Press Releases

Press Releases

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

China AMOLED Evaporation Materials Market Grows 58% YoY in 2024

January 6, 2025

AMOLED evaporation materials revenues are expected to increase 22% YoY in 2024. China’s AMOLED evaporation materials market has expanded significantly, growing 58% YoY in 2024 to reach $252 million. China’s local players like Jilin OLED, LTOM and Summer Sprout are expected to lead the country’s AMOLED evaporation market.Read More

DSCC’s FOPLP and Glass Substrate Packaging Report Reveals Significant Growth Opportunities

December 23, 2024

The Fan Out Panel Level Packaging (FOPLP) market, which includes glass substrate packaging (GSP), is expected to grow at a 29% CAGR to $2.9B. Numerous applications will benefit from FOPLP including AI, HPCs, Communication, Automotive, Displays, etc. AI and HPCs are expected to lead from 2026. Companies throughout the semiconductor and display supply chains are poised to benefit from the shift to FOPLP and GSPs.Read More

DSCC Reduces OLED Tablet Market Outlook on Weakness at Apple and Delays in Foldable/Slidable Devices

December 16, 2024

2024 OLED and MiniLED tablet panel volumes are expected to rise 71% Y/Y to over 11M, but down 15% vs. last quarter on lower-than-expected demand for the OLED Apple iPad Pro. Apple’s 2024 Advanced Tablet share is expected to reach 51% in 2024, up from 38% in 2023, but below previous expectations of 56%. Apple to drive future OLED tablet market growth as it introduces an OLED iPad Mini in 2026 and two new iPad Air models and a foldable model in 2027.Read More

Display Glass Revenues Rising Despite Soft Demand

December 9, 2024

Display glass shipments declined in Q3’24 and are expected to decline further in Q4’24. Domestic Chinese glass makers have been adding Gen 8.5 capacity in 2023-2024. DSCC estimates that display glass revenues are expected to increase 13% in yen terms in 2024, but this translates to only a 5% increase in US$ terms.Read More

Foldable Smartphone Market Stalls in 2024 and 2025

December 2, 2024

Foldable smartphone displays declined Y/Y for the first time in Q3’24. 2025 is also expected to be down. Adoption below expectations as Samsung remains regionally concentrated, Chinese brands are pulling back and it remains dominated by just two brands. There is reason for optimism however with Apple expected to enter in 2H’26. In addition, we expect more multi-fold models coming in 2026 and the first slidable laptop in 2025.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