Latest Blogs

LCD TV Panel Prices Declining in Q2

May 12, 2025

The rally in LCD TV panel prices that started at the beginning of the year has run its course. When panel makers started increasing utilization in March, the demand-supply balance […]
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Trump Retreats on Display Tariffs

April 14, 2025

After a series of escalating tariffs on imports from China threatened to make display products prohibitively expensive, President Trump on Friday announced to exempt most of these products from higher […]
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Takeaways from Electronic Displays Conference

March 24, 2025

The conference appeared to be well attended with an estimated 300 participants. The program included four separate sessions on automotive displays along with parallel sessions on display materials, flexible displays […]
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Press Releases

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Ross Young, Apple-leaker e CEO da Display Supply Chain Consultants (DSCC)

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Featured Reports

Display Trends OLEDs

The Future of OLED Manufacturing

January 2024

Although active matrix OLEDs have become a $40B market, they are far from a mature technology. OLEDs have significant potential for more growth and are still evolving in terms of cost and performance. In addition, now that MicroLEDs are emerging, OLEDs are under greater pressure to boost performance and lower cost and […]
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Quarterly Smartwatch Shipment and Technology Report

Quarterly

This report tracks OLED and MicroLED smartwatch panel shipments by panel supplier, brand, form factor, display size, panel ASPs and panel revenues as well as forecasts for OLED and MicroLED smartwatches. In addition, it provides insight into technology and innovation trends in OLED and MicroLED display technologies, which are applicable to smartwatches […]
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Display Technology TV AR/VR

MicroLED Display Technology and Market Outlook

Annual - 2024

MicroLEDs have garnered a lot of interest because of the potential advantages over other flat-panel display technologies, most notably in high efficiency, high brightness, high color saturation, faster response rate, and longer lifetime. This unique combination of features would make MicroLED the superior display for many applications, ranging from super large TVs […]
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Display Materials OLEDs

Semi-Annual AMOLED Materials Report

Semi-Annual

This report tracks all OLED evaporation materials used in the production of AMOLED panels including Mobile/IT/TV & Other applications. it includes detailed stack diagrams for all the main configurations of AMOLED panels including White OLED/QD-OLED for TVs, RGB OLED for mobile devices, and tandem stacks for IT devices. Additionally, the report covers […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Semi-Annual MiniLED Backlight Technologies, Cost and Shipment Report

Semi-Annual

MiniLED backlights in LCDs can potentially offer numerous advantages over other flat panel display technologies, most notably in high brightness, high contrast ratio, lower power consumption than WOLED TV and higher efficiency. The superior performance makes MiniLED backlights attractive for use in a variety of applications, ranging from large TVs to IT […]
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Weekly Review Headlines

May 19th, 2025

The Lead

  • SID Business Conference Keynote Highlights
  • SID Business Conference Automotive Session Overview
  • SID Business Conference Session - Smartphone Display Market Evolution and Outlook
  • Price Increases, Strong Utilization Lift Display Glass Market to Highest Revenue in More than 10 Years

Earnings

  • Q1 2025 Earnings: Innolux in Black, JDI Struggles, Sharp to Sell K2
  • Asus Revenue Up 18% YoY in Q1 2025; Revenues from PCs, Monitors, Smartphones Increased 15% YoY
  • Acer Revenue in April Down 37% MoM, Up 4% YoY

IT Displays

  • Acer Launches New 27” QD-OLED Monitors with 500Hz and 240Hz Refresh Rates
  • Acer Expands Aspire AI, Swift AI, Predator Series Copilot PC Offerings

Smartphones

  • Qualcomm Announces Snapdragon 7 Gen 4 – Features On - Device AI,Wi-Fi 7, Bluetooth 6.0
  • New OLED Smartphones from Samsung and vivo

Display Equipment

  • Latest PO and Awards

US-China Trade

  • US-China Trade Developments – May 10-16

Display Stocks and the Economy

  • Stocks Surge on US-China Trade Deal
Report Details