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Counterpoint’s Advanced TV Cost Report Tracks Displays From QD-OLEDs to 116” LCDs

July 21, 2025

Counterpoint Research has released its latest Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. The H1 2025 edition includes updates to all sizes of WOLED panels and 55”+ LCD, including LCD with MiniLED backlights, and cost profiles for 55”, 65” and 77” QD-OLED panels from SDC. We have also added new cost profiles of 98”, 100”, 115” and 116” UHD-LCD panels, manufactured on Gen 8.5, Gen 8.6 and Gen 10.5 substrates in China. It covers the new gaming monitors from SDC, which are 49” and 34” QD-OLED panels.
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Farewell, Ross

July 14, 2025

As many of you may have already heard, Ross Young has resigned from his position at Counterpoint Research. For readers of the Counterpoint Display Weekly Review, this may not be a surprise since Ross has not been writing for our newsletter since the beginning of the year. Instead, he has been building an important series of new reports on automotive displays. Ross has posted to social media that he has retired and has plans for travel all around the world for this fall.
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Flat Panel Display Fab Utilization Trending Down in Q3

July 14, 2025

After a rally in the first months of the year, flat panel display fab utilization peaked in March-April and has been trending down in Q3 2025, according to the latest release of Counterpoint Research’s Quarterly All Display Fab Utilization Report, issued last week. After a flurry of demand in China and distortions from US tariff policy earlier in the year, panel makers appear to be pulling back to avoid building inventory.
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LCD TV Panel Prices Declining in Q3 2025

July 7, 2025

For most of the history of the flat panel display industry, the Crystal Cycle of shortage and oversupply led to wild swings in LCD TV panel prices. That pattern stopped in 2023 and a new pattern emerged with more gentle fluctuations. At the halfway point of 2025, this new pattern has prices falling from a recent peak in Q1, continuing the unprecedented run of relative stability.
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Event Highlights: SID Automotive Display & Electronics Workshop, New Delhi

June 30, 2025

The Society for Information Display (SID), in collaboration with the India Cellular and Electronics Association (ICEA), hosted the first-ever Auto motive Display & Electronics Workshop in New Delhi. The workshop brought together industry veterans, government advisors and academic experts to explore and discuss automotive market trends, policies and cutting-edge innovations in display technologies and electronic architecture.
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US TV Imports Largely Safe from Trump Tariffs But Monitor Makers Still Rely on China

June 23, 2025

TV importers in the US can largely dodge the Trump “reciprocal” tariffs, but importers of monitors continue to rely on China and face a 20% tariff starting in Q2 2025. Last month we shared data from the US International Trade Commission (ITC) on imports of electronic goods, smartphones and mobile PCs. We continue that analysis covering the two applications with the greatest impact on display area – monitors and TVs.
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India’s Panel Dynamics: LCD Holds Ground as OLED Gains Momentum

June 16, 2025

India’s ambition to become a global electronics manufacturing hub is gaining momentum, as the country charts a path toward a $500-billion electronics industry and 6 million new jobs by FY2030. Therefore, it becomes crucial to examine the market dynamics and trends that are shaping this transformation.
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End of FPD Oversupply in Sight, LCD Shortage on Horizon

June 16, 2025

Capacity additions put in place during the pandemic demand boom resulted in a systematic oversupply in the display industry that continues in 2025. But as long-term demand drivers continue to play out, that oversupply will eventually turn to a shortage. That turn will happen within the five-year timeframe of the forecast from Counterpoint Research’s Quarterly FPD Supply/Demand Report, released last week. Although we expect only modest growth in demand for display products, that persistent growth will fill up capacity and eventually lead to demand for new or expanded LCD fabs.
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LCD TV Panel Prices Continue Decline in June

June 9, 2025

For most of the history of the flat panel display industry, LCD TV panel prices were characterized by wild swings, as the industry went from oversupply to shortage. That pattern stopped in 2023 and a new pattern emerged with more gentle fluctuations. In Q2 2025, this new pattern has prices falling from a recent peak in Q1, continuing the unprecedented run of relative stability.
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India Commands 9% of Global Flat Panel Display Revenue

June 9, 2025

Globally, display technology is evolving at a rapid pace, driven by the rising demand for thinner, lighter, brighter and more energy-efficient screens. From LCD and QLED to OLED and Micro-LED, display types cater to a wide range of industries, including consumer electronics, IT, automotive, healthcare, retail, education and entertainment, and all of these are seeing rising demand.
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