Press Releases

Press Releases

Flat Panel Display Oversupply Will Continue Into 2024

November 27, 2023

The challenging oversupply environment for the display industry in 2023 will continue into 2024, according to DSCC’s Quarterly FPD Supply/Demand Report, released last week. According to DSCC Principal Analyst and CFO Bob O'Brien, “Although we expect a modest recovery in demand for display products, and this recovery in demand will reduce the gap between supply and demand, there will continue to be excess capacity for both OLED and LCD in 2024.”Read More

New MicroLED Forecast Shows Smart Watches Taking the Lead

November 20, 2023

The market for MicroLED displays is expected to surpass $1.4B by 2028, according to DSCC’s latest MicroLED Display Technology and Market Outlook Report. MicroLED will slowly appear in a few applications, such as smart watches, AR glasses and automotive displays, where superior performance can justify a higher price for the display.Read More

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

November 13, 2023

As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 18% Q/Q and 14% Y/Y in Q3’23 to 205M units (Q2’23 saw a 1% Y/Y increase). The Y/Y growth for several applications is a welcome sign indicating that inventory has started to rebalance for some categories after Y/Y declines in 2022 and in the first half of 2023. In Q3’23, by select OLED applications, OLED smartphones panel shipments increased 12% Q/Q and 25% Y/Y in units and OLED TV panel shipments decreased 14% Q/Q and 40% Y/Y in units. More categories and details can be found in the report.Read More

DSCC’s Global On-Demand Conference Begins Today

November 1, 2023

DSCC’s fourth annual Global Display Supply Chain Dynamics and Technology Outlook Conference, begins today, November 1st, 2023. The conference features tens of thousands of dollars’ worth of market research at a fraction of the price with 11 talks from two different leading market research firms. All presentations are pre-recorded and available on-demand. Therefore, presentations can be viewed in any order, allowing attendees to spend their time more efficiently by viewing the subjects that are most important to them.Read More

Latest Display Equipment Forecast and Future of OLED Manufacturing to Be Discussed at Upcoming DSCC Conference

October 30, 2023

At DSCC’s upcoming Global Display Supply Chain Dynamics and Technology Outlook Conference, DSCC CEO Ross Young will discuss the latest developments in display manufacturing. He will add color to the latest LCD and OLED fab schedules recently produced in DSCC’s Q4’23 Quarterly Display Capex and Equipment Market Share Report and also present the latest equipment spending results and forecasts segmented by backplane and frontplane technologies among other parameters. He will also discuss any significant supplier market share changes by equipment segment and reveal the top overall display equipment companies as well as the top buyers of display equipment. In addition, he will provide insight into the latest Micro OLED and MicroLED fab schedules. Ross will show that Apple’s latest OLED product roadmap is driving new fab investments and will present opportunities to those that invest. He will also show that LCD demand growth will significantly outpace LCD supply growth over the next five years, which should result in new LCD investments over time.Read More

Smartphones a Big Focus of Upcoming DSCC Conference

October 25, 2023

The smartphone market will be a big focus of DSCC’s Global Display Supply Chain Dynamics and Technology Outlook Conference taking place on November 1st with presentations from three DSCC and one Counterpoint Research analyst. It will include the latest shipment and panel procurement results and forecasts, regional trends, cost and price results and forecasts, product and brand roadmaps and much more. Smartphone related presentations include:Read More

DSCC Report Reveals MiniLED Penetration Continues to Steadily Increase

October 25, 2023

The impact of sluggish global demand continued to influence MiniLED shipments in Q2’23. DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report reveals that MiniLED shipments fell 5% Q/Q and 32% Y/Y in Q2’23 to 41.3M units, the lowest total since Q3’21. However, the MiniLED market is expected to have rebounded in Q3’23 with inventory approaching normal levels and demand responding, rising 26% Q/Q to 52.1M units, but still down 33% Y/Y. MiniLED backlight shipments fell 1% Q/Q and 15% Y/Y to 3.94M in Q2’23 and are believed to have risen 16% Q/Q while falling 24% Y/Y to 4.6M in Q3’23.Read More

Fab Utilization Cooling in Q4’23 to Avoid Oversupply

October 23, 2023

The increase in display fab utilization that started in Q1’23 accelerated in the second and third quarters but has come to an end and utilization is declining in the fourth quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. The big increases in utilization by LCD makers have stocked the display supply chain with sufficient product for the holiday selling season, and panel makers are tapping the breaks in an effort to make a “soft landing” and avoid an oversupply.Read More

The IT Display Market Outlook to be Discussed at DSCC’s Global Display Supply Chain and Technology Outlook Conference

October 18, 2023

DSCC’s fourth annual Global Display Supply Chain and Technology Outlook Conference will be held virtually on November 1st, 2023, and 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. David Naranjo, Sr. Director will present “The IT Display Market Outlook”.Read More

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

October 11, 2023

DSCC’s fourth annual Global Display Supply Chain and Technology Outlook Conference will be held virtually on November 1st, 2023, and 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. Bob O’Brien, Principal Analyst and CFO will present “The Global TV Market Post-Pandemic”.Read More

FREE INSIGHTS

Counterpoint’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.

Register

Press Release Archives