Press Releases

Press Releases

Increased Quantum Dot Adoption in Displays Drives Double-digit Revenue Growth in 2024

April 15, 2025

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

OLED Smartphone Panel Revenues to Increase 2% YoY in 2025 on 6% YoY Unit Growth

April 10, 2025

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

AI PCs, Windows 10 Sunset to Fuel Advanced Notebook PC Display Growth of 8% YoY in 2025

April 10, 2025

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 Capex Forecast Raised on OLED Demand

April 2, 2025

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 Premium TV Market Grew 51% YoY in Q4 2024; Samsung Leads, TCL Surpasses LG to Take Second Spot

March 3, 2025

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 Revenues to Increase 14% YoY in H1 2025

February 24, 2025

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 Announces Call for Speakers for 2025 SID Business Conference

February 18, 2025

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

Trump's Tariff Bomb Can Be a 'Direct Hit' on US Display Products

February 5, 2025

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

Flat Panel Display Fab Utilization Increasing in Q1 2025

February 3, 2025

The Q4 2024 slowdown in fab utilization ended earlier than expected and utilization has increased since November. LCD fab utilization is increasing in Q1 2025 with increased demand for TV and IT products. OLED utilization will be higher YoY in Q1 2025 as the seasonal slowdown is milder than prior years.Read More

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