Past DSCC Weekly Review Releases

The Lead

• SID/DSCC Business Conference Smartphone Session to Discuss Near and Long Term Market Outlook and OLED Developments

• OLED Smartphone Panel Revenues Expected to Decline 8% Y/Y in 2024 as Units Increase 11% Y/Y

• What We Saw at edC 2024

Panel Suppliers

• AUO, Innolux Close Out Q1 With a Strong March

Display Equipment

• Latest POs and Awards

Smartphones

• Asus, Realme, Vivo and Xiaomi Announce New OLED Smartphones

• Anapass to Supply Driver ICs for Samsung Electronics’ Galaxy S24FE

IT

• Acer Reports a 71% M/M and 14% Y/Y Revenue Increase - Ninth Consecutive Month of Y/Y Growth

Automotive

• LG Display Expands P2P Displays for Vehicles

Display Stocks and the Economy

• Hot Inflation Report Pushes Out Fed Rate Cut Expectations, Iran Threatens Israel, Stocks Fall as Oil Rises

The Lead

• After the Post-Pandemic Downturn, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected
• OLED Panel Revenues Declined 4% Y/Y in 2023 – Growth Expected for Smartphones, TVs and IT Applications in 2024
• Advanced Notebook PCs Declined 31% Y/Y in 2023 – 2024 is Expected to See 34% Y/Y Growth
• Advanced Monitor Market Rose 106% Y/Y in 2023 – Continued Growth Expected in 2024 Fueled by New Models

Earnings

• Q4’23 Panel Maker Earnings: BOE Reports a Strong Profit While Everdisplay Struggles with Another Loss
• Samsung Earnings Improved in Q1 on Semi Strength While LGE Continues Its Earnings Streak

Smartphones

• Huawei, Motorola and Samsung Xiaomi Announce New OLED Smartphones

AR/VR

• Sony Pauses PSVR2 Production

Medical Monitors

• LG Electronics Accelerates B2B Medical Diagnostic Monitor Business

OLED Materials

• Xiaomi and Lumilan Cooperate to Build a Joint Laboratory for OLED Key Materials and Devices

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mostly Lower on Rising Bond Yields, US Jobs Report Comes in Hot

The Lead

• DSCC’s AR/VR Display Forum to be Held In-Person in Silicon Valley

TVs

• LCD TV Panel Price Increases Continuing into Q2

• TCL Gained vs. Global Rivals in 2023 TV Market While Sustaining Profits

• Walmart Acquisition of Vizio Delayed

Smartphones

• China’s February Smartphone Shipments Crater to a 52% M/M and 31% Y/Y Decline - 5G Share Remains at 89%

• Vivo Launches X Fold 3 and X Fold 3 Pro, Thinnest and Lightest In-folding Model Yet

• Asus, OnePlus, Vivo and Xiaomi Announce New OLED Smartphones

• Huawei’s Revenues Increase 10% Y/Y Fueled by 17% Y/Y Growth for its Consumer Business in 2023

Display Fabs and Equipment

• BOE Holds G8.7 IT OLED New Fab Groundbreaking Ceremony

• Latest POs and Awards – BOE B16 Begins Issuing Bids

OLED Materials

• The University of Cambridge Unveils Groundbreaking TADF Blue Technology Concept

Organic TFTs

• Smartkem and RiTdisplay to Develop AMOLED Displays with OTFT Backplanes

In-Flight Monitors

• Panasonic Avionics Starts Shipping OLED In-Flight Entertainment Monitors to Airlines

Semiconductors

• Intel to Receive Up to $8.5B from the CHIPS Act – Joins Other Companies with More to Come

Display Stocks and the Economy

• Stocks Mixed, Inflation Data Meets Expectations

The Lead

• DSCC Announces Agenda and Speakers for 2024 SID/DSCC Business Conference
• DSCC Reports iPhone 15 Series Panel Shipments Are Up 6% Over the iPhone 14, Pro Models Hold a 67% Share

Display Equipment

• BOE Selects Sunic System's FMM VTE Equipment for Its B16 G8.7 IT OLED Fab
• KLA Announces Closure of FPD Division, >100 Employees Laid Off
• Latest POs and Awards

Panel Makers

• Tianma Finished 2023 With Its Sixth Consecutive Quarterly Loss

TVs

• Samsung Releases Prices for 2024 Premium TV Lineup
• Samsung Announces Pricing for MicroLED TV Lineup in China

Smartphones

• Honor and Realme Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 7+ Gen 3 and Snapdragon 8s Gen 3– Boosting On-Device AI Capabilities for Smartphones
• Xiaomi Smartphone Revenues Decline 6% Y/Y in 2023 – 2H’23 Provides an 8% Y/Y Revenue Lift

AR/VR Displays and MicroLEDs

• Meta Prepares to Launch Cheaper Headset
• VueReal Confirms Continental Is Automotive Customer for MicroLED Displays

Display Materials

• LG Chemical R&D Reorganization, Focuses on Development of Advanced Materials for Electric Vehicles

Display Stocks and the Economy

• Stocks Gain as Fed Projects 3 Rate Cuts in 2024 and 2025

The Lead

• Latest Insights on the Apple OLED iPad Ramp
• Samsung Display Holds Move-in Ceremony for A6 – G8.7 IT OLED Fab

Smartphones

• Honor Raises the Bar for the Magic 6 Ultimate Edition – First Smartphone to Debut with Tandem OLED Stack
• S24 Series Panel Shipments Expected to Outpace S23 Series by 7% Through April – S24 Ultra Expected to Have a 52% Share
• Samsung, Vivo and Xiaomi Announce New OLED Smartphones

IT Panels

• Samsung LSI to Supply All iPad OLED Driver ICs
• Asus Launches ROG Zephyrus OLED Notebook PC Models

TVs

• US TV Prices Increasing in 2024 as Overall Inflation Cools
• US Electronics Imports Data Shows Continued Dominance of China Across Display Applications

Earnings

• Asus Reports a 9% Y/Y Revenue Decline for 2023 - Expects AI PCs to Surpass 50% of the Product Mix in 2025 - 2026
• Acer Reports a 12% Y/Y Revenue Decrease in 2023 – 5% Y/Y Revenue Growth in 2H’23 as the Recovery Gained Steam

MicroLEDs and Micro OLEDs

• Porotech Partners with GIS
• MICLEDI Closes Series A
• Kopin Selects European Partner for Micro OLED Manufacturing
• K&S Winds Down Project W

Fabs and Equipment

• BOE Sends Out Invites to Both Canon Tokki and Sunic System for B16 G8.7 Groundbreaking
• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Sticky Inflation Data, Except for Panel Makers Who Rise on TV Panel Price Increases

The Lead

• 2023 Global TV Shipments Down 3% According to New Global TV Tracker, First Joint Product from Counterpoint and DSCC

• Key Takeaways from DSCC’s Latest Foldable Report – Chinese Brands Split Over Foldable Market Outlook

• Demand for Premium Displays Pushes Quantum Dot Revenues to New Highs

Panel Suppliers

• LG Display Taps Equity Market for Investment

• HKC Resumes IPO

• Samsung Display CEO Assumes KDIA Chair, Establishes Subcommittee for Inorganic Emissive Displays

• Taiwan Panel Maker Revenues Decline in February

Earnings

• Acer Reports a 6% M/M and 10% Y/Y Revenue Increase - Eighth Consecutive Month of Y/Y Growth

IT Displays

• Apple Refreshes the 13.6” and 15.3” MacBook Air with the 3nm M3 Chipset

Micro OLEDs

• Samsung Could Delay Micro OLED Mass Production

MicroLEDs

• TCL Launches 163” MicroLED TV in China

Smartphones

• China’s January Smartphone Shipments Increased 10% M/M and 61% Y/Y - 5G Share Remains at 90%

• Nothing, Oppo and Realme Announce New OLED Smartphones

Display Equipment

• Latest POs and Awards Including a New Module Line

Display Fabs and the Economy

• Stocks Mixed as Market Begins to Broaden, Powell Teases Rate Cuts and Jobs Report Proves Good Enough

The Lead

• Apple Cancels MicroLED Project
• Chinese Brands Gained Share of Advanced TV Market in Q4'23
• LCD TV Panel Price Increases Continuing into Q2

Earnings

• HannStar Struggled with Its Worst Year Ever in 2023
• Vizio Finishes Its Best Year Ever with a Q4 Profit
• Dell’s FY’24 Revenue Declines 14% Y/Y – Expects Revenue Growth in FY’25 from AI Servers and the PC Refresh Cycle
• HP Personal Systems Group Drops 4% Y/Y in FY Q1’24 – AI PCs and Refresh Cycles Expected to Drive Single-Digit Growth in 2024
• Rohinni Files for Chapter 7 Bankruptcy

Smartphones

• Tecno and Vivo Announce New OLED Smartphones

AR/VR/MR

• Avegant and Applied Materials Demonstrate New Design for Smart Glasses
• Meta and LG Announce Collaboration
• Oppo Demonstrates Air Glass 3 Prototype

TV

• LG Display’s OLED TV and Transparent Panel Obtain Global Eco-Friendly Product Certification

Display Materials

• JNTC Develops Anti-Glare Etching Technology for Curved Glass in Automotive Displays

IT Displays

• Lenovo Announces New OLED Notebook PCs & Showcases a Proof-of-Concept Transparent MicroLED Notebook PC

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• AI Train Keeps Rolling as Stocks Hit New Record Highs

The Lead

• ZTE Launches Lowest Priced Foldable Smartphone in Japan
• China Share of Display Glass Demand Exceeded 70% in 2023

Earnings

• Innolux’s Loss Worsened in Q4’23
• UDC Finished 2023 on a Down Note
• Lenovo Reports a 3% Y/Y Revenue Increase in FY Q3’24 after 5 Straight Quarters of Y/Y Declines – AI PCs to Drive Growth

TV

• Walmart Agrees to Acquire Vizio for $2.3B

Smartphones

• Huawei Launches Pocket 2, Expected to Procure Over 1M Panels in First 5 Months
• Vivo and Xiaomi Announce New OLED Smartphones
• Trinamix to Demonstrate Face Authentication Module with Visionox OLED Panel
• Samsung Display’s Foldable Panel Achieves US Military Spec Certification

Display Materials

• Helio and Haylo Ventures Shift Focus to Microdisplays
• Noctiluca Expands Business Portfolio and Team
• Smartkem and Tianma to Develop Biochip with Organic and Oxide TFTs

IT Displays

• Acer Updates the OLED Swift Edge 16 and Swift Go 14

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Ride AI Enthusiasm to Record Highs

The Lead

• DSCC Announces Call for Speakers for 2024 SID/DSCC Business Conference
• DSCC Initiates Quarterly Micro OLED Equipment Spending and Fab Schedule Tracking, Added to Highly Popular Capex Report
• OLED Panel Shipments Increased 9% Y/Y in 2023 on 2H’23 Growth for Smartphones, Smartwatches, Tablets and Notebook PCs

TVs

• Walmart in Talks to Acquire Vizio

Smartphones

• China’s December Smartphone Shipments Decreased 10% M/M and Flat Y/Y - 5G Share Decreases to 90%

Display Suppliers

• Taiwan Panel Maker Revenues Fall in January

AR/VR

• KDIA Establishes XR Related Council to Revitalize Korean XR Display Industry

IT Displays

• OLED Monitor Manufacturers Expand OLED Burn-in Warranty

MicroLEDs

• AUO Showcases 60” MicroLED Window Display

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mostly Lower, Can’t Shake Off Hotter than Expected Inflation Data

The Lead

• 2024 Super Bowl TV Deals Bring New All-Time Lows
• DSCC Sees S24 Series Panel Shipments Outpacing S23 Series by 13% through March – S24 Ultra Expected to Account for a 46% Share

Earnings

• Losses Continued in Q4’23 at Sharp and Japan Display
• Japanese Display Glassmakers Post Losses in Q4’23
• Acer Reports 12% Y/Y Revenue Increase - Seventh Consecutive Month of Y/Y Growth

AR/VR

• Snap Announces More Layoffs as Growth Trails Behind Meta
• Vuzix Offers Vision Correction Prescriptions Integrated with its Waveguides
• Avegant Launches LCoS with Adaptive LED Illumination

Smartphones

• Oppo and Vivo Announce New OLED Smartphones

Signage

• Stratacache Officially Announces Partnership with Lumiode

Display Materials

• Konfoong Materials Invests in New Korea Plant
• Solus Advanced Materials Reports 2023 Revenues Up 3% to $330M

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Continue to Surge with S&P 500 Closing Above 5000 for the First Time

The Lead

• Samsung Signs Long-Term Deal for White OLED and LCD Panel Supply from LG Display

• LCD TV Panel Prices Increasing in February

Earnings

• Apple Reports 2% Y/Y Revenue Increase in FY Q1’24 - Rebounds from Four Consecutive Quarters of Declines - iPhone Revenues Increased 6% Y/Y

• Samsung Closes Out a Weak 2023 and Looks for Semi Improvement in 2024

• Corning Revenue and Profit Decline in Q4’23 But 2024 Outlook Pleases Investors

• BOE Announces Profit Estimate for 2023

• AUO Finishes 2023 With Another Net Loss

• Meta Crosses $40B in Revenue, Announces its First Dividend

• K&S Updates on Luminex and Project W

• AMD Beats on Revenue in Q4’23 - Client Segment Increases 62% Y/Y – AI Chips Expected to Drive $3.5B in Revenues in 2024

• Qualcomm’s Handset Revenue Increases 16% Y/Y in Q4’23 –Downward Guidance for FY Q2’24 on Flat Handset Q/Q Growth

Display Technology

• Visionox Develops 20Hz to 640Hz Low-Frequency LTPS AMOLED

Smartphones

• Realme and Vivo Announce New OLED Smartphones

AR/VR

• XREAL Raises Another $60M

Display Materials

• Magic Star Tech Begins Supplying FMMs to Visionox After Previously Winning at EDO

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise Despite March Rate Cut Becoming Less Likely, Strong Earnings and Healthy Jobs Report Send Most Stocks Higher

The Lead

• DSCC Releases Its 2024 Future of OLED Manufacturing Report – Latest Opportunities, Challenges and Solutions Examined for OLEDs in Smartphones, IT, TVs and AR/VR
• DSCC Releases New Smartwatch Shipment and Technology Report with Significant Insights for OLEDs and MicroLEDs
• BOE and Huawei Overtake SDC and Samsung in Foldable Panel Shipments and Panel Procurement in Q4’23, But for How Long?
• DSCC Reports Panel Shipments for the iPhone 15 Series Were 15% Higher than the iPhone 14 Series in 2023
• MiniLED Shipments Rebounded 20% in Q3’23, DSCC Report Reveals MiniLED Penetration Continues to Steadily Increase

Earnings

• Surge in OLED Shipments Carries LGD to a Profit in Q4
• Intel Beats on Revenue in Q4’23 – Client Computing Revenues Increase 10% Y/Y – PC TAM to Grow Single-Digits in 2024

Smartphones

• Pre-Orders for the Samsung Galaxy S24 Series Are Off to a Record Start
• OnePlus and Tecno Announce New OLED Smartphones

IT

• Addressing OLED iPad Rumors

AR/VR, MicroLEDs and Micro OLEDs

• Kopin Announces NeuralDisplay Architecture for Micro OLED
• Porotech Partners with PSMC for Mass Production of MicroLEDs on 8” GaN-on-Silicon
• Meta Reportedly Suspends Partnership with Tencent

Display Fabs and Equipment

• Latest POs and Awards
• Six Years After Foxconn Fiasco, Microsoft Buys Wisconsin Land

OLED Materials and Glass

• UTG’s Paradigm Changes
• Material Science Completes Construction of Hwaseong Factory

Display Stocks and the Economy

• Stocks Mostly Up on Positive Inflation and GDP Data

The Lead

• Panel Maker Q4’23 Earnings Preview

• Apple Positions Vision Pro as Personal Theater for 3D Movies, Hints at Future IMAX App

• TSMC Beats on Revenue in Q4’23 – Demand for 3nm / 5nm and AI Applications Fuel 20% Expected Revenue Growth in 2024

• Samsung Announces S24 Series – LTPO Displays, Seven Years of Upgrades and New AI Software Features

Events

• IDW Papers on Photo Patterning and Improving High Mobility Oxide Stability

TVs

• US TV Prices Stable in December as Overall Inflation Cools

Smartphones

• Corning Launches Gorilla Armor with Galaxy S24

• Oppo and Xiaomi Announce New OLED Smartphones

AR/VR and MicroLEDs

• Magic Leap Raises $590M from Saudi Arabia

• Saphlux Announces Improved T2 Series of Monolithic Full Color MicroLED Displays

LEDs

• Seoul National University Succeeds in Developing World's First High Efficiency Tandem Perovskite Light Emitting Diodes

OLED Materials

• Hanwha e-ssential’s OLED FMM Factory Expected to be Complete as Early as June

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Tech Stocks Mostly Up on Strong TSMC Outlook, Offsets Rate Increases and Mixed Data

The Lead

• Apple Vision Pro to be Released on February 2^nd

CES Show Insights

• Inside SDC and LGD’s CES Suites

• CES 2024: TV and Large Screen

• CES 2024: AR/VR/MR Plus Automotive

• AR/VR Products Demonstrated at CES 2024

CES Announcements

• LG Display Unveils OLED TV Panel with 42% Higher Brightness

• Dell Announces New QD-OLED Monitors and OLED Notebook PCs

• HP Announces 32” QD-OLED Monitor and New OLED Notebook PCs

• LG Announces New OLED Gaming Monitors

• Asus Announces New OLED Monitors, Foldable OLED Monitor & Refreshes OLED Notebook PCs with Latest Intel & AMD Chips

• Lenovo Announces New OLED and MiniLED Notebook PCs

• MSI Announces New QD-OLED Monitors & Refreshes MiniLED Notebook PCs

• Acer Announces New OLED and MiniLED Monitors and Refreshed MiniLED Notebook PCs

Panel Makers

• Taiwan Panel Makers Finish 2023 on a Positive Note

Smartphones

• China’s November Smartphone Shipments Increased 6% M/M and 34% Y/Y - 5G Share Decreases to 91%

• Asus, Honor, OnePlus, Oppo and Xiaomi Announce New OLED Smartphones

AR/VR News

• Sony Announces Professional Headset with Exclusive Software from Siemens

• Applied Materials Announce New Collaborations with Google, RayNeo

• Mojo Vision Demonstrates Full Color MicroLED Display with QD Color Conversion

• APS Materials Develops OLEDoS Laser Etching FMM and Silicon Substrate Based Mask

Display Equipment and Fab News

• OLED Fab News – BOE, LGD, SDC and Visionox

• Latest POs and Awards

Financial News

• TSMC Revenues Fall 8% Y/Y in December – Q4’23 Shows Flat Y/Y Revenue Growth

• Acer Reports 4% Y/Y Revenue Increase for Notebook PCs in December – Sixth

Display Stocks and the Economy

• Stocks Mostly Up on Mixed Inflation and Other Data

The Lead

• AMOLED Evaporation Materials Market to Grow to $2.7B by 2027, Phosphorescent Blue Update

• After a Miserable 2023, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected

• OLED Smartphone Panel Revenues Expected to Decline 4% Y/Y in 2024 as Units Increase 7% Y/Y

CES Product News

• XREAL and LetinAR to Reveal New AR Devices at CES 2024.

• Qualcomm Announces New XR2+ Gen2 for Upcoming Samsung Headset

• LG Display Announces 27” 480Hz Gaming QHD OLED Display

• Samsung Announces 32” and 27” QD-OLED Monitors & Refreshes the 49” QD-OLED Monitor
• LGD, AUO Announce New Auto Display Products Ahead of CES 2024

Fab and Equipment News

• Japan Display Updates eLEAP Fab Project Status in China and Japan Earthquake Damage

• Sidtek On Track to Start 12” Fab in 2024

• Latest POs and Awards

• HB Technology Inspects Display Panel Defects Using AI
• LGD Secures $500M Syndicated Loan With Rumors to Sell China LCD Fab

IT Displays

• Samsung Display Begins Mass Production of OLED Displays for the Razer Blade 16

AR/VR

• Kopin and MICLEDI Collaborate on Full Color MicroLED

Smartphones

• Honor and Vivo Announce New OLED Smartphones

Display Stocks and the Economy

• Stocks Fall as Rates Rise on Fed’s Outlook for Fewer Rate Cuts, Better than Expected Job Results

The Lead

• OLED Panel Revenues to Decline 9% Y/Y in 2023 – Recovery in IT Categories and Smartphones Expected to Continue in 2024
• Ten Predictions for the Display Industry in 2024
• LCD TV Panel Prices Falling in Q1
• BOE Considering Shifting LCD to OLED Capacity at B20 as OLED Utilization Is Expected to Continue to Rise

DSCC IT Results and Forecasts

• Long Term OLED Tablet Outlook Upgraded with Apple Expected to Convert More Products
• Advanced Notebook PCs Increased 6% Q/Q and Decreased 31% Y/Y in Q3’23 – 2024 is Expected to See 30% Y/Y Growth
• Advanced Monitor Market Expected to Rise 110% Y/Y in 2023 – MiniLED and OLED Monitors Expected to Grow 89% and 242%

Smartphones

• Honor and Huawei Announce New OLED Smartphones

AR/VR

• Meta to Demo Smart Glasses in 2024
• Porotech Enters into Partnership with Foxconn
• Samsung Reorganizes Microdisplay Teams

OLED Materials

• LG Display Expands Application of Deuterium for Upgraded OLED Luminescence Efficiency and Lifespan

MicroLEDs

• KAIST Develops MicroLED Transfer Technology of Desired Color​

Display Equipment

• Latest POs and Awards

Display Stocks

• Stocks Gain on Lower Rate, Inflation Outlook

The Lead

• DSCC Acquired by Counterpoint Research

• DSCC’s Upcoming Future of OLED Manufacturing Report Reveals Key Risks, Challenges and Expected Solutions in Future IT, Mobile and TV Production

• Hisense and TCL Gaining Share in Sluggish Advanced TV Market with MiniLED TVs Surging and OLED TVs Sinking

• LCD Panels to Capture 67% Share of AR/VR Display Shipments in 2024

• Display Capacity Growth Upgraded, But Still <2% per Year from 2022-2027

• 10 Predictions for the Display Industry in 2023 – How Did We Do?

Events

• Highlights of TCL CSOT’s Global Display Tech-ecosystem Conference 2023

AR/VR

• TCL CSOT Demonstrates LTPO LCD with 1727 PPI

• Snap Receives $20M Grant to Expand AR Device Manufacturing Capabilities

Smartphones

• China’s October Smartphone Shipments Decreased 12% M/M and Increased 20% Y/Y - 5G Share Increases to 94%

• Samsung and Vivo Announce New OLED Smartphones

IT

• Samsung Display Begins Mass Production of UHD QD-OLED Monitors

• GigaByte Announces New 49” QD-OLED Monitor

• Acer Reports 7% Y/Y Revenue Increase for Notebook PCs in November – Fifth Consecutive Month of Y/Y Growth

Display Equipment

• Latest POs and Awards

Korea Government Support

• The South Korean Government Announces its "Industrial Supply Chain 3050 Strategy"

Display Stocks and the Economy

• Stocks Surge on Fed Rate Pivot and Lower Inflation, Except for Panel Makers

The Lead

• Foldable Smartphones and Displays Reach Record High in Q3’23 on Samsung Strength, But Samsung and Samsung Display Expected to Lose Significant Share in Q4’23
• BOE Continues to Struggle for iPhone 15 Panels in 2023
• DSCC Sees S24 Series Monthly Panel Shipments Outpacing S23 Series by 11% Through January – S24 Ultra Has the Majority Share

MicroLEDs

• VueReal Starts Shipments of High Transparency and High Resolution MicroLED Displays
• Saphlux Establishes its First Production Line for MicroLED Microdisplays
• Meizu Launches MicroLED Smart Glasses
• Q-Pixel Demonstrates 10,000 PPI MicroLED Array with Tunable Color Pixel

Panel Makers

• Taiwan Panel Maker Revenues Mixed in November

Smartphones

• Honor, OnePlus and Realme Announce New OLED Smartphones

OLED Materials and UTG

• Kyulux Secures $28M in Funding Round
• New Power Plasma to Acquire Stake in Dowooinsys

Stretchable Metal Oxide

• Dongguk University Research Team Develops Oxide/Metal/Oxide-based Transparent Stretchable OLED Electrodes

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed Despite Better-than-Expected US Jobs and Consumer Sentiment Reports, Overseas Data Also Mixed

The Lead

• LCD TV Panel Prices Falling as New Year Approaches
• BOE Formally Announces B16 G8.7 IT OLED Fab
• UDC Signs Long-Term Agreements with BOE

Smartphones

• DisplayMate Gives BOE’s LTPO Panel for the OnePlus 12 an A+ Performance Rating
• Honor, Oppo and Xiaomi Announce New OLED Smartphones
• China’s September Smartphone Shipments Increased 77% M/M and 61% Y/Y - 5G Share Increases to 90%

AR/VR

• Rokid Closes Funding Round at $112M
• Varjo Launches XR-4 Headset with 4K MiniLED Panels

QDs

• Nanoco Updates on QD Production for Sensing Applications
• Hyundai Mobis Develops 'QL Display' (Quantum Dot and Local Dimming Display) for Automotive

IT

• Dell’s PC Revenues Decreased 11% Y/Y – Expects Revenue Growth in 2024 from Commercial PC Refresh Cycle
• Acer Launches New 4K MiniLED Gaming Monitor: Predator X32Q FS

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Continue to Rise on Optimism for Inflation, Rates

The Lead

• 2023 Black Friday Deals Set New All-Time Lows for TVs
• DSCC Reports Panel Shipments for the iPhone 15 Series Were 16% Higher than the iPhone 14 Series through October
• Flat Panel Display Oversupply Will Continue Into 2024

Earnings and Brands

• Apple Remains the World’s Top Brand, Samsung #5
• HP Personal Systems Segment Drops 19% Y/Y in FY’23 – AI PCs Expected to Drive Growth in 2024.
• Xiaomi Revenues Increased 1% Y/Y in Q3’23 - Smartphone Revenue Increased 14% Q/Q and Dropped 2% Y/Y

Display Equipment

• K&S Targets $50M in Revenue for MicroLED Projects in 2024
• Kateeva/HB Solution Lose SDC QD-OLED IJP Opportunity
• Latest POs and Awards

AR/VR

• Vuzix to Present Ultralite S AR Glasses at CES
• RayNeo Air 2 Glasses Now Available in US

IT Markets

• BOE and Lenovo Launch Two ThinkVision 4K AM COG MiniLED Monitors

Automotive

• KDIA Holds First Meeting of Its 'Future Car Display Strategic Advisory Organization’

Retail

• LG Display Collaborates with Starbucks on Transparent OLED Store

Display Stocks and the Economy

• Stocks Continue to Rise on Optimism for Inflation, Rates

The Lead

• DSCC Revises MicroLED Forecast: Revenues to Surpass $1.4B by 2028

Panel Makers

• Q3’23 Flat Panel Display Financials Review: Margins Improving but Still Mostly in the Red, Huge Gap Between Samsung Display and Others Persists
• AUO Kunshan’s Phase Two 6th Generation LTPS Goes into Production, Targeting High-End and Smart Vehicle Applications

TV

• TV Brands Sustained Profits in Q3 Despite Declining Revenues
• Sharp Returns to US TV Market with OLED TV
• US TV Prices Now Rising as Overall Inflation Cools

PCs and IT

• Asus Reports a 17% Q/Q Revenue Increase in Q3’23 – Expects Growth in 2024 from Windows 12 Upgrades
• Lenovo Reports a 12% Q/Q Revenue Increase in Q3’23 – Refresh Cycles and AI are Poised to Drive Growth in 2024

Smartphones

• Honor and Vivo Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 7 Gen 3 – Boosting CPU and GPU Performance and AI Capabilities

Transparent Displays

• Korean Research Team Develops Transparent Semiconductor Defect Control Technology for Displays
• KDIA Establishes Transparent Display Industry Council

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Gain on Favorable Inflation Numbers

The Lead

• OLED Panel Shipments Rebound in Q3’23 on Y/Y Growth from Smartphones, Monitors and Tablets

Panel Makers

• Sharp and JDI Benefitted from Weak Yen to Improve Results in Q3’23 While HannStar Struggled
• Taiwan Panel Maker Revenues Tumble in October
• E Ink and Sharp Announce First ePoster with Spectra 6

Smartphones

• Vivo Announces New OLED Smartphones
• MediaTek Announces Dimensity 9300 – Flagship Smartphone Chipset with Big Core Architecture and Generative AI Engine
• Qualcomm Terminates Agreement with Iridium for Satellite Messaging

Display Materials

• Japanese Glassmakers Improved Q3 Revenues with Price Increases
• Soulbrain Withdraws from OLED Glass Etching Business
• Solus Advanced Materials Aims to Achieve 4.8T Won in OLED-Related Materials Sales in 2028

PC/IT

• Acer Reports 14% Y/Y Revenue Increase for Notebook PCs in October

AR/VR/MR

• Meta Plans China Launch with Tencent
• Samsung to Launch AR/VR Headset in Late 2024
• Vuzix “Eliminates” Eye Glow on Waveguides

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Shrug Off Powell Comments to Make Gains

The Lead

• Panel Maker Q3’23 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox. Winners and Losers Among China Panel Makers

• LCD TV Panel Prices Falling in Q4

More Earnings

• Apple Reports FY’23 Results – iPhone Revenues Decreased 2% Y/Y and MacBook and iPad Struggle with Double-Digit Declines

• Samsung Expects Semi Recovery as Profits Increased in Q3’23

• UDC Earnings Increase in Q3’23 with Strong Materials Sales

• Qualcomm’s Handset Revenue Declines 22% Y/Y in FY’23 –Brighter Outlook Expected in FY Q1’24

• Acer Reports a 4% Y/Y Increase in Q3’23 as Inventory Normalizes and the Recovery Continues

• AMD Beats on Revenue in Q3’23 - Client Segment Increases 42% Y/Y as Seasonality Normalizes

IT Products

• Apple Refreshes the 14” and 16” MacBook Pros with 3nm M3, M3 Pro and M3 Max – Lower Prices for the 14”

Smartphones

• Huawei, Infinix and Vivo Announce New OLED Smartphones

• Huawei Moves Ahead with 5.5G – Commercial Network Equipment Expected in 2024

AR/VR

• Qualcomm Announces First OEMs for AR1 Gen1

• Magic Leap Appoints New CEO: What to Expect Next

• Dispelix Teams up with Foxconn and Pegatron for Two New AR Glasses Reference Designs

MicroLEDs

• HC Semitek announced to Change Company Name to BOE HC Semitec

• AUO and PlayNitride Jointly Build a 6-inch COC Line for MicroLED Production

Events

• OLED Summit Summary Part One: SDC and LGD

• OLED Summit Summary Part Two: TCL, Nanosys, UDC and Kyulux

E Ink

• E Ink Announces First Commercial Product with Spectra 6

OLED Applications

• LG Display Holds its Digital Art Exhibition, OLED Art Wave: ‘LONG DREAM’

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Surge on Rate Pause and Weaker Jobs Data as Treasury Rates Fall

The Lead

• Apple’s iPhone 15 Pro Models Continue to take Share - 61% Share of the iPhone 15 Series
• DSCC Report Reveals MiniLED Penetration Continues to Steadily Increase

Events

• Latest Display Equipment Forecast and Future of OLED Manufacturing to Be Discussed at Upcoming DSCC Conference
• Smartphones a Big Focus at Upcoming DSCC Conference

Earnings

• LGD Reports Another Loss but Expects a Profit in Q4
• Innolux Close to Breakeven in Q3’23
• Price Increases Boosted Corning’s Display Profits in Q3
• Meta Reaches New Highs in Q3
• Snap’s Revenue Returns to Growth
• Intel Beats on Revenue in Q3’23 – Client Computing Revenues Start to Rebound with a Strong Q4’23 Revenue Outlook

Smartphones

• Vivo and Xiaomi Announce New OLED Smartphones
• Qualcomm Announces Snapdragon 8 Gen 3 – New Generative AI Features and Improved Camera Performance

AR/VR

• LaSAR Alliance Relaunch as the AR Alliance
• XReal Launches Air 2 and Air 2 Pro in US and Europe

Transparent OLEDs

• Doosan Bobcat and LG Display Develop Transparent Touch Screen Windows for Construction Equipment

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Continue to Sink Despite Strong Q3’23 US GDP Results

The Lead

• Fab Utilization Cooling in Q4’23 to Avoid Oversupply
• Panel Maker Q3’23 Earnings Preview
• IT Display Market Outlook to be Discussed at DSCC’s Global Display Supply Chain and Technology Outlook Conference

Smartphones

• OnePlus and Oppo Release a New High-End Foldable, First Chinese Foldable Available in the US
• TSMC Beats on Revenue in Q3’23– Healthy Growth Expected for 2024 on Growing Demand for 3nm Chipsets
• Honor and Meizu Announce New OLED Smartphones

AR/VR and MicroLEDs

• SDC Completes Acquisition of eMagin
• Rayleigh Vision Enters the Race for Full Color MicroLED Chips

Display Equipment and Materials

• Latest POs and Awards
• Solus Advanced Materials’ Completes Construction of its New Non-emissive OLED Materials Factory

Automotive Displays

• Korea's TOPRUN TOTAL SOLUTION Spurs the Expansion of Automotive Displays

Display Stocks and the Economy

• Stocks Sink on Higher Rates, Powell Comments, Higher Oil Prices, Middle East Uncertainty and Mixed Earnings Results

The Lead

• The Global TV Market Post-Pandemic to be Discussed at DSCC’s Global Display Supply Chain and Technology Outlook Conference

Flat Panel Display Makers

• Taiwan Panel Maker Revenues Continued to Increase in September

Smartphones

• Motorola Announces New OLED Smartphone
• MediaTek Dimensity 9300 – Rumored to Boost Clock Speeds to Compete with Qualcomm’s Snapdragon 8 Gen 3

TV

• Samsung’s The Freestyle 2nd Gen Continues to Receive Favorable Reviews Worldwide
• Samsung Earnings Improved in Q3 While LG Continues Its Earnings Streak

PCs / IT

• Acer Reports 31% M/M Revenue Increase for Notebook PCs in September

AR/VR and MicroLED

• Mojo Vision Nearly Doubles Series A Funding, Closing with $43.5M
• Looking Glass Factory Launches 16” Spatial OLED Display
• Jade Bird Display Reaches 1M Nits with Red MicroLEDs

Display Materials

• LG Display and LG Chemical Localize Key OLED Evaporation Materials

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Display Stocks Gain in Mixed Market

The Lead

• Advanced TV Market Expected to Decline 1% Y/Y in 2023 – Recovery Expected for 2024

Smartphones

• Google Announces Pixel 8 and Pixel 8 Pro
• Samsung and Vivo Announce New OLED Smartphones
• TSMC Revenues Fell 13% Y/Y in September

TVs

• 2023 TV Shootout: Sony’s QD-OLED XR-A95L Wins Best of 4K TV and LG Wins Best of 8K TV

AR/VR and MicroLEDs

• Lumiode Exploring Strategic Options
• Bigscreen Beyond Suffers from Slow Production Rate
• Immersed Will Only Ship 4K Model of Visor
• Chungcheongnam-do, South Korea Selected for Inorganic LED Smart Modular Center

OLED Materials

• Inha University Develops High-Quality Blue OLED Devices and Materials

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• US Tech Stocks Gain for the Week on Rally After Jobs Report

The Lead

• DSCC Expects OLED Smartphone Panel Revenues to Decline 11% Y/Y in 2023 with an Expected Recovery in 2024
• LCD TV Panel Prices Falling in Q4

Events

• DSCC to Hold 4th Annual Global Display Supply Chain and Technology Outlook Conference on November 1st, 2023
• Last Chance to Watch the AR/VR Display Forum
• Highlights of the Detroit SID Vehicle Displays & Interfaces Conference

Panel Makers

• JDI Ends Strategic Partnership with HKC But Continues Auto Display Discussions and Announces eLEAP Project in China

Smartphones

• Huawei, Vivo and Xiaomi Announce New OLED Smartphones

IT Products

• HP’s and LG’s 17” Foldable Features a Tandem Panel from LGD, the Industry’s First RGB OLED Tandem Panel in the IT Market
• Huawei Launches 13.2” OLED Tablet, First OLED Tablet Design Win for BOE and First Tablet with a Flexible OLED

AR/VR/MR

• Aledia Raises Over $125M to Complete MicroLED Fab
• Meta Launches Quest 3 and AI Smart Glasses
• Vuzix Expands Waveguide Manufacturing Capacity

Display Materials

• LG Chemical Sells Polarizer and Polarizer Materials Business to China

Automotive Displays

• KOREA TECH Develops the World’s First Heads Up Haptic Display

Display Equipment and Manufacturing

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Concerns of Government Shutdown and Elevated Interest Rates

The Lead

• Will Flexible OLED Prices Increase in the Smartphone Market in 2H’23? Insights from China’s Smartphone Market
• DSCC Reports Panel Shipments for the iPhone 15 Series were 23% Higher than the iPhone 14 Series through August

Events

• Highlights from India Display Manufacturing Conference
• Highlights from the AR/VR Display Forum 2023

TVs

• US TV Prices Keep Falling as Overall Inflation Persists
• LG Pushes to Transform TV Into Media and Entertainment Business
• Samsung Display's 'Perceived Brightness Measurement Method' Has Been Adopted as an International Standard

Smartphones

• Tecno Introduces Industry’s First $599 Foldable Smartphone
• Honor Raises the Bar on Foldable Smartphone Style, Thickness and Weirdness at an Aggressive Price with the V Purse
• Oppo Announces New AMOLED Smartphones

AR/VR

• Immersed Starts Preorder for its Visor Headset
• Lenovo Launches Legion Glasses
• Micro OLED Displays Worth $1.6M Have Been Smuggled to Russia
• Samsung Display Registers Trademark for FLEXMIRROR PRO for XR

IT

• Advanced Monitor Market Expected to Rise 103% Y/Y in 2023 – MiniLED and OLED Monitors Expected to Grow 91% and 178%

Display Equipment and Manufacturing

• Latest POs and Awards
• US Finalizes National Security Guardrails for CHIPS Act

Display Stocks and the Economy

• Stocks Fall on Fed’s Rate Expectations

The Lead

• Apple Announces New Products Including the iPhone 15 Series – Brighter Displays, Thinner Bezels, Larger Batteries and Improved Cameras
• OLED Panel Revenues to Decline 13% Y/Y in 2023. Recovery Expected in 2024 Fueled by Growth in IT, Smartphones & TVs
• Advanced TV Market Recovered in Q2’23 Led by Chinese Brands
• Advanced Notebook PCs Increased 1% Q/Q While Falling 39% Y/Y in Q2’23. 2023 Is Expected to Decline 33%

AR/VR Forum

• Highlights from the AR/VR Display Forum 2023

Smartphones

• Qualcomm Announces Agreement with Apple for 5G Modems for iPhones through 2026
• Latest Insights from HiSilicon Kirin 9000S Chip Manufactured by SMIC Enabling 5G for Huawei and What It Means for Future US Sanctions
• Huawei and Xiaomi Announce a Global Patent Sharing Deal
• Motorola Announces New AMOLED Smartphones

IT

• HP Finally Launches Its First Foldable Notebook – The 17” Spectre Fold

Automotive

• LG Electronics Unveils Automotive Mobility Technology Concept

Medical

• KAIST, AMC and ETRI Develop World's First OLED Based Catheter for Phototherapy

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Mixed Inflation and Other Data

The Lead

• Q2’23 Flat Panel Display Financials Review: Margins Improving but Still Awful, Gap Between Samsung Display and Others Persists
• AR/VR Display Forum Starts Tomorrow

Smartphones

• Huawei Announces Mate 60 Models with 5G Capability Using the 7nm HiSilicon Kirin 9000S Chipset – Bold Plans for 5G in 2024
• Huawei Launches the Mate X5 Foldable with High Expectations
• Infinix, Sony and Vivo Announce New AMOLED Smartphones

Glass

• Corning and Samsung Celebrate 50 Years of Collaboration and Announce Ultra Thin Glass Milestone

Quantum Dots

• Shoei Chemical Acquires Nanosys Quantum Dot Business

OLED Technology Advances

• Sunic System Develops 2000 PPI High-Resolution OLED Aligner
• JDI Reveals a 14.01” OLED Panel, Manufactured by eLEAP Technology

AR/VR

• TCL Launch RayNeo X2 and NXTWEAR S+ Smart Glasses
• TriLite to Integrate OSRAM’s RGB Laser Diodes in AR Light Engine
• XReal Air 2 Launches in China
• AR HUD Specialist Envisics Raises $100M in Series C Funding

TVs

• LG Unveils 118” MAGNIT LED Display
• Hisense Announces 100” MiniLED TV

Notebooks

• Acer Reports 39% M/M and 14% Y/Y Increase for Notebook PCs in August

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Rate Concerns

The Lead

• LCD TV Panel Prices Peaking in September
• Register Now for the AR/VR Display Forum

Earnings

• Panel Maker Q2’23 Earnings: TCL Technologies Returns to Profits While Losses Continue for BOE and Others
• Xiaomi Revenues Decline 4% Y/Y in Q2’23 - Smartphone Revenue Increases 5% Q/Q and Drops 13% Y/Y
• Dell’s Consumer PC Revenue Increases 8% Q/Q and Drops 16% Y/Y – Signals Recovery in the Second Half of the Year
• HP’s Consumer and Commercial PC Revenue Drop 12% Y/Y and 11% Y/Y in FY Q3’23 – Downgrades 2023 Revenue Outlook

OLEDoS

• Apple Tests Micro OLED Displays from Alternative Suppliers
• eMagin Stockholders Approve Acquisition by Samsung Display
• Equipment Companies Looking for New Opportunities in OLEDoS

MicroLEDs

• PlayNitride Plans to Double Capacity
• Jade Bird Display Demonstrates a Monolithic RGB MicroLED Display with Stacked Epilayers

Smartphones

• Oppo Launches the Find N3 Flip in China with 3 Cameras, Global Launch to Follow
• Huawei, Realme and Vivo Announce New AMOLED Smartphones

QD-OLEDs

• ETRI Introduces a QD-OLED Structure with One Glass Substrate

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Jump on Mostly Good Enough Data

The Lead

• Highlights from DSCC’s Latest Foldable Report
• AR/VR Display Forum to Feature Live Presentations and Panel Discussions on the Hottest Topics

Smartphones

• China’s June Smartphone Shipments Decreased 17% M/M and 24% Y/Y - 5G Share Increases to 83%
• Motorola Announces New AMOLED Smartphone

PCs and IT

• US Electronics Imports Data Shows Continued Downturn in Smartphone and PC Markets and Continued Dominance of China
• KTC Launches New 48” WOLED Monitor
• Asus Announces New 32” QD-OLED and 34” WOLED Monitor
• Samsung Electronics Unveils 57” Gaming Monitor, Odyssey Neo G9
• NVIDIA Beats on Revenue in FY Q2’24 – Graphics and Gaming Segment Increases 11% Y/Y and 22% Y/Y
• Qualcomm Announces Snapdragon G Series – A Portfolio of Chipsets for Handheld Gaming Devices

TV

• Will the US Increase Tariffs on China TVs? Not Likely

AR/VR

• APS Announces 10,000 nits and 3,000 PPI of OLEDoS and Exhibits Prototypes and Development Roadmap at IMID2023
• Sony Releases 1.3” Micro OLED Display for AR/VR Applications

MicroLED

• LG Partners with Bang & Olufsen to Sell MAGNIT Home Cinema

Display Materials

• German OLED Materials Start-up beeOLED Concludes Successful Series A Funding

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise on Balanced Powell Comments

The Lead

• Foldable Smartphones to Reach New High in Q3’23
• DSCC Downgrades Display Capacity Forecast for 7th Straight Quarter, Display Capacity Growth Outlook Continues to Flatten
• DSCC Reports Flagship Smartphone Panel Shipments Increased 21% Y/Y in July – Apple Led with a 31% Share

Earnings

• Panel Maker Q2’23 Earnings: Losses Continue for HannStar and EverDisplay
• E Ink Launches Color Signage Displays with Sharp, Increases Profitability
• Lenovo Reports 2% Q/Q Revenue Increase in Q2’23 – PC, Tablet & Smartphone Segment Increases 5% Q/Q - Recovery in Sight

Events

• OLED Exhibition Trends of Samsung Display and LG Display at K-Display 2023

TVs

• US Electronics Imports Data Shows Recovery in TV Market and Shift Away from China

Smartphones

• More on the Xiaomi Mix Fold 3
• OnePlus and Xiaomi Announce New AMOLED Smartphones

MicroLEDs and Micro OLEDs

• Saphlux Demonstrates a 0.39” Full Color MicroLED Display
• Lumens Unveiled a RGB Single Chip MicroLED
• Intel Drops Tower Acquisition After Failing to Get China’s Approval

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Rate/Growth Conc

The Lead

• Apple and Samsung Maintain Best Selling OLED Smartphones in Q2’23 But Lose Share to Oppo, Vivo and Xiaomi
• AR/VR Display Forum Will Cover Emerging Materials and Technologies from Leading Suppliers

Panel Makers

• Taiwan Panel Maker Revenues Slumped in July
• Sharp and JDI Struggled with Profitability in Q2’23
• LG Display Expects Sales Growth in Automotive Displays, Amid Losses for 5 Consecutive Quarters

Earnings

• eMagin’s Production Downtime Results in 31% Drop in Revenue
• Asus Reports a 5% Q/Q Revenue Increase in Q2’23 – Expects Double – Digit Q/Q PC Revenue Growth in Q3’23
• SMIC Reports 7% Q/Q Increase in Q2’23 on Increased Wafer Shipments – Expects Continued 2H’23 Improvement
• Q2 Taiwan MiniLED/MicroLED Earnings: MiniLED Rebounds, MicroLED Growth is Slower Than Expected

Smartphones

• Xiaomi to Launch the Mix Fold 3 Foldable on August 14th, Expected to Narrowly Overtake the Honor Magic V2 for Thinnest Foldable, Volume Outlook Revealed
• Samsung and Vivo Announce New AMOLED Smartphones

TVs

• Despite Declining Revenues, TV Brands Profits Increased in Q2
• Vizio Squeezes Out a Profit in Q2

MicroLEDs and MiniLEDs

• K&S Reaches New Milestone in MiniLED Transfer Throughput, Starts Collaboration with TSMT
• HC Semitek Builds New MicroLED Line in South of China

AR/VR

• Meta Demonstrates Research Prototypes at SIGGRAPH

IT

• Dough Announces 32” UHD OLED Monitor for 2024
• Lenovo Announces New OLED Notebook PC

Display Equipment

• Latest POs and Awards
• Korea Display Industry Association (KDIA) Aims for 80% Localization of Materials, Components and Equipment by 2027

Display Stocks and the Economy

• Stocks Fall on Moody’s Downgrade, China Trade and US Inflation Data Leading to a Shift from Growth to Value and Treasuries

The Lead

• 2023 Display Equipment Market Upgraded on Higher LCD and OLED Spending

• LCD TV Panel Prices Expected to Peak in Q3

• Japanese Glassmakers Follow Corning with Price Increases; Glassmaker Q2 Revenues Increased with Higher Fab Utilization

Earnings

• Apple Beats on Revenue – Services Grew 8% Y/Y while iPhone Declined 2% Y/Y and iPad Struggles on Tough Y/Y Compare

• UDC Earnings Jump in Q2’23 with Revenue Growth; First Revenues for Blue Excites Investors

• Qualcomm’s Handset Revenue Declines 25% Y/Y in Q2’23 –Weakness Expected to Continue for Calendar 2023

• AMD Beats on Revenue in Q2’23 - Client Segment Increases 35% Q/Q as Market Conditions Improve

• Acer Reports 11% Q/Q Increase in Q2’23 as Signs of a Recovery Continue

• Ams OSRAM Refocuses its Semiconductor Portfolio

• PlayNitride Reports Strong Growth and Edges Closer to Profitability

Smartphones

• Samsung Display Contributes to Thinner Foldables through Reduced Foldable Curvature, Z Flip 5 Tied for Thinnest Clamshell

• Possibility of SDC Adopting Double CPL

• Infinix and Realme Announce New AMOLED Smartphones

TVs

• Sharp Becomes Third Brand to Introduce QD-OLED TV

AR/VR

• Meta Still Planning to Launch 2^nd Gen Ray-Ban Smart Glasses Despite Low User Retention

Transparent OLEDs

• LG Display Expands Transparent OLED Application

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall on Fitch Downgrade, Jobs Report and Other Data

The Lead

• Losses Continued in Q2 but Panel Makers Optimistic About Second Half
• Fab Utilization Increases Further in Q3’23; Industry Risks Oversupply
• Snapdragon 8 Gen 2 Led Flagship Smartphone Chipsets in July – A17 Bionic Poised to Lead in August as Apple Ramps Up iPhone 15 Pro Models
• Register for the AR/VR Display Forum Before Prices Increase

More Earnings

• Semi Slowdown Continued to Depress Samsung Profits in Q2’23
• Intel Returns to Profitability in Q2’23 – Client Computing Starts to Show Signs of a Rebound
• Meta Reports 11% Growth While Snap Dwindles

Samsung Unpacked

• Samsung Launches Z Flip 5 and Z Fold 5 with Cautious Expectations
• Samsung Launches S9 Tablets, Volume Expectations Revealed
• Samsung Announces New Galaxy Watch 6 Series with Larger Displays, Larger Batteries and Upgraded Chipset

Smartphones

• Oppo Announces New AMOLED Smartphone

TVs

• Samsung Announces Price for 89” MicroLED TV

Automotive

• Mini Cooper EV to Adopt 9.4” Circular OLED – Supplier Revealed

Display Equipment and Materials

• Latest POs and Awards
• Samsung Display Secures KRW 60B by Divesting in Partner Companies
• Noctiluca Signs an OLED Emitter Evaluation License Agreement with the World's Largest Consumer Electronics Manufacturer

Display Stocks and the Economy

• Stocks Gain on GDP, Inflation and Earnings

The Lead

• DSCC Reports Panel Shipments for the iPhone 15 Series Are Higher than the iPhone 14 Series
• Despite Downturn in the Display Industry, DSCC Report Reveals MiniLED Shipments to Rebound in Q2’23
• Panel Maker Q2’23 Earnings Preview
• BOE, Tianma and Visionox Release First Half Forecasts

Smartphones

• TSMC Beats on Revenue – Lowers Full Year Revenue Outlook and Capex Spend for 2023
• HTC and ZTE Announce New AMOLED Smartphones

TVs

• TCL Reports Growth In 1H’23 TV Shipments
• LG Electronics’ OLED TV Rated Highest at HiVi Grand Prix

AR/VR

• SID Symposium: Laser LCD for AR/VR
• Meta to Adopt LCoS in Future Smart Glasses

OLED Materials

• SDC/LGD Consider Adopting Two Layer CPL, Expecting Low Power Consumption and Optical Efficiency Enhancement

MicroLEDs

• AUO Develops Automotive MicroLED Display

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Weak Retail Sales, EU Inflation Report

The Lead

• AMOLED Materials Market to Grow to $2.2B by 2027
• Registration is Open for the AR/VR Display Forum LIVE

Panel Makers

• Taiwan Panel Maker Revenues Increased Y/Y in June for the First Time Since 2021
• Japan Display Enters Cross-Licensing Agreement with CSOT

TVs

• LG to Join the Race for FAST Money
• Amazon Prime Day Offered A Few Great Deals for TVs With Some New Lows for OLED TVs
• Philips Launches New MiniLED TV

Smartphones

• Honor Magic V2 Raises the Bar on Foldable Phone Thickness and Weight
• Oppo and Realme Announce New AMOLED Smartphones
• Huawei Reported to use 7nm Node Process for 5G Chips to Combat US Sanctions for 2024 Products
• Nothing Phone (2) Becomes Available in the US on July 17^th

Micro OLEDs

• MICROOLED Raises Over $23M
• HunetPlus Develops Evaporation Mask for RGB OLEDoS Device Manufacturing

Display Equipment

• AP Systems and Coherent Develop Gen 8 SLA Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Rise on Better Inflation Data

The Lead

• LCD TV Panel Prices Continue to Increase
• Recovery for Advanced TV Market Expected to Start in Second Half of 2023 with Long Term Growth Projected
• China Imposes Export Restrictions for Gallium and Germanium – Technology Trade War Continues to Escalate

SID

• SID Symposium: Summary of Micro OLED Presentations

Smartphones

• Samsung Announces Date and Location for Upcoming Foldable and Tablet Launch
• Honor, OnePlus, Samsung, Vivo and ZTE Announce New AMOLED Smartphones
• No Major Disruptions Reported for 5G Roll Outs Near US Airports
• LX Semicon and Samsung Partnership Strengthens

TVs

• LG Earnings Beat Samsung for the Second Quarter in a Row

Monitors

• Nubia Announces 49” QD-OLED Gaming Monitor

Transparent Flexible Displays

• KAIST Develops Washable Transparent Flexible OLED with MXene Nanotechnology

Display Fabs and Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Most US Stocks Fall on Jobs Data, Panel Makers Gain

The Lead

• Call for Speakers: AR/VR Display Forum LIVE 2023

DSCC Report Content

• Advanced Tablet Panel Shipments Hit Bottom in Q1’23
• Advanced Notebook PCs to Decline 3% Q/Q in Q2’23 – 2023 Expected to Decline 20% Y/Y
• Advanced Monitor Market Expected to Rise 104% Y/Y in 2023 – MiniLED and OLED Monitors Poised for Growth
• DSCC Expects Apple and Samsung to Account for 74% of OLED Smartphone Panel Revenues on 4% Y/Y Unit Growth in 2023
• OLED Supply/Demand Update – Oversupply Likely to Persist

Smartphones

• Samsung Display Sues BOE for Patent Infringement in Texas
• China’s May Smartphone Shipments Increased 39% M/M and 22% Y/Y - 5G Share Increases to 80%
• Vivo and Xiaomi Announce New AMOLED Smartphones
• Qualcomm Announces Snapdragon 4 Gen 2 - Smartphones Expected in the Second Half of 2023

AR/VR

• Google Has Reportedly Canceled Its AR Smart Glasses
• Mojo Vision Demonstrates Red Color Conversion on 14,000 PPI MicroLED Display
• SID Symposium: SEL Demonstrates 1.5” Micro OLED by Direct Patterning

India Fabs

• Vedanta Begins Staffing for Display Business

Display Equipment and Materials

• Latest POs and Awards
• Global Chemical Company ARKEMA, Will Acquire PI Advanced Materials for 1T Won

Display Stocks and the Economy

• Stocks Rally on Lower Inflation Data

The Lead

• DSCC Reports June Panel Shipments for the iPhone 14 Series to Fall 22% M/M - iPhone 15 Series Panel Shipments Start Strong
• Display Equipment Suppliers Survive a Rough Q1’23
• The Display Capacity Outlook Continues to Fall

SID Symposium

• Display Week Symposium Papers Highlight Ongoing Research on Phosphorescent Blue OLED Emitters
• Chinese Panel Makers Develop LTPO LCD for VR
• Part II on Direct Patterning OLEDs

Smartphones

• Qualcomm Announced Multi-Year Collaboration Agreement with Sony

MicroLEDs and Holography

• AUO Considers Transferring Singapore Fab to Taiwan for MicroLED
• Swave Photonics Raises Additional $3.3M in Seed Funding

IT Markets

• AOC Launches 27” OLED Monitor
• Chemtronics Invests in Gen 8 Glass Etching Facility

Stretchable Displays

• Kyung Hee University Develops Light-Emitting Materials for Stretchable Displays

Display Equipment

• Latest POs and Awards

Display Stocks and the Economy

• Stocks Fall as Powell Reiterates More Rate Hikes Coming

The Lead

• OLED Panel Revenues to Decline 7% Y/Y in 2023 – TVs and Notebooks Expected to Suffer Largest Declines
• DSCC Raises Its 2023 Foldable Smartphone Outlook as Lower Panel Prices Fuel Android Brand Interest

TVs

• Panasonic 2023 TV Lineup Includes Full Range of White OLED and Its First MiniLED TVs
• Skyworth Releases COG MiniLED TV

Display Equipment

• Samsung Display Continues to Issue POs at A5
• SDC Orders OLED Evaporator for Micro OLED Evaluation

Display Materials

• DSCC Adds Materials Analyst in Korea
• Summer Sprout Breaks Ground on New OLED Materials Production Site
• SmartKem Receives $12.2M in Initial Closing of Private Placement

Smartphones

• Infinix Announces New AMOLED Smartphone

AR/VR

• Lenovo Releases Specs for the ThinkReality VRX

IT

• Ricoh Launches 15.6” OLED Portable Monitor Series
• LG Display Develops the World's First Behind Display Camera (BDC) with Veeo

Display Stocks and the Economy

• Stocks Gain on Fed Pause, Lower Inflation, Higher Consumer Sentiment and AI Optimism

The Lead

• Apple Vision Pro: A Game Changer?

• Apple’s Worldwide Developers Conference (WWDC 2023) Highlights

SID Highlights

• SID/DSCC Business Conference MicroLED Session Summary

• Highlights of SID/DSCC Business Conference Start-up Session

• Takeaways from SID Papers on Patterning OLEDs with Photolithography, Part 1

Panel Suppliers

• Taiwan Panel Maker Revenues Increase M/M in May

TVs

• Samsung TV Registration Confirms WOLED Deal with LGD

Smartphones

• Motorola Raises Its Foldable Prospects with 2 New Impressive Flip Phone Offerings, DSCC Ups Its Outlook for Motorola

• Samsung, Vivo and ZTE Announce New AMOLED Smartphones

IT

• LG Electronics Launches StandbyME Go

• Innocn Announces 15.6” OLED Portable Monitor

MIcroLEDs

• Kopin Announces Milestone for 1” MicroLED Display

Display Equipment

• Samsung Display Issues More POs at A5

Display Stocks and the Economy

• Stocks Mostly Up Despite Mostly Weak Europe and China Data

The Lead

• Springtime Rally in LCD TV Panel Prices Will Stall in the Summer

Display Week 2023

• Highlights of SID Display Week 2023 Exhibition – Panel Makers
• SID/DSCC Business Conference – Insights from Analyst Session
• SID/DSCC Business Conference AR/VR Session Summary
• SID/DSCC Business Conference Session Review - Emerging Display Technologies
• Merck KGaA Demonstrates Optical Components for AR/VR at SID 2023

Display Materials and Components

• Canon Develops New Perovskite Ink
• MagnaChip Spins Off its DDIC Business

PCs and IT

• Acer Announces New Notebook PC
• Dell Consumer PC Revenue Drops 41% - Expects Sequential Growth in the Second Half of the Year
• Asus Announces New 49” OLED Monitor
• HP Misses on Revenue - Consumer and Commercial PC Revenue Drop 39% and 24%
• MSI Announces 16” OLED Notebook PC

AR/VR/MR

• Meta Announces Pricing for Quest 3 Headset

Smartphones

• Honor, Oppo, Vivo and Xiaomi Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Surge on Job Gains

The Lead

• Q1’23 Flat Panel Display Financials Highlight Wide Gap Between Samsung Display and the Rest
• 2023 Equipment Spending Outlook Worsens, But Bookings Will Boom on 2024 Rebound
• Foldable Smartphone Shipments Decline Y/Y Again in Q1’23

Display Week 2023

• AR/VR Displays Demonstrated at SID 2023
• SID/DSCC Business Conference TV Session Download
• SID/DSCC 2023 Business Conference Highlights – Mobile Display Technology and Market Outlook

Display Glassmakers

• Corning Stuns Display Week by Announcing a 20% Price Increase; Japanese Glassmakers Report Weak Q1 Earnings

Panel Makers

• E Ink Expects Growth from ESL and New Color Signage Displays

Display Equipment

• Applied Materials Beats and Raises, Display Revenues Hold Steady
• Nikon Expects FPD Litho Shipments to Fall 59% in Fiscal 2024
• Tokyo Electron Beats in Q1’23, Guides Fiscal 2024 Down 23% - 37%
• ULVAC Misses and Lowers Guidance
• 35 New POs and Awards

PCs and IT

• Lenovo Reports 24% Y/Y Revenue Decline in Q1’23 – PC, Tablet & Smartphone Segment Drop 33%

Smartphones

• HTC, Infinix, Sony and Vivo Announce New AMOLED Smartphones
• Xiaomi Revenues Decline 19% Y/Y in Q1’23 as Smartphones Drop 24%

Government Policy

• The Korean Government Announces Innovation Strategy to Reclaim Its #1 Position in the Display Industry by 2027

Display Stocks and the Economy

• Semi Stocks Surge on NVIDIA’s Record Beat

The Lead

• AR/VR Panel Shipments to Reach 119M Units by 2028
• OLED Panel Shipments Decreased 19% Y/Y in Q1’23 on Double Digit Declines for Smartphones and TVs
• BOE Suing Samsung in China, Joins US ITC Investigation
• Visionox Joins JDI and HKC in Trying to Commercialize RGB OLEDs without FMMs

Events

• SID/DSCC Business Conference Will Showcase Emerging Display Technologies in Two Sessions
• SID/DSCC Business Conference Will Highlight Developments in Growing Automotive Display Sector

Earnings

• Taiwan Panel Maker Recovery Stalls in April
• Vizio Stumbles to a Loss in Q1
• Sharp Finishes Fiscal 2022 With a Massive Net Loss on Sakai Impairment
• Japan Display Reports Another Big Loss but Becomes Debt-Free with Equity Swap
• HannStar Revenues Plunged in Q1 But Losses Narrowed
• eMagin Reports Q1 Results
• Asus Reports a 20% Y/Y Revenue Decline in Q1’23 – Expects Gaming PC Market to Decline 10% Y/Y in 2023
• Steady Performance for JF Optoelectronics in Q1

Smartphones

• Google Launches Pixel Fold
• Google Announces Pixel 7a and Pixel Tablet at I/O Event
• iPhone 16 Pro Models to Increase in Size
• Realme, Tecno and Xiaomi Announce New AMOLED Smartphones
• MediaTek Announces Dimensity 9200+ – Boosting Clock Speeds for Smartphone Gaming

Transparent OLEDs

• Samsung Display Begins Development of Transparent OLED

Personnel

• Nanosys Announces New CEO

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down Despite Better Inflation Data - Earnings, Consumer Sentiment, Debt Standoff and Recession Fears Weigh on Investors

The Lead

• Display Industry Recovery Gaining Steam as Fab Utilization Increases in Q2’23
• DSCC Releases Latest OLED and LCD Fab Schedules

Events

• Progress in MicroLED to Be Highlighted at the SID/DSCC Business Conference
• 12 Leading Display Industry/Financial Analysts from 7 Organizations to Present at the SID/DSCC Business Conference
• Highlights of 2023 Touch Taiwan

Earnings

• Apple Beats on Revenue Fueled By iPhone Performance – Mac and iPad Struggle on Double-Digit Declines & Tough Compares
• Panel Maker Q1’23 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox. China Panel Makers Trim Losses Despite Lower

Revenues

• TV Brand Profits Rebound in Q1
• OLED Slowdown Hampers UDC Earnings, But New Deal with Merck Has Investors Happy
• Qualcomm’s Handset Revenue Declines 17% Y/Y in Q1’23 – Expects High Single Digit Declines for Smartphones for 2023
• AMD Beats on Revenue in Q1’23 - Client Segment Declines 65% & Gaming Segment Declines 6%
• Magnachip Semiconductor Misses on Revenue in Q1’23 – Wafer Shortages and Weak Consumer Demand Impact Design Wins
• K&S Reports Further Drop in LED Equipment Revenue

MicroLEDs

• LG Electronics Develops Self-Assembling RGB MicroLEDs for Next-Generation Displays

Micro OLEDs

• eMagin Achieves 15,000 Nit Brightness with Micro OLED

Smartphones

• Motorola and Xiaomi Announce New AMOLED Smartphones

Display Equipment

• Coherent Reveals Additional Insights into the Development of Its PYTHON DPSS Laser System
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Rate Increases, Earnings, Data and Recession Concerns

The Lead

• LCD TV Panel Prices Increasing in Q2 – Can the Rally Last?
• BOE Flagship Smartphone Panel Share Surged to a Record 27% in Q1’23

Events

• The Future of TV Technologies Will be Explored at the SID/DSCC Business Conference

Earnings

• LGD Posts Another Big Loss as Revenues Nosedive
• Samsung Profits Drop in Q1 as Semi Falls to a Loss
• AUO’s Losses Widened in Challenging Q1
• Corning Profit Dropped in Q1 But Signals Display Recovery in Q2
• Canon Beats on the Bottom Line, Upgrades 2023 Forecast on Imaging Outperformance, Expects Semi Litho Growth
• Intel Revenue Plummets 36% in Q1’23 – Largest Revenue Loss in Company History, Client Computing Craters 38%
• Meta’s Reality Labs Revenues Fall by 51% in Q1’23
• Snap’s Revenue Falls for First Time

Smartphones

• Vivo and ZTE Announce New AMOLED Smartphones

TVs

• Xiaomi Announces New 4k 86” MiniLED TV

OLED IT

• Acer Announces New OLED and MiniLED Notebook PCs and OLED Monitor
• Asus Announces New 15.6” and 13.3” OLED Notebook PC
• LG Launches New 15.6” OLED Notebook PC

Display Equipment

• 39 Awards Issued Last Week Covering 882 Tools

OLED Materials

• WeFoms’ OLED Gen.6 Metal Mask Supply to Start

Display Stocks and the Economy

• Display Stocks Down as Big Tech Gains

Events

• DSCC Announces Speakers for Mobile Session at SID/DSCC Business Conference
• Tianma, Magic Leap and DSCC Executives to Keynote SID’s Display Week

Panel Maker Earnings and Fabs

• Innolux Narrows Losses in Q1’23 But Remains Deep in the Red and Announces More Fab Closures
• Panel Maker Q1’23 Earnings Preview
• China Star t9 Starts Mass Production with IT Panels
• Latest Display Equipment POs and Awards

TVs

• Samsung Deal with LGD for White OLED May Finally Happen in 2023
• TCL TV Sales Increase in Q1

Smartphones

• Vivo Launches New Clamshell and Book Type Foldables with Impressive Specs at $877 and $1459 for China Market
• All the Google Foldable Specs, Prices and Timing Leak
• Asus, Huawei, Samsung and Xiaomi Announce New AMOLED Smartphones
• TSMC Misses on Revenue – Cuts Revenue Outlook and Reaffirms Capex Spend for 2023

MicroLEDs and LEDs

• Asus Showcases Large “MicroLED” Monitor and Other Professional Displays at NAB
• Saphlux and Leyard Present a 162” LED Display with Red Quantum Dots

AR/VR

• Meta Starts Cutting 10,000 Jobs

IT OLED

• New Etching Method Developed for IT OLED

Automotive

• Hyundai Mobis Unveils the World’s First Rollable Display for Vehicles

Display Stocks and the Economy

• Panel Maker Stocks Tumble 5% on Profit Taking, US Stocks Mixed

The Lead

• DSCC Launches Monthly Flagship Smartphone Tracker – Top 5 Models from Apple & Samsung Capture a 46% Share for January through March
• SID/DSCC Business Conference Keynotes to Share Their Future Display Vision
• DSCC Smartphone Display Cost Report Highlights Cost of New Technologies

Panel Manufacturers, Alliances and Fab Activity

• Taiwan Panel Maker March Revenues Show Sign of Display Industry Recovery
• Is LCD Panel Maker Consolidation Coming in China?
• What is the Impact of Japan Display’s Proposed Strategic Alliance with HKC?
• More Insight on AUO/Innolux Fab Closures
• Latest Display Equipment POs and Awards

MiniLEDs

• MiniLED Market Remains Sluggish

TVs

• US TV Prices Fall to a New All-Time Low as Overall Inflation Eases

Foldables

• Vivo Launching New Clamshell and Book Type Foldables on April 20th
• Another Android Brand Expected to Enter the Foldable Market
• More Samsung Foldable News

Tablets

• Samsung’s Galaxy Tab S9 Series to Go All OLED in 2023

Smartphones

• Vivo and Xiaomi Announce New AMOLED Smartphones
• TSMC Revenues Fall 15% Y/Y in March

3D Monitors

• Sony Expands its Reality Display Lineup with 27” Model

MicroLEDs

• AUO Confirms 1.39” MicroLED Display Production

AR/VR

• Pico Announces New Entry Level VR Headset for Enterprise

E Ink

• E Ink Launches Kaleido 3 Outdoor for Digital Signage

Display Stocks and the Economy

• Stocks Mixed on Mixed Data, Display and Equipment Stocks Fall

The Lead

• South Korean Government Announces Samsung Display G8.7 IT OLED Fab – What We Know
• DSCC Advanced TV Cost Report Shows Cost Impact of Low Fab Utilization
• DSCC Announces Speakers for AR/VR Session at SID/DSCC Business Conference

Earnings

• BOE Trimmed Losses in Q4 But Remained in the Red
• LG Earnings Slumped in Q1 While Samsung Earnings Plunged
• Foxconn Revenues Fall 21% Y/Y in March – Weak Guidance for Q2’23
• Huawei Revenues Drop 12% Y/Y for its Consumer Business in 2022

Smartphones

• Huawei, Motorola, Realme and Xiaomi Announce New AMOLED Smartphones
• Foldable News – Flip 5/Fold 5 Specs, Colors and Initial Production Timing, Vivo Leaks and Counterpoint Foldable Survey

AR/VR and MicroLEDs

• Mojo Vision Raises $22M in New Series A Investment
• DigiLens Launches Low-Cost Waveguide Technology for AR Glasses
• OQmented Raises $20M and Adds Sharp as Strategic Investor

MiniLEDs

• New MiniLED Progress at Nichia

Electrophoretic Displays

• E Ink Launches Spectra 6 Color E-Paper

OLED Manufacturing

• LG Innotek’s FMM Patent for OLED Stain Prevention

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed on Mixed Data, Display Supplier Stock Prices Gain on Accelerating Price Increases

The Lead

• Apple Dominates Best Selling Smartphones in Q4’22, LTPO Share Surges on Pro Models with Full Adoption Expected by Apple in 2025
• Advanced TV Market Expected to Decline in 2023; Growth to Resume in 2024
• LCD TV Panel Prices Continuing a Slow Climb in Q2
• Leading Display Equipment Suppliers’ Revenues Fall for Sixth Straight Quarter

Panel Suppliers

• JOLED Declares Bankruptcy and Stops Production, JDI Takes R&D Assets
• LG Display Receives KRW 1 Trillion Loan from LG Electronics
• BOE Building a Second Module Line in Vietnam

AR/VR

• Will Apple Unveil its AR/VR Headset in June?
• Bigscreen Beyond Gets First Hands-On Reviews

MicroLEDs

• KAIST Develops Epitaxial Structure Engineering to Improve MicroLED Efficiency

Smartphones

• Meizu and Xiaomi Announce New AMOLED Smartphones

IT Displays

• Corsair Announces 27” OLED Gaming Monitor
• Lenovo Announces New MiniLED Notebook PCs

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks

• Stocks Rise as Inflation and Bank Crisis Cool

The Lead

• DSCC Sees OLED Revenues Falling 7% Y/Y in 2023 – Bright Outlook Continues for IT Applications
• Advanced Monitor Market Expected to Rise 72% Y/Y in 2023 On Triple-Digit Growth for OLED Monitors
• Advanced Notebook PCs Decline 6% Q/Q in Q4’22 – 2023 Expected to Remain Flat

TV

• Samsung Releases US Prices and Sets Up OLED TV Price War
• Has Vizio Found a New Business Model for TV?
• Amazon Expands TV Lineup with More Models to More Countries
• TCL Updates MiniLED TV Flagship for 2023 – TCL X11G

AR/VR

• Google Glass Discontinued
• Rokid Launches New Smart Glasses with Micro OLED
• VueReal Appoints Semiconductor Industry Experts in Key Roles
• Foxconn Continues to Move Toward the Metaverse

Smartphones

• Oppo and Vivo Announce New AMOLED Smartphones
• Xiaomi Reports 15% Y/Y Revenue Decline in 2022 as Smartphones Drop 20%

Display Equipment

• Top Engineering Develops Large Display Bonding Equipment for Automotive
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Shrug Off Rate Hike and Bank Worries

The Lead

• DSCC Reports April Panel Shipments for the iPhone 14 Series Fall 23% M/M
• How MiniLEDs Can Remain Cost Competitive
• South Korean Manufacturers and Government Announce Massive Investments and Support Programs for the Semiconductor and Display Industries – What We Learned
• Advanced Tablet Panel Shipments Fall Y/Y in Q4’22, Larger Decline Expected in Q1’23

Events

• DSCC Adds More Speakers and a New Sponsor to the SID/DSCC Business Conference
• Highlights from EDC 2023

Panel Suppliers

• Japan Display to Sell Higashiura Fab to Sony

ePaper vs. LCDs

• Harvard Study Concludes ePaper Is Healthier for Eyes Compared to LCD

Smartphones

• Samsung Announces New AMOLED Smartphones
• Huawei to Announce Mate X3 on 3/23, What We Know
• Qualcomm Announces Snapdragon 7+ Gen 2 – Boosting Performance for Mid-Range Smartphones

IT

• Huawei Mate Pad 11 2023 to Include Paper-Like Display?
• Asus Reports a 17% Y/Y Revenue Decline in Q4’22 – Net Income Craters Due to Waning Demand

Display Materials

• Idemitsu Establishes Advanced Materials Company in South Korea

Display Fabs and Equipment

• Latest Display Equipment POs and Awards

The Lead

• DSCC Announces Sessions and Presenting Companies for 2023 SID/DSCC Business Conference
• Samsung and LG Continue to Dominate Advanced TV Market and Regained Share in Q4 2022

Panel Suppliers

• Taiwan Panel Maker Revenues Recover in February

TVs

• TCL Reports Lower Profits in 2022 with TV Market Slowdown
• LG Electronics Launches 2023 OLED TVs
• Samsung Meets EU Energy Regulations on 8K TVs with Eco Mode

Smartphones

• Apple Announces New Color for iPhone 14 and iPhone 14 Plus
• Smartphone Cameras – What are the Differences?
• Qualcomm Snapdragon 8 Gen 3 Rumored to Launch in October – New Architecture to Drive Performance
• Honor, OnePlus and ZTE Announce New AMOLED Smartphones

AR/VR

• eMagin Saw a 17% Increase in Revenues in Q4
• Envisics Raises $50M to Launch its AR HUD

MicroLEDs

• MicroLED Pioneer Ostendo to Merge with Edge Computing Provider Veea
• Avicena Partners with ams OSRAM on MicroLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Fall on Rate Sentiment, Jobs Report and SVB Collapse

The Lead

• LCD TV Panel Prices Edging Up in Q1

• More Foldable Report Highlights – 37 Foldables in the Market this Year, CoE Panels from China, Multi-Fold Coming and More

• BOE Rumored to Be Facing Issues with iPhone 15 Panels for 2023

Mobile World Congress

• Foldable/Rollable Highlights from MWC – Honor, Motorola, OnePlus, Oppo and Tecno

• AR/VR at MWC: Xiaomi, ZTE and Oppo launch Smart Glasses, Goertek Announces New AR2 Reference Design

TVs

• LG Sets Pricing for 2023 OLED TVs Including First with MLA

• Sony Launches 2023 TV Line-up with Multiple Display Technologies

• Samsung Vs. LG, OLED TV 'Burn-In' Issue A Hot Debate

Smartphones

• Honor, Realme and Xiaomi Announce New AMOLED Smartphones

• Qualcomm CEO Expects Apple to Use Its Own 5G Modems in iPhones 16 Series

• Qualcomm Announces Smartphone Brands with Snapdragon Satellite

IT Brands

• Dell Reports 11% Y/Y Revenue Decline – Consumer PC Revenue Drops 40%

• HP Misses on Revenue - Consumer and Commercial PC Revenue Drop 36% and 18%

IT Displays

• OLED iPad and MacBook Pro’s to Use Glass Etching to Reduce Thickness and Weight, Chemtronics Wins SDC Business

• China Star Showcases 14” Flexible OLED 4K Tablet

AR/VR

• Meta Presents Hardware Roadmap to Employees

• Pimax Raises Close to $30M in Series C1

MicroLEDs

• Epistar to Start MicroLED Wafer Production in 2024

Misc.

• FlexEnable Appoints New Board and Key Personnel

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rebound on Rate Hike Pause Hopes, Display Stocks Up for 9^th Straight Week

The Lead

• Monthly iPhone 14 Volumes Expected to Continue to Fall in March, LG Display Continues to Gain
• Foldable Display Market Declines Y/Y for the First Time in Q4’22, Samsung Still Dominates Despite Drop
• Quantum Dot Displays Continue to Grow, Driven by MiniLED and QD-OLED
• DSCC Sees Display Capacity Down 2% in 2023 on Delays and LGD/SDC Shutdowns – LCDs Down 3%, OLEDs Up 6%

Earnings

• UDC Closes 2022 with Strong Q4
• HannStar Losses Widened in Q4’22

MicroLEDs

• SmartKem Demonstrates OTFT on MicroLED, Starts New Project on EL-QD
• Jade Bird Display Improves Efficiency of Red MicroLED Display

Display Fabs and Equipment

• LG Innotek Leases LGD’s P7 Fab in Paju
• Latest Display Equipment POs and Awards

Smartphones

• Vivo Announces New AMOLED Smartphones
• Apple Rumored to Secure 100% of TSMC’s 3nm Chip Supply
• Samsung Announces 5G Modem Technology for Satellite Communications
• US CHIPS Act and Long-Term Goals

TVs

• Samsung Launches 2023 TV Line-up and Sets Pricing

IT

• Apple 15.5” MacBook Air Expected to Launch in April
• Philips Announces 34” QD-OLED and 42” WOLED Monitors

Display Stocks and the Economy

• Stocks Continue to Fall on Rate/Inflation Concerns

The Lead

• DSCC Announces Call for Speakers for 2023 SID/DSCC Business Conference
• US TV Prices Fall as Overall Inflation Disappoints
• OLED Revenues Fall 3% Y/Y in Q4’22

Earnings

• Innolux Cut Losses in Q4 But Still Reported Worst Year Ever; Signs Technology Transfer Deal with India’s Vedanta
• AMAT Beats and Guides Above Expectations
• TEL Beats on Top and Bottom Lines, Announces Stock Split, Ends FPD Reporting on Market Weakness and Suspends IJP Tool Development
• Nikon Misses on the Top Line, Beats on the Bottom Line, Lowers Litho Tool Outlook
• ULVAC Misses on the Top and Bottom Lines, Display Revenues Fall to at Least a 10 Year Low, Cuts Display Revenue Forecast
• V Technology Misses on Top and Bottom Lines, Suffers First Operating Income Loss Since Q1’20, Bookings Fall 70% Y/Y
• Lenovo Reports 24% Y/Y Revenue Decline in Q4’22 – PC, Tablet & Smartphone Segment Drop 34%

AR/VR and MicroLEDs

• LG Display and SK Hynix to Develop Micro OLED Displays for Meta
• ByteDance Downsizes Pico
• Lumens Develops RGB Epitaxial Wafer for MicroLED
• LG Innotek Leads in Future Devices with its 2-Metal COF

Smartphones

• China’s December Smartphone Shipments Increased 21% M/M and Declined 18% Y/Y - 5G Share Increases to 87%
• Realme and Vivo Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down on Rate/Inflation Concerns

The Lead

• Panel Suppliers Continue to Delay Capex, 2023 Equipment Spending to Be Lowest Since 2012
• DSCC Analysis on S23 Series Monthly Production and Outlook

Earnings

• AUO Stabilizes in Q4 But Still Books a Big Net Loss; Describes Plans for MicroLED and Vietnam
• Japanese Panel Makers Report Losses in Brutal Q4’22 and Restructuring in Q1’23
• TV Brand Profits Evaporated in Soft Market in 2022
• Glassmakers Fell to a Loss in Q4 as Widespread Display Slowdown Hit Top and Bottom Lines

Panel Makers

• Taiwan Panel Maker Revenues Plunge in January
• LG Demonstrates a 272” LED Display with 8K Resolution

Display Equipment

• Coherent Announces New Laser Source for Gen 8 Polysilicon Annealing
• Latest Display Equipment POs and Awards

3D

• Light Field Display Companies Raise Tens of Millions

MicroLEDs

• Ams OSRAM Qualifies MOCVD Tools for MicroLED Production

TVs

• Philips Announces New OLED and MiniLED TVs

IT

• Asus Updates 13” OLED 2-in-1 Notebook
• Innocn Announces 48” OLED Gaming Monitor

Smartphones

• Honor, OnePlus and Xiaomi Announce New AMOLED Smartphones

Automotive

• JNTC Receives KRW 700B in Orders for Automotive Cover Glass Business

Display Stocks and the Economy

• Stocks Fall on Concerns of Further Tightening But Panel Stocks Buck the Trend

The Lead

• Super Bowl TV Deals Bring New All-Time Lows
• LCD TV Panel Prices Holding Steady
• More DSCC Analysis on iPhone 14 Monthly Panel Procurement Results and Outlook
• Automotive Displays Remain a Bright Spot for FPD Makers

Smartphones

• Samsung Announces New Products – 200MP Pro Grade Camera for S23 Ultra and Customized Qualcomm Chipset for S23 Series
• Oppo Announces New AMOLED Smartphones

Earnings Reports

• Apple Reports 5% Y/Y Revenue Decline – First Y/Y Decline Since 2019 on 8% and 29% Revenue Decline for iPhone and Mac
• Semi Profits Plummet But Display Pulls Samsung Forward
• Meta’s Q4 Earnings: Reality Labs Revenues Down 17%
• Corning Profit Fell in Q4 as Display Downturn Lingers
• K&S Updates on Luminex Ramp Up
• Canon Misses on Top Line in Q4’22, Projects 35% Decline in FPD Litho Shipments in 2023
• SCREEN Beats on the Top Line, Misses on the Bottom Line, Displays Weak, Launches New Coater for Thinner PI Films
• AMD Beats on Revenue in Q4’22 – Continued Declines Expected in Client and Gaming Segments in 2023
• Qualcomm Revenue Decreases 12% Y/Y – Handset Revenue Declines 18% in Q4’22

IT

• Asus Announces New 15.6” OLED Notebook PC

IP and QDs

• Nanoco Agrees to $150M Settlement with Samsung

Commercial Displays

• LG Electronics Exhibits Space-Customized Display Solutions at ISE 2023

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• IMF Upgrades 2022 and 2023 Global GDP Growth While Downgrading 2024
• Stocks Rise Despite Rate Increases and Hot Jobs Report

The Lead

• LGD Posts Record Loss in Disastrous Q4
• Display Fab Utilization Increasing in Q1’23 But Recovery Slower Than Expected
• MiniLED Panel Shipments Grew in 2022, Rapid Growth Expected in 2023 and 2024
• SDC Starts OLED Notebook Panel Production with Integrated Touch Sensors, Insights from DSCC

Korean Display Industry

• The Korean Government Designates Displays as National Strategic Technology

IT

• Intel Revenue Decreases 32% in Q4’22 – Macroeconomic and Inventory Headwinds to Persist Through 1H’23
• Samsung Announces 43” MiniLED Monitor

MicroLEDs and AR/VR

• Aixtron Launches Fully Automated AsP System for 200mm MicroLED Wafers
• Apple Puts its Smart Glasses on Hold to Focus on Passthrough AR
• Lynx Almost Ready to Mass Produce R1 Headset

Smartphones

• FCNT Announces New AMOLED Smartphone

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rise on Mostly Positive Economic Data and Earnings

The Lead

• Apple Plans MicroLED Watch

Panel Suppliers

• Panel Maker Q4 Earnings Preview

Smartphones

• Xiaomi Announces New AMOLED Smartphone for Global Market
• Apple iPhone 14 Pro Recovers in December Despite Foxconn Turbulence – Pro Models Have Lions Share in January
• Samsung Announces New 200MP Smartphone Image Sensor – Expected on Galaxy S23 Ultra

TVs

• US TV Inflation and Overall Inflation Going in Opposite Directions
• LG Electronics’ OLED TV Rated Highest at HiVi Awards, Japan's AV Specialized Media

PCs

• Apple Announces New 14” and 16” MiniLED MacBook Pros – M2 Pro, M2 Max and Longer Battery Life

AR/VR

• DigiLens Launches its Own Smart Glasses
• Microsoft’s HoloLens Team at Risk in New Round of Lay-Offs
• UDC and Epson Sign Agreement for AR/VR Displays

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Late Surge Leaves Stocks Mixed

The Lead

• UDC Confirms Milestone on Phosphorescent Blue
• CES 2023 Report – AR/VR/MR and Other Topics
• CES 2023 Accelerates Premium Models of Automotive Displays

Panel Suppliers

• Taiwan Panel Maker Revenues Stable in December

Smartphones

• Samsung Announces the 2023 Unpacked Event – S23 Ultra Expected to have a 52% Share
• China’s November Smartphone Shipments Decreased 7% M/M and 36% Y/Y - 5G Share Decreases to 81%
• Honor Announces New AMOLED Smartphone
• TSMC Misses on Revenue – Expects Revenue Declines in the First Half of 2023 on Customers’ Inventory Corrections

TVs

• TCL Backs Away from QD-OLED TV

AR/VR

• Mojo Vision Cuts Workforce and Pivots to MicroLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Surge as Inflation Data Continues to Weaken

The Lead

• LCD TV Panel Prices in Holding Pattern

• Samsung Earnings Plunged in Q4 But LG Motors On

• DSCC Expects OLED Smartphone Panel Revenues to Decline 2% Y/Y in 2023 Despite 7% Unit Growth

CES Impressions

• Inside SDC’s CES Suite

• TV Insights – Samsung, LG, TCL and Sharp

• LG Display and Samsung Display Compete for Display Brightness

ELQD Progress

• SDC Reveals IJP ELQD Progress at IDW, Sharp Shows Demo at Finetech

AR/VR

• Kopin Forms New Spinout Company for Micro OLED Displays in Consumer AR/VR Applications

• Apple’s Headset to Offer 120° Field of View

• HTC Launches VR Headset with Full Color Passthrough

• DigiLens Partners with Omnivision

IT

• Acer Announces New OLED Notebook PCs, MiniLED Notebook PCs and OLED Monitors

• Asus Announces OLED Notebook PCs & OLED Monitors

• HP Announces OLED Notebook PC

• Lenovo Announces New OLED Notebook PCs and OLED Tablet

• LGE Announces New OLED Notebook PCs

• Samsung Announces 49” QD-OLED and 57” MiniLED Monitors at CES 2023

Smartphones

• Honor, Motorola, OnePlus and Vivo Announce New AMOLED Smartphones

• Qualcomm Announces Snapdragon Satellite – Satellite Messaging for Android Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rise Helped by Better Wage/Inflation Data

The Lead

• 10 Predictions for the Display Industry in 2023 Advanced TV Market to Grow to $34B by 2027
• Advanced Monitor Market Expected to Rise 77% Y/Y in 2023 On Triple-Digit Growth from OLEDs
• Advanced Notebook PCs Decline 9% Q/Q in Q3’22 – 2023 Expected to Grow by 24% Y/Y on 50% Growth for OLEDs

Panel Suppliers

• LG Display to Manufacture OLED Panels with Micro Lens Array Starting in 2024
• LG Display Holds Transparent OLED Future Exhibition

Display Fabs and Equipment

• Latest Display Equipment POs and Awards
• SDC Invests in Micro OLED Pilot Line

Events

• CES 2023 Preview – What I Expect to See

Smartphones

• Vivo, Xiaomi and ZTE Announce New AMOLED Smartphones
• China’s October Smartphone Shipments Increased 20% M/M and Decreased 27% Y/Y - 5G Share Increases to 82%

MiniLEDs / MicroLEDs

• How MiniLEDs Play an Important Role in the LED Industry
• BOE Releases the First P0.9 MicroLED with LTPS Backplane
• MSI Announces 17.3” 144Hz MiniLED Notebook PC

OLED Technology

• APS Holdings Reach 3000 PPI Milestone for RGB OLED Patterning

AR/VR

• European Optical Lens Startups Acquired by US Companies

Display Stocks and the Economy

• Stocks Close Their Worst Year Since 2008

The Lead

• Q3’22 Foldable Market Reaches Record High, But Will Decline in Q4’22 on US Market Weakness as iPhone 14 Series Dominates
• OLED Panel Revenues are Expected to Increase 2% Y/Y in 2023 -Continued Growth Expected for IT Applications
• Apple iPhone 14 Pro and iPhone Pro Max Lose Share as a Result of Foxconn Turbulence - Strong Recovery Expected in January
• 10 Predictions for the Display Industry in 2022 – How Did We Do?

Smartphones

• Oppo Launches Two New Impressive Foldables at Aggressive Prices, Expected to Triple Their Share in 2023
• Xiaomi Announces New AMOLED Smartphones

TVs

• LG Display to Shut Down LCD TV Production in Korea by Year-End
• AGC Develops Anti-Glare Glass for 4K HD Displays

AR/VR

• Oppo Unveils Air Glass 2 with New Lightweight Waveguide Technology
• HTC to Announce New Headset at CES 2023

OLED Monitors

• Dough Announces 27” WOLED OLED Monitor Priced at $649!

Automotive

• LG Electronics and Corning Collaborate for Curved Displays in Vehicles

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Sink Despite Lower Inflation Data as Fed Promises Higher Rates for Longer

The Lead

• No Change to EU Ruling, 8K TV Threatened in 2023
• Display Equipment Supplier Revenues and Capex Up Q/Q in Q3’22, But Revenues Down Y/Y for 5^th Straight Quarter
• Universal Display Corporation Inks Long-Term OLED Agreement with Samsung Display

Panel Suppliers

• Taiwan Panel Maker Revenues Edge Up in November

AR/VR

• ENGO Eyewear Launches New Micro OLED Smart Glasses with ActiveLook 2.0
• 3D-Micromac and SCHOTT to Improve Yield of AR Waveguides

Display Fabs and Equipment

• Lakeside Optical Announces Plans for 12” Micro OLED Fab
• Latest Display Equipment POs and Awards

Smartphones and Semiconductors

• MediaTek Announces Dimensity 8200 – Offering Flagship Gaming Experiences for Mid-Priced Smartphones
• TSMC Triples Arizona Fab Investment – 4nm Chips in 2024 and 3nm Chips in 2026
• Tecno and Vivo Announce New AMOLED Smartphones

MiniLEDs

• MiniLED Ecosystem Integration

Stretchable Displays

• ETRI Develops Stretchable Inorganic Semiconductor Device

Display Stocks and the Economy

• Stocks Down on Mixed Economic Data as Fed Meeting Looms

The Lead

• 2022 Was a Disappointing Year for AR/VR but the Long-Term Outlook Remains Positive

• DSCC Downgrades Display Capacity Growth

• LCD TV Panel Price Rally in Q4 Stalls

Smartphones

• Samsung Galaxy S23 Series Set to Debut in Early February – S22 Ultra Expected to have a 53% Share

• Samsung Reveals Success with Foldables in Enterprise Market

• Corning Strengthens Cover Glass Business with Introduction of Gorilla Glass Victus 2

• Oppo’s Clamshell Foldable to Have a Large, Vertical Cover Display

• China’s September Smartphone Shipments Increased 9% M/M and Decreased 5% Y/Y - 5G Share Decreases to 76%

• ZTE Announces New AMOLED Smartphone

• TSMC’s Arizona Fab Expected to Manufacture 4nm Chips in 2024

TVs

• Samsung Cuts BOE From Supplier List

Display Equipment

• Kateeva Announces Shipment of 8K QD-OLED Tool - Or Maybe Not

• Latest Display Equipment POs and Awards

IT

• MSI Announces Project 491C – First 240Hz 49” QD-OLED Curved Monitor

MicroLEDs

• Kyocera Develops GaN-on-Si Process for MicroLEDs and Lasers

OLEDs

• LG Display’s ‘Transparent OLED Floor Solution’ Installed in SM Brand Marketing’s Flagship Store

Display Stocks and the Economy

• Stocks Up on Hopes for a Smaller Rate Cut, Positive Economic Data

The Lead

• Samsung Lost Ground in Advanced TV Market in Q3’22
• Display Equipment Spending Cut Significantly as Panel Demand Outlook Remains Weak
• Is Excess Inventory Still a Headwind for the Display Industry?

Smartphones

• Honor Launches the Magic Vs and Vs Ultimate Foldable Smartphones
• Honor, Oppo and Vivo Announce New AMOLED Smartphones
• Xiaomi Reports 10% Y/Y Revenue Decline in Q3’22 as Smartphones Drop 11%

TVs

• Philips Evaluating QD-OLED TVs

AR/VR

• NewSight Reality Announces First Demo of its AR Display Technology
• Vuzix Announces Ultralite OEM Smart Glasses

IT

• Dell Reports 6% Y/Y Revenue Decline – Commercial PC Revenue Drops 13%
• HP Reports 11% Y/Y Revenue Decline – Consumer and Commercial PC Revenue Declined by 25% and 6%
• LG Announces First 27” WOLED UltraGear^TM OLED Monitor Priced at $999

Automotive

• LG Display Develops Invisible Speakers for Automobiles

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mostly Up on Shortened Week, Oil Price Drop, Rise in Durable Goods Orders

The Lead

• 2022 Black Friday Deals Setting New All-Time Lows for TVs
• Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED
• OLED Panel Revenues Decreased 11% Y/Y in Q3’22 as Smartphones and TVs Drop 16% and 12%
• Apple iPhone 14 Pro and iPhone Pro Max Account for a 64% Share of iPhone 14 Models

Smartphones

• Qualcomm Announces Snapdragon 8 Gen 2 – Adds Wi-Fi 7 and Improves AI and Camera Performance
• BOE Participates in a New Round of Honor Strategic Financing
• Oppo and Vivo Announce New AMOLED Smartphones

MicroLEDs and AR/VR

• ITRI Shows New MicroLED Prototype with Quantum Dot Color Conversion
• Qualcomm Unveils the Snapdragon AR2 Gen 1 for Smart Glasses, Partners with Niantic on Reference Design
• Strategic Partnership Between Two MicroLED Giants – Ennostar & PlayNitride

IT

• Asus Reports 2% Y/Y Revenue Increase – Expects to Outperform the Market in 2023

Automotive

• Hyundai Mobis Develops Responsive Display, ‘Quick Menu Selection’

Earnings and Display Equipment

• AMAT Beats and Ups Guidance
• ULVAC Beats Consensus Despite Weak Quarter, Maintains Guidance
• V Tech Beats on the Top Line, Guides Profits Down Significantly
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed with Display Stocks Earning a Small Gain

The Lead

• Apple Warns iPhone 14 Pro and iPhone 14 Pro Max Supply
• US TV Inflation Stays Negative as Overall Inflation Continues

Earnings/Financials

• Taiwan Panel Maker Revenues Flat M/M; More Signs Market Has Hit Bottom
• JDI Losses Worsen in Q3
• Nikon’s FPD Litho Business Shrinks
• Tokyo Electron Crushes Consensus on Record Quarter Led by China, But Significantly Drops Guidance for Remainder of Fiscal Year

Events

• OLEDs World Summit Highlights, Part 2

Smartphones

• Apple Remains the World’s #1 Brand, Samsung #5
• Details on New Foldables Expected by the End of the Year
• Apple Announces $450M Investment for Emergency SOS Infrastructure
• Qualcomm Achieves Critical 5G mmWave Milestone in China
• MediaTek Announces Dimensity 9200 – First Smartphone SOC with WI-FI 7 Support
• Leica and Realme Announce New AMOLED Smartphones

AR/VR, MicroLEDs and MiniLEDs

• Meta Lays Off 11,000 Employees
• Porotech Expects Fast Growth
• 3D-Micromac to Ship Multiple LLO Systems for MicroLED Wafers
• BOE’s Strategic Investment in MiniLED/MicroLED

IT

• LG Announces 27” UltraFine^TM OLED Monitor Priced at $1999

Stretchable Displays

• LG Display Develops the World's First High-Resolution Stretchable Display

Display Materials

• DNP to Install Large Scale Metal Mask Production Line
• Current Chemicals Demonstrates Phosphor Film for MiniLED Backlights

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Surge on Better than Expected US Inflation Data

The Lead

• MicroLED: Have We Reached the Bottom of the Hype?
• Despite Downturn in the Display Industry, DSCC Report Reveals MiniLEDs Are Growing Steadily
• LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4

Events

• OLED World Summit Highlights, Part 1

Earnings

• Panel Makers
  • Panel Maker Q3 Earnings: BOE, EDO, Tianma, CHOT, Visionox and HannStar
  • Sharp Display Devices Falls to a Loss in Q3, Signals Restructuring of Sakai Display
• TVs
  • Weak Demand Continued to Limit TV Brand Profits in Q3
• Display Materials
  • UDC Bounces Back with Strong Q3
• IT
  • Lenovo Reports 4% Y/Y Revenue Decline – Remains Optimistic on Hybrid Work Model & Premium Products Segment
• Equipment
  • Canon Misses on Top and Bottom Lines, But Raises 2022 Revenues on Imaging
  • SCREEN Beats with All Segments Up Q/Q
• Semiconductors
  • Qualcomm Revenue Increases 22% Y/Y – Revises 2022 Handset Outlook on Elevated Channel Inventory Levels
  • AMD Revenue Increases 29% Y/Y – Expects Continued Declines in Client and Gaming Segments

Smartphones

• Huawei Introduces the Foldable Pocket S Targeting a Lower Price Point

OLED TVs

• Panasonic Unveils Viera LW1 OLED TV Series

AR/VR

• Sony Announces Price of its PSVR2 Headset, Reaches 25M PS5 Units

Fabs and Equipment

• BOE Formally Announces B20, Targeting Multiple Applications
• Latest Display Equipment POs and Awards

Display Materials

• Pixelligent Raises $45M
• OLED Material Supplier Jilin to Raise $38M in Private Placement

Medical

• UNIST Succeeds in High-Performance Display Attached to the Skin

Display Stocks and the Economy

• US Stocks Fall on Rate Sentiment, Display Stocks Rise as Panel Prices Hit Bottom

The Lead

• Panel Maker Q3 Earnings: LGD, AUO and Innolux Pile Up Big Losses
• Apple Reports 8% Y/Y Revenue Growth –- Misses on iPhone and Services Revenue
• Samsung Semi Profits Decline But Display Sets Profit Record

Smartphones

• Insights into Apple’s SE 4 – OLED Now a Possibility
• Samsung Launches W23 Flip and W23 Fold in China
• Motorola Launches Razr 2022 in Europe
• OTI Closes on $55M Round
• China’s August Smartphone Shipments Decline 5% M/M and 22% Y/Y - 5G Share Increases to 79%
• Vertu, Xiaomi and ZTE Announce New AMOLED Smartphones

AR/VR, MicroLEDs and Micro OLEDs

• Meta’s Q3 Earnings: Reality Labs Revenues Down 49%
• Nanosys to Maintain Control of MicroLED IP
• eMagin Expects Revenues Over $7M for Fourth Consecutive Quarter
• Aledia and QustomDot Partner on Large MicroLED Displays

More Earnings

• Corning Weathers Q3 Display Downturn with Gains in Optical and Solar
• Huawei Reports Revenue Growth on Carrier and Enterprise Products

IT

• Xiaomi Announces 13” OLED Notebook PC
• Samsung Electronics Launches QD-OLED Monitor in Korea

Display Equipment

• Latest Display Equipment POs and Awards
  

Display Stocks and the Economy

• US Stocks Rise on Apple, Q3 GDP Results and Slowing Inflation Data, Panel Stocks Fall

The Lead

• Slowdown in Display Fab Utilization in Q3 Was Worse Than Expected and Continues in Q4
• Samsung Right-Sizes TV Inventory and TCL TV Sales Increase in China
• Apple Reportedly Halting iPhone 14 Plus Production – Pro Max Continues as the Best Seller, up 43% Y/Y
• Foldable Smartphone Panel Shipments Expected to Be Down Big in Q4’22
• Panel Maker Q3 Earnings Preview

AR/VR

• Nanosys Sells MicroLED Fab to Avicena
• Raysolve Demonstrates a 0.39” Color MicroLED Display
• Snap’s Growth Continues to Slow
• TDK Demonstrates Smart Glasses with Laser Retinal Projection

IT

• Apple Announces New 10.9” iPad and 11” and 12.9” iPad Pro Models
• ViewSonic Launches 32” MiniLED Monitor

TVs

• LG Display’s OLED Panel, Acquires ‘Perfect Black’ Verification

Smartphones

• Vivo and ZTE Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Rise on Earnings and Potential Slower Rate Hikes

The Lead

• Taiwan Panel Makers Booked M/M Revenue Increase in September; Have They Hit Bottom?
• 2022 Holiday Shopping Season Kicks Off with Prime Day Promotions Setting New All-Time Lows for TVs
• US TV Inflation Takes a One-Month Pause as Overall Inflation Continues

AR/VR

• Meta Officially Launches the Quest Pro Headset
• Porotech Demonstrates Full Color Gamut MicroLED Array

Panel Suppliers

• SDC Pledges to Go Carbon Neutral by 2050

Smartphones

• TSMC Beats on Revenue - Lowers 2022 Capex on Macroeconomic Headwinds and Equipment Delivery Delays
• Motorola and Tecno Announce New AMOLED Smartphones

Display Equipment

• Latest Display Equipment POs and Awards

IT

• ViewSonic Launches 15.6” OLED Monitor

Display Stocks and the Economy

• US Stocks Fall on Inflation, Retail Data, Display Stocks Surge

The Lead

• OLED Smartphone Panel Revenues to Decline 5% Y/Y in 2022
• Samsung Earnings Slumped in Q3 But LG Managed Y/Y Gain

Display Equipment and Fabs

• OLED Supply/Demand Update – With Reduced Demand, Oversupply Likely to Persist
• Latest Display Equipment POs and Awards

AR/VR

• Sony Plans to Produce 2M PSVR2 Headsets by March
• Meta to Launch Quest 3 Next Year, Announces Company-wide Budget Cuts

Smartphones

• Google Announces Pixel 7 and Pixel 7 Pro
• Infinix, Huawei and Xiaomi Announce New AMOLED Smartphones

MicroLEDs

• LG Launches 136” MicroLED Residential Display in US Market
• Samsung Starts 89” MicroLED TV Production
• MICLEDI Partners with Kura and IQE

Medical/Health

• TCL Releases MiniLED Monitor for Medical Application
• SEWON E&C Begins Operation of OLED Phototherapy Patch Factory

IT

• Acer Announces Lightest 16” OLED Notebook PC

E Ink

• E Ink Confirms IGZO Backplanes Will Enable Faster Image Updates

Display Stocks and the Economy

• Stocks Rise Despite Plummeting Friday on Strong Jobs Report

The Lead

• OLED Revenues Expected to Decline 4% Y/Y in 2022 - Slower Growth for IT Applications
• Apple Reportedly Slows Down iPhone 14 Series Production, But Still Well Ahead of 2021 per DSCC, Pro Max Up 18% Y/Y
• Are Z Flip 4 and Z Fold 4 Volumes Coming Down vs. Expectations? Q4 Looks Soft
• Advanced TV Market Expected to Reach $36B by 2026
• LCD TV Panel Prices Continue to Fall
• Advanced Notebooks Rise 1% Y/Y in Q2’22 - Slower 2022 Growth of 66% Y/Y Expected as a Result of Softening Demand
• Advanced Monitor Market Expected to Rise 187% Y/Y in 2022 – New Display Sizes and More Brands Participate in the Category

Fab Activity, Panel Makers and Display Equipment

• What We Are Hearing About B20
• TCL Commissions t9
• Tianma Holds Groundbreaking Ceremony for TM19, Insight on TM20
• E Ink and Sharp Collaborate on IGZO Backplanes
• Latest Display Equipment POs and Awards

Smartphones

• DisplayMate’s iPhone 14 Pro Max Review – More Records and How They Achieved 2308 Nits of Peak Brightness
• Sharp and ZTE Announce New AMOLED Smartphones

TVs

• LG Display Reduces OLED TV Target
• LG Display Holds OLED Digital Art Exhibition with British Royal Academy of Arts
• Hisense Releases New MiniLED TV

Events

• Highlights from Detroit SID Vehicle Display Symposium & Expo

IT

• Samsung Display Shows 17” Slidable PC at Intel Innovation
• Dell Announces a New Variant of the QD-OLED Monitor

AR/VR

• Apple Gives 3500 PPI Specification for Micro OLED
• ByteDance Officially Unveils the Pico 4 for Select Markets

Display Stocks and the Economy

• Stocks Continue to Fall on Inflation Data, Higher Rates and Recessionary Concerns

Events

• Highlights from the AR/VR Display Forum
• Preview of Detroit Metro SID Vehicle Displays & Interfaces Symposium & Expo

DSCC Content

• Advanced Tablets Still Performing Well Although Q2’22 Was Lowest Quarter Since Q2’21
• Q2’22 Display Equipment Supplier Revenues Fall to Lowest Since Q2’20, Should Rebound in Q3’22

Smartphones

• Google Pixel 7 Series Launch Event Will Take Place on October 6th
• Asus and Xiaomi Announce New AMOLED Smartphones

TVs

• New EU Ruling Might Stop 8K TV Sales in 2023

New OLED Markets

• LG Display Targets the Railway Mobility Market with Transparent OLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Sink as Rates Rise with More Rate Increases to Come

The Lead

• DSCC’s Foldable Report Reveals Latest Results by Model
• The Latest Developments and Timing Regarding SDC’s First IT OLED Fab
• US TV Inflation in Free Fall
• Foxconn Wisconsin Revisited

TVs

• Samsung Lowers TV Shipment Goal
• Samsung Revamps TV Streaming Service
• LG Electronics Launches the World's Largest OLED TV, 97”

Smartphones

• China’s July Smartphone Shipments Decline 31% M/M and 31% Y/Y - 5G Share Decreases to 77%
• Oppo Readying Two New Foldable Smartphones to Launch in Q4’22
• Honor Announces New AMOLED Smartphone
• GSEO – A Beneficiary of the iPhone 14

AR/VR

• Measuring Light and Color on AR/VR Displays: Interview with Radiant Vision Systems

IT

• Samsung 55” Odyssey Ark is Now Available

Events

• SID UK and Ireland Special Session at ITC 2022

OLED Technology

• FDA Approves First OLED Phototherapy Device

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Plummet as High Inflation Persists

The Lead

• Flat Panel Display Revenues and Profits Continued to Deteriorate in Q2’22
• DSCC Captures All 2023 Foldable/Rollable Smartphone and Notebook Programs, Display Specs and Volumes – 2023 Forecast Provided by Month
• Apple Announces New Products Including the iPhone 14 Series with Always on Display, Bigger Batteries and Improved Cameras
• Corning Reduces Q3 Guidance for Display
• Taiwan Panel Maker Revenues Continue to Fall in August

Smartphones

• Huawei, Motorola and Xiaomi Announce New AMOLED Smartphones
• Qualcomm Announces Snapdragon 6 and 4 Gen 1 - Smartphones Expected in Q3’22 and Q1’23

LEDs and MiniLEDs

• Lumileds Get Approval for Up to $275M in Financing Under Chapter 11 Bankruptcy
• Macroblock – The Leader in MiniLED Driver ICs

AR/VR

• An Update on Upcoming VR Headset Launches
• Varjo Raises $40M in Series D and Adds Foxconn as Investor

Transparent OLEDs

• LG Display Targeting 'Transparent OLED' in Architectural and Design Markets

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Rebound on Hopes for Next Week’s Inflation Data

The Lead

• Advanced TV Market Growth Slowed in Q2’22

Panel Makers

• Panel Maker Q2 Earnings: BOE, CSOT, Tianma, CHOT and Visionox
• Display Fab Utilization Slowing Further, per DiScien

AR/VR and Micro Displays

• TCL Introduces Upgraded NXTWEAR Smart Glasses at IFA 2022
• Snap to Lay Off 20% of Employees
• Seoul Viosys Demonstrates Stacked RGB MicroLED Chip at IFA 2022
• Nreal Raises an Extra $15M and Starts Selling Smart Glasses in China
• Lenovo Announces Glasses T1 at IFA 2022
• AR/VR Display Forum: Last Chance to Register with Early Bird Pricing

Smartphones

• Nokia, Sony, Vivo and Xiaomi Announce New AMOLED Smartphones
• Samsung Galaxy Z Fold 4, Upgraded Eco² Plus™ and UPC Plus™ Technology

TVs and IT

• HP Misses on Revenue on Slowing Economy and Weakened Consumer Demand
• LG Announces 42” Bendable OLED Gaming Monitor
• Philips Announces New OLED TVs
• Samsung Unveils 34” QD-OLED at IFA 2022
• TCL Announces New MiniLED TV Series
• Asus Announces New OLED Notebook PCs and Officially Launches Zenbook 17 Fold OLED

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Fall on Rate Concerns, Jobs Report

The Lead

• LCD TV Panel Prices Reach New Lows
• SDC Dominating iPhone 14 Series Launch with >80% Share
• Samsung Display CEO JS Choi Proclaims OLED + MicroLED Revenues Can Reach $100B in 2030, Confirms G8.5 IT OLED Investment and Shares MicroLED Roadmap

Smartphones

• Apple iPhone Launch Event, “Far Out” Will Take Place on September 7th
• Latest Outlook for Samsung Z Flip 4/Fold 4 Production and Ramp, Korean Pre-Orders
• Korean UTG Processing Company CosesGT Shows Latest Samples Up To 18”
• Lenovo and Motorola Announce New AMOLED Smartphones
• STMicroelectronics and TrinamiX to Demonstrate Behind-OLED Face Authentication at IFA 2022

TVs and IT

• SDC to Boost QD-OLED Capacity by ~30% by Year End, New Models Coming
• Dell Reports 15% Y/Y Commercial PC Revenue Growth – Downgrades FY Outlook
• US Electronics Imports Data Shows Downturn in PC, TV Markets
• Corsair Announces 45” Bendable OLED Gaming Monitor
• BenQ Announces 48” OLED Gaming Monitor
• LG Announces 45” UltraGear OLED Gaming Monitor
• Mitsubishi CRT Settlement Shows the Long Reach of Price-Fixing

AR/VR and Micro Displays

• Vuzix Launches Blade 2 Smart Glasses with 30% Price Increase
• Drone Maker DJI Launches Goggles 2 with Micro OLED Displays
• LG Display, Cooperates with SK Hynix for OLEDoS
• Absen Launches New KLCOB MicroLED Series

LEDs

• Emerging LEDs Go Up, Traditional LEDs Step Down

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• US Stocks Fall on Powell’s Jackson Hole Speech, Emerging Stocks Rise on Stronger Dollar and New China Stimulus

The Lead

• OLED Panel Revenues Increase 12% Y/Y in Q2’22
• Glassmakers Shrug Off Display Downturn in Q2
• Weak Demand Hit TV Brand Profits in Q2

Panel Suppliers

• JDI Posts Another Loss in Q2
• Taiwan Panel Maker Revenues Plummeted in July

Smartphones

• Big Week for Foldables – New Foldable Smartphones from Samsung, Motorola and Xiaomi
• Motorola, OnePlus and Oppo Announce New AMOLED Smartphones

TVs

• While Overall Inflation Peaks, US TV Inflation Falls Further

AR/VR and MicroLEDs

• Register for the AR/VR Display Forum Before the Price Increase
• Vuzix Shield on Track to Be Released in 2H’22
• PlayNitride First MicroLED Company Publicly Listed
• Kopin Reports 20% Revenue Increase for Q2’22
• Jade Bird Display Secures Round A3 Financing

IT

• Lenovo Delivers Flat Y/Y Revenue – Expects PC Shipments to Decline 12%

Wearables

• Samsung Unpacked Showcases New Galaxy Watch 5 and Galaxy Watch 5 Pro with Larger Batteries

• Oppo Launches Two New Smartwatches

Display Equipment

• Tokyo Electron Misses on Top and Bottom Lines, Reduces 2022 Semi Market Outlook from +20% to +5-15%
• ULVAC Beats on Strong Display Revenues, Shares Outlook through Mid 2023
• Latest Display Equipment POs and Awards

Events

• Highlights of K-Display 2022

Display Stocks and the Economy

• US Stocks Rise Again as Inflation Falls, Sentiment Rises

The Lead

• LCD Oversupply Will Persist Through 2023
• DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop
• DSCC Advanced TV Cost Report Allows Comparison of QD-OLED Cost with WOLED and MiniLED

Panel Suppliers

• Panel Maker Q2 Earnings: Innolux Falls to Loss, HannStar Ekes Out a Profit
• Sharp Gains Small Profit in Q2 in Display
• Tough Time for Taiwan Panel Makers

TVs

• 2022 TV Shootout: Sony’s QD-OLED XR-A95K Wins Best of 4K TV and LG Wins Best of 8K TV

Display Equipment

• Nikon Enjoys Strong Beat on the Top/Bottom Lines, Expects Large Drop in FPD Litho Shipments in Fiscal 2023
• K&S Still Optimistic on MiniLED Opportunity Despite Revenue Drop
• BOE Pixey to Purchase “Hundreds” of MiniLED Placement Tools from Rohinni
• Latest Display Equipment POs and Awards

Display Materials

• UDC Hit by Slowdown in Q2

AR/VR, MicroLEDs and Micro OLEDs

• Samsung Demonstrates Prototype AR Glasses with Variable Focus
• Leyard to Manufacture Displays with Saphlux’s MicroLED Chip
• Xiaomi Launches Smart Glasses with Micro OLED in China
• KAIST Develops Ultra-Resolution AR/VR Display Technology

IT

• AMD Revenue Increases 70% Y/Y - Downgrades PC Business Outlook
• HP Launches a New 14” OLED Notebook PC Below $850

Smartphones

• OnePlus and Vivo Announce New AMOLED Smartphones

Display Stocks and the Economy

• Stocks Rise for the Week, Although Hot Jobs Report Stokes Wage Inflation Concerns

The Lead

• LCD TV Panel Prices Headed for One “L” of a Recovery in Q4

• Flat Panel Display Revenues Falling 19% in 2022, but Revenues Will Recover to $153 Billion in 2026

• LGD, AUO Fall to Losses in Q2

• Samsung Continued to Ride Semi Strength to Profitable Q2

Smartphones

• Apple Reports 2% Y/Y Growth – Expects Revenue Growth to Accelerate Despite Pockets of Softness

• Qualcomm Revenue Increases 36% Y/Y - Downgrades Outlook on Challenging Macroeconomic Environment

• Motorola to Announce Razr 2022 and New Flagship on August 2^nd

• Asus and Vivo Announce New AMOLED Smartphones

• Intel and MediaTek Form Foundry Partnership

• Samsung Trademark Hints at a 450MP Smartphone Image Sensor

TVs

• Comcast Rumored to Seek to Acquire Vizio

• Nanosys Secures Over $50M in Growth Capital Financing

Display Equipment and Materials

• Corning Overcomes Soft Display Revenues for Solid Q2

• Canon Beats on the Top Line, Lowers FPD Equipment Forecast

• SCREEN Misses on Top Line, Beats on Bottom Line, Display Revenues Fall to Lowest Since Q4’14 on China Shutdowns

• Latest Display Equipment POs and Awards

Events

• Registration is Open for the 2022 AR/VR Display Forum

AR/VR and MicroLEDs

• Meta Increases Quest 2 Price to $399 as Revenues Decline for the First Time

• Skyworth Launches VR Headsets with Pancake Lenses

• Jade Bird Display and Anycubic Unveil MicroLED 3D Printer

DSCC

• Sarah Shin Joins DSCC US as Sales Lead

Display Stocks and the Economy

• Despite Mostly Disappointing Data, Stocks Rise on Earnings Beats and Hopes for Smaller Rate Increases

The Lead

• Sharp Slowdown in Display Fab Utilization in Q3 as Panel Makers Try to Control Inventory Amid Display Panel Glut
• Display Fab Schedules Pushed Out on Market Weakness
• Panel Maker Q2 Earnings Preview

Smartphones

• Samsung to Launch New Foldable Smartphones on August 10^th, Insights from TM Roh and DSCC
• China’s June Smartphone Shipments Rebound to a 33% M/M and 9% Y/Y Increase - 5G Share Decreases to 84%
• Oppo and ZTE Announce New AMOLED Smartphones
• S23 Ultra Expected to Account for 46% of S23 Volumes

TVs

• Vizio Launches Basic 2023 TV Lineup
• C SEED Introduces N1 Series of MicroLED TVs

AR/VR

• Google Will Start Real World Testing of AR Smart Glasses in August
• Snap to Reduce Hiring as Revenue Growth Slows Down
• eMagin Expects Revenues Over $7M for Third Consecutive Quarter

Display Equipment

• Canon Releases Gen. 8 High-Resolution Exposure Equipment for IT Displays
• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Rebound on Upbeat Earnings Despite Some Worrying Data

The Lead

• OLED Smartphone Revenue to Decline 16% in 2022 on Macroeconomic Environment and Weakened Consumer Demand
• TV Market Suffering from Excess Inventory
• Advanced TV Market to Grow to $36B by 2026
• Samsung’s IT OLED Fab Plans Coming into Focus – Update on Expected FMM VTE Winners for First Two Lines and Substrate Size Differences

TVs

• US TV Prices Falling at Double-Digit % While Overall Inflation Soars
• 2022 Prime Day Promotions Included Record-Low OLED TVs

Smartphones

• Apple iPhone 14 Max Display Output Significantly Behind Pro Models
• Apple Files Shaped Cover Window Patent that Could Boost Foldable Robustness
• Infinix, Nothing, Realme and ZTE Announce New AMOLED Smartphones

Panel/Chip Supplier Financials

• Samsung Revenues Peaked in Q2 While Profit Increased Y/Y
• Taiwan Panel Maker Revenues Declined Again in June
• TSMC Reports Record Revenue and Raises Outlook on 37% Y/Y Revenue Growth Despite Macroeconomic Headwinds

AR/VR and MicroLEDs

• European Semiconductor Industry Invests in New Fabs
• Samsung Display Rumored to Be Developing Micro OLED
• Magic Leap 2 Availability and Pricing Revealed

Gaming Monitors

• Samsung Electronics’ Odyssey Neo G8 Receives Favorable Reviews

Display Equipment

• Latest Display Equipment POs and Awards

Display Stocks and the Economy

• Stocks Mixed on High Inflation Report

The Lead

• OLEDs One of the Few Bright Spots in 2022, Up 2% on Emerging Applications

Panel Suppliers

• HKC Submits IPO Documents, Some Details Revealed

Smartphones

• Apple’s iPhone 14 Pro Models Will Account for 47% of the Product Mix
• Apple’s iPhone Pro Models Will Use Latest Processors - Entry and Mid-Range Models to Use Older Processors for Now
• BOE Receives Approval for iPhone 14
• Asus, Vivo and Xiaomi Announce New AMOLED Smartphones

Smart Watches

• Apple to Release a Larger Apple Watch in the Fall, 1.99” Diagonal

AR/VR and MicroLEDs

• Jade Bird Display Announces High Brightness Red MicroLED Display
• An Update on VividQ’s Roadmap
• Startup Swave Photonics Raises $7M in Seed Round

OLED and MicroLED TVs

• LG Electronics’ OLED TV Rated Highest at HiVi Awards
• Samsung to Start Production of New MicroLED TV in Q3

Display Equipment

• Latest Display Equipment POs and Awards
• HB Solution and Kateeva Teaming Up on QD-OLED IJP Order

Reflective LCDs

• Azumo Raises Funding for Expansion of Reflective LCD Front-Lights

Display Stocks and Economy

• US Stocks Rebound, Employment Growth Remains Steady

The Lead

• Advanced TV Market Continues to Grow in 2022
• AMOLED Materials Market to Grow to $2.9 Billion by 2026
• LCD TV Panel Prices Reach All-Time Lows and Still Falling

Events

• Call for Speakers: AR/VR Display Forum 2022
• Additional Notes from Electronics Displays Conference

MicroLEDs

• Jade Bird Display Sets Its Sight on Color MicroLED Displays (Interview)
• PlayNitride Announces IPO for Q3
• Meta Cuts Headset Shipment Forecasts and Hiring Targets

OLED Materials

• Samsung Display Acquires OLED Material Start-up Cynora
• Samsung Display Suppliers Named for M12 Material Set for iPhone 14

Display Fabs and Equipment

• SDC G8.5 IT OLED Fab Update
• Samsung Display Considering OCR with IJP to Replace OCA Lamination
• Coherent’s Sale to II-VI Is Finalized
• Latest Display Equipment POs and Awards

Smartphones

• Huawei and Xiaomi Announce New AMOLED Smartphones
• Nothing Phone 1 Set to Debut on July 12th
• Asus ROG Phone 6 Gaming Smartphone Leaks Ahead of July 5th Event
• Samsung Reportedly Planning a Lower Cost A Series Foldable in 2024
• Huawei Mate X3 and P50 Pocket Successor Timing/Details Leaked
• Qualcomm 5G Modems Expected to Remain in Use Through Apple’s iPhones 15 Series
• Sony Announces 1” 50MP Smartphone Image Sensor

IT

• Sony Announces 27” Gaming Monitors

Semiconductors

• Bank of America Drops Semiconductor Market Outlook and Semi Stock Price Targets
• Samsung Starts 3nm Lithography Process

Display Stocks and the Economy

• US Stocks Continue to Fall, 1H’22 Down 21%

The Lead

• Advanced Notebooks Decline 26% But Remain Poised for 120% Y/Y Growth
• Advanced Monitor Market Expected to Rise 328% Y/Y - More Brands Entering the Category

Events

• Highlights from Electronics Displays Conference
• AR/VR and MicroLED at the Electronic Displays Conference

Smartphones

• Duksan Neolux and Samsung Display Are Developing an Alternative to OTI’s Cathode Patterning Materials
• China’s May Smartphone Shipments Increased 16% M/M and Declined 9% Y/Y - 5G Share Increased to 86%

Display Equipment and Fabs

• Latest Display Equipment POs and Awards
• Tianma Invests in a MicroLED Pilot Line

OLED TVs

• Panasonic Officially Unveils 2022 OLED TV Line Up – Adds 42” WOLED TV
• LG Display Announces Winners of Global OLED Design Competition

Automotive

• Samsung to Supply AMOLED Panels to BMW

Display Stocks and the Economy

• US Stocks Rebound After Previous Week’s Fed Move

The Lead

• Samsung Halting All Display Panel Purchasing
• DSCC Updates Tablet Forecasts, OLEDs Poised to Take Significant Share from 2024

Apple Tablets and Notebooks

• DSCC Expects Apple to Launch a 14.1” LED iPad in Q1’23
• DSCC Now Expects to See a 13.3” OLED MacBook in 2024

Smartphones

• Samsung Sticking with Aggressive 2022 Foldable Smartphone Volume Targets
• Oppo and Xiaomi Announce New AMOLED Smartphones
• TSMC Showcases 3nm and 2nm Node Roadmaps

OLED TVs

• Hisense Launches New OLED TV with Premium Sound
• JVC Announces Second Generation of OLED TVs
• Samsung S95B QD-OLED TVs “Cheat” Filmmaker Mode

Micro OLEDs, MicroLEDs and AR/VR

• LG Display Presents Strategy to Increase Brightness on Micro OLED
• LG Display Orders Deposition Tool for Micro OLED Development
• Meta Cancels Smart Glasses and Smart Watch to Focus on Second Generation of Project Nazare
• Kura Announces Collaboration with TSMC for Custom MicroLED DDIC

Display Fabs and Equipment

• LGD Secures $1B for Expansion of OLED Module Fab in Vietnam
• Is India Closer to Getting an AMOLED Fab?
• Latest Display Equipment POs and Awards

OLED Materials

• LG Chem Supplying Deuterium Blue for OLED EX

Display Stocks and the Economy

• Stocks Tank as Fed Makes its 75 Basis Points Move

The Lead

• Excess Inventory Acts as a Gale-Force Headwind for Display Industry
• Apple’s Worldwide Developers Conference (WWDC 2022) Highlights

Panel Makers

• Taiwan Panel Maker Total Revenues Decline Again in May
• Samsung Display Begins Mass Production of 240Hz OLED Notebook PC Display

TV

• US TV Prices Falling Fast While Overall Inflation Rises

Smartphones

• Motorola, Oppo and Realme Announce New AMOLED Smartphones

AR/VR

• Pimax Announces Another VR Headset with a QLED MiniLED Display
• Innolux Presents a Light Field Display for VR Headsets
• Jade Bird Display on Track to Complete New Plant

PCs

• Lenovo Delivers Record Year on 18% Y/Y Growth Despite Supply Chain Disruptions

Light Field Displays

• Looking Glass Factory Introduces 65” in Its Lineup of Light Field Displays

Materials

• SKC Sells PET Business

Equipment

• Mixed Quarter for Display Equipment Suppliers
• Latest Weekly POs and Awards

Display Stocks

• Inflation Worries Weigh on Stocks

Events

• SID/DSCC 2022 Business Conference Highlights – Automotive Display Market and Technology Outlook
• BOE Paper Reveals Reliability, Thickness and Brightness/Color Uniformity Advantages of the Water Drop Hinge Structure
• SID Display Week 2022 – Update on Kyulux
• LetinAR Presents its Optical Combiner Technology at SID
• DSCC to Give Keynote Presentation at the Electronic Displays Conference

MicroLEDs

• Samsung Launches New Model of The Wall with 0.63mm Pixel Pitch
• Transparent OLEDs
• LG Display Expands Transparent OLED Business

AR/VR

• PPG and Meta Materials Collaborate on Dynamic Dimming for AR/VR

PCs

• Dell Reports Record Revenue Fueled by 22% Y/Y Commercial PC Revenue Growth
• HP Beats Revenue Estimate on Continued Strong Business Demand for PCs

Smartphones

• Honor and ZTE Announce New AMOLED Smartphones

Equipment

• Latest Weekly POs and Awards

Display Stocks

• Stocks Go Sideways in See-Saw Week

The Lead

• Flat Panel Display Revenues, Profits Tumbled in Q1’22
• Foldable Smartphones Continued to Surge in Q1’22, Strong Growth Expected in 2022
• LCD TV Panel Prices Plunging in May

SID

• Summary of the MiniLED and MicroLED Session at the SID/DSCC Business Conference
• More Notes from SID Display Week 2022 Exhibition
• SID Display Week 2022 Papers on OLED Materials: Sunera, LG Display and Kyulux

Panel Suppliers

• AUO and Innolux Dismiss Merger Rumors Again
• Off-Again: Samsung Deal with LGD for White OLED Pushed to 2023

Smartphones

• China’s April Smartphone Shipments Decline 34% Y/Y and 16% M/M– 5G Share Increases to 82%
• Oppo and Vivo Announce New AMOLED Smartphones

IT

• MSI Announces 34” QD-OLED Monitor
• LG Announces New UltraGear 48” OLED Gaming Monitor
• Asus Announces New OLED Monitors and OLED Notebook PCs
• Acer Updates the Swift 3 Notebook PC with an OLED Display

AR/VR

• Apple’s Headset Could Have Outward Facing Display
• Qualcomm Releases New Reference Design for Smart Glasses
• Lynx Raises $4M in Series A

Automotive

• Automotive Displays are Getting Bigger

Display Equipment

• Latest Weekly POs and Awards

Display Stocks and the Economy

• Stocks Rebound as Inflation Moderates

SID/DSCC Business Conference Session Review

• TV Market and Technology Outlook

• Smartphone Display Market and Technology Outlook

• Emerging Technologies Enabling Mobile Advances
• Emerging Technologies Enabling TV and IT Advances
  

SID Symposium Highlights

• Idemitsu Achieves High Performance Blue Fluorescent OLED

• Samsung Reports Breakthrough on Blue Phosphorescent OLED Lifetime

SID Exhibition Highlights

• BOE to Commercialize 95” WOLED Panel Shown at Display Week 2022

• LG Display Unveils WOLED MLA Technology at SID 2022

• Interview with Porotech

TVs

• Vizio Off to a “Great Start” in 2022 but Losing Money

Notebooks and Monitors

• Apple Delays 27” MiniLED Monitor Launch on Shanghai Shutdown

• Acer Announces Updated OLED Notebook PCs

• Asus Announces New 16” MiniLED Gaming Notebook PC

Smartphones

• Xiaomi Reports 5% Y/Y Revenue Decline on Double Digit Y/Y Smartphone Decline

• China’s March Smartphone Shipments Decline 40% Y/Y – 5G Share Declines to 77% from a High of 88%

• Motorola, OnePlus, Oppo, Realme and Vivo Announce New AMOLED Smartphones

• Qualcomm Announces Snapdragon 8+ Gen 1 - Smartphones Expected in Q3’22

Display Equipment and Materials

• Display Equipment Supplier Earnings – Applied Materials, SCREEN, TEL, ULVAC and V Technology

• Latest Weekly POs and Awards

• China’s Wuhan Rouxian Makes Progress in Penetrating Chinese Suppliers for Flexible PI Substrates

Display Stocks and the Economy

• Stocks Mixed on Inflation Concerns, Retail Weakness

SID

• Keynote Session Summary – Bad Year for Display Financials, But Display Performance Continues to Improve
• UDC Keynote Offers More Detail on Phosphorescent Blue After UDC Q1 Earnings Beat Consensus
• IT Session Highlights – IT Display Market and Technology Outlook Summary
• AR/VR Session Summary
• SID Exhibit Highlights- LGD, SDC, BOE and China Star
• MicroLED Prototypes Demonstrated at Display Week
• What Meta Presented at Display Week
• VividQ Demonstrates New Holographic Technology for AR at Display Week

DSCC Data

• Q1’22 OLED Revenues Flat Y/Y Despite 4% Unit Decline

Display Suppliers

• Visionox Holds 2022 Technology Innovation Launch Event
• Panel Maker Q1 Earnings: Innolux and Sharp Still Profitable and JDI Beats Forecast
• Taiwan Panel Maker Revenues Plunge in April

Smartphones

• Google Announces Pixel 6a and Teases the Pixel 7, Pixel 7 Pro, Pixel Watch and Pixel Tablet at I/O Event
• Upcoming Foldable Smartphone Images and Updates – Samsung Z Flip 4 and Z Fold 4 and Motorola Razr 3
• Apple Rumored to be Testing USB-C for iPhones in 2023
• Sharp, Sony, Xiaomi and ZTE Announce New AMOLED Smartphones

Notebooks and Tablets

• Digitimes Reports Notebook Production Pushed Out to July
• Samsung Announces Galaxy Tab S6 Lite - 2022 Version

AR/VR and MicroLEDs

• Google Teases Smart Glasses for Live Translation

Display Materials and Equipment

• KPS Introduces New FMM Approach for G8.5+ IT OLED Panels
• Latest Weekly POs and Awards

Display Stocks and the Economy

• Stocks Mostly Down on Inflation Concerns

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

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

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

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

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

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

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

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

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

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

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

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

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 9^th

• 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

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

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

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

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

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

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

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

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

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 30^th

• 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

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

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

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

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

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

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

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

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” UltraFine^TM 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

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 14^th

• 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 20^th

• 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

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

The Lead

• LCD TV Panel Prices Keep Going Up
• SID Business Conference on May 17^th 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 28^th, 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

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

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

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 2^nd Generation Kaleido E-Paper Display

Display Stocks and the Economy

• Stocks Rise on Stimulus, Remain Volatile on Inflation Concerns

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

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

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

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

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

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