • Lextar Partners with X Display for MicroLED Display Manufacturing
  • Aledia Raises $95M in Series-D

TVs and Monitors

  • Amazon Prime Day 2020 Kicks Off Holiday Season for TV
  • Dell Launches MiniLED Monitor

Display Financing

  • Envisics Receives $50M Investment for Holographic AR HUDs

Display Stocks, COVID-19 and the Economy

  • Stocks Continue to Surge on Stimulus Hopes
October 5th, 2020

DSCC Content

  • OLED Utilization Ramps Up in 2H
  • LCD TV Panel Prices Continue to Rise
  • DSCC Releases Quarterly Foldable/Rollable Report – Rapid UTG and CPI Price Cuts Over the Past Year Boost Panel Margins
  • 26 New POs and Awards Last Week – CEC CHOT Issues New Awards, Tianma TM18 Issues Litho Awards

Foldables

  • My Experience with the Galaxy Z Flip
  • Lenovo Launches X1 Fold, World’s First Foldable Notebook, for $2499
  • Motorola Razr 5G Now Available for Pre-Order, Already Sharply Discounted
  • JerryRigEverything Shows Z Fold 2 Hinge More Durable than Previous Foldables

Smartphones and Smart Watches

  • Apple iPhone 12 and 12s/13 Leaks
  • Google Launches the Pixel 4a 5G and Pixel 5
  • Huawei Expected to Hold Mate 40 Launch Event on October 22nd
  • New Smartphone Announcements - OPPO, Rakuten and VIVO
  • New Smart Watch Announcements - Huawei, VIVO and Xiaomi

Events

  • Highlights of OLEDs World Summit

TVs

  • LG Will Launch Rollable TV This Month
  • Realme India Introduces SLED TV with RGB LED
  • Samsung Could Launch a MicroLED TV in December

Panel Makers

  • Sharp to Split off Display Business

MicroLEDs

  • Foxconn Rumored to Develop Smart Glasses with MicroLED Display

Display Stocks, the Economy and COVID-19

  • Stocks Rise Despite Lack of Stimulus Deal, Below Consensus Job Growth, Dreadful Debate and Trump’s Positive COVID Test
September 28th, 2020

The Lead

  • BOE Acquiring CEC Panda Fabs in Nanjing and Chengdu

DSCC Forecasts

  • DSCC Forecasts Foldable and Rollable Smartphone Revenues to Exceed $100B in 2025
  • OLED Panel Revenues Will Grow to $53 Billion by 2025
  • Q3 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025

New Smartphones

  • Royole Launches FlexPai 2 with 180° Stepless, Zero Gap Hinge
  • New Smartphone Announcement-Samsung, Sony, Vivo and Nokia
  • Google Pixel 4a 5G and Pixel 5 Leaks
  • OnePlus 8T Leaks Ahead of October 14th Release

New Fabs and Equipment

  • LGD to Equip E6-3 After All
  • 59 New POs and Awards Last Week

AR/VR

  • Facebook Launches New VR Headset and Announces Ray-Ban Smart Glasses

Supply Chain Financing Deals

  • APS Holdings to Form APS Materials for High Resolution FMMs
  • CPI Supplier SK IE Gets New Financing
  • VIA Optronics Files for IPO and Gets Concurrent Investment From Corning
  • Touch Technology Start-up SigmaSense Closes Series A Funding Backed by Foxconn, Corning, LG and Others

Display Stocks, the Economy and COVID-19

  • Stocks Remain Mixed, SPY Down for 4th Straight Week
September 21st, 2020

The Lead:

  • Q2 Panel Maker Earnings Comparison
  • JDI Falls to a Loss in Q2
  • What Do Huawei and Its Suppliers Do Next?

New Products

  • Upcoming Smartphone Launch Schedule – Royole, Samsung, Google and Apple
  • Apple Surprises with New iPad Air Design and Pricing
  • New Smartwatches from Apple
  • Galaxy S21 and Z Flip 2 Rumors

Smartphones

  • New OLED Smartphone Announcement - Honor, LGE and VIVO
  • Galaxy Z Fold 2 Updates – Smallest Fold Radius, Strong Pre-sales

MicroLEDs

  • LG Introduces MicroLED Commercial Display
  • PlayNitride to Complete Second MicroLED Production Line by Q3 2021

Materials

  • Vital Materials to Buy Samsung Corning Advanced Glass Factory

Equipment

  • 38 New POs and Awards Last Week
  • Foxconn “Tops Off” Data Center Globe in Wisconsin, No Sign of Flat Panels

Arm and VividQ

  • Arm Announces Collaboration with Holographic Display Startup VividQ

The Economy, COVID and Display Stocks

  • Stocks Mixed with Big Cap Tech Falling
September 14th, 2020

The Lead

  • Korean Suppliers Reveal They Are Halting Panel Shipments to Huawei, What This Means for the Display Supply Chain and the Smartphone Market
  • Dr Guillaume Chansin Joins DSCC
  • Latest Large-Area Display Capacity Outlook Shows 1% Decline in 2021
  • Insights into DSCC’s New Quarterly Foldable/Rollable Report with Monthly Shipment Data by Model
  • Taiwan Starts a Winning Streak with August Revenues

MicroLEDs

  • Aledia to Spend $165 Million to Build New MicroLED Fab
  • Kyocera Improves LTPS Backplane for MicroLED Displays
  • Vuzix Says their Next Generation Smart Glasses Will Be Based on MicroLED

TVs

  • TCL Rolls Out Android TVs, Tablets and Color Reflective Displays at IFA
  • TCL Will Not Sell Inkjet Printed QD-OLED This Year
  • Philips Launches New Premium 4K OLED TV during IFA
  • Samsung to Sell TV Factory in China
  • CEC Panda’s Huadong Will Make Public Offering and Acquire TPV

Smartphones and Smart Watches

  • Latest Outlook for the Huawei Mate 40 and Mate X2
  • Motorola Launches 5G Version of the Razr
  • Counterpoint Produces BOM on Note 20 Ultra
  • New OLED Smartphones - Samsung Galaxy A42 and Galaxy M51
  • New Smart Watch Announcements - Honor and Huawei

Materials

  • Corning Increases Q3 Outlook
  • NHK Develops New OLED Material

Equipment

  • 56 New POs and Awards Last Week Including First Awards from Tianma Xiamen and BOE Pixey

Events

  • IFA Innovation Awards Go to BOE, Samsung, HONOR and CHiQ

Display Stocks, COVID and the Economy

  • Tech Continues to Sell Off
September 8th, 2020

The Lead

  • LCD TV Panel Prices Surging in Q3
  • Wonik IPS Agrees to Acquire Most of SEMES’ Display Equipment Business for $69M
  • Samsung Launches Galaxy Z Fold at $1999, Our Thoughts

Panel Makers

  • BOE Bounces Back from COVID in Q2 to Finish Strong First Half
  • Q2 Earnings – CSOT, Tianma and CEC Panda
  • Samsung Display Adds More Certifications

Smartphones

  • ZTE Launches First Smartphone with an Under Panel Camera, the Axon 20 5G, How They Did It
  • Details Released on Samsung Galaxy S21
  • New OLED Smartphone Announcements – Oppo and Realme
  • Samsung and Corning Are in the News Again on UTG, Corning’s Latest Progres

TVs

  • Konka Launches QLED TVs in US
  • Samsung Introduces Short-Throw Projector
  • Lawsuit Against Nanosys Halted
  • LG Claims Its 8K OLED TV Is Best Gaming TV for New Nvidia GeForce RTX GPU

Equipment

  • 14 New POs and Awards Last Week

Display Stocks, COVID-19 and the Economy

  • US Indexes Fall as Tech Sells Off
August 31st, 2020

The Lead

  • CSOT Acquires Samsung Suzhou
  • US-China Trade Tensions Impacting Display Supply Chain
  • DSCC Launches New Advanced OLED Smartphone Features Database/Report – New Refresh Rate Forecast Presented
  • Display Equipment Revenues Rise 6% Q/Q in Q2’20 Based on Survey of 35 Suppliers
  • TCL Moves Past Sony to Top 3 in Global TV Revenues in a Tough First Half of 2020
  • Sharp Acquires Hakusan Plant from Japan Display
  • Visionox Books Subsidized Profits in Q2
  • 27 New POs and Awards Last Week – LGD Issues Frontplane Awards for AP4/E6-3, SDC Q-1 Delays 4 Orders

TVs

  • Foxconn, Other Manufacturers Considering Mexico Production for US Sales
  • Samsung Display Promoting QD-OLED to Sony and Panasonic
  • Hisense Launches Dual Cell LCD TV in Australia

Smartphones

  • Samsung Unpacked #2 to Include More than Just the Fold 2?
  • Samsung Galaxy Note 20 Ultra Breaks Records

OLED Materials

  • Samsung Mostly Retains Material Suppliers in M11 Supplier List
  • China-based Eternal Material Technology Starts Construction on OLED Material Plant

Foldable Notebooks

  • Lenovo Provides Insights into Its X1 Foldable Notebook Development

Transparent OLEDs and E Ink

  • LGD Supplies OLED Transparent Displays for China Subways
  • E Ink Signs Deals with CSOT for Large e-Paper Backplanes and with Avalue for Tablets

Display Stocks, COVID and the Economy

  • US Indexes Set New Highs
August 24th, 2020

Display Equipment

  • Updating Our Display Equipment Supplier Q2’20 Revenue Overview
  • AP Systems Revenues Rise
  • Is Wonik IPS Buying SEMES?
  • 31 New POs and Awards Last Week

Smartphones

  • New Smartphone Leak Summary – 7 New Models from Samsung and Huawei
  • New OLED Smartphone Announcement-VIVO

OLED Materials

  • Summer Sprout Develops Deep Red Phosphorescent OLED Emitters for Automotive Lighting - Potential Competitor to Universal Display
  • DUKSAN Neolux Reports Solid Q2, Expects Strong 2nd Half

Events

  • SID/DSCC Business Conference - IT Display Market and Specialty Applications Response to COVID-19

Automotive

  • In-Cell Camera for Automotive Displays

Display Stocks, COVID-19 and the Economy

  • Stocks Continue to Gain, V-Shaped Recovery Achieved
August 17th, 2020

The Lead

  • Samsung Holds Top TV Spot in Q2, TCL Surges to #2
  • Pandemic Hit US Electronic Imports, but TV Imports from China Recover in Q2 Despite Tariffs
  • Taiwan Revenues Increase Y/Y in July

Smartphones

  • New OLED Smartphone Announcement – Microsoft, VIVO and Xiaomi
  • Apple’s iPhone 12 Event Dates Leak? 5th iPhone 12 Rumor
  • Samsung’s LTPO Only Gets Down to 10Hz, Although SID Paper Reports 1Hz
  • ZTE First with UPC Smartphone

Display Equipment

  • Display Equipment Supplier Q2’20 Revenue Overview
  • Applied Materials Beats and Guides Above Consensus, Displays Also Beat Expectations
  • V Technology Recovers in Q2’20, Bookings Surge
  • ULVAC Beats on Top and Bottom Lines Despite Display Weakness
  • 43 New POs and Awards Last Week
  • Korea Display Industry and the Courts

Events

  • SID/DSCC Business Conference Highlights: Foldable Session
  • SID SID/DSCC Business Conference – Automotive Display Market and Technology Outlook Session
  • Samsung Display Developed an 18.2” Ink Jet Printed OLED Panel

MicroLEDs

  • Spotlight on Jade Bird Display: Interview with CEO Qiming Li
  • NS Nanotech Promises to Close “Green Gap” in LEDs, Wins SID Display Week 2020 I-Zone Award

Display Supply Chain Company News

  • Samsung Display Begins Re-Assigning LCD Employees
  • Nanosys Raises $20M in Strategic Financing, Plans to Expand Capacity and Sales
  • NEG Introduces Dinorex UTG

TVs

  • Xiaomi Introduces Transparent OLED TV

Display Stocks, COVID-19 and the Economy

  • Stocks Rise Again on Improving Jobs Data Despite No Stimulus Progress
August 10th, 2020

DSCC Data and Insights

  • DSCC Upgrades Capex Forecast on New Fabs, China Dominates, New Segments Added
  • Strong TV Demand Pushing LCD TV Panel Prices Up

SID Coverage

  • SID Keynotes: IBM, Nvidia, Merck and AUO
  • SID/DSCC Business Conference Highlights: Smartphone Session
  • SID/DSCC Business Conference – TV Market and Technology Outlook Session
  • SID/DSCC Business Conference: Highlights of Emerging Technologies Enabling TV, IT and Mobile Advances

Smartphones

  • Samsung Unpacked Summary
  • Google Pixel 4a Launch and Insights into Its Next Smartphones
  • New Smartphone Leaks - Motorola Razr 2 and Xiaomi’s UPC Phone
  • New OLED Smartphone Announcement- OPPO and ZTE

Equipment

  • 68 New POs and Awards Last Week Led by B12 and H5
  • Nikon Has Terrible Q2’20 with No FPD Litho Sales and Weak Guidance
  • Coherent Beats as Microelectronics Rebounds, Stocks Fall on Bookings
  • SCREEN Has Tough Quarter as Demand Stalls Due to COVID-19
  • New/Larger ELA and Nanoimprint Equipment Launched at SID
  • Notion System Sells Several Inkjet Systems for Mura Free Printing of Future Displays

OLED Materials

  • Universal Display’s Awful Q2 Explained by Inventory, Fab Utilization
  • OTI Lumionics Announces ConducTorr Cathode Patterning Material for Enabling Under Display Camera and Face Unlock
  • OLEDWorks Announces Breakthrough Multi-Stack OLED Microdisplay Performance

Panel Suppliers

  • Q2 Earnings: Innolux, HannStar and Sharp

Displays Stocks, COVID-19 and the Economy

  • Stocks Rise on Improving Jobs Data Despite Stimulus Talks Breaking Down and Rising US-China Tensions
August 3rd, 2020

The Lead

  • Samsung Extends Lead in Advanced TV Shipments in Q2

Earnings Reports

  • Apple Profit Increases Despite Pandemic
  • Samsung Rides Semi Strength to Profitable Q2
  • AUO Recovers in Q2
  • Glassmaker Earnings – Corning, NEG, AGC and Comparison
  • Canon Suffers Quarterly Loss for the First Time, Misses on Top and Bottom Lines
  • TEL Beats, But Displays Disappoint
  • Qualcomm Beats on 5G, Raises Guidance on Huawei Agreement

Events

  • Previewing the Analyst Sessions at the SID/DSCC Business Conference

Smartphones

  • China’s Domestic 5G Phone Shipments Exceeded 50% Share for the First Time in June
  • New OLED Gadgets Announcement- Smartphones from OPPO and Samsung, Smartwatch from ZTE

Equipment

  • 20 New POs and Awards Last Week

OLED Materials

  • TCL Invests in Puyang Huicheng Electronic Material

Display Stocks, COVID-19 and the Economy

  • Stocks Rise on Earnings Despite Terrible Q2’20 GDP Results and Worsening Jobs Data
July 27th, 2020

The Lead

  • AMOLED Materials Market Will Grow to $2.1 Billion by 2024
  • Display Glass Shipments Will Recover in Q3 2020
  • LGD Losses Worsen in Q2
  • Big TV Sales Surge in US, Japan
  • DIC China Expo Review

Smartphones

  • Samsung Z Flip 5G Launched and Latest Note 20, Note 20 Ultra and Fold 2 Leaks
  • Corning Raises the Bar with Gorilla Glass Victus
  • Bloomberg Reports on UTG Progress at UTI

TVs

  • Samsung Eyes MiniLED Backlit TVs for 2021
  • LG Electronics to Recall OLED TVs

Equipment

  • Kateeva Still in the IJP Game: Wins Order at Tianma TM17
  • 27 New POs and Awards Last Week

MicroOLEDs, MicroLEDs and MiniLEDs

  • eMagin Previews Strong Growth in Q2’20, Releases Details on High Brightness Panel
  • ALLOS and KAUST Researchers to Develop High Efficiency Nitride-based Red LEDs on Silicon
  • UCSB Researchers Report High Efficiency InGaN Blue MicroLED
  • Tripod to Supply PCBs for Apple’s MiniLED Devices

ELQDs

  • BOE Announces Breakthrough in High Resolution EL-QLED Displays

Events

  • The SID/DSCC Business Conference Auto Session Highlights Long-Term Growth
July 20th, 2020

DSCC Content

  • Display Fab Utilization Bouncing Back After Brief Q2 Slowdown
  • What Can We Expect on Q2 Panel Maker Earnings?

Smartphones

  • Oppo Announces Super-Fast Phone Charging
  • China Star’s Design Win at Samsung – M41 or M51?
  • Galaxy Fold Special Edition/Lite Volumes Increased
  • Magnachip Expands 120-144Hz Driver IC Line-up
  • JDI Discussing Joint Investments in Mobile OLEDs with Customers

MicroLEDs and MiniLEDs

  • ALLOS Semiconductor Sells HPE and RF Business to AZUR SPACE, to Focus on MicroLED Market
  • Instrument Systems Launches LumiTop 4000 for Comprehensive Wafer Level Testing of MicroLEDs
  • Researchers Develop a New Method to Transfer & Bond MicroLED Arrays on Plastic
  • Epistar Ships RGB Fine-Pitch MiniLED Displays
  • PCB Makers Eyeing Shipment Boom for MiniLED Displays

Equipment

  • 21 New POs and Awards Last Week
  • KDIA Complains to Chinese Ambassador About Delayed Payments from China’s Infintech
  • UDC Announces Formation of OVJP Corporation, Aims to Advance OVJP Technology

OLED TV

  • Xiaomi Introduces OLED TV

Monitors

  • Video Conference Pioneer Zoom Launches Zoom for Home

Automotive

  • Mercedes Benz 2021 S-Class to Include OLED Display, AR HUD

Events

  • The SID/DSCC Business Conference IT Session Shows Industry Response to COVID-19

Display Stocks, the Economy and COVID-19

  • Stocks Mixed as Earnings Season Start
July 13th, 2020

DSCC Content

  • New Fabs Being Added to DSCC’s Latest Forecast
  • LGD Delays G10.5 WOLED TV Fab P10 Indefinitely
  • DSCC’s UTG vs. CPI Foldable Smartphone Forecast
  • Taiwan Revenues Increase Y/Y in June
  • Korea’s President Moon and Future US President Biden Push Local Production

Smartphones and Foldables

  • Samsung Unpacked Announced for August 5th – A Few New Developments
  • Qualcomm Launches Its Best Performing Mobile Processor – the Snapdragon 865 Plus and More Processor News
  • Are Foldable Batteries Coming Soon?
  • New OLED Smartphones Announcement- Samsung and TCL

SID/DSCC Business Conference

  • The SID/DSCC Business Conference’s Smartphone and Foldable Sessions Will Be a Highlight of the Event

Equipment

  • 33 New POs and Awards Last Week Mostly from Visionox M4

MicroLEDs and MicroDisplays

  • Display Technology Series: Brief Review of Challenges in MicroLED Technology for Microdisplay Applications
  • Samsung MicroLED TV Delayed?
  • INT Demonstrates Display Modules for Standalone XR Devices

Company Financials

  • Samsung Preliminary Earnings Beat Expectations
  • LG Electronics Preliminary Q2 Results - Revenues and Operating Profits Down

PCs

  • PC Shipments Surged in Q2, Per IDC

OLED TVs

  • LG Display’s OLED TV Panels Certified as “Flicker Free” by TUV Rheinland and UL

OLED Lighting

  • South Korea Looking to Prepare International Standards on OLED Lighting

Display Stocks, the Economy and COVID-19

  • Stocks Continue to Rise on Data/Optimism, PSSI Surges 7%, EO Technics Added to Index
July 6th, 2020

DSCC Content

  • TV Sales Recovering from COVID-19 Slowdown, per Discien Report
  • DSCC Q2 Smartphone Display Cost Report Updates iPhone Panels

Smartphones

  • Latest Apple iPhone 12 Rumors
  • Latest Insights on BOE’s Attempts to Win Apple’s iPhone 12 Business
  • Note Ultra Photos and Flip 5G Update
  • LGE’s Rollable Smartphone Project with BOE Panels

Panel Suppliers

  • JDI Reports Q1 Profit on JOLED Sale
  • Visionox Subsidiary Reports Government Subsidy

Equipment

  • 31 New POs and Awards Last Week Mostly from BOE B12 and HKC H5
  • 1st Tools Moved-in at SDC’s QD-OLED fab
  • China’s Jiangsu Lemeng Enters FMM Production

OLED TVs/Monitors

  • OLED TV and Monitor Updates
  • Vizio 2020 TV Lineup Includes Aggressive Pricing on OLED TV

MicroDisplays and MicroLEDs

  • Kopin Announces Breakthrough in ColorMax Technology for Unparalleled Color Performance in Duo-Stack OLED Microdisplays
  • PlayNitride Plans to Expand MicroLED Chip Production Facility
  • Chemical Dicing of MiniLEDs?

Automotive

  • Audi 2021 Q5 Offers OLED Taillights
  • Innolux Adopts Corning Laser Technologies System for Auto Panels

Signage

  • NEC – Sharp JV Postponed Due to COVID-19

Glass

  • Abrisa Technologies Promotes US Glass Fabrication

SID/DSCC Business Conference

  • Emerging Technologies Enabling TV, IT and Mobile Advances at the SID/DSCC Business Conference

Display Stocks, the Economy and COVID-19

  • Stocks Rise as Economic Data & Vaccine Optimism Offset Spiking US Case Data
June 29th, 2020

DSCC Content

  • TV Panel Prices Increasing in Q3
  • DSCC TV Cost Report Provides Scorecard for LCD vs. OLED, China vs. Korea
  • Q2 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025
  • TCL Acquiring CEC Panda by Early July?
  • Chinese Glass Maker Rainbow Reports Milestone Production of Gen 8.5 Fusion Display Glass
  • The US May Have Already Lost the 5G Battle

Smartphones

  • Samsung Revises 2020 Smartphone Forecast
  • Huawei Mate 40 Refresh
  • JOLED Files Patent Infringement Lawsuit Against Samsung Over OLED Patents

MiniLEDs and MicroLEDs

  • LG Display to Supply 12” Mini-LED Display Panels for Apple’s iPad Pro
  • Epistar and Lextar to Jointly Establish A New Holding Company
  • PlayNitride Plans to Reduce MicroLED Chip Production Costs by 95% within 5 years

Equipment

  • 13 New Awards Last Week
  • TEL Provides More Forward Guidance
  • APS, Philoptics and Others Must Compete in National FMM Project
  • Progress at XTPL

Events

  • SID/DSCC Business Conference Adds New Speakers

Economy, COVID-19 and Display Stocks

  • Stocks Mostly Lower on Second Wave Concerns
June 22nd, 2020

DSCC Content

  • COVID-19 Hits Rigid OLED Utilization
  • OLED Panel Revenues Will Grow to $51 Billion by 2025

Smartphones

  • UTG Will Constrain Samsung Foldable Volumes in 2H’20
  • CSOT in Samsung Smartphones or Not?
  • China’s Smartphone and 5G Shipments Fall in May
  • Qualcomm Launches Midrange 5G AP
  • Motorola Razr 2 Delayed Until 2021
  • Updated Latest List of 120Hz Phones
  • New OLED Smartphone Announcement: VIVO V19

OLED Technology

  • Update on Visionox’s Under Panel Camera Technology
  • Korean Researchers Develop a High Efficiency Deep Blue Phosphorescent OLED
  • Deuterium Substituted Molecules Increase Blue OLED Lifetime by 20%

Display Production

  • JOLED Partners with TCL CSOT
  • Samsung, AUO, Amtran Shifting Device Production to Avoid US-China Trade War
  • Mitsubishi to End TFT-LCD Production
  • 26 New Awards Last Week Mostly from BOE B12 and Tianma TM17
  • E Ink and Yiwu Qing Yue Optoelectronics Announce Strategic Collaboration on ePaper Project
  • Merck Partners with Guardian Glass for LC Windows

Events

  • The Essential TV Market and Technology Download at the SID/DSCC Business Conference
  • InfoComm Virtual Exhibition – A Prelude to DisplayWeek

The Economy, COVID-19 and Display Stocks

  • Stocks Rise on Data, Fed Support, Stimulus Hopes and US-China Trade, Offsetting 2nd Wave Concerns
June 15th, 2020

DSCC Analysis

  • Stocks Fall on 2nd Wave Concerns/Fed Talk
  • LCD TV Panel Prices Stabilizing in Q2
  • Taiwan Revenues Increase M/M in May

OLED Technology

  • Visionox Announces Under Display Panel Camera Technology Ready for Mass Production
  • LGD Wins Stretchable Project
  • eMagin Corporation Announces $5.5 Million Department of Defense Award

Smartphones and Foldables

  • Future Smartphone and Tablet News – What to Expect at Samsung Unpacked and More
  • Latest List of 120Hz Phones
  • New OLED Smartphones Announcement- Huawei and Oppo
  • Samsung Partners with Corning on Ultra-Thin Glass, Says Report

Fabs and Equipment

  • 30 New POs and Awards Last Week
  • HKC H4 Fab Schedule Update

TVs

  • TCL Introduces Android TV Models, Expands in Brazil

Materials

  • LG Chem to Sell LCD Polarizer Business for US$1.1 Billion

Events

  • SID/DSCC Business Conference Webinar to Feature Presentations from Leading Market and Financial Analysts
  • SID/DSCC Business Conference Call for Speakers – IT and Specialty Applications Response to COVID-19
June 8th, 2020

DSCC Content and Insights

  • Stocks Surge on Surprising Jobs Data, Improving Economic Data and EU Stimulus as Reopening Efforts Continue
  • Latest DSCC Display Capacity Forecast Raises China Share to 66% from 2023, 69% in LCDs
  • Display Equipment Revenues Hit Bottom in Q1’20 on COVID-19 Install Delays

Equipment

  • 32 New POs and Awards Last Week
  • Equipment Supplier Earnings from AP Systems, Jusung and SFA
  • Xiaomi Invests in Lamination Equipment Supplier

Smartphones & Foldables

  • Note 20 Ultra Update and Foldable Rumors from LGE, Motorola, Oppo, Xiaomi and ZTE
  • Gartner: Global Smartphone Sales Down 20% Y/Y in Q1
  • New OLED Smartphones Announcement- Huawei, Meizu, Oppo and VIVO

Notebooks

  • Supply and Logistics Problems Constraining Laptop Market

OLED Developments

  • Samsung Mobile Displays Certified as “Seamless” by SGC
  • APS Holdings and Philoptics Participate in Fine Metal Mask (FMM) Project

QDs

  • Nanoco Signs a Five-Year Supply Deal with STMicroelectronics

TVs/Monitors

  • Samsung’s New Premium Products: Curved Monitor, Outdoor TV
June 1st, 2020

DSCC Content

  • Stocks Continue to Rise Despite Rising US-China Tensions as Economies Open Up, Data Improves
  • Latest Smartphone and Foldable Rumors – Motorola Razr 2, Samsung Galaxy Fold 2 and S20FE and Xiaomi Clamshell
  • 29 New POs and Awards Last Week Including a Big Award from HKC H5 to AMAT

SID Awards

  • Display Industry Award Winners: Apple, Audi, BOE, Corning, Samsung, Tanvas and Toray

Earnings Results and Outlook

  • Earnings Results from Coherent and Nikon

TVs

  • Sharp Case Against CHOT Advances at US ITC

Smartphones

  • New OLED Smartphones Announcement- Realme and Redmi

Materials/Other

  • Doosan Group to Auction Stake in Doosan Solus
  • Survey Suggests the End of Public Touchscreens
  • Display Makers Achieve Eyesafe Certification
  • China LED Makers to Expand Mini/Micro LED Capacities
  • Entire Technology Ships Diffuser Plates for Use with Mini LED Backlights
  • Epistar Expects to Report Profits in Q4 2020
May 26th, 2020

DSCC Content

  • Stocks Rise Despite Rising US-China Tensions
  • Samsung Display and BOE Gain OLED Share in Q1’20
  • DSCC Revises Display Forecast for COVID-19 Impact

TVs

  • Rough Q1 for TV Makers, Sony Reorganizes & Sharp Q1 Results

Glass

  • Display Glass: AGC Reports Strong Q1, Glassmaker Comparison

Fabs and Equipment

  • 21 New POs and Awards Last Week Including First Awards from H5
  • SDC A5 and LGD GP3 Updates – Delayed or Not?

Foldables & Smartphones

  • Foldable Display Technology Series: Hard Coat for Out-Foldable Smartphones
  • Hard Coat & Touch Screen Supplier C3Nano Secures $6M Investment from Nitto Denko as Part of $15M Round
  • New OLED Smartphones Announcement- Samsung

QDs

  • UbiQD and Nanosys Partner to Use QDs for Improving Crop Yields

Events

  • IFA 2020 Will Be the First Post-COVID Conference, With Changes
May 18th, 2020

DSCC Insights

  • Stocks Fall on Weak Data, Rising China Tensions and Cautious Statements by Powell/Fauci
  • DSCC’s Quarterly Display Capex and Equipment Market Share Report Reveals COVID-19 Delays and Latest Equipment Supplier Outlook
  • New Smartphone Rumors - iPhone 12, Note 20, Galaxy Fold Special Edition, Galaxy Flip 5G and Galaxy Fold 2
  • 61 New POs and Awards Last Week

Earnings Highlights

  • AMAT, SCREEN, ULVAC, V Technology, HannStar and Sharp
  • EDO Progresses Toward IPO

US Trade Analysis

  • Trade War or COVID? US Electronics Imports Down Sharply in Q1

Smartphones

  • China Mobile Phone Shipments Rebound in April, 5G Surges
  • New OLED Smartphones Announcement- Huawei, LG, VIVO and Xiaomi
  • Android 10 Update to Expand Moto Razr’s Functionality

TVs

  • Sharp Launches Its First OLED TV
  • Samsung, LG Start TV Model Roll-Out

Mini and MicroLEDs

  • Apple to Invest in MiniLED, MicroLED in Taiwan
May 11th, 2020

DSCC Content

  • Stocks Rise as Economies Re-Open
  • Note 20 and 20+ Display Specs Revealed and Other Note 20 Rumors
  • Samsung’s Patents for Replacing Polarizers

Display Company Earnings

  • Q1 Panel Maker Earnings – CSOT, Innolux, Tianma, Visionox and Industry Comparison
  • Universal Display Starts 2020 with Strong Q1
  • Glassmaker Earnings – Corning and NEG
  • Taiwan Revenues Edge Up in April

Smartphones

  • JDI Starts Out as Leading iPhone SE Supplier

Reflective Displays

  • CLEARInk Displays Sold to Chinese Investors, Will Move to Asia
  • E Ink and Innolux Collaborate on Color ePaper

Equipment

  • 42 New POs and Awards Last Week

Events

  • SID and the SID/DSCC Business Conference Become a Webinar
May 4th, 2020

DSCC Highlights

  • Stocks Mixed as COVID-19 Growth Continues to Slow
  • DSCC Releases New Annual Quantum Dot Display Technology and Market Outlook Report
  • AMOLED Materials Market Will Grow to $2.7 Billion by 2024
  • Display Glass Shipments to Decline 4% in 2020, Revenues to Decline 8%

Q1 Earnings Analysis

  • Samsung Powers On in Q1
  • Apple Manages Revenue Growth Despite COVID
  • BOE Continued to Post Profits in Q4, Q1
  • AUO Cuts Losses in Q1
  • Tokyo Electron Beats on Semi’s, FPD Revenues Fall 41% in Fiscal 2020

Equipment and Fabs

  • Fab Schedule Updates and CEC Panda/SDC Suzhou Sale Rumors
  • 26 New POs and Awards Last Week

Smartphones

  • Smartphone Quick Takes – New Foldable Smartphone Update, iPhone 12 Rumors and Qualcomm 5G Guidance
  • UTG Update – Will New Players Challenge SCHOTT and Dowoo Insys?
  • New OLED Smartphone Announcement-Xiaomi Mi Note 10 Lite

Materials

  • LG Innotek to Sell Backlight Unit LED Business
April 27th, 2020

DSCC Content and Analysis

  • Stocks Fall as COVID-19 Plateaus
  • Display Fab Utilization Increased in Q1; Slowdown Expected in Q2-Q3 2020
  • Advanced TV Revenues to Grow to $26 Billion by 2025
  • Panel Prices Tumbling Again in Q2
  • LGD Losses Continued in Q1

TVs

  • Samsung LCD TV Panel Orders Up for Grabs
  • Correction and Update: 8K TV
  • Sharp Files Patent Infringement Complaint Against CHOT and Others

Smartphones

  • Samsung to Qualify BOE on Galaxy?
  • Galaxy Fold 2 Leaks -What We Know (Part 2)
  • China Mobile Phone Shipments Down 23% in March, 5G Up 161% M/M
  • China Mobile Enjoys Solid Results in Q1’20, Big 5G Growth in Q1’20
  • New OLED Smartphones Announcement-Huawei Nova 7, Motorola Edge

Display Equipment

  • 26 New POs and Awards This Week
  • Canon Revenues Fall, Margins Drop to 7-year Lows, Only 2 FPD Litho Tools Shipped in Q1’20

MicroLEDs

  • AUO and PlayNitride Develop Flexible 9.4” MicroLED Display

Materials

  • Merck Acquires 700+ OLED Patents for Display Applications from Konica Minolta
April 20th, 2020

DSCC Display News and Analysis

  • Stocks Rise Again on Hopes for Opening Economies
  • CEC Financial Results Terrible in Q4’19, Update on Sale Efforts
  • BOE Preparing to Make Rigid OLED Notebook Panels on Flexible OLED Line
  • EDO Update - Looking at OLED Notebooks and Tablets as New Fab Comes Online
  • Display Equipment Supplier Results Summarized and Compared for Q4’19
  • 35 New POs and Awards This Week Including a Large Award to AMAT at B12
  • JDI Reports Q4 Results, Accounting Fraud Investigation and Restructuring

TV News

  • 8K TV Another COVID-19 Victim

Smartphone News

  • Apple Launches iPhone SE
  • New OLED Smartphones Announcement-Honor, OnePlus and TCL
  • Smartphone Volumes Coming Down, Except for the S20 Ultra? Latest on 5G
  • BOE and Qualcomm Announce Strategic Collaboration

Foldable News

  • Galaxy Fold 2 Leaks -What We Know (Part 1)
  • Huawei Consumer CEO Says They Lost $60-$70M on the Mate X/XS, Not a Surprise
  • Microsoft Delays the Neo and 10X for Foldables

PC and Monitor News

  • PC Shipments Decline in Q1 2020 Despite Increased Demand
  • Gaming Monitor Market Sees More Competitions from Tier -1 Brands
  • AmTRAN Shipments from China, Vietnam Plants Return to Normal

US Retail & Fab News

  • Best Buy Update Shows COVID-19 Impact
  • Foxconn Reports 620 Jobs in Wisconsin in 2019

Materials News

  • Cheng Mei Materials Lands Polarizer Orders from SDP
  • Epistar-Leyard Establish Joint Venture in China, to Start Production in 2H20
April 13th, 2020

DSCC Content

  • Stocks Rally as Virus Case Growth Slows, Fed Provides More Help
  • DSCC Releases 3rd Annual Foldable Display Report
  • Highlights from DSCC Webinar on the Impact of COVID-19 on the Display Market
  • Taiwan Revenues Rebound in March
  • 59 New POs and Awards This Week

Financials

  • Samsung Provides Q1’20 Guidance
  • LG Electronics Preliminary Q1 Guidance: Revenues Down, Operating Profit Up

Smartphones

  • New OLED Smartphone Introductions from Samsung, Sony and Vivo

Materials

  • Corning to Shut Down Shizuoka Glass Plant

US Fabs

  • Foxconn Says It Will Make Ventilators in Wisconsin

Events

  • SID Delayed and Moved, New Speakers Added to the Business Conference
April 6th, 2020

DSCC Display Analysis

  • Stocks Resume Their Drop, Unemployment Claims and COVID-19 Cases Surge
  • Samsung Accelerates LCD Shutdown, Consolidating Coming to China?
  • TCL, CSOT Report Growth and Profits in 2019
  • 29 New POs and Awards This Week

Fab News

  • JDI Transfers Hakusan Assets to Apple
  • Stratacache Buys Old Computer Chip Plant in Oregon; Plans Next-Gen Display Facility
  • Foxconn Wisconsin Update – Construction Continues
  • MagnaChip Sells Foundry, Shifts Focus to Display and Power Solutions

Display Equipment

  • What Can We Learn from AP Systems Results?
  • InZiv Ships MicroLED Characterization Equipment

MicroLED News/Analysis

  • Facebook Signs Exclusivity Agreement with MicroLED Display Maker Plessey

DSCC News

  • DSCC CEO Ross Young Leading Upcoming COVID-19 Display Webinar - Lessons Learned and Latest Outlook
March 30th, 2020

DSCC Display Analysis

  • Stocks Rebound on Stimulus, Volatility Continues, US Now #1 in Coronavirus Cases at Over 100K
  • DSCC Revises Display Forecast for COVID-19 Impact
  • Coronavirus Quashes Panel Price Rally
  • Q4 Earnings: Tianma and HannStar Fall to Net Loss
  • 22 New POs and Awards this Week

Mobile Device News and Analysis

  • Huawei Launches P40 Flagship Smartphones Sourcing Displays from BOE, LGD and SDC
  • Royole Announces FlexPai 2 with Display/Hinge Improvements and Partnership with ZTE
  • Apple Avoids China Tariffs on Watch
  • Color eReaders Based on E Ink’s Technology Unveiled in China

Fab Activity and Equipment News/Analysis

  • LGD Dispatches Plane to Guangzhou, New CEO’s Shareholder Letter and New G10.5 China LCD Ramp Plans
  • Sharp May Split Off Display Segment
  • Sunic Expects More Orders for Micro-OLED Deposition Equipment

TVs/Signage News and Analysis

  • Xiaomi Goes Big with 98” Redmi Smart TV
  • Sharp, NEC Form Joint Venture for Display Solutions
March 23rd, 2020

DSCC Content & Analysis

  • Volatility and Losses Continue as Virus Spreads Quickly Outside of Asia, More Containment and Stimulus Policies Introduced
  • OLED Utilization Expected to Improve in 2020 vs. 2019
  • Q1 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025
  • Coming Soon: DSCC’s Advanced TV Shipment Report
  • LG’s Rollable TV Is a Marvel, But Can They Make It?
  • 19 New POs and Awards
  • Quick Takes - Display Equipment, Fab Activity and Foldable

MiniLEDs and MicroLEDs

  • Taiwan LED Makers Expand Capacity for MiniLED Production
  • Konka to Start MicroLED Pilot Production with Aixtron Tools

New Products

  • Apple Unveils New iPad Pro and MacBook Air
March 16th, 2020

DSCC Content and Analysis

  • Volatility Continues as Virus Spreads Quickly in Europe, Countries Enact Containment and Stimulus Policies
  • Record OLED Panel Revenues of $28 Billion in 2019, Will Grow to $50 Billion by 2024
  • Are Quantum Nano Emitting Diodes (QNEDs) the Next Big Thing?
  • Taiwan Revenus Mixed in February
  • 69 New POs and Awards

TVs

  • New Details on 2020 TV Line-ups from Samsung, LG and TCL
  • Sharp Files Lawsuit Against TPV, Vizio and CHOT

MicroLEDs

  • Samsung May Launch MicroLED TVs in 2H20, Partners With EpiStar
  • Plessey Extends Its Data-Vµ™ MicroLED Product Family with a Passive Matrix Micro-Display

Smartphones

  • Oppo’s New SmartWatch and New Smartphones from Oppo, VIVO and ZTE

Display Materials

  • Merck Completes Transition Year as LC Business Declines
March 9th, 2020

DSCC Content and Analysis

  • Volatile Week for Stocks on Coronavirus/Fed/Record Low US Rates/Biden/Jobs and More
  • Slowdown Helping Panel Prices in Q1
  • DSCC’s Latest Display Capacity Forecast Shows China’s Share Surging Even Higher, LCD Capacity Declines for the First Time and OLED Capacity Growing Rapidly
  • 26 New POs and Awards

Smartphone News

  • New Leaks on Apple Mini-LED Notebooks, iMacs, iPads and iPhone 12 Camera/Display Specs
  • Foldable Smartphone Market Update and News
  • New OLED Smartphone Introductions from Oppo, Samsung and Xiaomi

TV News

  • Samsung Plans to Sell 8 million QLED TVs This Year

OLED Materials News

  • A Brighter Blue OLED? CYNORA Introduces Fluorescent Blue Emitter
  • Canon Entering the OLED Materials Market?
  • Duk San Neolux Reports a Record 2019

MicroLED News

  • Daktronics Invests In MicroLED Start-Up X Display
  • China Star Sets up JV with Sanan for MicroLED Research

Equipment News

  • XTPL Signs Multiple Display Agreements

Event News

  • CES 2020: Here We Go Again
March 3rd, 2020

DSCC Content and Analysis

  • Coronavirus Update and Stocks Fall into Correction Territory
  • 25 New POs and Awards

Smartphone News and Analysis

  • 120Hz Refresh Displays on the Rise and China OLED Smartphone Forecasts
  • Smartphone News - BOE/JNTC JV Starts 3D Cover Glass Production
  • Will Fingerprint on Display Sensors Gain Acceptance in LCD Smartphones?
  • LGD Adding More ToC Capacity
  • BOE Announces More Module Line Growth at B11
  • SGS Certifies Samsung OLED Display 5G Panel for Eye Care
  • New OLED Smartphones from LGE, Realme, Samsung and VIVO

Foldable News and Analysis

  • Huawei Releases Foldable Mate XS
  • More Foldable News – Kolon Hits Full Capacity on CPI?

Quantum Dot News and Analysis

  • Quantum Dots Vs CMOS for Camera Sensors
  • Ghent University’s Spin-Off Company ‘QustomDot’ Raises €3 Million – Targeting Cd-free On Chip LEDs
  • Nanosys Receives DOE Building Energy Efficiency Frontiers & Innovation Technologies (BENEFIT) Funding Award

TV and Monitor News

  • Market Innolux TV Assembly Business Grows in 2019
  • IT Brands Gearing Up for Gaming Monitor
February 24th, 2020

DSCC News and Analysis

  • Coronavirus Week of 2/17-2/24
  • Stocks Fall as Coronavirus Fears Worsen and US Economy Weakens, PSSI Surges on Stimulus Hopes
  • DSCC Increases Display Capex Forecasts on New Fabs in China
  • 15 New POs and Awards

Smartphones

  • Samsung, Schott Get Trademarks for Ultra-Thin Glass
  • Xiaomi Introduces Mi 10 5G and Pro 5G

TVs

  • 2020 TV Line-ups: Samsung, Sony, Panasonic

Quantum Dots

  • Nanoco Files Patent Infringement Lawsuit Against Samsung
  • NTHU Research Team Develops New Quantum Dot Material for Displays

Materials

  • Universal Display Finishes 2019 on a Sour Note

DSCC News

  • New Speakers and Sponsors Added to SID/DSCC Business Conference
February 17th, 2020

Latest Display News and Analysis

  • Stocks Continue to Recover Despite Coronavirus Cases Accelerating
  • Taiwan Revenues Down Sharply in January from New Year Holiday
  • Innolux Losses Worsen in Q4, Rough Q1 Expected
  • Foldable OLED Phones without Polarizers?
  • HKC H5 Issues First Award

Display Product News

  • Takeaways from Samsung Galaxy Unpacked
  • US Import Data Shows Shift from China in 2019
  • New Products at Subdued ISE 2020
  • NRF Highlights - Panasonic, Epson, and Six15

Equipment News

  • Earnings Reports from AMAT, ULVAC and V Technology
  • Kateeva Announces a Mass Layoff, What’s Next?
February 10th, 2020

Display News and Analysis

  • Stocks Rebound as Coronavirus Fears Ease
  • AUO Losses Continue to Worsen in Q4
  • JDI Delays Earnings Release, Formalizes Deal with Ichigo

TV News and Analysis

  • TV Makers Trading Growth for Profits
  • Did You Watch the Super Bowl in 4K? No, You Didn’t!

Materials News and Analysis

  • AGC, NEG Report Q4 Earnings, and LG Chem Exits Display Glass Business

Foldable News and Analysis

  • Foldable Updates – Motorola Razr, Samsung Z Flip and Samsung Module Lines

Equipment News and Analysis

  • New PO and Delays
  • Equipment Supplier Earnings – Coherent and Nikon

Automotive

  • Cadillac 2021 Escalade’s 38-Inch Curved OLED Made From Three Panels

MicroLEDs and AR/VR

  • Fancy AR Smart Glasses? Plessey and WaveOptics Announce Strategic Partnership Using MicroLED Display Technology for Smart Glasses

DSCC News

  • DSCC’s New Report on Quantum Dot Technology Coming Soon
February 3rd, 2020

DSCC Content and Analysis

  • Stocks Continue to Drop on Coronavirus Fears, Latest Situation for Display Suppliers and Display Demand Concerns
  • Samsung Earnings – LCD Revenues/Margins Reach New Low, Loss Likely in Q1’20 for Displays
  • LGD Posts Another Loss in Q4, Takes Big Charge
  • Apple Back to Growth with Record Profits in Q4

Materials

  • Earnings - Corning Finishes Year on a Down Note
  • LG Chem to Move Polarizer Production Lines to China

Equipment

  • Earnings Highlights – Canon, SCREEN and Tokyo Electron

TVs

  • TCL Sold 32 Million TVs in 2019
  • Sharp Enters OLED TV – If You Can’t Beat Them, Join Them

DSCC News

  • DSCC Brings on QD/OLED/IJP Expert
January 27th, 2020

DSCC Content and Analysis

  • Stocks Drop on Coronavirus Fears, Implications for Display Industry Explored
  • Latest Display Fab Schedule Developments
  • Did SEMES Win the QD IJP and Encapsulation Business at SDC Q-1 and Thoughts on Kateeva’s Future
  • Aggressive TV Prices Ahead of Super Bowl Weekend
  • OLED Materials Market Will Grow to More Than $2 Billion by 2023

Smartphones

  • Foldable Smartphone News – Motorola and Samsung
  • iPhone SE2 Starting Production
  • Huawei Claims 6.9M 5G Phones in 2019, 100M Target in 2020

TVs

  • Philips Rolls Out 2020 TV Lineup with OLEDs and LCDs

Automotive

  • LGD Starts Production of Plastic OLED for Autos

Event News

  • The National Retail Federation’s Big Show
  • Samsung at NRF

Equipment

  • New POs and Awards

DSCC News

  • DSCC Announces SID/DSCC Business Conference Agenda
January 20th, 2020

DSCC Data and Analysis

  • Display Fab Utilization Down in Q4/Q1 with Recovery in Q2 2020
  • Markets Continue to Rally on Earnings, US-China Trade Agreement and Economic Data
  • 75 New POs and Awards This Week from BOE, China Star, Samsung, Tianma and Visionox
  • Tariffs Reducing US TV Imports from China

Display Market

  • TCL and Samsung Display Show Latest QD-OLED Prototypes, Canon Receives PO for Evaporation Tool
  • Royole Filing for a US IPO?

Smartphones

  • Samsung Galaxy Z Flip and S20 Insights and Other New Smartphones

Display Materials

  • Corning Gaining Momentum in Gorilla Glass for Autos
  • StoreDot Sets Up MolecuLED for Organic Color Conversion Technology

PCs

  • PC Market Closed Out 2019 With Another Gain, According to IDC and Gartner

Signage

  • Stratacache Partners with BOE for Signage Displays

DSCC News

  • DSCC Announces Exclusive Distributor Agreement with DiScien on TV and Digital Signage Reports
January 13th, 2020

Event Reports

  • Highlights from CES 2020
  • Foldable Displays at CES

DSCC Insights

  • DSCC’s New Display Equipment Stock Index Rose 68% in 2019 Led by ICD – 25 Companies Included

Display News And Analysis

  • LGD Will Stop LCD TV Panel Production in Korea
  • Samsung Pre-Announces Better than Expected Operating Profits, Lower than Expected Revenues
  • Panel Supplier Stocks Surge on LGD Shutdown
  • Hannstar Continued to Gain in December, but Overall Taiwan Revenues Continue Down
  • JOLED Gets Design Win with Asahi Glass for Ultra-Thin Signage Displays

Equipment News

  • 39 New POs and Awards

Microdisplay News

  • Kopin Develops New Double Stack Architecture for High Brightness OLED Microdisplays

Monitor News

  • ViewSonic Joins Dell with 55” OLED Gaming Monitor

DSCC News

  • DSCC Hires New, Experienced Japan Analyst Focused on Mobile Displays
January 6th, 2020

DSCC Insights

  • Ten Predictions for the Display Industry in 2020
  • Panel Supplier Stocks Rise 36% in 2019, Beat Most Indexes
  • Panel Prices Increasing in Q1
  • SDC Begins Issuing POs for Its QD-OLED Fab, Big Week for LCD Awards, 141 POs and Awards Issued
  • Fab Activity - Efonlong, JDI and LGD

Foldable Insights

  • Foldable Insights - Motorola Razr Delayed on Foldable Display Constraints, Samsung Boosts Investment in DOWOO INSYS and Adds Vietnam Foldable Module Capacity

Smartphone Insights

  • Smartphone Display Insights - Samsung 5G and S11/S11+, Huawei Mate 40/40 Pro

Events

  • CES 2020 Preview – What I’ll Be Looking For

TVs

  • Samsung, 8K Association Launch Certification Program

AR/VR

  • Oculus Quest Sold Out, Significantly Boosting the VR Market

QD Notebooks

  • Samsung Bringing QLEDs to Notebooks at $829

Display Materials

  • SKC Kolon PI to Be Acquired
December 23rd, 2019

Latest DSCC Content

  • The Top Ten Stories of 2019
  • Ten Predictions for 2019 – How Did We Do?
  • DSCC Updates LCD and OLED Capacity Forecasts – Capacity Growth Shrinks on Market Conditions
  • Flexible OLED Utilization Remains Low in Q4
  • DSCC Report Compares 30 Equipment Supplier Q3’19 Financials – AMAT and Nikon Led in Revenues, ICD and Nikon Led in Operating Margins
  • BOE B12 Begins Issuing Awards and Big Week for LCD Awards
  • BOE Surges 13%, Carries PSSI to 8% Gain

MicroLEDs

  • Visionox’s Talk on MicroLEDs at IDTechEx Reveals Challenges
  • BOE Launches Joint Venture for MicroLED with Rohinni

Smartphone News

  • New Smartphone Announcements from Huawei, Samsung and VIVO, Rumored Phone from Xiaomi
  • Samsung Clamshell Foldable Images Leak

TVs

  • Konka to Launch TV Brand in North America, Investing in MicroLED

Automotive

  • Cadillac 2021 Escalade Will Have a 38-Inch Curved OLED

DSCC Update

  • DSCC Launches New Web Site
December 16th, 2019

Latest Display News and Analysis

  • DSCC’s Latest Long-Term OLED Forecast in OLED Shipment & Fab Utilization Report
  • November Taiwan Revenues Continue Y/Y Drops but HannStar Bucks the Trend
  • JDI to Get Cash Infusion from New Investor
  • Panel Stocks Jump on Positive Trade News
  • Fab and Tool Chatter

Smartphones

  • New Smartphone Announcements - Lenovo, Realme, Sharp and ZTE
  • 83% of the 24 5G Smartphones Introduced So Far Are OLED, Why 5G Is a Catalyst for OLEDs

Equipment

  • BOE B11 Issues Significant Delays and More Awards
  • DSCC Reveals OLED Equipment Supplier Rankings and Share for 56 Different Segments and >90 Suppliers

Materials

  • Fraunhofer Leads a Second German Consortium for Ultra-Thin Glass
December 9th, 2019

Latest Display News and Analysis

  • DSCC Reveals Quarterly Display Equipment Revenues/Market Share for Over 130 Different Companies in New Report, Downgrades 2019-2020 Equipment Spending on LCD Weakness
  • Foxconn Subsidy Will Lose Money for Wisconsin, Says Study Group
  • BOE Demonstrates 55” 8K OLED TV Panel Made with Inkjet Printing
  • JDI Develops MicroLED Display and Transparent Display
  • US TV Imports from China Down Sharply in October
  • PSSI Beats Markets With 2.5% Gain

Smartphones

  • New Smartphone Announcements- Huawei, Motorola and VIVO
  • Foldable Phone News – C3 Nano and Escobar
  • Global Smartphone Demand Down Slightly in Q3, per Gartner

Equipment

  • PO and Award Update

Materials

  • Idemitsu Kosan and Toray Create TADF Red OLED
  • Nanoco Buyer May be from China

Events

  • SID and DSCC Expand Business Conference to 2 Days
December 2nd, 2019

Latest Display News and Analysis

  • How Does Black Friday 2019 Compare with Last Year?
  • POs Expected for IJP at QD-OLED Fab in December
  • JOLED Starts Operation of the World’s First Mass Production Line of Printed OLED
  • Markets Rebound on Trade Agreement Rumors, PSSI Soars 6%

Smartphones

  • Realme, Vivo and Xiaomi Introduce New Smartphones – 4 are 5G

Equipment

  • PO and Award Update – New Awards from BOE, CSOT, HKC, Tianma, Truly and Visionox

Events

  • DSCC’s Successful 2nd Korea Seminar

Interview

  • Dr Ching W. Tang, the Inventor of OLEDs is Honored with the Kyoto Prize 2019
November 25th, 2019

Latest DSCC Research

  • Panel Maker Comparison Shows a Few Winners and Many Losers in Q

Latest Display News and Analysis

  • Samsung Display Resumes A5 Fab Construction
  • Panasonic to Stop LCD Production by 2021
  • LG Display Gaining Share on iPhone 11 + OLED Rumors
  • JDI Reports Fraud by Former Employee
  • Markets Fall After 6 Weeks of Gains on Trade Agreement Concerns

Earnings

  • AP Systems Revenues Bottom, But Bookings Pop

Smartphones

  • Huawei and Honor Introduce 5G LCD Smartphones Under $600

Foldable News

  • Foldable Market Updates – Huawei, Motorola and Samsung
  • SCHOTT Leads Consortium on Ultra-Thin Glass

TVs

  • TCL Brand TVs Increased 21% in First Nine Months of 2019

Equipment

  • PO and Award Update – New Awards from CEC Panda, HKC, Visionox and Tianma

Interview

November 18th, 2019

Latest News

  • Motorola Finally Launches Foldable Razr Smartphone, Hinge Design Improves Display Lifetime
  • Singles Day TV Sales
  • WalMart Black Friday Doorbusters
  • Nanolumi Introduces First Perovskite QD Color Enhancement Film, Our Thoughts
  • Tariffs Impact US TV Imports
  • Markets Continue to Rise, SPY Outperforms

Earnings

  • Earnings Report Highlights from AMAT, ULVAC and V Technology
  • Q3 Earnings – Japan Display and Hannstar

Events

  • China High-Tech Fair Summary

Materials

  • DOWOO INSYS Looking to Boost Foldable UTG Capacity

Notebooks

  • Apple Upgrades MacBook Pro with 16-inch Screen

Automotive

  • Jaguar Land Rover to Develop Printed Electronic Technology for Auto Interiors

Equipment

  • PO and Award Update – New Awards from CSOT, HKC, Tianma and Visionox, Juhua Added

Smartphones

  • New Smartphones from HTC, Huawei, Samsung and VIVO
November 11th, 2019

Breaking News

  • Black Friday Doorbusters Released and Impress
  • LCD TV Panel Price Update – Stabilizing Up to 65”, Utilization Rebounding?
  • Motorola to Launch Foldable RAZR on 11/13, Images Leak
  • Nanoco Seeking Buyer, IP Potentially Helpful in Future QD IP Battle
  • PSSI Outperforms as US Markets Extend Record Highs on Positive Trade Talk

Earnings Report

  • Glass Makers Hit by Q3 Slowdown
  • TV Brands Stay in the Black in Q3
  • Q3 Earnings – Sharp and Innolux
  • Earnings Report Highlights from Coherent and Nikon Reveal Contrasting OLED vs. LCD Capex Outlook

Materials

  • OLED Materials Market to More than Double in Five Years
  • FlexEnable Acquires Merck OTFT Technology

TVs

  • Konka Launches MicroLED TV Products

Tablets

  • Tablet Market Grew in Q3, Says IDC, While Strategy Analytics Says Declined

Smartphones

  • New Smartphones from HTC, Motorola, Realme, TECNO, VIVO, Xiaomi and ZTE

OLED Notebooks

  • Samsung Display Hosts OLED Forum in Taiwan to Boost OLED Adoption

Display Equipment

  • Tianma and Visionox Continue to Issue Numerous Tool Awards ​
November 4th, 2019

Earnings Highlights:

  • Samsung Earnings Reveal Record OLED Profits
  • Apple Squeezes a Revenue Increase, but Profits Fall
  • Another Great Quarter for Universal Display
  • Panel Maker Earnings – AUO, BOE, CEC, Tianma and Visionox
  • Earnings Report Highlights from Canon, SCREEN Holdings and Tokyo Electron Show Display Equipment Weakness

Display News/Analysis

  • Sharp/Foxconn SIO Negotiating Hard with Equipment Suppliers
  • US Stocks Reach New Highs on Positive Jobs Report, Q3 GDP and Rate Cut; PSSI Sinks on Earnings
  • POs and Award Update

Smartphones

  • Samsung Shows Foldable Clamshell Smartphone as Expected at Its Developer Conference
  • New Smartphones from Huawei, Oppo, Samsung, VIVO and Xiaomi

New QD Products

  • Samsung Brings QLED to Laptops
  • Xiaomi QD TV Coming Soon

Event News

  • SID Awards 2020 Display Week Business Track to DSCC
October 28th, 2019

Display News

  • LGD Posts Another Loss in Q3
  • JDI Gets Cash Boost from Apple, Cash Problems “Over”, Says CEO
  • Foxconn Update – Innovation Centers on Hold
  • PSSI Turns Up as Earnings Season Begins

Equipment & Materials

  • Another Strong Week for POs and Awards
  • Fab Delays and Cancellations Reduce Our Display Equipment Spending Forecast
  • MagnaChip Hits Record Revenue in Q3

Smartphones

  • New Smartphone Announcements-Huawei and Meizu
  • Mate X Launch Date Revealed, Details on Next Huawei Model and TCL’s Tri Fold Prototype
  • TV News
  • Philips Launches OLED TV Line

Events

  • NEC Showcase Features Display Products
  • ​LG Tech Tour Shows Digital Signage Products and More
October 21st, 2019

Display News

  • TCL Launches MiniLED TVs at Best Buy
  • Samsung Display Starts Issuing MOUs and POs to Equipment and Materials Suppliers, Schedule Already Later than Expected
  • PSSI Underperforms as Analysts Downgrade Display Stocks, Visionox Sells Off

Smartphone News

  • Apple Stays Top Brand, Samsung #6
  • Apple iPhone SE2 Rumors
  • Highlights of the Google Pixel 4/4XL Launch
  • Samsung Foldable Clamshell Design with Ultra-Thin Glass Confirmed in Media Report
  • New Smartphones from Motorola and Samsung

Equipment News

  • Record Number of POs and Awards Issued Last Week - 76
  • KLA Investor Day Sheds Light on Orbotech Acquisition and Views on Display Market
  • TEL Launches New IJP R&D System

Materials News

  • Corning Sues Avanstrate for Patent Infringement
  • Nanoco Releases Annual Results
  • Nanosys on Track for Record 2019

TV News

  • LG Introduces 4K Hotel TVs with NanoCell

PC Market Data

  • PC Market Grew in Q3, According to IDC and Gartner

Event News

  • DSCC Packs the House for Japan Seminar ​
October 14th, 2019

Weekly Highlights

  • SDC Makes $11B QD-OLED Investment Official – What We Learned
  • Samsung Q3’19 Guidance Shows Q/Q Revenue/Earnings Growth and Continued Y/Y Declines, OLED Results Previewed
  • Sharp Delays G10.5 Guangzhou Fab by 6 Months
  • Panel Prices Flattening Out in Q4

Display News

  • September Taiwan Results Stronger than Expected as HannStar Ends Losing Streak
  • JDI Starts OLED Production for Apple
  • LG Preliminary Q3 Put Earnings in Record Territory
  • LG Display Slashes Executive Staff
  • Encouraging US-China Talks Boost Markets
  • Lumiode Discusses MicroLEDs
  • TPV Sets Timetable for Privatization

Smartphones

  • Apple iPhone 11 Cover Glass Impressive in Drop Test, But Does It Scratch?
  • New Smartphones from LG (Dual Screen, 5G), OnePlus and Oppo

Equipment & Materials

  • New POs and Awards
  • AGC Reduces Profit Forecast, Takes Impairment on Auto Glass
  • Wisechip Launches World’s First OLED Display with Hyperfluorescent Materials
  • Start-up Noctiluca Aims for Blue TADF Emitter
October 7th, 2019

Weekly Highlights

  • Microsoft Announces 2020 Holiday Availability of Dual Screen, Foldable Smartphones and Tablets
  • Apple Ups iPhone 11 Volumes, Launching Spring Models?
  • V Technology Issues a Host of Announcements – Will Use PLAS and Own Evaporation Technology in WOLED JV

Display News

  • Foxconn News – Loan Dispute in Guangzhou, Funding Deal with University of Illinois
  • MicroLED and MiniLED News
  • Stocks Fall on Weak Data

Gaming Monitors

  • Global PC Monitor Volume Declined but Gaming Monitor Market Grew in the Second Quarter of 2019, According to IDC

Equipment News

  • New POs and Awards

Smartphone News

  • New Smartphones from Motorola and Oppo

New Products

  • Microsoft Surface Laptops
  • HP Announces New 13.3” 4K OLED Notebook
  • E Ink Introduces Just Write Demo Sets
  • EIZO Releases 21.6” OLED Monitor with JOLED Panel

Events

  • Pepcom: ViewSonic Shows Three New Projectors
  • Pepcom: Lenovo shows Auxiliary Monitor, AR HMD

Misc.

  • Samsung Display Integrates Prismview LED
  • Correction: OLED Mobile Revenues
September 30th, 2019

Display & Fab News

  • DSCC’s Latest Long-Term OLED Forecast in OLED Shipment & Fab Utilization Report
  • LCD TV Fab Utilization Falling in 2H’19
  • SDC to Spend ~$11B on QD OLED Fabs – Future R&D and Capacity Through 2025 Planned Around QD OLEDs and ELQDs
  • HKC Announces New G8.6 8.6 WOLED Fab Project
  • JDI Restructuring Plan Collapses as Main Investor Backs Out
  • Foxconn Reportedly Dismisses MicroLED R&D Team
  • Display Stocks Fall 5%, Only Visionox Rises
  • LG Display Launches OLED TV Tour with Best Buy

Equipment News

  • 56 New POs and Awards Last Week

Event News

  • Highlights from Detroit SID Vehicle Display Symposium – MiniLED, HUD and OLED
  • OLEDs Summit Highlights

Smartphone News

  • Xiaomi Introduces Foldable Smartphone that Doesn’t Fold. Google Pixel 4 and OnePlus 7T Also Introduced
  • Latest Details on Foldable Motorola Razr

TVs

  • Sony Releases Crystal LED TVs for Consumers, 16K Costs $5.8M

Materials News

  • ​DuPont Starts Polyimide Plant in Korea
September 23rd, 2019

Displays

  • Panel Prices Continue to Decline, at All-Time Lows
  • Q3 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2023
  • JDI Suspends Hakusan, Closes Mobara, Seeks Funds for OLED
  • LGD Gets New CEO, Seeks Job Cuts
  • Stocks Drop on Trade/Fed, PSSI Underperform

Display Equipment

  • New POs, Awards, Delays and Cancellations
  • Highlights from Our Q2’19 Display Equipment Supplier Comparisons

Display Glass

  • Corning Warns of Weak Q3
  • Apple Awards an Additional $250M to Corning

Smartphones

  • Foldable News - Dual Screen Tablets, Multi-Fold Smartphones and Hinges
  • New Smartphones from Huawei, Honor, Samsung and VIVO

TVs

  • Samsung VD Targets 43M TVs, 5M QLED
September 16th, 2019

DSCC Content and Analysis

  • Highlights from DSCC’s Latest Display Capacity Forecast
  • Susquehanna Lowers the Boom on Universal Display, Our Take
  • August Taiwan Results Show 24th Consecutive Y/Y Decline, Large-Area Units Show Improvement
  • Display Stocks Continue to Surge, Overtake SPY YTD
  • New POs and Awards – 37 New POs and Awards- Orbotech Wins Huge AOI Order

Smartphones

  • Apple iPhone Launch Event Pushes Services, Affordability
  • New Smartphones from Apple, Realme and Samsung

TVs

  • SK Telecom & Samsung to Make 5G 8K TV

Events

  • IMID/DSCC Display Industry Forum Highlights – Part II
  • More IFA Product Announcements

Display Supplier News

  • AUO to De-List on NYSE, Bring in New Leadership
  • Foxconn Wisconsin Update – New WEDC Head

Materials

  • AGC to Establish 3D Cover Glass Plant in China for Auto Displays
  • Barco Links Up with LED Maker Unilumen
  • Flexible OLED Lighting Pilot Line in Europe Gets Renewed ​
September 9th, 2019

Display Market Analysis

  • Panel Maker Comparison Shows Winners and Losers in Q2
  • Display Stocks Rebound, Outperform

Events

  • IMID/DSCC Display Industry Forum Highlights – Market Outlook, OLED TVs, Smartphones and Foldable Materials
  • More Insights from Touch Taiwan
  • IMID Exhibit Highlights
  • IFA Product Announcements – TVs, Projectors, Laptops and Gaming Monitors

Equipment

  • New POs and Awards – 27 New POs and Awards

Materials

  • UDC Teams Up with LG Chem on Host Materials
  • AGC Wins Cover Glass Business for Lexus RS

Display Standards

  • VESA Updates DisplayHDR Standard

Smartphones

  • Foldable News – Samsung Finally Releases the Galaxy Fold
  • New Smartphones from Alcatel/TCL, LGE. Motorola, Nokia and Sony ​
September 3rd, 2019

Display Market News & Analysis

  • BOE Stays Profitable in Q2 on Record Revenues and Government Subsidies
  • Q2 Earnings Review – Visionox, CEC Panda and CSOT
  • Touch Taiwan Highlights MicroLED
  • Display Stocks Underperform as Tariffs Kick-In
  • CPT to lay off over 2,000 employees

Display Equipment News & Analysis

  • New POs and Awards – 23 New POs and Awards, Edwards Wins Over 1000 Vacuum Pumps at HKC

Display Materials News & Analysis

  • Korea’s Material Science Making Progress in the OLED Materials Market

Smartphone News & Analysis

  • Foldable News – Galaxy Fold Launch, Mate X Delay, Royole Supply Chain and More
  • New Smartphone Announcements - OPPO, Realme and Xiaomi
  • Smartphone Sales Continued to Decline in Q2 2019, per Gartner
  • Smartphone Shipments up 12% in Q2, per IDC

TV/Signage Market News & Analysis

  • UHD Alliance Brings Together Filmmakers, CE Companies and Hollywood Studios For New “Filmmaker Mode”
  • 8K Association Announces Performance Specification for Consumer TVs
  • Sharp to Show 120” 8K at IFA
August 26th, 2019

Display Market & Suppliers

  • DSCC Releases Q3’19 Quarterly Display Capex and Equipment Report – Forecasts Extended to 2024 as Visibility Improves
  • Tianma Profits Roll On in Q2
  • E-Ink Cuts 2019 Forecast, Cites Trade Issues
  • Display Stocks Outperform in Another Volatile Week
  • Foxconn Wisconsin Update – Vertical Construction Begins
  • FlexEnable Achieves Breakthrough for Bezel-less LCD
  • AUO Develops OLED Notebook Display with Ink Jet Printing

TV Market

  • TCL TV Lineup Boosts Quantum Dots and MiniLED

Smartphone Market

  • New Smartphones from Huawei, LGE and Samsung

Display Materials

  • Corning to Supply Astra Glass to CEC Chengdu
  • UDC Partners with Host Supplier EMT
  • Nanosys Acquires Patents of Hebrew University
  • Doosan to Split Off OLED Materials Business

Display Equipment Market & Suppliers

  • New POs and Awards – 37 New POs and Awards as Bookings Grow, Units Included this Week

Events

  • DSCC Hosts IMID Display Industry Forum in Korea This Week ​
August 19th, 2019

Display Market & Suppliers

  • DSCC Q3 Smartphone Display Cost Report Gives First Look at 2020 iPhone Panels
  • JDI Records Another Big Loss, Sets Restructuring
  • Display Stocks Rebound in Volatile Week, Korean LCD Fab Closure Rumors Boost Taiwan Stock Prices

TV Market

  • Trump Delays China Tariffs for Phones & Mobile PC, but TV Will Still Get Tariffs
  • TPV Announces Plan to Go Private, Backed by CEC
  • Huawei Enters TV Business with Honor Vision TV
  • New Info on MicroLED Pricing from Sony, Samsung

Smartphone Market

  • Highlights of Galaxy Note 10 Display Review vs. S10 – Who Wins?
  • Huawei Smartphone Volumes Surge in China, Fall in Europe
  • New Smartphones from HTC, Samsung and Xiaomi Including a Mid-Range OLED 5G Smartphone from Samsung
  • Samsung Introduces 108MP Image Sensor for Smartphones – What Are the Implications?

Display Equipment Market & Suppliers

  • New POs and Awards
  • AMAT Earnings Beat, But Outlook Disappoints ​
August 12th, 2019

DSCC Content and Analysis
Display Market & Suppliers

  • DSCC Releases 2019 Foldable Display Market Update and Outlook Report – Foldable Displays Are Down, But Not Out
  • Display Stocks Drop 7% on Trade/Currency/Recession Concerns
  • Korea’s Boosts Self Sufficiency for Restricted Materials as Japan Lifts Export Regulations for EUV Photoresist and Hydrogen Fluoride
  • Taiwan’s Monthly Revenues Decline Y/Y for the 23rd Consecutive Month, Large-area Units Down 7% M/M, S/M Units Surge
  • China Imports of Display Products Grew in 1H19
  • LG Looks to Sell Open-Cell OLED to Skyworth, Others
  • Foxconn Deal a Loser That Can’t Be Improved, Says Study Commissioned by Wisconsin
  • Visionox Announces New Module Line in Guangzhou

Display Equipment Market & Suppliers

  • Earnings Results and Analysis for Nikon, ULVAC and V Tech – New OLED TV JV for V Tech and CHOT
  • New POs and Awards from BOE B11 and HKC H4

Display Materials Market & Suppliers

  • Merck, Universal Display Announce Collaboration on OLED Materials

Smartphone Market

  • New AMOLED Smartphones from Motorola and Samsung

Tablet Market

  • Tablet Market Declines 5% in Q2, per IDC
August 5th, 2019

DSCC Content and Analysis
Brand Results & Insights

  • Samsung Display Revenues and Profits Rebound Due to One Time Gain from Apple
  • Apple Squeezes a Revenue Increase, but Profits Fall

Display Market & Suppliers

  • Foxconn Looking to Sell New Gen 10.5 Plant?
  • Innolux Narrows Losses in Q2
  • Display Stocks Sell Off as New Tariffs Expected

Display Equipment Market & Suppliers

  • Coherent and SCREEN Results Disappoint
  • New POs and Awards

Display Materials Market & Suppliers

  • A Great Q2 for Universal Display
  • Corning Keeps Winning in Q2

Smartphone Market

  • New AMOLED Smartphones from VIVO and ZTE
  • Is Sharp Exiting OLED Smartphone Display Market?
July 29th, 2019

DSCC Content and Analysis
Display Market & Suppliers

  • Losses Continue for LGD, AUO in Q2
  • Chinese Display Stocks Continue to Gain as AUO, Innolux and LGD Fall
  • PlayNitride and RiTdisplay Making Progress in Penetrating Apple Watch Display Supply Chain?

Display Equipment Market & Suppliers

  • Canon and TEL Financial Results Point to Weak Semiconductor Equipment Market, TEL Sees Quick Rebound
  • New POs and Awards

Display Materials Market & Suppliers

  • Nanosys Expands Quantum Dot Production
  • Nippon Seiki Adopting Mini LED Backlight for Automotive Displays
  • Samsung Display Looking to Develop Domestic Source for FMMs
  • AGC Raises Prices on Architectural Glass

Smartphone Market

  • Foldable News – Samsung Announces Fixes to the Galaxy Fold and Availability from September
  • Counterpoint Shows Xiaomi Continues to Lead Indian Smartphone Market
  • New Smartphones from ASUS and Honor

Projectors, Signage and Video Walls

  • LG Launches First Ultra Short Throw 4K UHD 'CineBeam' Laser Projector
  • Leyard & Planar Expand LCD Video Wall Lineup
  • LG Launches Outdoor Signage Display ​
July 22nd, 2019

DSCC Content and Analysis
Displays

  • DSCC TV Cost Report Shows Magnitude of China Subsidy
  • What Can We Expect on Q2 Panel Maker Results?
  • Samsung QD OLED Project Update
  • Japan Export Restriction Update – Samsung Pushes Suppliers to Boost Inventories on Japanese Materials
  • Innolux to Reward Star Employees with Share Buyback
  • PSSI Outperforms as BOE and Innolux Surge, Overtakes SPY

Foldable

  • Foldable News – Galaxy Fold Reportedly Passes Final Test, Royole Boosting Volumes, Huawei OS Update

Equipment

  • DSCC Re-Releases Q2’19 Capex Report – 2019 Now Down 23%
  • China Star Proposes New TFE Structure to Improve Reliability and Viewing Angle Performance
  • New POs and Awards

Materials

  • Nanolumi Gets Funding, China Star Showed Perovskite QD OLED at SID and Thoughts on the Outlook for Perovskite QDs
  • Nanosys Sued Over Patent Infringement
  • Merck Acquires Intermolecular

Brands

  • New Smartphones from TECNO and Xiaomi
  • Amazon Prime Day a Success, but Not for TV
  • Sony Divests Support Group
July 15th, 2019

DSCC Content & Analysis

  • OLED Materials Market to Double in Four Years
  • UDE Shanghai Highlights Hisense Dual Cell TV U9E
  • JDI Secures Additional Investment Funds
  • Updated Samsung Division Results, New Apple Settlement Figure
  • Update on Japan Export Restrictions
  • June Results for Taiwan Display Suppliers Show 22nd Consecutive Monthly Y/Y Decline, Q2’19 Results Up 6% Q/Q
  • Taiwan Panel Makers Seek Share of Government Tech Budget
  • US Stocks Outperform on Fed Chair’s Rate Cut Signal
  • SEMES Trying to Sell Its Display Equipment Business
  • New POs and Awards
  • Corning Opens Auto Glass Plant in Hefei, China


Market Research

  • PC Market Grew Y/Y in 2nd Quarter, According to IDC & Gartner


Brands

  • Samsung Leaks Galaxy Note 10 Images, Announces Launch Event
  • New Smartphones from Huawei, Infinix and VIVO
July 8th, 2019

DSCC Content & Analysis

  • Japan Looks to Restrict Key Exports to Korea, Display Industry Less Affected than Semiconductors
  • Samsung Preannounces Disappointing Operating Profit, Apple Payment to Boost Display Business
  • LG Preliminary Earnings Down from 2Q18
  • LGD Guangzhou to Hold Opening Ceremony in August, Initial Production Plans and More G10.5 Equipment Installed
  • LGE Adding BOE for OLED Smartphone Displays?
  • Foldable News Updates – Samsung Completes Galaxy Fold Redesign & Timing Update, Huawei Switching OCA Suppliers?
  • Panel Prices Continue to Fall
  • CLEARInk and FLEx Lighting Pair Up on Reflective Displays
  • Trade Summit Results Boost Stocks with PSSI Outperforming
  • New POs and Awards


Events

  • Highlights from Mobile World Congress China and Display China
  • DSCC Announces Agenda for IMID Display Industry Forum in Korea on August 29th


Brands

  • New Smartphones from HTC, Lenovo, VIVO and Xiaomi
  • Update – Loewe “Business As Normal” Despite Bankruptcy


In Brief

  • OLED TVs Get 'Eye Comfort' Certification from TÜV Rheinland
  • LG Funds Pop-Up Café OLED in NYC
  • Lumtec to Expand OLED Lighting Production
July 1st, 2019

DSCC Content & Analysis

  • Outlook for Flexible, Foldable and Rigid OLED Unyielded and Yielded Capacity and Yields
  • Samsung Galaxy S10+ Has Generated Largest OLED Smartphone Panels Revenues in 1H’19
  • Dueling Stories in Korea on Samsung’s Next Foldable Smartphone at Different Sizes – Latest Updates
  • Samsung Displays’ LTPO and Y-OCTA Expansion Plans
  • JDI to Receive Support from Apple to Sustain Solvency
  • Stocks Drift Awaiting Summit Outcome
  • New POs and Awards
  • Korea’s Innox Advanced Materials Has Design Wins with Both LGD and SDC

Brands

  • Samsung Investor Day Highlights for DC, VD and MC
  • Netflix Recommended TVs Leave LG Out
  • TV Maker Loewe Goes Bankrupt
  • Pioneer to Exit OLED Lighting Business
  • New Smartphones from Lenovo, LGE and Panasonic

In Brief

  • Wafer Spending Summary Shows 2020 Rebound
  • More on China’s 5G Roll Out

DSCC News

  • Wisconsin Contracts with DSCC on Consulting Services
June 24th, 2019

DSCC Content & Analysis

  • Q2 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2023
  • Nikon Was the Top Display Equipment Supplier in Q1’19
  • 5G Smartphones Proliferating in China
  • Foldable News – Samsung Display on Standby for Start Fold Production, Next Huawei Model?
  • TPK Backs Out of JDI Deal, But Apple Helps
  • LGD’s Net Loss Expected to Worsen in Q2’19
  • Good Week for Stocks Leads to Outperformance by Emerging Markets and Our PSSI
  • G10.5 CVD Equipment Delivered to LGD
  • New POs and Awards
  • Foxconn Gets Approval for Wisconsin Plans, Starts Construction
  • US-China Trade War - Apple Explores Moving Production Out of China
  • Cancellation of Nanoco Project Reportedly with Apple Causes Its Stock Price to Fall 74% on 6/21

Brands

  • New Smartphones from Huawei Motorola and VIVO

Events

  • 4K and 8K TV at CE Week
June 17th, 2019

DSCC Content & Analysis

  • More Highlights from Our Latest Quarterly Capex Report
  • Corning Investor Day – Two New Gen 10.5 Glass Plants Announced
  • Next Samsung Foldable Smartphone Coming into Focus
  • Huawei Delays Mate 10X Until September and More Foldable News
  • Chinese OLED Manufacturers Earn Design Wins in Korea
  • May Results for Taiwan Display Suppliers Show 21st Consecutive Monthly Y/Y Decline
  • PSSI Outperforms on Gains at CEC, Tianma and BOE
  • New POs and Awards
  • Canon Tokki Open Mask VTE Equipment Delayed at SDC for QDOLED
  • Latest Developments in Foxconn Wisconsin Project

Brands

  • New Smartphones from HTC, Huawei and Nokia

Display Makers

  • EIH Announces Strategic Investment in Plastic Logic

Events

  • SID/DSCC Put Business Conference, Foldable Display and Automotive Display Conference Proceedings Available for Sale
  • 8K Display Summit

Product News

  • NEC, Leyard/Planar, Samsung ​

June 10th, 2019

June 10th, 2019

DSCC Analysis and Content

  • Rigid OLED UT% Continues High, Flexible UT% Recovering in June
  • Introducing DSCC’s New Quarterly All Display Fab Utilization Report
  • TV Panel Prices Falling Into Summer
  • LCD Monitor Panel Prices Declining in Q2
  • LGD Finally Certified for Apple iPhone Business, Fab Stopped, Fab Started, G4.5 Fab Conversion and More
  • Dual Cell LCD at SID DisplayWeek
  • Foxconn to Start Production in Wisconsin in Q4 2020
  • New POs and Awards
  • US Stocks Rebound as PSSI Plummets


Panel Suppliers

  • Hannstar Moving Auto Module Production to Taiwan
  • E-Ink Holdings Reduces Outlook for ESL


Market Forecasts

  • Global TV Market Holds Steady in Q1
  • Worldwide Smartphone Market Will Decline in 2019 with a Return to Growth on the Horizon, According to IDC
  • Wearable Devices up 55% Y/Y in Q1, According to IDC


Brands/Product News

  • Apple 32” 6K Retina Display
  • LG Announces 8K OLED TV
  • NEC Adds 6000-Lumen Laser Projector
  • Samsung Bolsters PC Portfolio with Notebook 7 and Notebook 7 Force
  • New Mechanism Allows Lower Energy Requirement for OLED Displays
June 3rd, 2019

DSCC Content & Analysis

  • Display Equipment Spending Forecast Updated, New Segments Added
  • JDI Investment Decision by June 14
  • PSSI Outperforms as Display, Emerging Market Stocks Rebound
  • New POs and Awards from BOE, CEC and Tianma
  • New Material Investments Happen in China, While New Panel Makers Struggle to Execute Their Investments on Subsidy Availability

Events:

  • SID/DSCC Business Conference - Analyst Outlook
  • SID/DSCC Business Conference - Keynote session
  • SID/DSCC Business Conference - TV
  • SID/DSCC Business Conference - Smartphone
  • SID/DSCC Business Conference - Emerging Technologies
  • DisplayWeek 2019 - Reflective Displays

Brands

  • New Smartphones – Another Aggressively Priced Rigid OLED Smartphone Introduced

Product News
In Brief

May 28th, 2019

Events

  • Highlights of SID/DSCC’s Foldable Display Conference
  • SID Display Week 2019 – Quantum Dot Takeaways
  • microLED News from DisplayWeek 2019

DSCC Content and Analysis

  • New POs and Awards – Over 40 Awards Issued from BOE, CEC, Tianma and Truly
  • PSSI Outperforms This Week as Visionox, Tianma and BOE Rebound

Brands

  • New Smartphones from Huawei, Honor, Motorola, OnePlus, Oppo, Realme, Vivo, Xiaomi and ZTE – Rigid OLED Prices Come Down and Tianma Gets Aggressive
  • Vizio 2019 Product Line Brings Quantum Dots to Mainstream
  • Sony Investor Day – Smartphone Business Will Stay
  • Walmart Introduces Inexpensive Android Tablets
  • Google Announces Next-Gen Glass AR Headset
  • Barco Launches XT Series Indoor

In Brief

  • LGD Shuts Down LCD Module Plant in Poland
May 20th, 2019

DSCC Content and Analysis

  • My High Level Takeaways from SID
  • Highlights from My 3 SID Talks
  • Highlights of SID/DSCC Automotive Display Market Focus Conference
  • AGC Introduces AN Rezosta Glass Substrates for Large High Definition Displays
  • Corning Introduces Astra High-Performance Display Glass
  • Quarterly Results and Analysis for AMAT, Nikon, SCREEN and V-Technology
  • New Equipment POs and Awards
  • Japan Display Restructures as Bailout Investment Delayed
  • Stock Prices Plummet as US-China Trade Talks Break Down and Tariffs Are Implemented, PSSI Now Below SPY


Brands

  • Hisense Introduces Android TVs
May 6th, 2019

DSCC Analysis and Content

  • Samsung Display Struggled in Q1’19 – Lost Money in OLEDs & LCDs as Operating Margins Fell to -9%
  • Q1 Earnings – UDC, Apple, Corning, LG, Samsung TV, BOE, Tianma, CEC Panda and Visionox
  • DSCC Smartphone Display Cost Report: A Realistic Comparison of Korea vs. China
  • Equipment Suppliers Reduce Outlook on Memory and Display Weakness
  • New Equipment POs and Awards – G8.5 OLED Evaporation Equipment Ordered in China, Thoughts on Future Korea-China OLED TV Competition
  • PSSI Underperforms After Samsung Weakness
  • Foxconn Wisconsin Update – Gou Visits White House

Smartphones

  • Smartphone Shipments Decline in Q1 2019, Shakeup Among the Market Leaders, According to IDC
  • Gaming Smartphones May Drive AMOLED Demand in the Future
  • New Smartphones from Google, Huawei, OnePlus and VIVO
  • Fortsense Announces Under the Display Fingerprint Sensor for LCDs

TVs & AR/VR

  • Huawei Plans 5G 8K TV in 2019
  • BIC Camera Best-Selling OLED TV
  • Sanan to Setup a $1.8B Mini-LED and Micro-LED Production Center in Hubei, China
  • Foxconn Is Boosting Its MicroLED R&D Efforts
  • Fraunhofer FEP Develops OLED Microdisplay

Notebooks

  • New Razer Blade Pro 17

OLED Lighting

  • Lumtec Starts to Produce OLED Automotive Lighting Panels
  • RiTdisplay Starts to Produce OLED Lighting Panels

Gaming

  • Sony: PlayStation Now Hits 700,000 users, PS4 Sales Approach 100 Million
April 29th, 2019

DSCC Content and Analysis

  • LGD, AUO Fall to Losses in Q1
  • LGD and AUO Results Sink Display Stocks, PSSI Underperforms
  • Samsung Galaxy Fold Officially Delayed, More Analysis on Current Implementation
  • Motorola’s Foldable Phone Will Be Called the Razr XT2000-1
  • DSCC Launches Display Glass Report
  • DSCC Updates Hole Punch Smartphone Roadmap
  • MiniLED Product Update – New Monitors from ASUS and Acer, TVs Coming?
  • Fab Activity – Big Changes Coming at LGD’s Flexible OLED Fabs, BOE B12 Update, Kuntech Starting Construction in 2019 and Tianma Wuhan Timing/Capacity/FMM VTE Suppliers
  • New Equipment POs and Awards – 28 New OLED Equipment Awards from BOE, China Star, Tianma and Visionox
  • Sony 2019 TV Lineup Puts 8K LCD on Top
  • TV Panel Prices Edging Up in Q2
  • Orthogonal Update – Solutions for Organic Photodetectors for Under Display Fingerprint Sensors Expected to Be Commercialized in 2020

Market Results

  • LCD TV Panel Shipments Increase 6% Y/Y in Q1, According to SigmaIntell

Events

  • A Summary of Professional Monitor News at 2019 NAB Show
  • Expert Analysts and Executives to Share Insights in TV Market Roundtable at SID/DSCC Business Conference

New Products

  • Razer Launches OLED and 240Hz LCD Notebooks $300 Apart
  • Philips 22 ″ Full HD monitor Includes SmoothTouch technology
  • Samsung Super AMOLED Galaxy Tab S5e

Brands

  • New Smartphones from Lenovo, Oppo, VIVO and Xiaomi
  • BIC Camera Best-Selling OLED TV

Materials

  • LGD Links Up with Tunghsu (Dongxu) for Glass
  • Merck Taiwan Promotes Soluble OLEDs
  • UDC Refreshes RGB1B2 AMOLED architecture

Equipment

  • VerLASE Developing MicroLED Equipment, ALD Passivation Boosts MicroLED Efficiency
April 22nd, 2019

DSCC Content and Analysis

  • Some Galaxy Fold Reviewers Report Failures, DSCC Reveals Stack and Supply Chain Feedback. Ultra-thin Glass Should Solve These Issues
  • PSSI Outperforms on Strong China Data
  • New Equipment POs and Awards – 35 New Equipment Awards from BOE, China Star, Tianma and Visionox

Fab Activity

  • BOE B12 and B15 Equipment Move-In Timing Accelerated?
  • LGD OLED Display and Lighting Production Update
  • Foxconn Update – Wisconsin Governor Asks for New Deal

Brands

  • Advanced TV News – Cheaper QLED TVs, Laser TV Sales Growing in China and More
  • InFocus Exiting Projector Business
  • Honor Introduces a New 6.2” LCD Smartphone for $237
  • BIC Camera Best-Selling OLED TV

Events

  • MicroLED CEOs to Update Market/Technology Outlook and Investment Opportunities at SID/DSCC Investor Conference
  • LED News from NAB 2019
  • 8K at NAB 2019

In Brief

  • Osram, Fraunhofer to Co-develop MicroLED for Automotive
  • MagnaChip Launches 28nm OLED DDIC, Will Develop Driver ICs for MicroLED TVs
April 15th, 2018

DSCC Analysis and Content

  • OLED Materials Market to Show Continued Growth
  • Foldable News & Analysis – BOE, Samsung, Sharp, the Taiwan Foldable Supply Chain and Xiaomi.
  • APS Holdings Secures 1000ppi FMM Technology
  • BOE Launches Dual Cell LCD
  • JDI Reveals Investment Terms
  • Stocks Steady Despite Rising EU Trade Tensions
  • New Equipment POs and Awards – AMAT Secures Multi-tool PECVD Order from Tianma

Brands

  • Apple Introducing MiniLED on IT Product Line
  • PC Unit Shipments Fell 3% Y/Y, According to IDC
  • IDC Says Shipments of Personal Computing Devices for Gaming Will Deliver Solid Growth
  • TCL TV Sales Jump in Q1
  • Sony Announces Massive 16K MicroLED
  • New Smartphone Announcements-VIVO and Samsung Electronics
  • Panasonic Showcases Transparent OLED TV Concept
  • BIC Camera Best-Selling OLED TV Ranking

Events

  • Iconic Engine at NAB
  • China Information Technology Expo Highlights

Materials

  • MagnaChip Gets Two Deals for OLEDs
  • World's First Hyperfluoresence Flexible PMOLED Ready for Commercialization

Panel Makers

  • JOLED Raises $229m for Expansion
  • LGD Issued LOI to YAS for G10.5 OLED Fab in Paju, Korea
  • B12 Issuing Awards in Q2’19?
  • Fab Activity – JOLED, SDC and Visionox

Product News
In Brief

April 8th, 2019

DSCC Analysis and Content

  • Panel Maker Comparison Shows A Rough Q4
  • Samsung Officially Guides to 43% Q/Q and 60% Y/Y Decline in Operating Income on Memory Weakness
  • Japan Display Gets Investment
  • LGD May Exit OLED Lighting
  • Stocks Rise on Trade Progress, Jobs Report
  • Q4’18 and 2018 Equipment Supplier Summary – AMAT Leads as Market Falls
  • Q4’18 Results for AP Systems, Jusung and SFA
  • New Equipment POs and Awards – 17 New LCD Awards

Panel Suppliers

  • Japan Display to Supply OLED Screens for Apple Watch
  • eMagin Announces Stock Offering

Materials Suppliers

  • DuPont Sells OLED Materials Technology to LG Chem
  • Innolux Looks to Control Polarizer Maker Cheng Mei

Events

  • New Premium Large Format Solutions Dominate CinemaCon
  • SID and DSCC to Host Industry’s First Foldable Display Conference During DisplayWeek - Participants Include Leading Brands, Panel Suppliers, Analysts, Materials Suppliers and Equipment Suppliers

Brands

  • New Smartphone Announcements from Nokia, Oppo and Samsung
  • BIC Camera Top OLED TVs
  • LG Electronics Estimates Q1 Profit Drop of 18%
  • Sony PSVR Sales Reach 4.2 Million

Product News

  • EIZO Releases New Series of Rugged Monitors for Use in Harsh Environments
  • NEC Announces World’s First Digital Cinema Projector with Replaceable Laser Module
April 1st, 2019

DSCC Content and Analysis

  • Samsung Guides to Significant Earnings Drop in Q1’19, Displays May Lose Money on Poor OLED Fab Utilization
  • Samsung Profit Warning Weighs on Display Stocks
  • LGD 10.5G OLED Fab Update – Some Equipment Already In-house, POs Being Issued for Other Tools
  • BOE Recorded Break-Even Q4 With Surging Shipments & Price Declines
  • CLSA Update on BOE Outlook – Accurate or Not?
  • Tianma Falls to Loss in Q4 2018
  • TCL Restructures, and CSOT is Still Central
  • LG Chem Looks to Sell Polarizer & Glass Business, Buy DuPont’s OLED Technology
  • New Equipment POs and Awards – 16 New OLED Equipment Awards Led by BOE’s FMLOC Process
  • LED Equipment Market News – Veeco Wins More Business and More
  • Asahi Develops Ultra-Thin Glass for Foldable Covers
  • Foldable Hinge Supply a Concern?
  • Metal Mask Market News

Panel Makers

  • CPT Faces Delisting Based on Negative Equity
  • E Ink Holding Concludes Profitable 2018
  • eMagin Reports 2018 Revenues Increased 19%

Brands

  • LG Electronics Expected to Post Q1 Profit Gain
  • Sony Releases 2019 OLED TV Pricing
  • New Smartphone Announcements from Huawei, Oppo, Samsung and Xiaomi
  • BIC Camera Top OLED TVs

Product News

  • Samsung’s Releases 49” QLED Gaming Monitor, Expected in the US at $1500 in May
  • Iiyama Launches 25-in Monitor For Multi-Monitor Use
  • Asus Upgrades Gaming Monitor

Event News

  • Leading Display Industry and Financial Analysts from 11 Different Firms to Present at SID/DSCC Conferences During Display Week
  • DSCC 3rd Japan Seminar
  • Sony Launches Action Cam with 180 Degree Tilting LCD Screen

In Brief

  • New Advancements in LED Performance

Corrections
DSCC News

  • DSCC Expands Japan Office with New Director of Sales
March 25th, 2019

DSCC Analysis

  • Highlights of QD Forum
  • Foxconn Re-commits to LCD Production in Wisconsin
  • PSSI Rebounds Despite Global Growth Concerns
  • Hannstar Reports Disastrous Q4
  • LCD & OLED Equipment POs and Delay Announcement-LGE, BOE and LGD

Brands

  • Huawei TV Is Coming Soon
  • New Smartphone Announcement-Honor, Lenovo, LGE, Samsung and Xiaomi
  • BIC Camera Best Selling OLED TV Ranking

Materials

  • Visit to Universal Display
  • SK Innovation Spins Off Subsidiary for Foldable OLED Display Material
  • Nippon Electric Glass Extending its Glass Substrate for OLED Lighting

Product News
In Brief

March 18th, 2019

DSCC Content and Analysis

  • OLED Panel Revenues to Reach $50 Billion by 2023
  • US Electronics Industry Ignored US-China Trade War in 2018
  • PSSI Gives Back Some Recent Gains
  • LCD & OLED Equipment Award Announcement-BOE
  • BOE Working to Replicate Samsung’s Y-OCTA

Events

  • Volvo to Keynote Automotive Display Market Focus Conference During Display Week 2019
  • AWE 2019 Summary With 8K OLED TV

Panel Makers

  • Royole Seeking $1 Billion in Funding

Materials

  • SKC KOLON PI Will Start Mass Production for PI Varnish Production.

Markets

  • IDC Sees Continued Slow Decline in PC Market

Brands

  • BIC Camera Best Selling OLED TV Ranking
  • Vizio Finds Partners for Ad-Targeting in Smart TVs
  • New Smartphone Announcement-Asus, Huawei and Vivo

Product News
In Brief

​March 11th, 2019

DSCC Content and Analysis

  • Q1 OLED Supply/Demand Update - A Small Oversupply and a Large Shortage
  • TV Panel Prices Stabilizing Ahead of Q2
  • Monthly OLED and Mobile LCD Fab Utilization Data Updated
  • Channel Checks on MiniLED Costs Show We Are Not There Yet
  • Blind Hole vs. Through Hole, AUO Starts Producing Blind Hole
  • Bloomberg Follows Our Lead in Predicting 2 More Foldable Models from Samsung
  • February Results Down 9% Y/Y for Taiwan Display Suppliers, Lowest in 4+ Years
  • PSSI Holds Its Own Despite Global Economic Weakness
  • Sumitomo and Merck Detail Their Latest Soluble OLED Material Performance
  • New Equipment POs and Awards


Brands

  • LG Rolls Out 2019 TV Line-up as OLED Leader
  • BIC Camera Top Three OLED TV Ranking
  • Samsung Galaxy S10 Display Earns Best-Ever Grade from DisplayMate
  • New Smartphones from Nokia, Oppo, Realme, Samsung and Vivo​​


In Brief - TV

  • Olympic Broadcasters Pushing 8K TV for 2020 in Tokyo


DSCC News

  • DSCC Adds Equipment and Materials Analyst in Korea
March 4th, 2019

DSCC Content and Analysis

  • Huawei Impresses with the Launch of the Foldable Mate X
  • SDC Ships Foldable Demo’s to Apple and Google, More Models Coming
  • Visionox Yungu G6 Starts Mass Production, Flexible OLED Panels Shown on ZTE and Nubia Products at MWC
  • Motorola Comments on Foldable Clamshell Smartphone
  • Tianma Demonstrates Transparent and Ink-Jet Printed OLED Prototypes
  • BOE and CEC Drive PSSI Up 6% on Talk of TV Panel Price Stabilization, PSSI Now Up 41% YTD
  • New Equipment POs and Awards from BOE and CSOT

Events

  • Mobile World Is a Strange Event for Specialists in Display
  • Highlights of Electronic Displays Conference

Panel Makers

  • OLED Will Go Mainstream and Surpass LCD: LGD CTO
  • CLEARInk and Tianma Announce MoU
  • JDI Signs Deal With Faurecia
  • EIH, Toppan, Isetan Mitsukoshi to Develop Color e-Paper POP displays​

Brands

  • New Smartphones from Nokia, Samsung, Sony and Xiaomi

Product News/In Brief

  • BIC Camera Top Three OLED TV Ranking
  • SDC Is Planning to Ship 10M Curved Monitor Panels in 2019
  • BenQ Launches New WiFi LED Projector
  • Zebronics Launches New Curved LED Monitor
February 24, 2019

DSCC Content and Analysis

  • Samsung Launches Its First Foldable Smartphone, But You Can’t Touch It Yet
  • Samsung’s S10 Raises the Bar
  • Samsung Display Announces Reduced Blue Light Certification
  • TCL’s Foldable/Rollable Demo
  • miniLED Display and Supply Chain Update
  • China Display Stocks Continue to Surge Led by CEC and Tianma, PSSI Now Up 33% YTD
  • January Results Disappoint for Taiwan Display Suppliers
  • Foxconn Wisconsin Update
  • UDC Will Return to Growth in 2019
  • New Equipment POs and Awards from BOE and CSOT​

Brands

  • New Smartphones from Xiaomi – Mi9 Explore and Mi9 SE
  • BIC Camera Top Three OLED TV Ranking

Events

  • SID/DSCC Investors Conference Features Thirteen CEOs Discussing Game-Changing Display Innovations

Product News/In Brief

  • AGC to Acquire Division of US-based Taconic
  • Fraunhofer Integrates Hybrid OLEDs with Textiles
  • Panasonic Announces 2019 OLED TVs
February 18th, 2019

DSCC Primary Research and Analysis

  • China Display Stocks Surge on Foldable Hopes and Trade Optimism, PSSI Jumps a Record 19%!
  • OLED and Mobile LCD Fab Utilization Data Updated through March
  • OLED Panel Revenues to Grow 8% in 2019 to $29 billion
  • A Rough Q4 for Innolux, JDI
  • CPT Granted 90-Day Insolvency Protection
  • FPD Fab Activity – More Delays and One New Fab
  • AMAT, ULVAC and V-Technology Highlights, More Like Lowlights
  • Rollable TV Cost Estimates Too Low?
  • New OLED Emitter Development May Hasten a Breakthrough in Blue for UDC

Brands

  • Samsung 2019 TV Lineup Pushes Big Sizes, 8K, QLED

Equipment

  • New Equipment POs and Awards from BOE, CSOT, HKC and Visionox

Events

  • Highlights of ISE Amsterdam
  • SID/DSCC Automotive Conference Agenda Announced

Product Brief

  • Samsung Galaxy Watch Active Will Skip Rotating Bezel
  • LetinAR Adopts the Fraunhofer's FEP Low-power OLED Microdisplays in its new Pinhole Effect PinMR AR technology
  • New Smartphones from Energizer, Huawei, Motorola and Samsung
  • LG Announces that G8 Smartphone Will Use Crystal Sound OLED tech
  • AOC’s New CQ32G1 Curved Monitor
  • 4K-Monitor ASUS PA329C Meets DisplayHDR 600
  • LG Launches its 55" Transparent Touch-enabled OLED Signage Solutions
  • BIC Camera Top Three OLED TV Ranking​
February 11th, 2019

DSCC Analysis

  • MiniLED Market Update – Are They the Next Big Thing?
  • Stocks Fall on China, Earnings and Growth Concerns
  • Understanding eMagin’s Direct Patterning Technique
  • Corning Finishes 2018 Stronger than Japanese Rivals
  • Nikon Beats on Bottom Line as Litho Margins Improve, Raises Profitability Forecast

Display News

  • Glo Demonstrates LTPS and CMOS MicroLED Displays
  • JDI in Talks for OLED Plant in China, Possible Takeover

Materials

  • Diamond Cover Glass Start-up Akhan Involved in FBI Sting on Huawei

Brands

  • Worldwide Smartphone Shipments Down 4.9% in Q4, According to IDC
  • Large Format Display Market Shows Growth
  • New Smartphone Announcements from Motorola, Samsung and Vivo
  • BIC Camera Top Three OLED TV Ranking

Event News

  • SID/DSCC Conference Updates – Business Conference Keynotes Announced and More

Product News

  • NEC Launches New Range of Digital Signage Solutions for More Compelling Retail Experiences ​
February 4th, 2019

DSCC Analysis

  • Panel Maker Q4 Earnings Show Diverging Results
  • What Did We Learn from Samsung Display’s Q4’18 Results
  • Aggressive TV Prices for Super Bowl Weekend
  • TV Panel Prices Continuing to Decline Through March
  • Foxconn: No LCDs in Wisconsin?

Brand Results & Analysis

  • Apple Earnings Drop, But Beat Expectations
  • Profits Continue to Roll for Top TV Brands in Q4
  • Samsung Earnings Disappoint as Memory Prices Plummet
  • Hisense Announces Plans to Release OLED TVs in China
  • BIC Camera Top Three OLED TV Ranking
  • New Smartphone Announcements from Samsung, Sony, Energizer, Huawei and Xiaomi

Panel Suppliers

  • Panel Supplier Stock Prices Plummet on Pricing/Demand Concerns

Equipment Results & Analysis

  • Equipment Supplier Earnings from Canon, Coherent, SCREEN and TEL – What We Learned
  • New Equipment POs and Awards – Sharp/Foxconn 10.5G China Delays Revealed by Equipment Suppliers
  • Another Update on the Korean Government Restricting OLED Equipment Sales to China

Events

  • Electronic Shelf-Edge Labels at the NRF’s Big Show
  • MicroLED Technology at CES
  • SID/DSCC Conference Updates

Materials

  • Asahi Launches New Glass Substrate for AR/MR Glasses
  • Samsung LSI Develops 8K Display Driver IC for 65”+ Panels

In Brief/Product News

  • UDC Announces Agreement with Seeya Technology
  • Nanoco Lands New Contract
  • Panasonic Intros Portable LCD Laser Projector Series
  • Lumens Demonstrate a Monochrome Full-HD Micro-LED Microdisplay
January 28th, 2019
  • Fab Utilization Data Updated for January, DSCC Releases Lower Cost Fab Utilization Report
  • TV Cost Report Provides First Look at QD OLED, MMG
  • What’s Next for AMOLED Smartphones in China in 2019?
  • Understanding Hole Punch Displays and their Market Outlook
  • Foxconn Misses Wisconsin Job Target for 2018
  • Good Week for Mobile Display Stocks as Large-area Displays Lag
  • More on Samsung’s 4K OLED Notebook
  • A Discussion with BARCO – America President Ney Corsino
  • New Smartphone Announcements from Huawei, Meizu, Motorola, VIVO and Xiaomi
  • Motorola Foldable RAZR Update
  • BIC Camera Top Three OLED TV Ranking
  • Update on the Korean Government Restricting OLED Equipment Sales to China
  • 2019 Korean Equipment Market and Supplier Revenue Outlook
  • New Equipment POs and Awards
  • AR Headsets at CES
  • Waveguide Updates from CES
  • AR/VR at the NRF
  • SID/DSCC Conference Agendas Nearly Complete
January 21st, 2019
  • DSCC’s Latest Smartphone Display Cost Report Adds Foldable, New Models and
    Quantifies Significant BOE Yield Improvements
  • Lenovo Invests in CLEARInk
  • CPT and JDI Led Display Stocks Higher Last Week
  • More Insight into LGD’s Transparent and Rollable OLEDs
  • NRF’s Big Show
  • Samsung at the NRF
  • Automotive Displays at CES and Detroit Auto Show
  • My First Ride in an Autonomous Vehicle
  • LG Preliminary Earnings Point to Weak Q4
  • Motorola to Return the Razr, This Time Foldable
  • AMS Announces a New Optical Sensor to Maximize OLED Screen to Body Ratios
  • Smartphone Brands Attempt to Attract Consumers with Multicamera Design
  • Xiaomi Redmi Note7 Sells Out in 8 Minutes
  • OPPO Plans to Demonstrate 10X Optical Zoom at MWC
  • Gartner and IDC Report on Q4’18/2018 PC Shipments
  • Mizuho Cuts Apple iPhone Forecast
  • New Equipment POs and Awards and Delays
  • YAS Building New Facility for 10.5G Open Mask VTE Production
  • Coherent and AMAT Downgrades
  • Corning Releases AutoGrade Glass for Auto Interiors
January 14th, 2019
  • CES 2019 TV: 8K Leads LCD Response to OLED TV
  • CES 2019 Monitors – Innovation for Premium Market
  • CES 2019 Large Format – Big, Bigger, Biggest MicroLED
  • Inside the Samsung Display CES Suite – Enhancements Shown Across All Display Applications
  • Vizio’s 2019 Line Will Boost QDTV Volumes
  • Royole Introduces New Flexible Products at CES, Now for Sale
  • OLED NBs Return to CES
  • LG Display Suite Highlights
  • DSCC at Upcoming Conferences
  • CES 2019 Materials – Nanosys Quantum Dots vs.KSF Phosphors
  • Panel Stocks Outperforming So Far in 2019
  • Taiwan Small/Medium Display Shipments Remain Weak in December; Taiwan Display Revenues Down 14% in ‘18
  • China Fab/Display News – CEC, HKC, KDX and Rohinni/BOE
  • Expanded Scope for DSCC’s Smartphone Display Cost Report
  • Samsung Joins Apple in Lowering Guidance
  • 8K Association Formed by Brands, Panel Makers
  • Interview with Chris Chinnock (CC), Executive Director of the 8K Association (8KA)
  • TCL Announces Reorganization and Strategic Cooperation with Xiaomi
  • New Equipment POs and Awards
  • If One LCD is Not Enough, Try Two
January 7th, 2019
  • Apple Revenue Warning Roils Markets
  • Ten Predictions for 2019
  • PSSI Falls 47% in 2018
  • Fab Activity – BOE Confirms Investment in Its 4th G6 Flexible OLED Fab, B15, in Fuqing
  • PSSI Underperforms in Late 2018 and Early 2019
  • OLED Materials Market to Grow to Nearly $2 Billion by 2022
  • New Equipment POs and Awards
  • Korean Government Considering Restricting China Access to Certain OLED Equipment
  • INT is a New Player for High-Density Displays
  • CES is Coming!