Past DSCC Weekly Review Releases

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!