MicroLED will be a major topic at the 2025 SID Business Conference, powered by Counterpoint Research, on May 13 and 14 at the San Jose Convention Center. Several high-profile companies will present innovative solutions for the successful commercialization of MicroLED displays in multiple applications.Read More
The 2025 SID Business Conference, powered by Counterpoint Research and sponsored by Applied Materials, Edison Innovations, InZiv, OTI Lumionics, Pixel-Flo, Smartkem, Tianma, Universal Display and VueReal, will feature over 20 presentations from some of the leading minds in the display industry. Taking place at the San Jose Convention Center on May 13 and 14, the event will feature three keynotes with unique insightsRead More
The market for quantum dot films and diffuser plates increased 42% YoY in 2024. The key driver was QD-LCD and MiniLED TVs which accounted for the bulk of the market. We expect double-digit growth to continue in 2025, despite controversy over low-concentration films in some TVs. Notebooks and monitors to grow at an even steeper rate but will remain a small segment of the QD market. However, the new US tariffs will curb demand for premium displays if they become permanent. Material revenues in QD-OLED panels increased 38% YoY but are expected to decline in 2025 as Samsung Display improves quantum dot ink utilization.Read More
In 2025, we expect to see only 2% YoY growth for OLED smartphone panel revenues on a 6% bump in OLED smartphone units. Panel gains will be made on flexible OLEDs with the premium smartphone segment remaining strong. The biggest revenue declines are happening in mid-range devices as well as foldables. This follows a string of high-growth years, with 2024 revenues growing 10% YoY on 33% YoY unit growth driven by strong demand from Chinese OEMs, Apple and Samsung.Read More
In 2025, we expect the notebook PC category to grow 5% YoY, with advanced notebook PC panel shipments increasing by 8% YoY. The biggest drivers for growth are the Windows 10 sunset on October 14, 2025, the rise of AI PCs and the 3-to-5-year replacement cycle. In 2024, the notebook PC category recovered and grew by double-digits YoY after declining 13% YoY in 2023. OLEDs and MiniLEDs accounted for an 8% share in 2024, up from 6% in 2023, as more brands recognized the potential of Copilot PCs.Read More
Display equipment spending forecast 2020-2027 raised by 2% to $77 billion. OLED penetration continues to increase in smartphones, tablets and laptops, but demand for IT OLED is lower than expected. China’s share of the 2020-2027 spending is projected to be 83%, with the country leading every year.Read More
Global TV shipments in Q4 2024 grew 2% YoY, the third consecutive quarters of YoY increases. Premium TV shipments grew 51% YoY, QD LCD and Mini LED LCD TVs continued to rise. TCL grew rapidly in the premium sector, surpassing LG to take 2nd place with 20% market share. Concerns about negative impact on TV makers with large sales of premium TVs in North America due to ‘Trump tariffs’.Read More
Display glass shipments increased 7% YoY in Q4 2024 and revenues increased 16%. Display glass revenues are expected to increase 14% YoY in the first half of 2025. Domestic Chinese glassmakers have added capacity and have gained share.Read More
Counterpoint Research and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2025 SID Business Conference, powered by Counterpoint Research. SID awarded the organization and execution of the SID Business Conference to the display group within Counterpoint Research, previously known as Display Supply Chain Consultants (DSCC), for the ninth straight year. The 2025 event will be the 22nd anniversary of the SID Business Conference. The SID Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $130B display industry with over 250 attendees annuallyRead More
Approximately 80% of US Smartphones, Mobile PCs, and Monitors Are Imported from China • Approximately 80% of US TV Imports are from Mexico • Possibility of China 'Subsidy Payment' in Response to US 'Tariff War' to Help Chinese Brands • Korean Companies Concerned about Being 'Front-End' by US Tariff-China Subsidy WarRead More
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