FOR IMMEDIATE RELEASE: 09/26/2023
DSCC to Hold 4th Annual Global Display Supply Chain and Technology Outlook Conference on November 1st, 2023
La Jolla, CA -
For the fourth straight year, DSCC will hold a virtual conference in Q4 where its experts from around the world will provide attendees with the latest display market results, forecasts and key display market and technology trends while also discussing key issues facing the display supply chain. 2023 has been another difficult year for the display industry, but may likely represent the bottom of the latest cycle with significantly better times ahead in 2024 and beyond.
DSCC and Counterpoint analysts will address what lies ahead in 2024, how each market segment is likely to perform, how display technologies and costs are evolving, where panel prices and margins are headed and which companies are likely to outperform.
Presenters and topics include:
- Display Market Outlook, Bob O’Brien, Co-Founder & Principal Analyst, DSCC
- The Global TV Market Post-Pandemic, Bob O’Brien, Co-Founder & Principal Analyst
- Regional Trends in the Smartphone Market, Jeff Fieldhack, Research Director, Counterpoint Research
- Advanced Smartphone Market Outlook, David Naranjo, Senior Director, DSCC
- 2024 Global Foldable and Rollable Market and Technology Outlook, Ross Young, Co-Founder & CEO, DSCC
- Chinese OLED Makers' 2024 Business Plan and Strategy, Rita Li, Director of China Operations, DSCC
- IT Display Market Outlook, David Naranjo, Senior Director, DSCC
- AMOLED Materials Market, Kyle Jang, Senior Analyst of Display Components and Materials, DSCC
- MiniLED Market Potential and Expansion Outlook, Leo Liu, Director of Taiwan Operations, DSCC
- Emerging Technologies: Outlook on MicroLED and AR/VR Displays, Guillaume Chansin, Director of Display Research, DSCC
- Display Capex and Manufacturing Technology Outlook, Ross Young, Co-Founder & CEO, DSCC
- Q&A Roundtable
A summary of each talk can be found below:
Display Market Outlook
The display industry enjoyed and then suffered the wildest turn of the Crystal Cycle caused by the pandemic. As the industry recovers from its post-pandemic slump, we review the state of the industry in 2023 and our outlook through 2027. This presentation will highlight the most important technology advancements which will affect the display industry and will include our long-term outlook for the display market by application and technology.
The Global TV Market Post-Pandemic
The TV market saw its best year ever at the height of the pandemic and then experienced a slump after the pandemic abated. The top three global brands – Samsung, LG and Sony – have seen their revenues and market share decline but have maintained their profitability. Meanwhile, two Chinese brands – Hisense and TCL – have been aggressively targeting developed markets to gain share with increasingly competitive technologies. We review the brand battle in the TV market at a global and regional level, and describe the key technologies that compete for the premium market, including MiniLED, WOLED, QD-OLED, MicroLED and others. This presentation will include our forecast for TV demand by screen size category and by display technology.
Regional Trends in the Smartphone Market
This presentation will examine the latest insights from Counterpoint’s regional smartphone data. It will reveal which countries are outperforming and which are underperforming in 2023 and what is expected in 2024. It will also examine other important product and market trends.
Advanced Smartphone Market Outlook
This talk will examine the latest results and outlook for the smartphone display market including the latest smartphone shipments, near term forecasts, cost and price outlook, etc. This talk will leverage DSCC’s Monthly Flagship Smartphone Tracker, Smartphone Display Cost Report and other reports. It will also examine which brands and panel suppliers took share in 2023 and are best positioned to gain ground in 2024.
2024 Global Foldable and Rollable Market and Technology Outlook
This talk will examine the latest results and outlook for foldable smartphones and the latest outlook for foldable IT devices as well as rollable smartphone and IT devices. It will examine which brands, models and panel suppliers gained share in 2023 and which are best positioned in 2024. It will also examine how the category is likely to evolve, what new products are coming and when Apple is likely to enter the foldable smartphone and IT categories.
Chinese OLED Makers' 2024 Business Plan and Strategy
China's flexible OLED suppliers have gained share through fierce price competition and have helped grow the flexible OLED market at the expense of rigid OLEDs. Moving forward, China’s OLED suppliers need to continue to raise their technical capabilities under the brand’s requirements to keep up with Samsung Display which continues to raise the bar on display performance and quality. This presentation will examine each Chinese OLED suppliers’ strategy including technology commercialization plans, capacity, allocation by customer, price trends and cost reduction efforts.
IT Display Market Outlook
The growth of displays for notebook PCs, monitors and tablets for the commercial and consumer segments slowed in 2022 and in the first half of 2023, The second half of 2023 is expected to see a recovery as a result of improved brand and channel inventories, back-to-school seasonality, holidays seasonality and commercial demand for AI performance for PCs. This presentation will summarize DSCC's latest results and outlook for the advanced IT display segment, highlighting the competitive landscape for advanced IT displays (OLED and MiniLED LCDs) and the key drivers that are expected to enable them to coexist and fuel continued growth. These key drivers include the expectation that Apple will enter the OLED tablet category in 2024, panel cost and price reductions, new G8.7 fab investments, new technologies, current/future brand positioning and improved display performance.
AMOLED Materials Market
This presentation will cover DSCC’s latest view on the:
- AMOLED Materials Market
- Supply Chain
- Emitting Materials Technology Trends and Issues - Phosphorescent Blue, TADF, Deuterium, Stacks(IT/TV), Plasmon Enhancement, etc.
MiniLED Market Potential and Expansion Outlook
It has been more than two years since Apple released the iPad Pro with a MiniLED backlight. Apple has successfully started the MiniLED trend. MiniLED has been introduced into various applications such as IT, TV, AR/VR and Automotive. However, high cost, lack of standardization and an inefficient supply-chain limit the penetration rate of MiniLED. At the same time, MiniLED is facing strong competition from another emerging display technology - OLED. How to break through the current obstacles has become an urgent issue. This presentation will provide a comprehensive analysis and future development of MiniLED.
Emerging Technologies: Outlook on MicroLED and AR/VR Displays
This presentation will summarize key findings from DSCC's latest reports on MicroLED and AR/VR displays.
MicroLED is a promising new display technology, but manufacturing costs are still high. A target application is wearables (smart watches) because of the requirements for high brightness and long battery life. For large screens such as TVs, it will be challenging to compete on cost against OLED and MiniLED LCD. DSCC still expects MicroLED shipments to grow but it will take time to reach a significant market share.
Meanwhile, the AR/VR market remains a battleground for display technologies. Apple and a few other brands have adopted OLED-on-Silicon, but LCD is still expected to dominate in the short term. For smart glasses with see-through waveguides, full color MicroLED is seen by many as the Holy Grail. However, other technologies such as LCoS and laser beam scanning (LBS) are still in the race.
Display Capex and Manufacturing Technology Outlook
This talk will highlight the latest results and forecasts for display equipment spending and capex. It will cover the latest fab schedule changes and how capacity will be affected. It will also examine display equipment spending and capacity trends. This talk will also delve into what new display frontplane and backplane technologies are coming, what their advantages are, how they are likely to be implemented along with their capex. It will emphasize new technologies to improve OLED performance and their impact on capex.
Display Supply Chain Consultants (DSCC) was formed by experienced display market analysts from throughout the display supply chain and delivers valuable insights through consulting, syndicated reports and events. The company has offices in the US, China, Japan, Korea, Taiwan and the UK. DSCC is on the web at www.displaysupplychain.com and can be reached in the US at email@example.com.