Reports

Display Equipment

Quarterly Display Supply Chain Financial Health Report

This report provides a deep dive into the health of 14 publicly traded panel suppliers which enables companies to benchmark themselves against their competition as well as track the health of their suppliers and customers. It provides critical data and unbiased analysis on panel suppliers which financial analysts can use to benchmark the companies they are tracking and monitor those they haven't been tracking. It also enables companies and bankers to perform financial due diligence on companies they are interested in acquiring or investing in as well as establish industry specific benchmarks and
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Outlook on 8k Report

Relies on interviews with panel makers, TV brands, broadcasters, equipment and materials suppliers. Discusses how 8K may impact display manufacturing processes, any key manufacturing challenges, likely price points and sizes introduced by TV brand and challenges for broadcasters. Developed in partnership with Insight Media.
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Display Technology OLEDs Foldable

2018 Foldable Display Technology and Market Report

This report explores the challenges and opportunities associated with foldable displays which have the opportunity to breathe new life into stagnant markets. It examines the obstacles that must be overcome, the most likely solutions, timing of foldable display production and which markets are most likely to benefit. It also provides detailed foldable costs, how they compare with flexible OLEDs and how fast they are likely to fall by application, size and resolution. It also provides a capacity forecast, yield analyst and a detailed shipment forecast in units, revenues, application, size and area. This report relies directly on interviews with panel, equipment and materials suppliers and provides detailed industry roadmaps.
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Display Costs Smartphones

Semi-Annual Smartphone Display Cost Report

Semi-Annual

Due to the growing penetration of OLEDs into smartphones, Counterpoint has developed a cost model that compares and forecasts LTPS and OLED smartphone display costs. The cost model also examines all of the different form factors currently or coming into the smartphone market. Panel covered include - Rigid 5.5"/6.0" 16:9, 6.0"/6.4" 18-19.5:9, Flexible 5.5" 16:9, 5.8"/6.0"/6.2"/6.5" 18-19.5:9 . More displays will be added as these categories continue to emerge. Includes detailed BOM results and forecasts, panel prices and panel margins.
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Display Materials

Quarterly Display Glass Report

Quarterly

This report tracks glass capacity and shipments for all major glass makers across all LCD and OLED display fabs. The report combines Counterpoint’s comprehensive insight into industry capacity and utilization with in-depth understanding of display glass and the supply chain.
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