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• Blog LCD TV Panel Prices Wilting in Summer Heat
  August 4, 2025
  For the second year in a row, summer has been a soft spot for LCD TV panel prices. The recent pattern of more gentle fluctuations in price seems to be settling into a seasonal pattern where prices increase over the winter and decrease in the summer months. Compared to the long-term pattern of wild price swings, the recent pattern is vastly more moderate.
• Blog Display Glass Market to Grow 11% in 2025 on Strong Volume, Price Increases
  August 4, 2025
  An increase in prices in the second half of 2024, combined with strong utilization by panel makers in the first half of 2025, drove the display glass market to its highest value in at least 10 years, according to Counterpoint Research’s Display Glass Report, released last week. We expect that revenues will decline in both the third and fourth quarters, but even with those declines, display glass revenues will increase 11% YoY in 2025.
• Blog LGD Books Big Profit on Guangzhou Sale but Posts Operating Loss in a Slow Q2 2025
  July 28, 2025
  LG Display booked its largest quarterly net profit in more than 10 years in Q2 2025 based on an extraordinary gain from its sale of the Gen 8.5 LCD fab in Guangzhou. The profit gave a shine to an otherwise bleak quarter, as the company’s streak of quarterly operating profits ended at two. LGD has now reported net losses in 11 of the last 13 quarters.
• Blog US to Ban BOE OLED Panels in Samsung Patent Infringement Case
  July 21, 2025
  The US International Trade Commission (US ITC) has issued a Final Initial Determination (ID) on Samsung’s case against BOE, accusing the Chinese company of patent infringement. The ID recommends a limited exclusion order and a cease-and-desist order, which would prevent the import of BOE’s OLED panels and smartphones made with those panels.
• Blog Counterpoint’s Advanced TV Cost Report Tracks Displays From QD-OLEDs to 116” LCDs
  July 21, 2025
  Counterpoint Research has released its latest Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. The H1 2025 edition includes updates to all sizes of WOLED panels and 55”+ LCD, including LCD with MiniLED backlights, and cost profiles for 55”, 65” and 77” QD-OLED panels from SDC. We have also added new cost profiles of 98”, 100”, 115” and 116” UHD-LCD panels, manufactured on Gen 8.5, Gen 8.6 and Gen 10.5 substrates in China. It covers the new gaming monitors from SDC, which are 49” and 34” QD-OLED panels.
• Blog Farewell, Ross
  July 14, 2025
  As many of you may have already heard, Ross Young has resigned from his position at Counterpoint Research. For readers of the Counterpoint Display Weekly Review, this may not be a surprise since Ross has not been writing for our newsletter since the beginning of the year. Instead, he has been building an important series of new reports on automotive displays. Ross has posted to social media that he has retired and has plans for travel all around the world for this fall.
• Blog Flat Panel Display Fab Utilization Trending Down in Q3
  July 14, 2025
  After a rally in the first months of the year, flat panel display fab utilization peaked in March-April and has been trending down in Q3 2025, according to the latest release of Counterpoint Research’s Quarterly All Display Fab Utilization Report, issued last week. After a flurry of demand in China and distortions from US tariff policy earlier in the year, panel makers appear to be pulling back to avoid building inventory.
• Press Release OLED Panel Revenues Up 2% YoY in Q1 2025; Outlook for 2025 Remains Flattish Amid Tariff, Macro Environment Concerns
  July 9, 2025
  In Q1 2025, OLED panel shipments and revenues increased 4% YoY and 2% YoY, respectively. Most of the unit growth during the quarter was across TVs, tablets, monitors and smartphones, whereas OLED notebook PCs saw a decline. For the full year 2025, we forecast overall OLED panel unit growth of 4%. But revenues will remain flat mainly due to panel ASP declines across all applications, with the smartphone ASP declining 2% YoY.
• Blog LCD TV Panel Prices Declining in Q3 2025
  July 7, 2025
  For most of the history of the flat panel display industry, the Crystal Cycle of shortage and oversupply led to wild swings in LCD TV panel prices. That pattern stopped in 2023 and a new pattern emerged with more gentle fluctuations. At the halfway point of 2025, this new pattern has prices falling from a recent peak in Q1, continuing the unprecedented run of relative stability.
• Report Quarterly Advanced IT Display Capacity Report
  
  Counterpoint's Quarterly Advanced IT Display Capacity Report is critical for every company in the OLED and LCD / MiniLED supply chain. It tracks OLED and LCD IT fab schedules, OLED demand by IT applications, OLED supply/demand for rigid OLEDs, flexible OLEDs and LED Supply / Demand.
• Report Quarterly Advanced IT Display Technology Report
  
  Counterpoint's Quarterly Advanced IT Display Technology Report provides insights into what new features are coming and when. This includes product and technology roadmaps for brands, panel suppliers and other supply chain participants.
• Report Quarterly Advanced IT Display Shipment Report
  
  Counterpoint's Quarterly Advanced IT Display Shipment Report tracks advanced display shipments and forecasts shipments for all high-end displays into the tablet, notebook PC and desktop monitor markets. We are now in an age of display technology and form factor competition in the IT markets where brands and OEMs can choose between a wide variety of display technologies and alternative form factors.
• Blog Event Highlights: SID Automotive Display & Electronics Workshop, New Delhi
  June 30, 2025
  The Society for Information Display (SID), in collaboration with the India Cellular and Electronics Association (ICEA), hosted the first-ever Auto motive Display & Electronics Workshop in New Delhi. The workshop brought together industry veterans, government advisors and academic experts to explore and discuss automotive market trends, policies and cutting-edge innovations in display technologies and electronic architecture.
• Blog US TV Imports Largely Safe from Trump Tariffs But Monitor Makers Still Rely on China
  June 23, 2025
  TV importers in the US can largely dodge the Trump “reciprocal” tariffs, but importers of monitors continue to rely on China and face a 20% tariff starting in Q2 2025. Last month we shared data from the US International Trade Commission (ITC) on imports of electronic goods, smartphones and mobile PCs. We continue that analysis covering the two applications with the greatest impact on display area – monitors and TVs.
• Press Release TCL, Hisense Threaten Samsung’s Leadership in Premium TV Market
  June 23, 2025
  In Q1 2025, global Advanced TV shipments increased 44% YoY and revenues increased 35% YoY. TCL and Hisense increased their shipments by triple-digit percentages YoY. Both companies are gaining share driven by their emphasis on MiniLED TVs and ultra-large (>75”) screens. Samsung still leads the Advanced TV category, but its share has decreased as the Chinese brands gain.
• Blog India’s Panel Dynamics: LCD Holds Ground as OLED Gains Momentum
  June 16, 2025
  India’s ambition to become a global electronics manufacturing hub is gaining momentum, as the country charts a path toward a $500-billion electronics industry and 6 million new jobs by FY2030. Therefore, it becomes crucial to examine the market dynamics and trends that are shaping this transformation.
• Blog End of FPD Oversupply in Sight, LCD Shortage on Horizon
  June 16, 2025
  Capacity additions put in place during the pandemic demand boom resulted in a systematic oversupply in the display industry that continues in 2025. But as long-term demand drivers continue to play out, that oversupply will eventually turn to a shortage. That turn will happen within the five-year timeframe of the forecast from Counterpoint Research’s Quarterly FPD Supply/Demand Report, released last week. Although we expect only modest growth in demand for display products, that persistent growth will fill up capacity and eventually lead to demand for new or expanded LCD fabs.
• Blog LCD TV Panel Prices Continue Decline in June
  June 9, 2025
  For most of the history of the flat panel display industry, LCD TV panel prices were characterized by wild swings, as the industry went from oversupply to shortage. That pattern stopped in 2023 and a new pattern emerged with more gentle fluctuations. In Q2 2025, this new pattern has prices falling from a recent peak in Q1, continuing the unprecedented run of relative stability.
• Blog India Commands 9% of Global Flat Panel Display Revenue
  June 9, 2025
  Globally, display technology is evolving at a rapid pace, driven by the rising demand for thinner, lighter, brighter and more energy-efficient screens. From LCD and QLED to OLED and Micro-LED, display types cater to a wide range of industries, including consumer electronics, IT, automotive, healthcare, retail, education and entertainment, and all of these are seeing rising demand.
• Blog TCL, Hisense Threaten Samsung’s Leadership in Premium TV Market
  June 2, 2025
  TCL and Hisense both continued to gain share in the premium TV market in Q1 2025 and both companies threaten to dethrone Samsung, the market’s leading brand for the last 20 years, according to Counterpoint Research’s latest Quarterly Advanced TV Shipment and Forecast Report, released last week. The two companies drove a huge increase in shipments in their home market of China but also showed increasing strength in overseas markets.
• Press Release TVs, Tablets Help Flat Panel Display Market Recover in 2024; Automotive to Drive Future Growth
  June 2, 2025
  The global flat panel display market’s revenues grew 11% YoY in 2024 after bottoming in 2023. Strong revenues across a broad range of applications including tablets, TVs, monitors, notebooks and automotive reflect improved dynamics across a variety of metrics. We expect overall 2025 revenue growth to remain comparatively flat, weighed down by shrinking smartphone unit sales. We remain bullish on automotive displays with both short-term and long-term revenue growth expected to be in the high single digits to low double digits.
• Blog SID Business Conference: MicroLED Session Overview
  May 27, 2025
  On the second day of the SID Business Conference, a session on ‘MicroLED Display Commercialization’ featured five talks from Counterpoint, Aledia, Smartkem, InZiv and Pixel-Flo. While this report will only focus on this session, it should be noted that MicroLED technology was also discussed by Tianma (keynote session) and VueReal (automotive session) on Day 1 of the conference.
• Blog SID Business Conference: IT Session Highlights
  May 27, 2025
  The ‘IT Market and Technology Outlook’ session consisted of an analyst, OLED material suppliers, a laser systems company and a panel supplier: • David Naranjo, Associate Director, Counterpoint Research • Dr Georg Bernatz, Global Head of Technical Marketing OLED, EMD Electronics • Jan Blochwitz-Nimoth, CEO, beeOLED • Dr Oliver Haupt, Director Strategic Marketing, Coherent LaserSystems • Dr Fa-Hsyang Chen, Manager of TFT Technology Development, Visionox
• Blog SID Business Conference: TV Session Highlights Wide Color Gamut Battle
  May 27, 2025
  The SID Business Conference session on ‘Display Technologies Shaping the TV Market’ highlighted developments in arguably the most important application for displays, including competing visions for wide color gamut solutions. The session included four presentations, starting with my own and including one TV OEM and two materials companies.
• Blog SID Business Conference Automotive Session Overview
  May 21, 2025
  At the SID Business Conference, the automotive session focused on how the industry is rapidly changing, from trade policy to electronics architectures, and related display technology trends. My presentation focused on key trends putting pressure on automakers and an overview of trends related to center information displays (CIDs) and digital instrument clusters (DICs).
• Blog SID Business Conference Smartphone Session Overview
  May 21, 2025
  At the SID Business Conference, this author gave a presentation on the global smartphone market overview, which was followed by a presentation from Michael G Helander, Co-Founder and CEO of OTI Lumionics, focused on the company’s technology that enables under-display cameras and sensors for deployments in 3D facial recognition solutions. Lastly, Dr Michael Hack, VP of Business Development at Universal Display Corporation (UDC), focused on the company’s continued developments in OLED technologies and highlighted the potential of phosphorescence for future leaps in OLED efficiency. He also discussed the impact of plasmonics and the pivot of the company’s solvent-free dry printing solution, Organic Vapor Jet Printing (OVJP), from displays to other non-display applications.
• Blog Price Increases, Strong Utilization Lift Display Glass Market to Highest Revenues in More than 10 Years
  May 19, 2025
  An increase in prices in the second half of 2024, combined with strong utilization by panel makers in Q1 2025, drove the display glass market to its highest value in at least 10 years, according to Counterpoint Research’s Display Glass Report, released last week. We expect that revenues will be close to flat QoQ in the second quarter of 2025 and decline in the third quarter.
• Blog SID Business Conference Keynote Highlights
  May 19, 2025
  The 2025 SID Business Conference was held on May 13-14. Around 200 people registered from more than 100 different companies and 16 countries. We had a record number of sponsors with Applied Materials serving as a Gold sponsor and nine other companies – Coherent, Edison Innovations, InZiv, OTI Lumionics, Pixel-Flo, Smartkem, Tianma, Universal Display and VueReal – sponsoring at the Bronze level.
• Blog LCD TV Panel Prices Declining in Q2
  May 12, 2025
  The rally in LCD TV panel prices that started at the beginning of the year has run its course. When panel makers started increasing utilization in March, the demand-supply balance shifted and prices peaked before starting to decline in Q2. However, the Q2 declines are moderate, with prices staying in a relatively small range and continuing the unprecedented run of relative stability.
• Team Member Nikhil Kishor
  May 7, 2025
• Press Release Automotive Display Shipments, Revenues, Area Reach New Heights in 2024
  May 5, 2025
  While display unit shipments grew slowly along with vehicle shipments, display revenues and display area grew much faster due to vehicle displays becoming bigger and more advanced. In particular, electric vehicles (EVs) and hybrids are driving display growth as they adopt significantly larger displays on average than internal combustion engine (ICE) vehicles. Toyota remained the #1 brand on a display revenue basis for at least the third straight year, while Tesla’s Model Y remained the #1 car model on a display revenue basis for the second straight year. Counterpoint Research has released its latest shipment report on automotive displays for passenger vehicles on a model-by-model basis, covering the Q1 2022-Q4 2024 period. The report covers the digital information cluster (DIC) and center information displays (CID). Prices are provided for each panel used in passenger vehicles.
• Press Release XR Display Market to Grow 6% YoY as AR Smart Glasses Gain Momentum
  May 5, 2025
  Global XR display shipments are expected to rise 6% in 2025, with shipments for AR glasses growing 42%. The growth will be a partial recovery, following a significant drop in display shipments in 2024. LCD will represent an 87% share of VR panel shipments, while OLED-on-Silicon will have a 75% share in AR. The recovery is projected to continue next year, but US tariffs on China bring a high level of uncertainty.
• Event Speakers Yijun Huang
  April 30, 2025
• Event Speakers Gerrit Schneemann
  April 30, 2025
• Event Speakers Richard Kim
  April 29, 2025
• Event Speakers Joe Hedges
  April 28, 2025
• Press Release SID Business Conference to Highlight IT Market Outlook and Technologies That Will Drive Growth
  April 28, 2025
  The 2025 SID Business Conference, powered by Counterpoint Research, will be held on May 13 and 14 at the San Jose Convention Center. It will feature numerous insightful talks about the IT market and the various innovations that will continue to fuel growth. The session on IT displays will feature talks from:
• Press Release SID Business Conference to Unpack Disruption in TV Technology and Business Models
  April 28, 2025
  The TV industry is undergoing a period of transition, with both display technologies and business models evolving rapidly. These developments will be the focus at the 2025 SID Business Conference, powered by Counterpoint Research and to be held from May 13 to 14 at the San Jose Convention Center. The conference will see industry executives reviewing the business landscape of the industry and highlighting new technologies driving premium TV products.
• Press Release SID Business Conference Automotive Session to Focus on Rapidly Changing Display Technologies
  April 28, 2025
  The 2025 SID Business Conference, powered by Counterpoint Research, will be held on May 13 and 14 at the San Jose Convention Center. Besides other topics, it will also cover the latest developments in the automotive display sector, one of the fastest-growing applications for displays. Automakers are launching models with larger displays and more form factors. Automotive display sizes and resolutions continue to increase as advanced displays make their way from premium to mid-tier vehicle models.
• Event Speakers Abhijit Kotnis
  April 23, 2025
• Event Speakers Dr. Fa-Hsyang Chen
  April 23, 2025
• Event Speakers Vada Garcia
  April 21, 2025
• Press Release SID Business Conference to Highlight MicroLED Commercialization Pathways
  April 21, 2025
  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.
• Event Sponsors Edison Innovations Licensing
  April 17, 2025
• Event Sponsors Pixel-Flo
  April 17, 2025
• Press Release SID Business Conference Keynotes to Address Automotive Display Market and Future of OLED Manufacturing
  April 16, 2025
  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 insights
• Press Release 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.
• Event Speakers Pierre Laboisse
  April 14, 2025
• Blog Trump Retreats on Display Tariffs
  April 14, 2025
  After a series of escalating tariffs on imports from China threatened to make display products prohibitively expensive, President Trump on Friday announced to exempt most of these products from higher tariffs. The exemption applies to all countries including China, and covers smartphones, mobile PCs (laptops and tablets) and parts thereof, monitors, flat panel displays, semiconductors and semiconductor equipment. The exemption does not cover TVs, so TVs imported from China will incur a massive additional 145% tariff. Imports of electronics from China will still be subject to the 20% tariff Trump imposed because of the country’s role in fentanyl trade.
• Press Release 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.
• Press Release 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.
• Event Speakers Dr. Siegfried (Siggi) Dirr
  April 9, 2025
• Blog Trump Tariffs Will Hit Display Industry Hard
  April 7, 2025
  US President Donald Trump announced on April 2 a sweeping series of tariffs that will result in massive price increases for display products in the country. Trump’s executive order titled “Regulating Imports with a Reciprocal Tariff to Rectify Trade Practices that Contribute to Large and Persistent Annual United States Goods Trade Deficits” reverses 80 years of US trade policy and brings the country back to a tariff regime last seen in the 19th century.
• Event Speakers Pixel-Flo Ltd.
  April 3, 2025
• Press Release 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.
• Event Speakers Jan Blochwitz-Nimoth
  April 1, 2025
• Event Speakers VueReal
  April 1, 2025
• Blog OLED Oversupply Persists but Set to Decline Slowly
  March 31, 2025
  We have updated our Quarterly OLED Supply/Demand and Capital Spending Report for Q1 2025 with Counterpoint Research’s latest capacity outlook for the industry and forecast for OLED panel demand. With demand for OLED displays for mobile and IT applications increasing at the end of 2024, we have raised our longer-term demand outlook. At the same time, with the financial case for OLED capacity expansion remaining a challenge, our outlook for supply growth has been slightly reduced. We now see demand growth for OLED for mobile and IT applications exceeding supply growth, and oversupply gradually declining throughout our five-year forecast period.
• Event Sponsors VueReal
  March 31, 2025
• Report Quarterly OLED Supply/Demand Report
  
  This quarterly report is critical for every company in the OLED supply/chain. It tracks OLED and Micro OLED fab schedules, OLED unyielded and yielded capacity, OLED demand by application and OLED supply/demand for rigid OLEDs, flexible OLEDs and OLED TVs.
• Event Speakers Yuichi Motohashi
  March 24, 2025
• Blog Takeaways from Electronic Displays Conference
  March 24, 2025
  The conference appeared to be well attended with an estimated 300 participants. The program included four separate sessions on automotive displays along with parallel sessions on display materials, flexible displays, digital signage and other topics.
• Event Speakers Dr. Georg Bernatz
  March 17, 2025
• Blog AUO, Tianma Present MicroLED Tech at edC 2025
  March 17, 2025
  Giving a talk on MicroLED at the Electronic Displays Conference (edC) in Nuremberg recently, AUO said it now has a G4.5 production line, which enables the company to target various display sizes. AUO is focusing on smartwatches and automotive displays. The circular display used in smartwatches can also be repurposed for circular knobs.
• Event Speakers Nanosys
  March 13, 2025
• Blog TCL, Hisense Surge in TV Market in Q4 2024 With MiniLED Storm
  March 10, 2025
  TCL and Hisense both reached all-time highs in global TV market share in Q4 2024, according to Counterpoint Research’s Global TV Shipment and Forecast Report, released last week. The two companies rode tailwinds in their home market of China and aggressively promoted large MiniLED TVs to gain share in the premium TV market.
• Event Speakers Greg Basich
  March 5, 2025
• Event Speakers Dr. Eric Cheng
  March 4, 2025
• Event Speakers Indrajit Lahiri, Ph.D.
  March 4, 2025
• Press Release 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’.
• Press Release 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.
• Press Release 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 annually
• Blog 2025 Super Bowl TV Deals Bring Few New All-time Lows
  February 10, 2025
  The Super Bowl, held yesterday, marks the end of the big TV sales season in the US, and as usual, the top brands made a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party.
• Events 2025 SID Business Conference, Powered by Counterpoint Research
  February 7, 2025
  The SID Business Conference is the display industry’s single largest and longest running business conference. It provides the best view of the future of the display business due to all the prestigious financial analysts, market analysts and display industry executives participating.
• Press Release 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 War
• Press Release 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.
• Blog Samsung Announces S25 Series: Seven Years of Upgrades, New On-device AI Features
  January 27, 2025
  Samsung announced the S25 series during the Galaxy Unpacked 2025 event on January 22 (a few days later than when it announced the S24 series on January 17, 2024).
• Blog CES 2025: More AI PCs, New Display Sizes for Gaming Monitors and New Form Factors
  January 21, 2025
  From the moment I entered the Central and West Halls at CES 2025 in Las Vegas, it became apparent that in addition to the plethora of TV displays and automotive solutions, this was the year of AI PCs and new gaming monitors.
• Press Release AMOLED Evaporation Materials Market: LG Chem May Take 2nd Spot From DuPont in 2025; UDC to Remain Leader
  January 21, 2025
  DuPont is likely to maintain its second place position in 2024, but LG Chemical may overtake it in 2025. UDC is projected to retain its position as the leader. Growth in the Next-generation Blue market is expected to be delayed until after 2026 due to challenges in achieving lifespan.
• Blog TV Makers at CES 2025: Samsung, LG Focus on AI; Hisense, TCL Claim Leadership in Display Tech
  January 13, 2025
  In media events held at the start of CES 2025, and in their main exhibit space, the top five global TV makers had very different approaches in their announcements about products. The two South Korean giants, Samsung and LG, focused on artificial intelligence (AI) while the upcoming Chinese competitors, Hisense and TCL, claimed the leadership of display technology in the TV space. Finally, Sony’s conference featured many connections with its content businesses. But all these TV makers described their strategic partnerships with US technology firms.
• Blog 10 Predictions for the Display Industry in 2025
  January 6, 2025
  As we have done each year since 2019, we have some predictions for the year.
• Press Release 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.
• Press Release OLED Panel Revenues Increased 28% YoY in Q3 2024; Expected to Increase 16% in 2024 on Growth from Smartphones, TVs, IT Applications
  January 6, 2025
  Q3’24 OLED revenues rose 28% YoY on 34% YoY unit growth. 2024 OLED revenues are expected to increase 16% YoY on 28% unit growth helped by a richer mix. In 2024, we expect 28% YoY unit and 16% YoY revenue growth, fueled by smartphones, TVs and IT applications (monitors, notebook PCs and tablets).
• Press Release 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 $2.9B. Numerous applications will benefit from FOPLP including AI, HPCs, Communication, Automotive, Displays, etc. AI and HPCs are expected to lead from 2026. Companies throughout the semiconductor and display supply chains are poised to benefit from the shift to FOPLP and GSPs.
• Press Release DSCC Reduces OLED Tablet Market Outlook on Weakness at Apple and Delays in Foldable/Slidable Devices
  December 16, 2024
  2024 OLED and MiniLED tablet panel volumes are expected to rise 71% Y/Y to over 11M, but down 15% vs. last quarter on lower-than-expected demand for the OLED Apple iPad Pro. Apple’s 2024 Advanced Tablet share is expected to reach 51% in 2024, up from 38% in 2023, but below previous expectations of 56%. Apple to drive future OLED tablet market growth as it introduces an OLED iPad Mini in 2026 and two new iPad Air models and a foldable model in 2027.
• Press Release Display Glass Revenues Rising Despite Soft Demand
  December 9, 2024
  Display glass shipments declined in Q3’24 and are expected to decline further in Q4’24. Domestic Chinese glass makers have been adding Gen 8.5 capacity in 2023-2024. DSCC estimates that display glass revenues are expected to increase 13% in yen terms in 2024, but this translates to only a 5% increase in US$ terms.
• Press Release 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.
• Blog 2024 Black Friday Deals Set New All-Time Lows for Big TVs
  December 2, 2024
  The central promotional event of the holiday season happened this week, and retailers offered all-time low prices for TVs during Black Friday. Although LCD TV panel prices are about the same today compared with a year ago, on some screen sizes the TV set prices are lower this year. This year we see much more promotion of the largest screen TVs, 98” or 100” LCD TVs. The competition from LCD is also pulling down OLED TV prices, which are also hitting all-time lows.
• Blog LCD TV Panel Prices Have Flatlined in Q4
  December 2, 2024
  Restrained production by major Chinese LCD makers has kept a lid on industry supply in the fourth quarter, and as a result LCD TV panel prices have stabilized. For the first time ever, in our outlook we expect prices for all panel sizes to be unchanged for at least four consecutive months.
• Counterpoint in the News The New M4 MacBook Pro Has a Quantum Dot Display; What Is It?
  November 26, 2024
• Press Release iPhone 16 Series Cumulative Panel Procurement Projected to be 1% Lower than the iPhone 15 Series Through November
  November 25, 2024
  As we approach the end of November and with the iPhone 16 series being available since September 20th, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel procurement through November for the iPhone 16 Series is tracking 1% lower versus the iPhone 15 series during the same period in 2023. Panel procurement for the iPhone 15 series started in June 2023, while panel procurement for the iPhone 16 series started in July 2024. In October, iPhone 16 series panel procurement was 11% lower than the iPhone 15 series during the same time period in 2023.
• Press Release Flat Panel Display Fab Utilization Restrained in 2H’24
  November 25, 2024
  After a modest increase in the spring and summer months, flat panel display fab utilization started to decrease in the third quarter of 2024 and is decreasing further in the fourth quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued earlier this month. Panel makers appear to be managing utilization to avoid oversupply and inventory build-up
• Press Release Double-Digit Y/Y Growth for Smartphones and TVs Fuel 32% Y/Y Growth for OLED Panel Shipments in Q3’24
  November 25, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 3% Q/Q and 32% Y/Y in Q3’24 after increasing 12% Q/Q and 50% Y/Y in Q2’24. In Q3’24, by select OLED applications, OLED tablet panel shipments decreased 20% Q/Q and increased 127% Y/Y, OLED smartphones increased 2% Q/Q and 39% Y/Y and OLED TVs increased 2% Q/Q and 48% Y/Y.
• Blog Applied Materials Announces New Tool and Architecture for Next Generation OLED Manufacturing, Samsung Display Now Assessing Their Technology
  November 20, 2024
  OLEDs found in smartphones, tablets, laptops, smartwatches and automotive applications are fabricated using a fine metal mask vacuum thermal evaporation (FMM VTE) tool. While Applied hasn’t disclosed pricing for their solution, FMM VTE tools can cost $500M each at G8.7 for 7.5K capacity for a tandem stack and the total FMM VTE expenditure for a 15K substrate per month tandem OLED fab can reach $1B. Equipment suppliers can only make and install a couple of these giant tools per year which can easily fill a football field, constraining the pace at which OLED manufacturers can build and expand capacity targeting future applications. In addition, the FMMs constrain OLED performance and limit the maximum size that can be produced. The ultra-thin fine metal masks are inherently constrained by sag, geometrical distortion and the tapered hole shape which results in a smaller OLED pixel and aperture ratio than if they were patterned by lithography. As the FMMs grow, the problem gets worse. With panel manufacturers looking to use larger substrates and build larger panels, FMMs can compromise this effort. In addition, the FMMs themselves are also expensive, take a long time to manufacture, need to be cleaned regularly, can lead to cross contamination impacting yields and require very precise positioning which impacts tool costs and can impact yields.
• Press Release Global TV Shipments Increased 11% Y/Y in Q3’24, Second Consecutive Quarter of Y/Y Growth
  November 20, 2024
  According to global market research firm Counterpoint Research, global TV shipments in Q3’24 grew 11% Y/Y to 62M units, showing Y/Y growth for two consecutive quarters and raising expectations for a continued rebound. By region, growth was evenly distributed across all regions except Japan, with Eastern Europe in particular leading the growth with a 24% increase, and advanced markets in North America and Western Europe also showing high growth. Samsung Electronics maintained its top spot with a 15% market share, but its market share decreased slightly compared to the previous quarter. On the other hand, Hisense, which narrowly overtook third-place TCL to reclaim second place, gained share by shipping 19% more TVs than in the same period last year. LG, which ranked fourth, recorded a 7% increase in shipments Y/Y thanks to the favorable European market, and recovered its market share to the 10% range.
• Counterpoint in the News Apple didn’t mention that the M4 MacBook Pro has a ‘quantum dot display’ — but what does that mean?
  November 19, 2024
• Press Release Display Equipment Spending Expected to Rise 47% in 2024 as Industry Rebounds
  November 18, 2024
  Display equipment spending is expected to bounce back from a weak 2023 and rise 47% in 2024 to $7.3B according to DSCC’s latest Quarterly Display Capex and Equipment Market Share Report. LCD equipment spending is expected to lead the way with a 54% share on 95% growth after spending was slashed 67% in 2023 due to weak post-COVID LCD market conditions, a significant LCD oversupply and net losses for LCD suppliers. As conditions have improved and demand has rebounded, LCD fab spending has increased. OLED fab equipment spending is also expected to recover in 2024, up 16%, after falling 54% in 2023 with the OLED industry not immune from LCD weakness as many of the manufacturers are the same in both technologies. While OLEDs have been taking share in many display applications, weakness in OLED TV demand has kept a lid on OLED capex.
• Blog New MacBook Pros Are the First Apple Product to Use Quantum Dots
  November 18, 2024
  DSCC discovered that that the new Apple M4 MacBook Pros are the company’s first products to use quantum dots. Although Apple has not revealed this publicly, DSCC has determined that these new MiniLED-based laptops use a quantum dot enhancement film through the use of a spectrometer. After posting this information on X and LinkedIn, we received additional confirmation of this fact from Apple employees and former Nanosys management. Former Nanosys President and CEO Jason Hartlove indicated that he couldn’t tell us before and was glad we figured it out, signaling that it was their quantum dots being used. He also commented that they first approached Apple 15 years ago.
• Blog Trump Tariffs Will Reshape the US Electronics Industry: Latest Imports Data Shows Continued Reliance on China
  November 11, 2024
  The election of Donald Trump as the 47th US President will force big changes in the supply chain for electronics products using displays if he follows through on campaign promises. Although there are signs that the display supply chain is slowly migrating to other regions, China remains the essential country for electronics imports to the US. If Trump follows through on his promise to implement a 60% tariff on imports from China, it will cost importers billions of dollars, likely forcing them to shift production to other countries.
• Blog Panel Maker Q3’24 Earnings: Visionox and HannStar Keep Losing Money but Samsung Display Profit Increases
  November 11, 2024
  Last week, two of the smallest publicly traded flat panel display makers, Visionox and HannStar, released their financial reports for the third quarter of 2024. In this article we also add a review of Samsung Display’s results, adding to our analysis of Samsung Electronics last week.
• Press Release New DSCC Report Shows How MicroLED Market Can Grow After Apple’s Exit
  November 6, 2024
  DSCC has released the latest edition of its MicroLED Display Technology and Market Outlook Report. The revised forecast is significantly different from last year’s due to Apple’s decision to cancel the launch of the MicroLED Apple Watch. While Wearables were previously expected to be the largest segment for MicroLED displays, it now comes third after TV and AR/VR.
• Blog UDC Books a Profitable Q3 But Signals Material Sales Slowdown
  November 4, 2024
  After a strong first half of 2024, Universal Display Corporation (UDC) reported a sequential increase in net profits but signaled a slowdown in materials sales that started near the end of the third quarter. The company now projects reduced material sales in the fourth quarter and has downwardly revised its full year revenue guidance. Investors punished the company after the call, pushing the company’s stock price down 11% in trading on Thursday. The company’s stock closed on Friday, November 1st at $180.25, down 3% year-to-date.
• Blog China National Day Shutdown Stabilizes LCD TV Panel Prices
  November 4, 2024
  A shutdown by major Chinese LCD makers for the country’s National Day holiday has throttled industry supply leading in the fourth quarter, and as a result LCD TV panel prices have stabilized. For the first time ever, in our outlook we expect prices for all panel sizes to be unchanged for the next three months.
• Press Release iPhone 16 Series Panel Procurement Projected to be 1% Higher than the iPhone 15 Series Through October
  October 28, 2024
  As we approach the end of October and with the iPhone 16 series being available since September 20th, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel procurement through October for the iPhone 16 Series is tracking 1% higher versus the iPhone 15 series during the same period in 2023. Panel procurement for the iPhone 15 series started in June 2023, while panel procurement for the iPhone 16 series started in July 2024.
• Blog Panel Maker Q3’24 Earnings Preview
  October 21, 2024
  LG Display will kick off the Q3 earnings season with a report on Thursday, October 23rd, to be followed by AUO, Samsung and the rest of the flat panel display makers. For Chinese panel makers, the Q3 report will be an abbreviated report, which usually is issued about October 31st. Let’s preview the panel maker earnings season.
• Events DSCC Speaking Engagement - Phosphors & Quantum Dots Industry Forum
  October 21, 2024
  DSCC Co-Founder Bob O'Brien will be speaking at this event.
• Blog China Government Subsidy Program May Boost TV Demand
  October 14, 2024
  A subsidy program implemented by the Chinese government, part of a wider set of packages to revive the economy, is expected to boost TV demand in the fourth quarter. On September 25th, China’s NDRC (National Development and Reform Commission) issued CNY 150B (US$21.4B) of ultra-long-term special national bond funds to localities to support the implementation of consumer goods trade-in according to local conditions
• Blog Apple’s OLED iPad Pro Volumes Continue to Come Down Despite Having the Tablet Market’s Best Display and Thinnest Form Factor
  October 7, 2024
  As revealed at our Display 360 Summit, Apple’s first generation OLED iPad Pro panel demand has really slowed down after a strong Q2’24 despite arguably having the best displays ever produced for the tablet market with tandem OLED stacks, LTPS backplanes, 0.2mm thickness and packaged in the thinnest tablets on the market.
• Blog China National Day Shutdown Slows Down LCD TV Panel Price Declines
  October 7, 2024
  A shutdown by major Chinese LCD makers for the country’s National Day holiday has reduced industry supply leading into the fourth quarter, and as a result has firmed up LCD TV panel prices. While panel prices are still coming down in Q4, the pace of decline has slowed. While we do not see any demand drivers that could push prices up, the pace of price declines is very gradual, approaching flat.
• Press Release iPhone 16 Series Panel Procurement Projected to Be 8% Higher than iPhone 15 Series through September
  September 30, 2024
  As we approach the end of September and with the launch of the iPhone 16 series, our latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel shipments through September for the iPhone 16 Series are tracking 8% higher versus the iPhone 15 series during the same period in 2023. Panel shipments for the iPhone 15 series started in June 2023, while panel shipments for the iPhone 16 series started in July 2024. On a M/M basis for August, the iPhone 15 series decreased 53% M/M. iPhone 15 series panels shipments are expected to continue to decline M/M as panel shipments for the iPhone 16 series continue to ramp up.
• Press Release OLED Revenues Expected to Increase 13% in 2024 on Growth from Smartphones, TVs and IT Applications
  September 30, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues increased 36% Y/Y in Q2’24. The improvement to panel revenues is the result of the 49% Y/Y unit increase as a result of improved consumer and commercial demand offset by seasonality for some applications. In Q2’24, OLED monitors and tablets had triple-digit unit and revenue growth Y/Y. Several other applications had Y/Y increases. Please refer to the report for more details.
• Press Release MiniLED Continues to Grow Steadily, Automotive and AI are Promising Highlights
  September 30, 2024
  DSCC’s Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED has become an important role and a strategic resource in both the display and LED industries. MiniLED shipments were 4.8M units in Q2’24 and are expected decline slightly in Q3’24 due to weak demand from TV. The total shipments for MiniLED panels are expected to reach more than 19M units in 2024.
• Press Release Display 360 Summit IT Session to Showcase How Display Technologies and AI Are Fueling Growth for Monitors, Notebook PCs and Tablets
  September 26, 2024
  The upcoming DSCC Display 360 Summit taking place on October 2nd in Fremont, California, will try and cover all the major market and technology issues that the display industry is facing today and will discuss how the industry is likely to evolve in the future. One of the areas of growth for the industry is in IT applications as a result of new technologies and capital investments. The IT session will address the following topics:
• Press Release Display 360 Summit Will Show How Display Technologies Are Shaping the TV Market
  September 25, 2024
  The upcoming DSCC Display 360 Summit taking place on October 2nd in Fremont, California, will cover all the major market and technology issues that the display industry is facing today and will discuss how the industry is likely to evolve in the future. As the biggest application by flat panel display area, TV is critical to the display industry and a session dedicated to the TV market will address the following topics:
• Press Release Q2’24 Flat Panel Display Financials Show Progress Toward a Healthy Display Industry
  September 23, 2024
  DSCC’s Quarterly Display Supply Chain Financial Health Report covers the 13 publicly traded panel makers and is based on company financial disclosures. In the second quarter of 2024, nearly every company in the industry improved its financial position. Companies focusing on large-area LCD displays benefitted from rising panel prices and strong demand, while several companies focused on smaller displays for smartphones trimmed their losses.
• Press Release Progress in MicroLED to Be Highlighted at DSCC Events
  September 23, 2024
  Advances in MicroLED technology will be covered at the AR/VR Display Summit and the Display 360 Summit. Hosted and organized by DSCC, the two events will take place at the Fremont Marriott Silicon Valley on October 1st - 2nd. Companies presenting include Mojo Vision, Q-Pixel, Saphlux, Lumiled and DSCC. Mojo Vision will also showcase their latest display prototypes on the first day.
• Event Speakers Said Bakadir
  September 19, 2024
• Event Speakers Chris Moore
  September 19, 2024
• Event Speakers Mohit Agrawal
  September 19, 2024
• Event Speakers Jeff Yee
  September 19, 2024
• Event Speakers Vis Valluri
  September 19, 2024
• Event Speakers Iri Trashanki
  September 19, 2024
• Event Speakers Dr. Chiuman Ho
  September 19, 2024
• Event Speakers Dr. Vinesh Sukumar
  September 19, 2024
• Press Release Display 360 Summit Automotive Market and Technology Session to Highlight the Fastest-Growing Application for Displays
  September 18, 2024
  The upcoming DSCC Display 360 Summit taking place on October 2nd in Fremont, California, will cover all the major market and technology issues that the display industry is facing today and will discuss how the industry is likely to evolve in the future. One of the most important growth areas for flat panel displays is in the automotive display market, and a session dedicated to automotive applications will address the following topics:
• Press Release Display 360 Summit Display Manufacturing Session to Shed New Light on Key Challenges and Opportunities for Equipment and Materials Suppliers as Industry Roadmap Evolves
  September 16, 2024
  The upcoming DSCC Display 360 Summit taking place on October 2nd in Fremont, Califonia, will try and cover all the major market and technology issues that the display industry is facing today and will discuss how the industry is likely to evolve in the future. Of course, one of the most important topics is display manufacturing. The display manufacturing session will include the following topics:
• Press Release DSCC Announces Agenda for the AR/VR Display Summit
  September 16, 2024
  DSCC has released the full agenda for the AR/VR Display Summit on October 1st, 2024. The conference will include 16 speakers from companies across the value chain. Sponsored by Applied Materials, OptoFidelity and Qualcomm, this event will take place in the Silicon Valley and will be a unique opportunity to meet and network with leaders in the industry.
• Press Release Advanced Notebook PCs Expected to Grow 36% Y/Y in 2024 – Capturing 8% Share of the Total Notebook PC Market
  September 16, 2024
  As revealed in DSCC’s latest Quarterly Advanced IT Display Shipment and Technology Report, advanced notebook PC panel shipments (OLEDs and MiniLEDs) decreased 6% Q/Q and increased 35% Y/Y in Q2’24 as a result of improved conditions during the 1H’24 amid the resurgence of the commercial markets. In Q2’24, OLED panel shipments decreased 13% Q/Q and increased 65% Y/Y and MiniLED panel shipments remained flat Q/Q and increased 20% Y/Y.
• Press Release DSCC Developing a New Report on Glass Substrate Packaging
  September 16, 2024
  Artificial intelligence (AI) semiconductors are becoming so complex and large that chip makers and packaging suppliers are turning to glass substrates. This trend could be a major boon to display makers, display equipment suppliers and display materials producers. It is also an ideal solution for under-utilized older a-Si TFT LCD fabs which could be converted or sold for this application. Advantages of glass substrates include superior flatness and better thermal and mechanical stability which will allow for higher density and higher performance chip packages to support AI. Glass substrates enable more transistors to be connected in a single package and also enable the ability to assemble larger configurations of chiplets. Organic materials used in packaging will likely reach their limit by 2030 , they consume more energy than glass and also have expansion and warpage limitations. A growing number of panel, equipment and materials suppliers have already announced programs in glass packaging. Intel has said it is targeting glass substrate package solutions in the second half of the decade. BOE has said they intend to start producing glass substrate packages in 2026.
• Press Release 2024 Will Be a Revival Year for Advanced TV Market with Growth to $30 Billion by 2028
  September 16, 2024
  Advanced TV shipments declined in both units and revenue in 2023, but a recovery in both units and revenue started in Q1 2024, accelerated in Q2 and will continue strong through the full year 2024, and we expect growth to continue to 2028, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.
• Event Speakers Brendan Moran
  September 13, 2024
• Report Annual FOPLP and Glass Substrate Packaging Report
  
  Artificial intelligence (AI) semiconductors are becoming so complex and large that chip makers and packaging suppliers are turning to glass substrates. This trend could be a major boon to display makers, display equipment suppliers and display materials producers. It is also an ideal solution for under-utilized older a-Si TFT LCD fabs which could be converted or sold for this application. Advantages of glass substrates include superior flatness and better thermal and mechanical stability which will allow for higher density and higher performance chip packages to support AI. Glass substrates enable more transistors to be connected in a single package and also enable the ability to assemble larger configurations of chiplets. Organic materials used in packaging will likely reach their limit by 2030 , they consume more energy than glass and also have expansion and warpage limitations. A growing number of panel, equipment and materials suppliers have already announced programs in glass substrate packaging. TSMC announced CoWoS-R (organic interposer) for AI applications that glass substrate packaging will be adopted will be released in 2027. Intel has said it is targeting glass substrate package solutions in the second half of the decade. BOE has said they intend to start producing glass substrate packages in 2026 and JDI also mentioned they have started engaging in glass substrate packaging as an ASP (advanced semiconductor packaging) in its Q2’24 earnings call.
• Report Quarterly Automotive Display Shipment Report
  
  The Quarterly Automotive Display Shipment Report includes all the information from the Automotive Display Design Win and Specification Database, but also includes automotive display shipment data and automotive display revenues from passenger vehicles. The automotive shipment data by model comes from Counterpoint Research. This report reveals model shipment data back to Q1'22.
• Report Quarterly Automotive Display Design Win and Specification Database
  
  The Automotive Display Design Win and Specification Database, identifies the display specifications for nearly every car and truck model in the world covering the period Q1’23 to Q4’24 and is updated continuously.
• Press Release DSCC Launches Industry’s First Automotive Display Design Win and Specification Database
  September 9, 2024
  DSCC is pleased to announce the availability of its first two automotive display reports with a third under development.
• Press Release DSCC Reveals Latest Display Capacity Outlook - China Expected to Overtake Korea in OLEDs in 2028, BOE Overtaking SDC in Flexible OLED Capacity
  September 9, 2024
  DSCC’s highly popular Quarterly Display Capex and Equipment Market Share Report reveals the latest display equipment spending and capacity results and forecasts based on the latest fab schedules. DSCC expects display capacity to rise at a 1.4% CAGR from 2023 to 2028, with LCDs growing at just a 1% CAGR and OLEDs growing at a 4.8% CAGR. Both numbers are up slightly vs. last quarter.
• Press Release Register for a 2-Day Pass and Save $200
  September 9, 2024
  With two back-to-back conferences in Silicon Valley, California, attendees of the AR/VR Display Summit and the Display 360 Summit will learn the latest trends in the display industry. Analysts from DSCC and Counterpoint Research will present key findings and market forecasts from various reports that are worth thousands of dollars.
• Blog LCD TV Panel Prices Declining into Q4
  September 9, 2024
  As summer turns to fall, falling is exactly what is happening to LCD TV panel prices. The springtime rally helped TV panel makers to improve profitability in the second quarter, but that profitability is likely to deteriorate in the third quarter. Compared to many former down-cycles, the pace of price declines is more gradual, and we expect that pattern to continue in the coming months, but as of now we do not yet see prices bottoming out.
• Events DSCC Speaking Engagement - SID Detroit Chapter Vehicle Displays & Interfaces
  September 9, 2024
  DSCC Principal Analyst Bob O'Brien will be speaking at this event.
• Event Speakers Ambiq
  September 5, 2024
• Event Speakers Qualcomm
  September 5, 2024
• Event Speakers James Chen
  September 5, 2024
• Event Speakers CEVA
  September 5, 2024
• Press Release Counterpoint’s AI 360 Summit Digs Deep into How AI Is Impacting the Tech Landscape
  September 5, 2024
  Co-located with DSCC’s Display 360 Summit, Counterpoint Research’s AI 360 Summit will feature key semiconductor suppliers and analysts discussing how AI is impacting the tech landscape from semiconductors, devices and cloud infrastructure to the applications supporting and driving change. Sponsored by Qualcomm, Micron, Mediatek and Ambiq, the event is targeting the following attendees:
• Press Release DSCC's Display 360 Summit to Shed Light on Key Smartphone Trends and Forecasts
  September 5, 2024
  DSCC’s Display 360 Summit, taking place on October 2nd in Fremont, California will feature three leading smartphone analysts offering unique and valuable insights on the future of the smartphone market.
• Event Speakers Jay Fraser
  September 4, 2024
• Press Release AR/VR Display Summit Will Feature Leading Companies in the Supply Chain
  September 4, 2024
  The AR/VR Display Summit will feature 14 different companies, including Qualcomm and Meta. Sponsored by Applied Materials, OptoFidelity and Qualcomm, this event will take place in-person on October 1st at the Fremont Marriott Silicon Valley. This will be an opportunity to discuss the latest innovations in AR/VR displays and optics with experts.
• Blog Chinese Panel Maker Q2’24 Earnings: Large Screen Makers Solidly Profitable
  September 3, 2024
  The three publicly traded panel makers in China with substantial large-screen LCD businesses released their financial reports for the second quarter of 2024 last week, and the results painted a picture of a healthy display industry. The companies rode higher prices to increased profits and are generating free cash flow. Meanwhile, the three Chinese panel makers focused on smaller screens – Tianma, EverDisplay and Visionox – have not yet reported Q2’24 results as of August 30th.
• Press Release DSCC Report Projects the End of Flat Panel Display Oversupply and Beginning of LCD Shortage
  September 3, 2024
  Capacity additions put in place during the pandemic demand boom have resulted in a systematic oversupply in the display industry that continues in 2024, but that oversupply will eventually turn to a shortage. That turn will happen within the 5-year timeframe of our forecast, according to DSCC’s Quarterly FPD Supply/Demand Report, released last week. Although we expect only modest growth in demand for display products, that persistent growth will fill up capacity and will eventually lead to demand for new or expanded LCD fabs.
• Events AI 360 Summit
  August 30, 2024
• Event Speakers Flora Tang
  August 30, 2024
• Event Sponsors QUALCOMM
  August 30, 2024
• Event Speakers Paul Nangeroni
  August 30, 2024
• Event Speakers Tom Kang
  August 29, 2024
• Event Speakers Carlos Morales
  August 29, 2024
• Event Speakers James Chen
  August 29, 2024
• Event Speakers Neil Shah
  August 29, 2024
• Blog LG Display Develops Blue Phosphorescent OLED Panel with Tandem Structure
  August 26, 2024
  According to South Korea’s Etnews, LG Display has successfully developed an OLED panel utilizing blue phosphorescence. While blue phosphorescence offers excellent efficiency, its development has been challenging, and it has not been commercialized until now. This breakthrough is considered a significant advancement in OLED technology.
• Press Release Chinese Brands Gain Share in Advanced TV Market as MiniLED TVs Surpass OLED TV in Q2'24
  August 26, 2024
  With aggressive pricing and promotion of MiniLED LCD TVs, Chinese brands led by TCL and Hisense gained share and drove growth in the Advanced TV market in Q2’24, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. For the first time ever, shipments of MiniLED TVs surpassed shipments of OLED TVs, and MiniLED TVs captured more than 50% share of both units and revenues in the “super premium” category. Samsung fared poorly and lost share in Advanced TVs while TCL and Hisense gained share and Xiaomi emerged to break into the top five in the premium segment.
• Press Release Global TV Market Returned to Growth in Q2’24
  August 26, 2024
  After three consecutive quarters of Y/Y declines, the global TV market recovered for a Y/Y growth in Q2’24, fed by strong shipments to developed regions gearing up for major sporting events. TV shipments in the quarter increased 3% Y/Y despite weak shipment numbers in the #3 geographic region, China.
• Press Release iPhone 16 Series Panel Shipments Start Strong with 20% Higher Volumes than the iPhone 15 Series
  August 26, 2024
  As we approach the end of August and with a few weeks to go until Apple announces the iPhone 16 series, the latest release of the Monthly Flagship Smartphone Display Tracker shows that cumulative panel shipments through July for the iPhone 15 Series were 6% higher in 2023 – 2024 versus the iPhone 14 series during the same period in 2022 - 2023. On a M/M basis for July, the iPhone 15 series decreased 44% M/M.
• Event Speakers Peter Richardson
  August 26, 2024
• Event Speakers Ajit Ninan
  August 22, 2024
• Event Sponsors MediaTek
  August 21, 2024
• Event Sponsors Ambiq
  August 21, 2024
• Event Speakers Erin McDowell
  August 21, 2024
• Press Release Display Glass Market Jumped in Q2 But Falling in 2H’24
  August 19, 2024
  Glass makers shipped 172M m2 of display glass in Q2’24, an increase of 12% Q/Q and 5% Y/Y according to the latest update to DSCC’s Display Glass Report, released last week. China’s portion of worldwide display glass demand increased to an all-time high of 73% in Q2’24. With the coming closure of the largest fab outside China, Sharp’s Sakai Display Products Gen 10, China’s share of display glass demand will only increase. Glass shipments are expected to decrease by 4% Q/Q in Q3’24 and to decrease another 4% Q/Q in Q4’24.
• Press Release AR/VR Display Forum Will Cover Advances in Micro OLED, Laser Beam Scanning, MicroLED and Holography
  August 19, 2024
  The AR/VR Display Forum is now six weeks away and 11 speakers have been confirmed. The final agenda, with more speakers, will be announced soon. Visit the DSCC event website to register and use code EARLY100 for a $100 discount (code is valid until August 28).
• Press Release OLED Panel Shipments Rise 50% Y/Y in Q2’24 on >100% Growth in Tablets and Monitors and High Double-Digit Growth in Smartphones and TVs
  August 19, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 13% Q/Q and 50% Y/Y in Q2’24 after declining 20% Q/Q and increasing 50% Y/Y in Q1’24. In Q2’24, by select OLED applications, OLED tablet panel shipments increased 142% Q/Q and 356% Y/Y, OLED smartphones increased 6% Q/Q and 49% Y/Y and OLED TVs increased 43% Q/Q and 30% Y/Y.
• Event Sponsors Micron
  August 15, 2024
• Event Speakers Chen Chen, PhD
  August 14, 2024
• Event Speakers Bruce Elliott
  August 13, 2024
• Report Global TV Shipment and Forecast Report
  
  This report covers the global TV market, including the most advanced TV technologies such as Mini/Micro LED, 8K LCD, QD-LCD, QD-OLED, White OLED, Rollable OLED. Utilizing a comprehensive global database, it offers historical data on shipments and revenues categorized by technology, region, brand, ASP, display size, and resolution.
• Event Speakers Dr. Louahab Noui
  August 13, 2024
• Press Release OLED Tablet Panel Shipments Surge in Q2’24, 2024 Volumes Expected to More than Triple
  August 12, 2024
  OLED tablet panel shipments rose 142% Q/Q and 356% Y/Y in Q2’24 to a record high as Apple launched its highly anticipated 11.1” and 13” iPad Pro’s which feature the tablet industry’s first tandem OLED stack panels along with the thinnest tablets produced to date. Apple dominated the OLED tablet panel market in Q2’24 with a 72% share followed by Huawei at 13% and Samsung at 9%. The 13” OLED iPad Pro led the market on a panel procurement basis for the second straight quarter with a slight edge over the 11.1” OLED iPad Pro. Each model had a 36% share in Q2’24. The #3 model on a panel procurement basis was the Huawei Mate Pad Pro 13.2” at 5%. LG Display and Samsung Display split the Q2’24 market on a panel supplier basis with a 41% share each.
• Press Release Foldable Smartphone Panels Set New Record High in Q2’24 Helped by Earlier Launch of Samsung Foldables
  August 12, 2024
  Q2’24 was a record quarter for foldable smartphone panel shipments, rising 151% Q/Q and 126% Y/Y to nearly 10M panels. Panel shipments were 12% higher than the previous high recorded in Q3’23. The primary cause of the surge was the earlier launch of the latest Samsung foldables, the Galaxy Z Flip 6 and Z Fold 6, which started panel production and shipments one month earlier than last year. Samsung accounted for 48% of all foldable smartphone panel procurement in Q2’24, well ahead of Huawei’s Q2’24 share of 29%. Samsung and Huawei reversed positions in Q2’24 with Huawei leading Samsung in foldable panel procurement in Q1’24 with a 53% to 21% advantage. By model, the Samsung Galaxy Z Flip 6 led in foldable panel procurement with a 32% share followed by the Z Fold 6 at 15%. Huawei had the next two highest volume models, the Pocket 2 and Mate X5, each with a double digit share. The Honor Magic V Flip was the #5 foldable in Q2’24 on a panel procurement basis with a 4% share. Clamshells accounted for a 63% share, up from 53% in Q1’24. Samsung Display regained the #1 position in foldable panel share with a 53% to 27% advantage over BOE in Q2’24 after trailing BOE in Q1’24 at 29% to 48%.
• Press Release Display Industry Oversupply Returns as Fab Utilization Decreases in Q3’24
  August 12, 2024
  After a stronger than expected spring quarter, the display industry is slowing down in the summer months, and we expect the slowdown to continue through the end of the year, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the downstream display supply chain has been filled, and with no clear demand drivers until the holiday season the supply capacity of the industry far exceeds demand. LCD makers appear to be wisely tapping on the brakes in Q3’24 to avoid building excess inventory.
• Event Speakers Kevin Lange
  August 7, 2024
• Event Speakers Satoshi Shiraga
  August 7, 2024
• Event Speakers Murat Deveci
  August 6, 2024
• Blog LG Display to Sell Guangzhou Fab to China Star
  August 5, 2024
  As reported by Business Korea, LG Display announced on Thursday, August 1st that it has selected China Star Optronics Technology (CSOT, aka China Star) as the preferred negotiating partner for the sale of its share of its Gen 8.5 LCD fab in Guangzhou, China. While there is no agreement on a purchase price, the announcement represents a major step forward for LGD to raise additional capital to fund OLED expansion.
• Blog LCD TV Panel Prices Continuing to Decline
  August 5, 2024
  The springtime rally in LCD TV panel prices from February to June has turned into a summertime slump as panel prices are headed down in the third quarter. The rally helped TV panel makers to improve profitability in the second quarter, but that profitability is likely to deteriorate in the third quarter. Unlike many former transitions, we do not expect a rapid deterioration in panel prices but rather a soft decline, at least for the next few months. This slump in 2H’24 follows a short rally in 1H’24, which followed a short slump in 2H’23, and together these “mini-cycles” represent a period of unusual stability in panel prices, where they have been sustained within a narrow range.
• Press Release DSCC Raises Capex Outlook as OLED Manufacturers Respond to Rising Demand with More Capacity
  August 5, 2024
  DSCC raised its display equipment spending forecast from 2020-2027 in its latest Quarterly Display Capex and Equipment Market Share Report by 8% to $75B due to a 14% increase in OLED spending to $44B. LCD spending remained flat at $30B while Micro OLED and MicroLED spending also remained flat.
• Event Speakers Chris Hauf
  August 2, 2024
• Event Sponsors Optofidelity
  August 1, 2024
• Blog LG Chemical Expected to Rank Second in OLED Evaporation Materials Market
  July 29, 2024
  LG Chemical is anticipated to surpass DuPont to become the number two player in the OLED evaporation materials market. According to DSCC’s Bi-Annual AMOLED Materials Report, UDC led the evaporation materials market in 2023, followed by DuPont in second place and LG Chemical in third. However, starting in 2024, LG Chemical is expected to rise to the number two position and maintain this position continuously.
• Event Speakers Ken Shirakami
  July 29, 2024
• Press Release DSCC Announces First Speakers of AR/VR Display Forum
  July 29, 2024
  DSCC has announced the first speakers confirmed for the AR/VR Display Forum. Now in its 4th edition, the event will be held in-person for the first time in the Silicon Valley, gathering leading companies and experts to discuss the latest innovations in display technologies for Augmented Reality and Virtual Reality.
• Press Release MiniLEDs Expected to Enjoy Highest Penetration in Automotive from 2026
  July 29, 2024
  DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED has become an important role and a strategic resource in both the display and LED industries. MiniLED shipments were 4.45M units in Q1’24 and are expected to remain flat in Q2’24. Total shipments for MiniLED panels are expected to reach more than 19M units in 2024.
• Event Speakers Mike Noonen
  July 25, 2024
• Blog Prime Day Deals Disappointing for TV Buyers
  July 22, 2024
  Amazon has touted its Prime Day as a major shopping event, and the company declared its two-day event as a major success. For TV buyers looking for deals, however, with a few exceptions the special deals offered were not so special. The pricing of the deals gives some hints about the state of the TV market in the US.
• Blog Meta to Launch AR Smart Glasses Without Ray-Ban Branding
  July 22, 2024
  Meta has asked its Reality Labs hardware teams to cut spending by almost 20% through 2026, according to The Information. Meta’s CFO reportedly told Reality Labs employees that AR/VR should be targeted as a $1T opportunity given how much the company has invested.
• Event Speakers Michelle Chen
  July 17, 2024
• Press Release AMOLED Evaporation Materials Market Expected to Increase 24% Y/Y to $2.12B in 2024
  July 15, 2024
  According to the latest update of DSCC’s Biannual AMOLED Materials Report, revenue for AMOLED evaporation materials for all applications is expected to increase 24% Y/Y to $2.12B in 2024 and expected to grow at a 6% CAGR from 2024-2028.
• Press Release A Strong Q1’24 for OLED Smartphones Fuels Expectations of Double-Digit Unit Growth and 3% Revenue Growth in 2024
  July 15, 2024
  As revealed in the Advanced Smartphone Display Shipment and Technology Report, Q1’24 had a 50% Y/Y improvement in units and a 3% Y/Y improvement in revenues versus Q1’23.
• Blog Samsung Launches Z Flip 6 and Z Fold 6 – Modest Updates, Higher Prices
  July 11, 2024
  Samsung launched the sixth generation of its Flip and Fold foldable smartphones this week in Paris, France. The new foldables feature some small but needed improvements, incorporate AI functionality and are priced $100 higher than the Flip 5 and Fold 5 devices. However, if you order them on Samsung’s website, they will double the storage which wipes out the price increase. The Flip 6 will surely be the best selling foldable in 2024 and the Fold 6 will likely be vying with the Huawei Mate 5 for the #2 best-selling model. The specifications for the Fold 5, Flip 5, Fold 6 and Flip 6 are shown below. Let’s start with the displays.
• Press Release OLED Supply/Demand – Oversupply to Slowly Decline but No Sign of Shortage
  July 8, 2024
  DSCC, a Counterpoint Research Company has updated its Quarterly OLED Supply/Demand and Capital Spending Report for Q2’24, with DSCC’s latest capacity outlook for the industry and the forecast for OLED panel demand. DSCC now sees demand growth for OLED for mobile and IT applications exceeding supply growth, and oversupply gradually declining throughout the five-year forecast period.
• Press Release DSCC Announces Call for Speakers for 2024 DSCC/Counterpoint Tech Market Research Conference – Displays and AI Covered in Parallel Tracks
  July 3, 2024
  DSCC, a Counterpoint Research Company and Counterpoint Research are pleased to announce a call for speakers for the 2024 DSCC/Counterpoint Tech Market Research Conference which will cover Displays and AI. The event will feature all-day parallel tracks covering the latest technology and market developments in both Displays and AI. It will take place on October 2nd at the Fremont Marriott and will follow DSCC’s 4th annual AR/VR Display Forum.
• Press Release AR/VR Panel Shipments to Increase 12% in 2024
  July 1, 2024
  Display shipments for AR/VR headsets are expected to increase by 12% Y/Y in 2024, according to the latest update of the Biannual Augmented and Virtual Reality Display Technologies and Market Report. DSCC has revised its estimates and now expects panel shipments in 2024 to be much lower than the 19M units previously forecasted.
• Blog LCD TV Panel Prices Starting to Decline in Q3
  July 1, 2024
  The rally in LCD TV panel prices which started in February peaked in May and June and panel prices are headed down as we start the third quarter. While the rally was far from dramatic, it represented a respite for TV panel makers who are challenged for profitability. Unlike many former transitions, we do not expect a rapid deterioration in panel prices but rather a soft decline, at least in Q3’24. This Q3 slump follows a short rally in Q1’24-Q2’24 which followed a short slump in Q4’24, and together these “mini-cycles” represent a period of unusual stability in panel prices, where they have been sustained within a narrow range.
• Press Release OLED Revenues Expected to Increase 12% in 2024 Led by Triple Digit Growth in Tablets
  June 27, 2024
  Q1’24 OLED revenues rose 13% Y/Y on 50% Y/Y unit growth. 2024 OLED revenues are expected to increase 12% Y/Y on 4% unit growth helped by a richer mix. OLED tablets are expected to rise at triple-digit rates on a unit and revenue basis thanks to Apple’s 11.1” and 13” OLED iPad Pro’s.
• Blog Apple’s OLED iPad Pro’s Undergo a Mix Shift
  June 24, 2024
  We continue to track Apple’s OLED iPad Pro panel procurement on a monthly basis through our supply chain contacts. Looking at the data, we were initially surprised when production started in February and March that the allocation between 11.1” and 13” heavily favored 13” with at least a 70% share. Our understanding for this was that SDC may have had some technical challenges managing crosstalk/light leakage in the tandem stack and SDC was the dominant 11.1” supplier. Looking at April and May, we saw that the gap closed quite a bit between 13” and 11.1” with 11.1” reaching nearly a 40% share in April and nearly a 50% share in May. It appears that SDC may have solved their technical challenges and, at the same time, LGD was added as a second supplier and started shipping higher volumes. Apple’s OLED iPad Pro Panel Procurement Mix
• Blog Samsung Display Acquires Some of Orthogonal’s Patents for Undisclosed Sum, How It Differs with eLEAP and ViP
  June 24, 2024
  The Elec reported that Samsung Display has acquired five of US start-up Orthogonal’s patents, shown below, for FMM-less OLED manufacturing. The approach Orthogonal took is different than the approach that Japan Display, Visionox and Applied Materials have taken. The key difference is how the OLED material is protected once it is deposited and when the second half of the OLED stack is deposited.
• Counterpoint in the News Huawei’s OLED market share rose to 25 percent in Q1 2024 - Android Headlines
  June 19, 2024
• Counterpoint in the News DSCC: OLED tablet shipments to increase 130% in Q1 2024, as Apple starts to adopt OLEDs in iPads - OLED-info
  June 19, 2024
• Press Release Q1’24 OLED Tablet Panel Shipments Jump 131% Y/Y to a Record High, Another Record Expected in Q2’24 as Apple Ramps OLED iPad Pro Volumes
  June 17, 2024
  Q1’24 OLED tablet panel shipments rose 131% Y/Y in Q1’24 to a record high and are expected to jump another 127% Q/Q and 333% Y/Y in Q2’24 to another record high as Apple ramps OLED iPad Pro production and shipments. Apple led in Q1’24 OLED tablet panel procurement with a 47% share and is expected to widen its lead to 72% in Q2’24. The 13” M4 iPad Pro is expected to lead in procurement volume in both Q1’24 and Q2’24. OLED tablets are expected to continue to gain share through 2028 and beyond as the price gap with LCDs narrow. OLED tablets are currently projected to reach a 16% unit share and 55% revenue share in 2028 as more brands offer more OLED tablets.
• Blog Apple’s Worldwide Developers Conference (WWDC 2024) Highlights – Apple Intelligence (AI) Revealed
  June 17, 2024
  Apple’s WWDC started on Monday, June 10th and Apple announced several new features for the iOS 18, iPadOS 18, Mac OS Sequoia, WatchOS 11 and revealed Apple’s Generative AI use cases, which Apple calls Apple Intelligence.
• Event Speakers Jeff Fieldhack
  June 12, 2024
• Blog Ledger Starts Shipping First Product with Curved OTFT E Ink Display
  June 10, 2024
  After a two-year delay, Ledger is finally shipping Stax, a hardware wallet for cryptocurrencies. Stax was developed in collaboration with Tony Fadell, who famously designed the Apple iPod. The device is about the same size as a small wallet and features a curved E Ink display with an organic TFT backplane.
• Counterpoint in the News MicroLED’s Future: Perspectives From Display Week 2024 - Display Daily
  June 10, 2024
• Blog US TV Prices Falling as Overall Inflation Cools
  June 10, 2024
  US inflation has been slowly declining in recent months, and TV prices have returned to their “normal” pattern of declining for two months in a row in March and April.
• Counterpoint in the News Xi'an Manareco New Materials to increate its stake of Idemitsu Kosan's OLED business in China to 20% - OLED-info
  June 7, 2024
• Counterpoint in the News Huawei and Samsung to wrestle on foldable phone panel volume in Q2 2024 - Huawei Central
  June 7, 2024
• Counterpoint in the News DSCC sees 9.25 million foldable OLED panels shipped in Q2 2024, with Samsung returning to a dominant position - OLED-info
  June 7, 2024
• Counterpoint in the News Foldable Smartphone Panel Volumes Set to Reach Record High in Q2’24 - Display Daily
  June 5, 2024
• Press Release Foldable Smartphone Panel Volumes Expected to Reach an All Time High in Q2’24, Samsung and Samsung Display Expected to Wrestle Leadership Away from Huawei and BOE
  June 5, 2024
  Q1’24 foldable smartphone panel shipments rose 46% Y/Y. Huawei dominated panel procurement with a 55% share, its highest ever, and led for the second consecutive quarter. BOE led in foldable panel shipments for the second consecutive quarter with a 48% share, up from 43%. The Huawei Mate X5 and Pocket 2 were the top two models on a foldable panel procurement basis.
• Blog LCD TV Panel Prices Peaking in May/June and Headed Down in Q3
  June 3, 2024
  The rally in LCD TV panel prices which started in February has reached a plateau in May and June and is likely headed down in the third quarter. While the rally has been far from dramatic, it represents a respite for TV panel makers who are challenged for profitability. The short rally in Q1’24-Q2’24 follows a short slump in Q4’23, and together the latest “mini-cycle” represents a period of unusual stability in panel prices, where they have been sustained within a narrow range.
• Press Release Advanced TV Market Returned to Growth in Q1’24 Led by Big Increase in MiniLED for TCL and Hisense
  May 28, 2024
  After a lackluster 2023, the Advanced TV market returned to growth in Q1’24 with a 16% Y/Y increase in Advanced TV shipments and an 11% Y/Y increase in TV revenues, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.
• Counterpoint in the News SEL demonstrates a 15,000 nits direct-emission tandem OLED microdisplay - OLED-info
  May 28, 2024
• Counterpoint in the News 2024 Display Manufacturing: Going for Market Share - Display Daily
  May 28, 2024
• Counterpoint in the News Samsung’s Important Galaxy Z Fold 6 Decision - Forbes
  May 26, 2024
• Counterpoint in the News Microsoft's new Surface Pro is also getting an OLED display - Flat Panels HD
  May 24, 2024
• Counterpoint in the News Surface Pro behind iPad Pro in OLED display, but pulls ahead elsewhere - PC Guide
  May 23, 2024
• Counterpoint in the News Global TV Shipments Decline 4% in Q1 2024; Samsung Maintains Market Lead - Display Daily
  May 22, 2024
• Counterpoint in the News OLED Panel Shipments Surge 50% YoY in Q1 2024 Driven by Diverse Applications - Display Daily
  May 22, 2024
• Counterpoint in the News The Surface Pro's OLED display specs show it's still in the iPad Pro's shadow - Tech Radar
  May 22, 2024
• Counterpoint in the News What's next for smartphone displays — tandem OLED, microLED and more - Tom's Guide
  May 20, 2024
• Counterpoint in the News Evolving Smartphone Displays: The New Frontier in Mobile Technology - Smartphone Magazine
  May 20, 2024
• Blog What We Learned from the MicroLED Manufacturing Panel Session
  May 20, 2024
  At Display Week 2024, a fascinating 90 min panel session took place in the Exhibit Hall to discuss the challenges of MicroLED manufacturing. The session was moderated by DSCC’s Bob O’Brien and the audience was allowed to ask questions.
• Press Release Display Equipment Spending to Rebound in 2024
  May 20, 2024
  After falling 59% in 2023, display equipment spending is expected to rebound in 2024, growing 54% to $7.7B. LCD spending is expected to outpace OLED equipment spending at $3.8B vs. $3.7B accounting for a 49% to 47% advantage with Micro OLEDs and MicroLEDs accounting for the remainder.
• Press Release OLED Panel Shipments Increased 50% Y/Y in Q1’24 on Y/Y Growth for Smartphones, TVs, Smartwatches and IT Applications
  May 20, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments decreased 20% Q/Q and increased 50% Y/Y in Q1’24 after increasing 41% Q/Q and 31% Y/Y in Q4’23. In Q1’24, by select OLED applications, OLED monitor panel shipments increased 35% Q/Q and 189% Y/Y and OLED tablet panel shipments increased 54% Q/Q and 113% Y/Y. OLED smartphones and OLED TVs had seasonal Q/Q declines, but had double-digit Y/Y growth.
• Press Release Global TV Shipments Declined 4% Y/Y in Q1’24, Samsung Remains Top Player in Both Units and Revenue
  May 20, 2024
  Global TV shipments declined 4% Y/Y in the first quarter of 2024 according to the latest research from Counterpoint Research, in collaboration with DSCC. Weakness was seen in all regions, with declines particularly noticeable in China and Japan. The figures are cited from the Global TV Tracker report, which Counterpoint Research co-authored following its acquisition of display specialist firm DSCC.
• Counterpoint in the News OLED monitors just had a major breakthrough - Yahoo
  May 16, 2024
• Counterpoint in the News Samsung, LG Displays Exclusive to Apple’s New iPad - Business Korea
  May 13, 2024
• Counterpoint in the News LG set to outperform Samsung in iPad OLED panel shipments - Digitimes
  May 10, 2024
• Blog LCD TV Panel Prices Increasing in May
  May 6, 2024
  The rally in LCD TV panel prices which started in February is continuing in the second quarter, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
• Press Release SID/DSCC Business Conference Keynotes to Discuss their Vision for Future Display Markets and Technologies
  May 1, 2024
  The 2024 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI Lumionics, Smartkem and Universal Display Corporation, will feature 29 presentations from 26 different companies, representing a great value. Taking place at the San Jose Convention Center on May 13th, the event features four keynotes with unique viewpoints. The keynotes include:
• Forms AR/VR Display Forum Apply to Speak
  April 29, 2024
• Blog Apple to Announce OLED iPads on May 7th, LGD and 12.9” Dominating on SDC’s Challenges
  April 29, 2024
  Apple will announce new entries to its iPad line-up after not announcing any new iPads in 2023. For the first time, Apple will introduce iPads with an OLED display as part of its iPad Pro models at both 11.1” and 12.9”. With Apple the dominant tablet supplier, the shift to OLED will drive significant growth for the OLED tablet market in 2024. The OLED iPad panels are expected to be by far the best OLED tablet panels on the market with LTPO, 120Hz refresh, a tandem stack and glass thinning resulting in ultra-thin and light displays with high brightness, extended battery life and long lifetime.
• Blog SID Display Week Panel Session Will Assess MicroLED Manufacturing
  April 29, 2024
  A special panel session during Display Week 2024 will discuss the challenges and opportunities in MicroLED manufacturing. I will serve as moderator for the panel session, which will take place at the Center Stage in the Exhibit Hall of the San Jose Convention Center on Wednesday, May 15th at 10:00 AM.
• Press Release DSCC, AUO, VueReal and Porotech to Present Latest Market and Technology Trends in MicroLEDs and AR/VR at the SID/DSCC Business Conference
  April 29, 2024
  The future of MicroLED and AR/VR displays will be discussed at the upcoming SID/DSCC Business Conference in San Jose, CA. Organized by DSCC for the 8th consecutive year, the Business Conference will take place on the first day of Display Week, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open.
• Press Release Technology Battle in TVs to be Highlighted at the 2024 SID/DSCC Business Conference
  April 24, 2024
  “TV remains the essential application in the display industry. It drives the majority of display area and is expected to drive the majority of display area growth. When the TV market is healthy and growing, so is the display industry, but the reverse is also true,” said Bob O’Brien, Co-Founder and Principal Analyst at DSCC. “The 2024 Business Conference will once again inform participants on the direction of the TV market and technologies in the coming years, and its impact on the wider display industry.”
• Forms Meeting Request Form
  April 22, 2024
• Press Release Flat Panel Display Fab Utilization Increasing in Q2’24
  April 22, 2024
  After a seasonal slowdown and restrained production during the winter months, flat panel display fab utilization started to increase in March 2024 and is increasing further in the second quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued last week.
• Press Release SID/DSCC Business Conference IT Displays Session to Discuss Market Outlook and Technologies that Will Fuel Growth
  April 22, 2024
  The 2024 SID/DSCC Business Conference will feature numerous insightful talks about the IT market and advanced IT display technology. The IT Displays session will feature talks from:
• Press Release A Strong 2H’23 for OLED Smartphones Fuels Expectations of Double-Digit Growth in 2024
  April 15, 2024
  As revealed in the Advanced Smartphone Display Shipment and Technology Report, the second half of 2023 provided a 41% lift for OLED smartphones and enabled the category to increase 12% Y/Y in units.
• Press Release SID/DSCC Business Conference Smartphone Session to Discuss Near and Long Term Market Outlook and OLED Developments
  April 15, 2024
  The 2024 SID/DSCC Business Conference will feature numerous insightful talks about the smartphone market and smartphone display technology. The Smartphone Session will feature talks from:
• Press Release After the Post-Pandemic Downturn, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected
  April 10, 2024
  Advanced TV shipments declined in both units and revenue in 2023, but we expect a recovery in units to start in 2024 and will extend to revenues starting in 2025, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.
• Event Speakers Michele Ricks
  April 9, 2024
• Press Release Robust OLED Growth in 2H’23 Signals a Strong 2024 Recovery Fueled by Smartphones, TVs and IT Applications
  April 8, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues declined 4% Y/Y in 2023 versus our prior estimate of a 9% Y/Y decline. The improvement to panel revenues is the 9% Y/Y increase for units as a result of the 2H’23 inventory and demand improvement for several applications.
• Event Speakers Paul Cain
  April 3, 2024
• Blog Can the Apple Vision Pro Really Augment Reality?
  April 1, 2024
  This report was originally published as Bob O’Brien’s Editors Notes in the DSCC Weekly Review, Volume 7, No. 14, April 1, 2024. One story that we are following involves some revolutionary claims about the Apple Vision Pro extended reality headset. I could hardly believe the claims, until I spoke with a contact at Apple who has been involved with the program (please don’t try to find this person on my LinkedIn connections – I don’t want him/her/them to get into trouble).
• Press Release DSCC’s AR/VR Display Forum to be Held In-Person in Silicon Valley
  April 1, 2024
  DSCC will bring AR/VR Display Forum to the Silicon Valley on October 1st, 2024. Two events organized by DSCC and Counterpoint Research are to be held back-to-back in the same venue. Speakers and exhibitors interested in participating should contact DSCC now.
• Event Speakers Willem Walravens
  March 26, 2024
• Event Speakers Mateusz Nowak
  March 26, 2024
• Event Speakers Peter Palomaki
  March 25, 2024
• Press Release DSCC Announces Agenda and Speakers for 2024 SID/DSCC Business Conference
  March 25, 2024
  DSCC, a Counterpoint Research Company is pleased to announce the agenda, keynotes, onsite speakers and virtual speakers for the upcoming SID/DSCC Business Conference to take place on May 13th at the San Jose Convention Center.
• Event Speakers Jennifer Lin
  March 25, 2024
• Event Speakers Neil Pschirer
  March 22, 2024
• Event Speakers Lori Hamilton
  March 22, 2024
• Event Speakers Dr. ZhongSheng Luo
  March 20, 2024
• Event Speakers Jon Prosser
  March 20, 2024
• Event Speakers Ross Young BC25
  March 20, 2024
• Blog Honor Raises the Bar for the Magic 6 RSR Porshe Design – First Smartphone to Debut with Tandem OLED Stack
  March 18, 2024
  Honor launched the Magic 6 Ultimate Edition and Magic 6 RSR on March 18th in China. From our supply chain sources, the Honor Magic 6 RSR Porsche Design model uses a Tandem OLED stack that Honor claims to increase the lifetime of the display by 600% and improve power efficiency by up to 40%.
• Blog The Latest Insights on the Apple OLED iPad Ramp
  March 18, 2024
  According to our supply chain sources, both LGD and SDC started shipping OLED iPad panels in February. The initial plan was for LGD to be the sole source at 12.9” with LGD and SDC splitting the 11.1” orders. Then, we heard in the press that only SDC was going to supply 11.1” panels due to reduced demand resulting from the high panel OLED panel prices derived from being the first OLED tablet panels with LTPO, tandem stacks and glass thinning resulting in lower yields, etc.
• Events Display 360 Summit
  March 14, 2024
• Events AR/VR Display Summit
  March 14, 2024
• Events AR/VR/MR Pavilion at Display Week
  March 13, 2024
  The pavilion is part of this year’s Display Week special campaign for the AR/VR/MR sector which will include special talks on CenterStage, a dedicated location with separate entrance and focused advertisement for participating companies throughout Display Week.
• Press Release Samsung Led Q4’23 Foldable Market, Huawei Expected to Lead in Q1’24 for the First Time
  March 11, 2024
  Foldable smartphone shipments rose 33% Y/Y in Q4’23 to 4.2M, the fourth highest total to date. DSCC expects Huawei to overtake Samsung in foldable phone market share for the first time in Q1’24. While Huawei and Honor are expected to gain share in 2024, Oppo and Vivo are forecasted to lose share as they drop clamshell products. Q1’24 foldable phone market is expected to jump 105% Y/Y.
• Press Release Demand for Premium Displays Pushes Quantum Dot Revenues to New Highs
  March 11, 2024
  • Quantum dot market to expand from $100M in 2024 to $122M in 2027. • Material consumption for QD-OLED production now accounts for 31% of revenues. • Perovskite and EL-QD technologies offer new opportunities for future growth.
• Blog Apple Cancels MicroLED Project
  March 4, 2024
  Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone project” for its MicroLED program. The decision is a blow to the suppliers involved in the project and leaves a big question mark on Apple’s future MicroLED strategy.
• Press Release Chinese Brands Gained Share of Advanced TV Market in Q4'23
  March 4, 2024
  With aggressive pricing and promotion of MiniLED LCD TVs, Chinese brands led by TCL and Hisense gained share in the Advanced TV market in Q4’23, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. The top three brands outside of China – Samsung, LG and Sony – all fared poorly while TCL and Hisense gained share in the premium segment.
• Blog LCD TV Panel Price Increases Continuing into Q2
  March 4, 2024
  The rally in LCD TV panel prices which started in February is continuing in March and into Q2, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
• Press Release China Share of Display Glass Demand Exceeded 70% in 2023
  February 26, 2024
  The display industry has been increasingly dominated by China, and the best example of that dominance is the display glass market. China’s share of display glass demand reached an all-time high and exceeded 70% in 2023, according to the latest update to DSCC’s Display Glass Report, released last week.
• Press Release 2023 Annual TV Shipments Fall 3%; Chinese Consumers Drive Premium Segment Growth
  February 26, 2024
  Counterpoint Research is initiating coverage on Global TV shipments with its Global TV Shipment Tracker, a quarterly report split by region, screen size, resolution, ASP and other features. It is the company’s first joint product with DSCC since acquisition, with the latter providing enhanced details on premium segments including advanced display technologies across OLED (includes QD-OLED), Mini/Micro LED, quantum dot LCD and others.
• Press Release DSCC Announces Call for Speakers for 2024 SID/DSCC Business Conference
  February 19, 2024
  DSCC, a Counterpoint Research Company and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2024 SID/DSCC Business Conference. SID awarded the organization and execution of the SID Business Conference to DSCC for the eighth straight year and the 2024 event will be the 21st anniversary of the SID Business Conference. The SID/DSCC Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $120B display industry with over 250 attendees annually.
• Press Release DSCC Initiates Quarterly Micro OLED Equipment Spending and Fab Schedule Tracking, Added to Highly Popular Report
  February 19, 2024
  Given the popularity of and interest in the Apple Vision Pro headset and the rumored high prices of the Micro OLED panels being used, there has been a surge in activity in this segment. In response to strong interest, DSCC has added quarterly tracking and forecasting of Micro OLED fab schedules and equipment spending to its highly popular Quarterly Display Capex and Equipment Market Share Report. This report now tracks equipment market share in nearly 80 different segments for LCDs, OLEDs, MicroLEDs and now Micro OLEDs as well.
• Press Release OLED Panel Shipments Increased 9% Y/Y in 2023 on 2H’23 Growth for Smartphones, Smartwatches, Tablets and Notebook PCs
  February 19, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 41% Q/Q and 31% Y/Y in Q4’23 to 292M units after increasing 18% Q/Q and 14% Y/Y in Q3’23. According to DSCC Senior Director David Naranjo, “The continued Y/Y growth for several applications is welcomed news that the 2H’23 recovery materialized as a result of inventories normalizing after Y/Y declines in 2022 and in the first half of 2023. In 2H’23, OLED smartphones increased 42% vs. 1H’23 and increased 12% for the year. OLED smartwatches increased 101% vs. 1H’23 and increased 1% for the year. OLED tablets increased 58% vs. 1H’23 and increased 15% for the year. OLED notebook PCs increased 64% vs. 1H’23 and decreased 25% for the year. Several other applications also had 2H’23 and Y/Y growth. More categories and details can be found in the report.”
• Blog 2024 Super Bowl TV Deals Bring New All-Time Lows
  February 12, 2024
  The Super Bowl, held yesterday, marks the end of the big selling season for TVs in the US, and as usual the top brands made a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party.
• Blog DSCC Sees S24 Series Panel Shipments Outpacing S23 Series by 13% through March – S24 Ultra Expected to Account for a 46% Share
  February 12, 2024
  The Samsung Galaxy S24 series was announced on January 17th with preorders starting that day and availability on January 31st. As we show in the DSCC Monthly Flagship Smartphone Tracker, the S24 series cumulative panel shipments in January were 21% higher than the S23 series and 66% higher than the S22 series during the same three month period of November – January leading up to the launch. For March, the S24 series cumulative panel shipments are estimated to be 13% higher versus the S23 series and 47% higher versus the S22 series during the same time five-month period of November – March.
• Blog Samsung Signs Long-Term Deal for White OLED and LCD Panel Supply from LG Display
  February 5, 2024
  Multiple sources in Asia last week reported that Samsung Visual Display (VD, the company’s TV business) has agreed to a long-term supply agreement with LG Display for the supply of LCD and OLED display panels. Our sources have confirmed that the agreement is happening; the deal expands an existing relationship between the two Korean giants as both face fierce competition from Chinese players.
• Blog LCD TV Panel Prices Increasing in February
  February 5, 2024
  Although the start of the calendar new year carried a downward trend in LCD TV panel prices, the start of the Lunar New Year carries a more optimistic sign for panel makers. The Year of the Dragon will begin with a rare inflection point in LCD TV panel prices, which are increasing in February, stopping a four-month downward trend.
• Blog BOE and Huawei Overtake SDC and Samsung in Foldable Panel Shipments and Panel Procurement in Q4’23, But for How Long?
  January 29, 2024
  In a significant development in the foldable market, DSCC’s latest Monthly Flagship Smartphone Tracker showed that BOE led in Q4’23 in foldable panel shipments with Huawei leading in Q4’23 foldable panel procurement.
• Press Release DSCC Releases Its 2024 Future of OLED Manufacturing Report – Latest Opportunities, Challenges and Solutions Examined for OLEDs in Smartphones, IT, TVs and AR/VR
  January 29, 2024
  DSCC's second Future of OLED Manufacturing Report increases the attention paid to the opportunities, challenges and solutions for OLEDs in IT and AR/VR markets in addition to covering OLED smartphone and TV panel developments in great detail.
• Press Release DSCC Releases New Smartwatch Shipment and Technology Report with Significant Insights for OLEDs and MicroLEDs
  January 29, 2024
  DSCC released the inaugural issue of its Quarterly Smartwatch Shipment and Technology Report last week and it packs a tremendous amount of insights for the smartwatch market. Sony introduced the first OLED smartwatch in 2012 using a 1.3” OLED display, followed by Samsung in 2013 with a 1.63” OLED display. Since then, more than 20 brands have OLED smartwatch offerings. According to DSCC Senior Director David Naranjo, “DSCC expects OLED smartwatches to grow by an 8% CAGR from 2022 – 2028 as panel ASPs decline by a 7% CAGR. MicroLEDs are the latest technology frontier that is expected to be used for smartwatches in the coming years. Today, MicroLEDs are commercialized for large displays such as the 140” TV by Samsung and in development for AR, automotive and smartwatch applications. DSCC expects several brands to introduce a MicroLED smartwatch in 2025 and in 2026.”
• Press Release MiniLED Shipments Rebounded 20% in Q3’23, DSCC Report Reveals MiniLED Penetration Continues to Steadily Increase
  January 29, 2024
  The shipments of MiniLED displays returned to normal in the third quarter as inventory is eliminated and demand recovers. DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED backlight shipments increased to 4.7M units in Q3’23, more than a 20% increase compared to Q2’23, and are expected to remain flat in Q4’23. The total shipments for MiniLED backlight panels will reach more than 19M units in 2024.
• Report Quarterly Smartwatch Shipment and Technology Report
  
  This report tracks OLED and MicroLED smartwatch panel shipments by panel supplier, brand, form factor, display size, panel ASPs and panel revenues as well as forecasts for OLED and MicroLED smartwatches. In addition, it provides insight into technology and innovation trends in OLED and MicroLED display technologies, which are applicable to smartwatches. The report tracks more than 25 brands which includes Apple, Garmin, Google, Honor, Huawei, Oppo, Samsung, Vivo, Xiaomi and much more.
• Events 2024 SID/DSCC Business Conference at Display Week
  January 23, 2024
  The SID Business Conference is the display industry’s single largest and longest running business conference. It provides the best view of the future of the display business due to all the prestigious financial analysts, market analysts and display industry executives participating. It is also the place where numerous new entrants have made their public debuts which has helped them sign their first joint development agreements, commercial deals or secure additional start-up funding. The SID Business Conference plays a critical role for all participants in the display industry supply chain enabling attendees to see where each market segment and display technology is headed and to plan appropriately. It is a must attend event.
• Blog Panel Maker Q4’23 Earnings Preview
  January 22, 2024
  LG Display will kick off earnings season for panel makers on Thursday, January 25th, ending a year that saw an improvement in profitability as the industry recovered from its steep downturn at the end of 2022. Panel makers in Q4 benefited from higher LCD panel prices resulting from increases in Q2 and Q3 but suffered a demand slowdown in the quarter. In this article, we will preview the results from Q4’23.
• Blog Samsung Announces S24 Series – LTPO Displays, Seven Years of Upgrades and New AI Software Features
  January 22, 2024
  Samsung announced the S24 series during the Galaxy Unpacked 2024 event on January 17th (a few weeks earlier than when they announced the S23 series on February 1st, 2023)
• Blog Apple Positions Vision Pro as Personal Theater for 3D Movies, Hints at Future IMAX App
  January 22, 2024
  Apple has announced that Vision Pro users will be able to watch more than 150 3D movies when the headset becomes available on February 2. The list of movies include recent releases such as Avatar 2, Dune and Super Mario Bros. Vision Pro users will have access to 3D versions of eligible movies when they become available to rent or purchase from the Apple TV app. Users who already own movies with a 3D edition will have access from their Vision Pro at no additional cost. Moreover, several streaming apps, including Disney+, will offer 3D versions of their latest and most popular movies on Vision Pro at launch.
• Blog CES 2024: TV and Large Screen
  January 15, 2024
  CES has always been the preeminent exhibition for TVs and large screen technology, and CES 2024 had new products and an abundance of technology on both the convention show floor and in private exhibits. Although two key brands (Samsung and Sony) decided to skip TV demonstrations at CES in order to hold their own product launches later in the year, there was still a lot to see.
• Blog Inside SDC and LGD’s CES Suites
  January 15, 2024
  On my first day at CES, I was fortunate enough to get into both SDC and LGD’s suites. Here is a summary of what I saw, what I felt was important and what they published about their exhibition/demo’s.
• Press Release OLED Smartphone Panel Revenues Expected to Decline 4% Y/Y in 2024 as Units Increase 7% Y/Y
  January 8, 2024
  In the recently released Advanced Smartphone Display Shipment and Technology Report, DSCC, revealed additional granularity and insights for the expected panel revenue declines for OLED smartphones. OLED smartphone panel revenue is expected to decline to $30B in 2023 from $32B in 2022 and to $29B in 2024.
• Press Release After a Miserable 2023, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected
  January 8, 2024
  Advanced TV shipments declined in both units and revenue in 2023, but both units and revenue are forecasted to resume growth in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies. Last month we covered the most recent historical results and this week we will cover our updated forecast.
• Press Release AMOLED Evaporation Materials Market to Grow to $2.7B by 2027, Phosphorescent Blue Update
  January 8, 2024
  The revenue for AMOLED evaporation materials for all applications is expected to grow 1% Y/Y to $1.7B in 2023 and expected to grow to $2.7B in 2027, an 11% CAGR (2023-2027), according to the latest update of DSCC’s Biannual AMOLED Materials Report. According to DSCC Senior Analyst of Display Components and Materials Kyle Jang, "Revenues can be hundreds of millions of dollars higher in 2027 if Universal Display Corporation (UDC) successfully commercializes a blue phosphorescent emitter dopant, as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons."
• Blog 10 Predictions for the Display Industry in 2024
  January 2, 2024
  As we have done each year since 2019, we have some predictions for the year. This year’s predictions came from several of the analysts on the DSCC team, with Bob O’Brien serving as the editor. #1: LCD TV Panel Prices Fall but Will Remain Above All-Time Lows
• Blog LCD TV Panel Prices Falling in Q1
  January 2, 2024
  New Year celebrations bring hope for the coming year, and sometimes resolutions to do something better. Panel makers can hope that the current trend of falling prices does not last too long, and they can resolve to avoid building too much inventory. 2024 brings a trend to falling LCD TV panel prices which started in Q4’23 and will extend at least through Q1’24. As the big holiday selling season comes to an end in early February, the supply/demand balance sits squarely in oversupply, with Q1 prices for all screen sizes continuing to fall from their recent peak in September 2023.
• Press Release OLED Revenues to Decline 9% Y/Y in 2023 – Recovery in IT Categories and Smartphones Expected to Continue in 2024
  January 2, 2024
  As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues are expected to fall by 9% Y/Y in 2023 to $37.6B versus our prior estimate of a 13% Y/Y decline. The improvement to panel revenues is the 2% Y/Y increase for units as a result of the 2H’23 inventory and demand improvement for several applications. In Q3’23, OLED smartphones increased 9% Q/Q and 22% Y/Y and OLED tablets increased 61% Q/Q and 103% Y/Y. Several other applications had Q/Q and Y/Y increases. Please refer to the report for more details. As a result of the increases, 2H’23 is expected to be up 37% versus 2H’22, which was up 11%.
• Press Release Hisense and TCL Gaining Share in Sluggish Advanced TV Market with MiniLED TVs Surging and OLED TVs Sinking
  December 18, 2023
  The Advanced TV market has been sluggish throughout 2023, but Chinese brands are gaining share by advancing in their domestic market and with exports, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. The top three brands outside of China – Samsung, LG and Sony – all fared poorly while TCL and Hisense gained share in the premium segment.
• Blog DSCC’s Upcoming Future of OLED Manufacturing Report Reveals Key Risks, Challenges and Expected Solutions in Future IT, Mobile and TV Production
  December 18, 2023
  DSCC’s Future of OLED Manufacturing Report will be released shortly and includes detailed analysis and insights on how OLED panels and manufacturing are likely to evolve as the market expands. It examines:
• Press Release LCD Panels to Capture 67% Share of AR/VR Display Shipments in 2024
  December 18, 2023
  Display shipments for AR/VR devices are only expected to reach 19M units in 2024, according to the latest update of DSCC's Biannual Augmented and Virtual Reality Display Technologies and Market Report. LCD will have the biggest share of shipments, with nearly 13M panels. DSCC, a Counterpoint Research Company, also expects that SiOLED (a.k.a. Micro OLED) will take second place for the first time.
• Blog Display Capacity Growth Upgraded, But Still <2% per Year from 2022-2027
  December 18, 2023
  DSCC released its latest display equipment spending forecasts in November as part of its Quarterly Display Capex and Equipment Market Share Report. Equipment spending was increased by 10% or $6.2B to $69B from 2020-2026 on the addition of new G6 and G8.7 fabs using photo patterning. As indicated, we now see 2024 up 82% to $8.5B and 2025 up 25% to $10.6B after spending stalled in 2023, down 61% to $4.7B. OLED spending is expected to dominate, accounting for a 54% share in 2024, an 84% share in 2025 and an 82% share in 2026.
• Counterpoint in the News DSCC forecasts wearable devices to overtake TVs in the MicroLED display market as largest segment - Gizmochina
  December 15, 2023
• Counterpoint in the News Counterpoint Research Acquires DSCC to Deepen Display and Supply Chain Expertise - PR Newswire
  December 15, 2023
• Counterpoint in the News Counterpoint Research Buys Supply Chain Analyst DSCC - MrWeb
  December 15, 2023
• Counterpoint in the News Samsung Is Reportedly Reorganizing Its Entire Display Team To Accommodate Future Apple Foldable - Wcctech
  December 15, 2023
• Counterpoint in the News Counterpoint Acquires DSCC - Display Daily
  December 15, 2023
• Counterpoint in the News Display panels for 12.9-inch iPad Air start shipping - Yahoo Finance
  December 15, 2023
• Counterpoint in the News Folding smartphones break sales record in 2023, Samsung begins to lose monopoly - Ruetir
  December 15, 2023
• Counterpoint in the News China’s BOE Closes In on Samsung Display as Leader in Foldable Panel Market - Business Korea
  December 15, 2023
• Counterpoint in the News Foldable Smartphones Shipments Break Records in Q3 2023, Samsung Leads Market Share: Report - Jara News
  December 15, 2023
• Counterpoint in the News DSCC: 2023 is a mixed year for foldable smartphone, shipments to reach 15.8 million units - OLED-info
  December 15, 2023
• Counterpoint in the News Foldable phones achieve record-breaking sales this latest quarter - TechSpot
  December 15, 2023
• Counterpoint in the News Samsung leads foldable market as shipments break record in Q3 2023: Report - The Times of India
  December 15, 2023
• Counterpoint in the News Foldable smartphones set a sales record in the third quarter and Samsung is losing ground under pressure from Honor and Huawei - Tech News Space
  December 15, 2023
• Counterpoint in the News Foldable Smartphone Shipments Reach New Highs in Q3 Driven by Samsung Launches - Display Daily
  December 15, 2023
• Counterpoint in the News Samsung foldables continue to dominate, but other Android OEMs are eating away at its share - Android Central
  December 15, 2023
• Counterpoint in the News Samsung dominated a record breaking third quarter for the foldable smartphone market - Phone Arena
  December 15, 2023
• Counterpoint in the News Huawei to overtake Samsung in Q1 2024 foldable phone shipments race - Huawei Central
  December 15, 2023
• Counterpoint in the News [KH Explains] China ups OLED ante to take over Korean shares - The Investor
  December 15, 2023
• Counterpoint in the News China's BOE announces new 8.6G OLED plant for monitor & tablet panels - Flatpanels HD
  December 15, 2023
• Counterpoint in the News BOE To Open OLED Plant For Monitor & Tablet Panels - Channel News
  December 15, 2023
• Counterpoint in the News Samsung's next-generation foldables to feature bigger display: Report - Business Standard
  December 15, 2023
• Counterpoint in the News Hyundai Mobis unveils world’s first QL display for vehicles - The Korea Economic Daily
  December 15, 2023
• Counterpoint in the News BOE plans display unit in Chengdu - China Daily
  December 15, 2023
• Counterpoint in the News Display shipments show growing popularity of iPhone 15 Pro models - PhoneArena
  December 15, 2023
• Counterpoint in the News iPhone 15 Pro ‘more popular’ than predecessors, report says - Financial Express
  December 15, 2023
• Counterpoint in the News This data indicates that the iPhone 15 is selling better than the iPhone 14 and the iPhone 13 - Gearrice
  December 15, 2023
• Counterpoint in the News Pro models in iPhone 15 series are getting even more popular, hints display shipment - Gizmochina
  December 15, 2023
• Counterpoint in the News The Oversupply of Displays to Persist Into 2024 - Display Daily
  December 15, 2023
• Counterpoint in the News Report: iPhone 15 panel shipments still outpacing 14 series in October - BGR
  December 15, 2023
• Counterpoint in the News What Do We Know About the Market for MicroLEDs? - Display Daily
  December 15, 2023
• Counterpoint in the News DSCC: OLED panel shipments increased in Q3, with strong shipments from Visionox, LGD and CSoT - OLED-info
  December 15, 2023
• Counterpoint in the News Samsung Galaxy S24 and S24 Ultra colors — rumors so far - Tom's Guide
  December 15, 2023
• Counterpoint in the News OLED Panel Shipments See Strong Q3 Growth - Display Daily
  December 15, 2023
• Counterpoint in the News Huawei Reportedly Set to Unveil Triple-Folding Smartphone Early Next Year - My Mobile
  December 15, 2023
• Press Release Counterpoint Research Acquires DSCC to Deepen Display and Supply Chain Expertise
  December 14, 2023
  Counterpoint Research, a leading global technology industry research firm covering semiconductors, components and manufacturing on the supply side, and smartphones, consumer electronics, PCs, servers, networks, automotive, industrial and other connected end markets on the demand side, has completed the acquisition of display industry specialist Display Supply Chain Consultants (DSCC).
• Blog DSCC Sees S24 Series Monthly Panel Shipments Outpacing S23 Series by 11% Through January – S24 Ultra Has the Majority Share
  December 11, 2023
  The Samsung Galaxy S24 series is expected to be announced in mid-January, almost one month earlier than previous Unpacked events for the S series. As we show in the DSCC Monthly Flagship Smartphone Tracker, the S24 series panel shipment estimates through January 2024 are tracking 11% higher than the S23 series and 53% higher than the S22 series during the same time period of October – January leading up to the launch. The S24 series is expected to use an LTPO backplane for the S24, S24+ and S24 Ultra (the S23 and S23+ used an LTPS backplane). Our supply chain sources have also confirmed that the S24 will have a larger display of 6.16” versus 6.06” for the S2,3 and the S24+ will have a 6.66” display size versus a 6.61” display for the S23+. The S24 series is also expected to use the new 4nm Qualcomm Snapdragon 8 Gen 3 and the 4nm Samsung Exynos 2400 for some regions.
• Press Release Foldable Smartphones and Displays Reach Record High in Q3’23 on Samsung Strength, But Samsung and Samsung Display Expected to Lose Significant Share in Q4’23
  December 6, 2023
  Q3’23 was a record quarter for foldable smartphones and panels helped by the launch of the Samsung Z Flip 5 and Z Fold 5 as well as the launch and continued ramp of a number of other foldable smartphones, mostly in China.
• Blog UDC Signs Long-Term Agreements with BOE
  December 4, 2023
  US-based OLED material supplier Universal Display Corporation (UDC) announced last week that it had signed long-term OLED material supply and license agreements with Chinese flat panel display maker BOE Technology Group Co (BOE). UDC will continue to supply its proprietary phosphorescent OLED materials and technology to BOE through its wholly owned subsidiary, UDC Ireland Limited. Further details and financial terms of the agreements have not been disclosed.
• Blog BOE Formally Announces B16 G8.7 IT OLED Fab
  December 4, 2023
  BOE formally announced its G8.7 IT OLED fab known as B16 last week after receiving government approval. The fab will be based in Chengdu, with ownership split 53% for BOE and 47% for the Chengdu provincial government. The glass substrate size will be 2290mm x 2620mm, which we refer to as G8.7. The capacity will be 32K substrates per month and the build-out is projected to take 34 months. BOE announced the total capex at $8.8B for this project. It is expected to have an LTPO backplane rather than a high mobility oxide backplane, which SDC and LGD are pursuing which may make multi-sourcing between BOE and SDC/LGD problematic. Equipment spending is also expected to be higher for LTPO vs. high mobility oxide as quantified in DSCC’s Quarterly Display Capex and Equipment Market Share Report. That report also projects the timing for B16’s POs with the first phase most recently projected for March of 2024 with delivery by the middle of 2025 and production by the end of 2026. We don’t believe BOE has yet decided who its fine metal mask vacuum thermal evaporation (FMM VTE) supplier will be with Tokki the expected winner, but tool cost a major concern.
• Blog LCD TV Panel Prices Falling as New Year Approaches
  December 4, 2023
  As we approach the year-end, LCD TV panel prices are firmly on a downward path. As prices increased during Q2 and Q3, LCD fab utilization increased correspondingly to a point where supply exceeded demand. The TV supply chain has accumulated enough inventory to support the big selling season in the fourth quarter, so we are now seeing a shift in the supply/demand balance from shortage to oversupply, with Q4 prices for all screen sizes coming down from the September peak, and our outlook is that prices will continue to decline in the first quarter of 2024.
• Press Release DSCC Reports Panel Shipments for the iPhone 15 Series Were 16% Higher than the iPhone 14 Series through October
  November 27, 2023
  The iPhone 15 series has now been available for over two months. DSCC’s latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 series were 16% higher than the iPhone 14 series and 21% higher than the iPhone 13 series during the same time period through October.
• Blog 2023 Black Friday Deals Set New All-Time Lows for TVs
  November 27, 2023
  The central promotional event of the holiday season happened this week, and retailers offered all-time low prices for TVs during Black Friday. Although LCD TV panel prices are higher today than a year ago, many of the Black Friday deals were made months ago based on panel prices in the summer which were lower. The competition from LCD is also pulling down OLED TV prices, which are also hitting all-time lows.
• Press Release 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.”
• Events 2023 DSCC Japan Seminar
  November 21, 2023
  DSCC will hold the "DSCC FPD Industry Analysis Seminar" on November 28th (Tuesday) at the 5th floor large hall of Tokyo Conference Center Shinagawa. We offer a variety of attractive programs and provide insight into the big picture of the FPD industry in 2024, which is still highly uncertain.
• Press Release 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.
• Press Release 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.
• Counterpoint in the News Huawei might introduce the first triple-folding smartphone in the world next year - Phone Arena
  November 9, 2023
• Counterpoint in the News Panel shipment data shows Apple is building a larger majority of iPhone 15 Pro, Pro Max models - Phone Arena
  November 9, 2023
• Counterpoint in the News MicroOLED and MicroLED: The Future of AR/VR Displays - Display Daily
  November 9, 2023
• Counterpoint in the News Report: LCD panel boom is over - Avanced Television
  November 9, 2023
• Counterpoint in the News DSCC: the OLED industry's capacity still far outstrips demand, recovery will not be easy - OLEDinfo
  November 9, 2023
• Counterpoint in the News LCD Panel Makers Tap Brakes on Production as Demand Slows - Display Daily
  November 9, 2023
• Blog Panel Maker Q3’23 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox. Winners and Losers Among China Panel Makers
  November 6, 2023
  All six of the publicly traded panel makers in China released their financial reports for the third quarter of 2023 last week, and the results showed diverging fortunes. The companies focused on large-area LCD (BOE, CSOT, CHOT) benefited from rising prices, while panel makers focused on small displays including OLED (Tianma, Visionox, EverDisplay) fared worse.
• Blog LCD TV Panel Prices Falling in Q4
  November 6, 2023
  As we progress through the fourth quarter, LCD TV panel prices are again declining. As prices increased during Q2 and Q3, LCD fab utilization increased correspondingly to a point where supply exceeded demand. The TV supply chain has accumulated enough inventory to support the big selling season in the fourth quarter, so we are now seeing a shift in the supply/demand balance from shortage to oversupply, with November prices for all screen sizes coming down from the September peak, and our outlook is that prices will continue to decline in December.
• Press Release 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.
• Blog Apple’s iPhone 15 Pro Models Continue to Take Share – Reaching 61% of Volumes Through September
  October 30, 2023
  The iPhone 15 series has now been available for over a month. Our latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 series were 24% higher than the iPhone 14 series and 27% higher than the iPhone 13 series during the same time period through September.
• Press Release 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.
• Press Release 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:
• Press Release 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.
• Counterpoint in the News Samsung Galaxy S24 Series Color Options Leaked, Hints At A Refreshing Change - Gizmochina
  October 24, 2023
• Counterpoint in the News Forget Google Pixel 8 — Pixel 9 could bring this huge upgrade - Tom's Guide
  October 24, 2023
• Counterpoint in the News Yet another report says OLED MacBook Pro won’t launch until 2026 - BGR
  October 24, 2023
• Counterpoint in the News Advanced TV Market Declining in 2023 With Ongoing Price Drops and Holiday Promotions - Display Daily
  October 24, 2023
• Counterpoint in the News DSCC: smartphone OLED revenues to decline 11% in 2023, growth to resume in 2024 - OLED info
  October 24, 2023
• Counterpoint in the News Pixel 9 rumored to stand taller than the Pixel 8 next year - Android Central
  October 24, 2023
• Counterpoint in the News OLED Smartphone Panel Revenues Expected to Decline by 11% in 2023 - Display Daily
  October 24, 2023
• Counterpoint in the News Initial display orders for iPhone 15 Pro far exceeded iPhone 14 Pro mix - AppleInsider
  October 24, 2023
• Counterpoint in the News Panel shipments for iPhone 15 were 23% higher than iPhone 14 prior to launch - The Apple Post
  October 24, 2023
• Counterpoint in the News Data: Premium TV shipments show modest recovery - Advanced Television
  October 24, 2023
• Counterpoint in the News DSCC: the OLED market will decline 13% in 2023, growth to resume in 2024 - OLED info
  October 24, 2023
• Counterpoint in the News Premium TV Shipments Show Modest Recovery, Led by Chinese Brands - Display Daily
  October 24, 2023
• Counterpoint in the News 3 Google Pixel 8 rumors ahead of its October reveal - Mashable
  October 24, 2023
• Counterpoint in the News Foldable Smartphone Market is Anticipated to Increase at a Stable CAGR over the Forecast Period (2023 to 2029) - OpenPR
  October 24, 2023
• Counterpoint in the News LCD TV Panel Prices Surge While Industry Eyes Potential Oversupply - Display Daily
  October 24, 2023
• Counterpoint in the News Huawei Mate X5 has high volume display shipments - Huawei Central
  October 24, 2023
• Counterpoint in the News Folding phones are here. So where is Apple? - Fortune
  October 24, 2023
• Counterpoint in the News Apple Hopes Chinese Suppliers Can Solve Vision Pro’s Display Challenges - The Information
  October 24, 2023
• Counterpoint in the News AR/VR Display Forum Will Cover Emerging Materials and Technologies from Leading Suppliers - DisplayDaily
  October 24, 2023
• Counterpoint in the News Xiaomi’s Galaxy Z Fold 5 rival is coming with Samsung OLED screen - SAMMOBILE
  October 24, 2023
• Blog Panel Maker Q3’23 Earnings Preview
  October 23, 2023
  LG Display will kick off earnings season for panel makers on Wednesday, October 25th, in a quarter that likely saw a big improvement as the industry recovers from its steep downturn at the end of last year. In this article, we will preview the results from Q3’23.
• Press Release 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.
• Press Release 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”.
• Blog Taiwan Panel Maker Revenues Continued to Increase in September
  October 16, 2023
  The recovery in the display industry has continued through the third quarter, based on revenues reported by Taiwan panel makers last week, as total revenues increased M/M in both August and September after a slight decline in July. Revenues have increased by a double-digit % on a Y/Y basis as the comparable 2022 numbers sunk to a low point in the second half. September revenues for the three companies of TWD 45.5B (US$1.42B) were up 2% for the month and up 33% compared to September 2022.
• Press Release 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”.
• Press Release DSCC’s Ross Young to Appear on Bloomberg Webinar - Ports, Boxes and Drives on October 11th
  October 9, 2023
  With only weeks into the iPhone 15 launch, the Ports, Boxes and Drives webinar hosts Display Supply Chain Consultants (DSCC) Principal analyst Ross Young to discuss the iPhone 15 launch and a broad range of topics across the Apple device ecosystem and the smartphone market. While the discussion focuses on displays, looking deeply, it can reveal units, mix, form factor and others interesting smartphone attributes.
• Press Release DSCC Expects the Advanced TV Market to Decline 1% Y/Y in 2023 – Recovery Expected for 2024
  October 9, 2023
  Advanced TV shipments are expected to decline in both units and revenue in 2023, but units are expected to increase 4% Y/Y to 22M units and increase 6% Y/Y in revenues to $25.4B in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies.
• Events DSCC Speaking Engagement – Bloomberg Webinar Series: Ports, Boxes and Drives: Chatting Apple Picking Season with DSCC
  October 5, 2023
  DSCC CEO Ross Young will be speaking at this event.
• Press Release Last Chance to Watch the AR/VR Display Forum
  October 2, 2023
  DSCC hosted the third edition of its AR/VR Display Forum on September 12th-13th. Sponsored by Applied Materials, Instrument Systems and Mojo Vision, this virtual event covered various topics, including waveguides, MicroLED, LCoS, silicon backplanes and display testing.
• Press Release DSCC Expects OLED Smartphone Panel Revenues to Decline 11% Y/Y in 2023 with an Expected Recovery in 2024
  October 2, 2023
  In the recently released Advanced Smartphone Display Shipment and Technology Report, DSCC revealed additional granularity and insights for the smartphone display market. In this issue, a new chapter was added on camera technology and nomenclature as well as Google’s smartphone roadmap through 2024, which shows display sizes increasing for all models.
• Press Release DSCC to Hold 4th Annual Global Display Supply Chain and Technology Outlook Conference on November 1st, 2023
  September 26, 2023
  For the fourth straight year, DSCC will hold a virtual conference in Q4 where 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. 2023 has been another difficult year for the display industry, but may likely represent the bottom of the latest cycle with significantly better times ahead in 2024 and beyond.
• Press Release DSCC Reports Panel Shipments for the iPhone 15 Series were 23% Higher than the iPhone 14 Series through August
  September 25, 2023
  As we approach the end of September and the iPhone 15 series became available on September 22nd, our latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 series were 23% higher than the iPhone 14 series during the same time period through August.
• Event Speakers Kyle Jang23
  September 20, 2023
• Press Release Watch a Free Session of DSCC’s AR/VR Display Forum
  September 20, 2023
  DSCC hosted the third edition of its AR/VR Display Forum on September 12th-13th. Sponsored by Applied Materials, Instrument Systems and Mojo Vision, this virtual event covered various topics, including waveguides, MicroLED, LCoS, silicon backplanes and display testing. Recordings of the session can now be watched on demand by registering on the event website. Presentation slides can also be downloaded in PDF format.
• Blog Advanced TV Market Recovered in Q2’23 Led by Chinese Brands
  September 18, 2023
  After a weak Q1’23, the Advanced TV market is showing some signs of recovery led by gains from Chinese brands as shipments increased Y/Y in Q2’23, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report-History, now available to subscribers. The top three brands outside of China – Samsung, LG and Sony – all fared poorly while TCL and Hisense gained share in the premium segment.
• Press Release OLED Panel Revenues to Decline 13% Y/Y in 2023 – Recovery Expected in 2024 Fueled by Growth in IT, Smartphones & TVs
  September 18, 2023
  As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues are expected to fall by 13% Y/Y in 2023 to $36.1B on a 5% Y/Y panel shipment decrease. In 2023, by select OLED applications:
• Blog Apple Announces New Products Including the iPhone 15 Series – Brighter Displays, Thinner Bezels, Larger Batteries and Improved Cameras
  September 13, 2023
  Apple announced several new products during its Wonderlust event on Tuesday, September 12th. Apple announced the Watch Series 9, Watch Ultra 2 and the iPhone 15 series. Let’s start with the Apple Watch Series 9 and Apple Watch Ultra 2.
• Event Speakers Ross Young Global23
  September 12, 2023
• Event Speakers Dr. Guillaume Chansin BC25
  September 12, 2023
• Event Speakers Leo Liu Global23
  September 12, 2023
• Event Speakers Rita Li Global23
  September 12, 2023
• Event Speakers David Naranjo Global23
  September 12, 2023
• Event Speakers Yoshio Tamura Global23
  September 12, 2023
• Event Speakers Bob O'Brien BC25
  September 12, 2023
• Blog Q2’23 Flat Panel Display Financials Review: Margins Improving But Still Awful, Gap Between Samsung Display and Others Persists
  September 11, 2023
  Now that all of the industry’s flat panel display makers have reported their Q2’23 financial results, we update our industry profile. DSCC’s Quarterly Display Supply Chain Financial Health Report covers the 13 publicly traded panel makers and is based on company financial disclosures.
• Press Release Register Now for the AR/VR Display Forum
  September 5, 2023
  The AR/VR Display Forum will take place next week (September 12th-13th). Hosted by DSCC and sponsored by Applied Materials, Instrument Systems and Mojo Vision, it is a live virtual event on AR/VR displays and optics. The full agenda is available on the event website.
• Blog LCD TV Panel Prices Peaking in September
  September 5, 2023
  The rally in LCD TV panel prices, which started in February has continued in the third quarter and has been accompanied by a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins and the TV supply chain is building inventory toward the big selling season in the fourth quarter. We are now seeing a shift in the supply/demand balance from shortage to oversupply, with September prices flat compared with August as a two-month peak, and we continue to believe that prices will decline in the fourth quarter.
• Counterpoint in the News Global shipments of foldable phones expected to hit a new record during the current quarter - PhoneArena
  August 30, 2023
• Counterpoint in the News Foldable phone shipment hits record! - Expat Guide Turkey
  August 30, 2023
• Counterpoint in the News Galaxy Tab S9 FE and FE Plus: Release Window and Price Prediction - DealnTech
  August 30, 2023
• Event Sponsors VR/AR Association
  August 29, 2023
• Blog Highlights from DSCC’s Latest Foldable Report
  August 28, 2023
  DSCC has released its latest quarterly foldable report, which forecasts foldable smartphone, notebook and tablet shipments out to 2027. The report also reveals each brands’ product plans, display supply chain, regional mix, shipment forecasts, panel price forecasts, phone price forecasts, display film stacks and much more. Highlights of the latest report include:
• Blog Will the US Increase Tariffs on China TVs? Not Likely
  August 28, 2023
  DSCC has heard from several of our contacts in the industry regarding some concerns about the USA increasing its tariff on TVs imported from China. Each of these contacts mention “rumors” of such an increase, and an article in Digitimes also made reference to such rumors. Our opinion is that these rumors have no basis and are generated from a profound misunderstanding of the US political system and the way such decisions are made.
• Counterpoint in the News Vehicle Displays & Interfaces Symposium and Exhibition Celebrates 30 Years - SID
  August 28, 2023
• Press Release AR/VR Display Forum to Feature Live Presentations and Panel Discussions on the Hottest Topics
  August 23, 2023
  The agenda for the AR/VR Display Forum will include a live panel session on waveguide technology. Moderated by Gasthini Sivayoganathan (Meta Reality Labs), the session will feature panelists from Magic Leap, DigiLens and Dispelix. Hosted by DSCC and sponsored by Instrument Systems and Mojo Vision, the AR/VR Display Forum is a virtual event on the emerging display technologies for Augmented Reality and Virtual Reality.
• Event Speakers Gasthini Sivayoganathan
  August 22, 2023
• Blog DSCC Downgrades Display Capacity Forecast for 7th Straight Quarter, Display Capacity Growth Outlook Continues to Flatten
  August 21, 2023
  After upgrading display capacity for six straight issues on improved market conditions in LCDs in 2020 and 2021, DSCC has now lowered its display capacity forecast for seven consecutive quarters dating back to Q1’22 on delays, cancellations and fab closures as LCD manufacturers continue to lose money. The latest forecast is down 1% vs. last quarter and 14% from peak levels. Display capacity is now only projected to grow at a 1.1% CAGR from 2022 to 2027, which could lead to another significant shortage if unit or area demand surges.
• Blog Foldable Smartphones to Reach New High in Q3’23
  August 21, 2023
  Foldable phone shipments rose 16% Q/Q and 42% Y/Y in Q2’23 to 2.2M units. Samsung held a narrow 32% to 30% advantage over Huawei. Huawei had the #1 and #3 best-selling models, the Mate X3 and Pocket S, while Samsung had the #2 and #4 fastest selling models, the Galaxy Z Flip 4 and Fold 4. Vivo had the #5 model with the X Flip. Clamshells led the way with a 53% unit share. Samsung Display accounted for a 63% share of all foldable smartphone panels shipped, down from 68% and its lowest share since Q1’21. BOE’s share fell from a record 32% in Q1’23 to 25% in Q2’23.
• Event Speakers Dr. Ilan Jen-La Plante
  August 18, 2023
• Counterpoint in the News Magic Leap, Goertek, and GlobalFoundries to Speak at AR/VR Display Forum - Fagen Wasanni Technologies
  August 18, 2023
• Event Speakers Zine Bouhamri
  August 16, 2023
• Event Speakers Edward Tang
  August 16, 2023
• Event Speakers Dr. Myunghee Lee
  August 14, 2023
• Blog Apple and Samsung Maintain Best Selling OLED Smartphones in Q2’23 But Lose Share to Oppo, Vivo and Xiaomi
  August 14, 2023
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 10% Q/Q and decreased 2% Y/Y in Q2’23 to 170M units. The Q/Q growth for several applications is a positive sign that indicates that inventory is starting to rebalance for some categories after Y/Y declines in 2022 and double-digit Q/Q and Y/Y declines in Q1’23. In Q2’23, by select OLED applications, smartphones panel shipments increased 4% Q/Q and 1% Y/Y in units and TV panel shipments increased 42% Q/Q and decreased 26% Y/Y in units.
• Event Speakers Gerald Dahlmann
  August 10, 2023
• Press Release AR/VR Display Forum Will Cover Emerging Materials and Technologies from Leading Suppliers
  August 10, 2023
  Magic Leap, Goertek and GlobalFoundries will be among the leading companies speaking at the AR/VR Display Forum. Hosted by DSCC and sponsored by Instrument Systems and Mojo Vision, this virtual event will take place live on September 12th-13th and will cover the emerging display technologies for Augmented Reality and Virtual Reality.
• Event Speakers Theo Marescaux
  August 9, 2023
• Event Speakers Scott Carden
  August 9, 2023
• Event Speakers Alastair Grant
  August 9, 2023
• Blog 2023 Display Equipment Market Upgraded on Higher LCD and OLED Spending
  August 7, 2023
  Display equipment spending was upgraded by 30% for 2023 on higher LCD and OLED spending, but is still down a dramatic 62% Y/Y to just $4.6B according to DSCC’s latest Quarterly Display Capex and Equipment Market Share Report. The display equipment market is expected to rebound in 2024, up 74% to $8B, 3% lower than expected with LCD spending 17% higher than expected and OLEDs 15% lower than expected as detailed below.
• Blog Japanese Glassmakers Follow Corning with Price Increases; Glassmaker Q2 Revenues Increased with Higher Fab Utilization
  August 7, 2023
  During Display Week 2023 in May, Corning surprised nearly everyone in the display industry by announcing a 20% price increase on all of its display glass products. In the months since then, Corning has established higher prices in its display glass business and the two large Japanese glassmakers, AGC and NEG, have raised prices as well to improve the profitability of their display glass business. The result appears to be a structural reset of display glass pricing, which will increase costs for flat panel displays and may (or may not) reduce panel maker margins.
• Blog LCD TV Panel Prices Expected to Peak in Q3
  August 7, 2023
  The rally in LCD TV panel prices, which started in February has continued in the third quarter and has been accompanied by a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins and the TV supply chain is building inventory toward the big selling season in the fourth quarter. We now expect that panel prices will peak in September and that an abundance of supply will lead to prices declining in the fourth quarter.
• Events DSCC Speaking Engagement - DIC Forum 2023
  August 4, 2023
  DSCC's Director of China Operations, Rita Li, will discuss the future outlook of OLEDs, MiniLED & MicroLED
• Events DSCC Speaking Engagment - OLEDs World Summit
  August 3, 2023
  DSCC Co-Founder and President of Asian Operations, Yoshio Tamura, will be discussing OLED Supply Chain Challenges and Opportunities
• Events DSCC Speaking Engagement - Detroit SID Vehicle Display Symposium
  August 2, 2023
  DSCC's Co-Founder & CFO, Bob O'Brien will be speaking at the Detroit SID Vehicle Display Symposium
• Events DSCC Speaking Engagement - MicroLED Industry Association Webinar
  August 2, 2023
  DSCC's Director of Display Research, Dr. Guillaume Chansin will be speaking at the MicroLED Industry Association webinar discussing the current state of the MicroLED market and industry.
• Event Speakers Dr. Sascha Reinhardt
  August 2, 2023
• Blog Samsung Launches Z Flip 5 and Z Fold 5 with Cautious Expectations
  July 31, 2023
  Samsung launched the Z Flip 5 and Z Fold 5 at its Unpacked event on July 26th. After overbuilding last year and suffering an ~80% decline in production on the Z Flip 4 and Z Fold 4 from August to October losing significant momentum once the iPhone 14 was launched, Samsung is taking a more cautious approach on the Z Flip 5 and Z Fold 5 with more like a 50% decline from August to October and Samsung expecting June – October production volumes to be down 1% Y/Y for the Z Flip 5 vs. the Z Flip 4 and 7.5% for the Z Fold 5 vs. the Z Fold 4.
• Press Release Snapdragon 8 Gen 2 Led Flagship Smartphone Chipsets in July – A17 Bionic Poised to Lead in August as Apple Ramps Up iPhone 15 Pro Models
  July 31, 2023
  As we highlighted in the Monthly Flagship Smartphone Tracker, the 5nm Apple A15 Bionic, the 4nm Qualcomm Snapdragon 8 Gen 2, and the 4nm Apple A16 Bionic chipset were the top three flagship (flexible and foldable OLED) smartphone chipsets in June. The continued share gains for the A15 Bionic chipset were the result of significant panel shipments for the iPhone 13, iPhone 13 Pro, iPhone 13 Pro Max and iPhone 14. In June, the iPhone 14 and iPhone 13 were the top two models on a panel shipment basis. For 2023, prior to June, the A15 Bionic led all chipsets, followed by the A16 Bionic chipset and the Snapdragon 8 Gen 2 chipset. The Qualcomm Snapdragon 8 Gen 2 chipset was introduced on November 15, 2022, and is used in 15 flagship smartphone models.
• Press Release Register for the AR/VR Display Forum Before Prices Increase
  July 31, 2023
  Super Early Bird pricing for the AR/VR Display Forum will expire tomorrow, August 1st. Register now to save $100 from the full price ticket. The virtual conference will take place on September 12-13 and will cover the emerging display technologies for Augmented Reality and Virtual Reality.
• Counterpoint in the News After Pixel Fold, Google may launch a foldable Pixel Tablet - The Times of India
  July 29, 2023
• Counterpoint in the News Foldable iPhone in 2025 would help segment hit $100M/year within two years - 9to5Mac
  July 29, 2023
• Counterpoint in the News Apple orders suppliers to make big profits for 8.5 crore units of Phone 15 - Gearrice
  July 29, 2023
• Counterpoint in the News The iPhone 15 Pro Production Rumors: A Closer Look - Fagen Wasanni Technologies
  July 29, 2023
• Counterpoint in the News iPhone 15 Pro production concerns over thinner bezels may be exaggerated - 9to5Mac
  July 29, 2023
• Counterpoint in the News New iPhone 15 features leaked in supply chain report - BGR
  July 29, 2023
• Counterpoint in the News These iPhone 15 details will motivate you to buy it - Daily Times
  July 29, 2023
• Counterpoint in the News New iPhone 15 Exclusive Reveals Stunning Apple Design Decision - Forbes
  July 29, 2023
• Counterpoint in the News Samsung Galaxy Unpacked 2023: Flip 5 To Go Big, Fold 5 Not So Much - Forbes
  July 29, 2023
• Counterpoint in the News New Leak Supports Rumors Saying iPhone 15 to Sport Thinner Bezels - mactrast
  July 29, 2023
• Counterpoint in the News Samsung Elec to enhance ties with LG at expense of BOE - The Korea Economic Daily
  July 29, 2023
• Counterpoint in the News iPhone 15 design leak shows rounder edges, Action Button, and titanium body - BGR
  July 29, 2023
• Counterpoint in the News Apple’s Bold Move: iPads to Embrace OLED Display Technology - softonic
  July 29, 2023
• Counterpoint in the News Apple Watch Ultra supplier will reportedly 3D print some mechanical parts - BGR
  July 29, 2023
• Counterpoint in the News Images of the Samsung Galaxy Tab S9 FE surface online - Samachar Central
  July 29, 2023
• Counterpoint in the News Phone SE 4 rumors: Release date, pricing, specs, and more - Laptop Mag
  July 29, 2023
• Counterpoint in the News Samsung Galaxy Tab S9 FE Plus CAD renders emerge months before official launch - GizmoChina
  July 29, 2023
• Event Speakers Dr. Ran Ruby Yan
  July 26, 2023
• Event Speakers Dr. Peter Guschl
  July 26, 2023
• Press Release Fab Utilization Increases Further in Q3’23, Industry Risks Oversupply
  July 26, 2023
  The increase in display fab utilization that started in Q1’23 accelerated in the second quarter and continues in the third quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the display supply chain has been trimmed to normal levels, and restocking is leading to increased demand. However, big increases in utilization by LCD makers hold the risk of overshooting demand and stifling the rally in panel prices.
• Press Release DSCC Reports Panel Shipments for the iPhone 15 Series to be Higher than the iPhone 14 Series
  July 24, 2023
  As we approach the end of July and with less than two months before Apple announces the iPhone 15 series, our latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 Series are tracking much higher than the iPhone 14 Series during the same time period of June - August. More details are available by subscribing to this monthly tracker.
• Press Release Despite Downturn in the Display Industry, DSCC Report Reveals MiniLED Shipments to Rebound in Q2’23
  July 24, 2023
  Although MiniLED shipments declined in Q1’23 due to the impact of sluggish global demand, it is believed that shipments returned to normal levels in the second quarter as inventory fell and demand recovered. DSCC’s latest release of its Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLED is still an indispensable driving force for the growth of the display industry. MiniLED backlight shipments were 3.9M units in Q1’23 and are expected to reach 5M units in Q2’23.
• Event Speakers Josh Carr
  July 24, 2023
• Counterpoint in the News Samsung Elec to enhance ties with LG at expense of BOE - The Korea Economic Daily
  July 21, 2023
• Press Release Registration is Open for the AR/VR Display Forum LIVE
  July 17, 2023
  DSCC is pleased to announce that registration for the 2023 AR/VR Display Forum LIVE is open. The virtual event will take place live on September 12th-13th and will cover the emerging display technologies for Augmented Reality and Virtual Reality.
• Counterpoint in the News Samsung Galaxy Tab S9 FE images leak - Phone Arena
  July 14, 2023
• Counterpoint in the News Samsung Galaxy Tab S9 FE Plus CAD renders emerge months before official launch - Gizmo China
  July 14, 2023
• Counterpoint in the News Samsung Galaxy Z Fold 5 colors: What to expect for Samsung’s next foldable - Yahoo
  July 14, 2023
• Counterpoint in the News Galaxy Tab S9 FE+ appeared on Geekbench platform - Gearrice
  July 14, 2023
• Counterpoint in the News DSCC: the AMOLED material market to resume growth in 2023, to reach $2.18 billion in 2027 - OLED-info
  July 14, 2023
• Counterpoint in the News AMOLED Stack Materials Revenue Expected to Grow 4% in 2023, Reaching $1.40B - Display Daily
  July 14, 2023
• Counterpoint in the News OLED iPad almost certainly coming in 2024 - Cult of Mac
  July 14, 2023
• Counterpoint in the News Galaxy Z Flip 5: Everything we know about Samsung’s new flip-style foldable phone - Indian Express
  July 14, 2023
• Counterpoint in the News iPad Pro Could Finally Get the OLED Upgrade Next Year - Beebom
  July 14, 2023
• Counterpoint in the News OLED iPad Pro: What the rumors say and why Apple is making the switch - 9to5Mac
  July 14, 2023
• Counterpoint in the News Apple Watch Ultra With MicroLED Display Postponed Once Again Until 2026 Due To Higher Manufacturing Costs - Wccftech
  July 14, 2023
• Counterpoint in the News We need to wait until 2026 for a microLED Apple Watch - gHacks
  July 14, 2023
• Counterpoint in the News Apple Watch Ultra MicroLED Display Said to be Delayed Until 2026 - Mactrast
  July 14, 2023
• Counterpoint in the News There Are Now Rumors That The MicroLED Version of The Apple Watch Ultra Would Launch in 2026 Rather Than 2025 - Gaming Ideology
  July 14, 2023
• Counterpoint in the News Apple Watch With A Micro-LED Display Tipped For 2026 - Channel News
  July 14, 2023
• Counterpoint in the News MicroLED Apple Watch Ultra is pushed back to Q1 2026 - PhoneArena
  July 14, 2023
• Blog AMOLED Materials Market to Grow to $2.2B by 2027
  July 11, 2023
  After declining in 2022 by 10%, revenue for AMOLED stack materials for all applications is expected to grow 4% Y/Y to $1.40B in 2023 and expected to grow to $2.18B in 2027, a 12% CAGR (2023-2027), according to the latest update of DSCC’s Biannual AMOLED Materials Report. Revenues can be hundreds of millions of dollars higher in 2027 if Universal Display Corporation successfully commercializes a blue phosphorescent emitter dopant as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
• Blog LCD TV Panel Prices Continue to Increase
  July 10, 2023
  The rally in LCD TV panel prices has outlasted the second quarter and extended into the third, despite a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins. The second and third quarters typically see the TV supply chain building inventory toward the big selling season in the fourth quarter. Undoubtedly, inventory is now building in the value chain, the only question is whether it is the right amount for fourth quarter demand.
• Blog Recovery for Advanced TV Market Expected to Start in Second Half of 2023 with Long Term Growth Projected
  July 10, 2023
  Advanced TV shipments declined in both units and revenue in the first half of 2023, but units are forecasted to be flat Y/Y in the second half and to resume growth in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies. Last month we covered the most recent historical results and this week we will cover our updated forecast.
• Counterpoint in the News Apple iPhone 15: What to Expect - PC Mag
  July 3, 2023
• Counterpoint in the News Apple’s market value crossed $ 3 trillion, investors’ confidence in the company increased - Gearrice
  July 3, 2023
• Blog Advanced Notebook PCs to Decline 3% Q/Q in Q2’23 – 2023 Expected to Decline 20% Y/Y
  July 3, 2023
  Last week, we released the advanced notebook PC display (OLEDs and MiniLEDs) results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. In Q1’23, we saw a Q/Q decrease of advanced notebook PC displays as a result of elevated channel and brand inventories in the total notebook market and slower growth in the advanced notebook display market as a result of the continued macroeconomic turbulence and the slowing of consumer and commercial demand.
• Press Release DSCC Expects Apple and Samsung to Account for 74% of OLED Smartphone Panel Revenues on 4% Y/Y Unit Growth in 2023
  July 3, 2023
  In the recently released Advanced Smartphone Display Shipment and Technology Report, DSCC revealed additional granularity and insights on Q1’23 OLED smartphone results and the latest forecast through 2027. In 2023, OLED smartphone panel shipments are expected to increase 4% Y/Y to 608M panels and panel revenues are expected to decline 5% Y/Y to $30.8B on 16% Y/Y panel ASP declines for flexible OLED panels, 21% Y/Y panel ASP decline for rigid OLED panels and 11% Y/Y panel ASPs declines for foldable OLED panels.
• Press Release Call for Speakers: AR/VR Display Forum LIVE 2023
  July 3, 2023
  DSCC will be hosting the third edition of the AR/VR Display Forum LIVE on September 12th-13th, 2023. This virtual event will be fully dedicated to the display technologies for Augmented Reality and Virtual Reality. It will cover the latest progress to manufacture and commercialize the displays that will enable immersive AR and VR headsets with high resolution, wide field of view and longer battery life.
• Counterpoint in the News Apple may get strong demand for iPhone 15, indication from company’s panel orders - Gearrice
  June 29, 2023
• Blog DSCC Reports June Panel Shipments for the iPhone 14 Series to Fall 22% M/M - iPhone 15 Series Panel Shipments Start Strong
  June 26, 2023
  As we approach the end of June, our latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 14 Series are tracking 3% higher than the iPhone 13 Series during the same time period of June- June. This growth is fueled by a 17% increase for the iPhone 14 Pro models when compared to the iPhone 13 Pro models during the same period in 2022.
• Blog Display Equipment Suppliers Survive a Rough Q1’23
  June 26, 2023
  Q1’23 was a rough quarter for display equipment suppliers. As revealed in our Quarterly Display Supply Chain Financial Health Report: • Display equipment revenues for 16 of the largest suppliers fell 29% Q/Q and 42% Y/Y to $964M, the lowest since at least 2015. Equipment revenues on an install basis should fall further in Q2’23, although revenues from bookings at SDC’s IT OLED fab A5 may offset some of that weakness.
• Blog The Display Capacity Outlook Continues to Fall
  June 26, 2023
  After upgrading display capacity for six straight issues on improved market conditions in LCDs, we have now lowered display capacity for six consecutive quarters on delays and cancellations as conditions worsen and remain weak. Display prices are not expected to exceed cash costs until Q2’23. Our latest capacity forecast for 2027 is down 1% vs. our previous forecast and 2026 is down 12% from peak levels. The 2021-2027 display capacity CAGR was downgraded from 2.2% to 2.0% in our Quarterly Display Capex and Equipment Market Share Report. Both OLED and LCD capacity forecasts came down on fab cancellations and delays. We increased our LCD 2021-2027 CAGR from 1.5% to 1.6% on the Vedanta Indian fab, with OLEDs reduced from 9.2% to 6.3% on more G8.7 delays.
• Counterpoint in the News Display Week 2023’s Emerging Trends for Next Generation OLED - Display Daily
  June 20, 2023
• Counterpoint in the News Google insider leaks Pixel 8 and Pixel 8 Pro display specs - PhoneArena
  June 20, 2023
• Counterpoint in the News Samsung's dominance in foldable phones severely threatened by Chinese competitors like Huawei - DigiTimes Asia
  June 20, 2023
• Counterpoint in the News Good news for Apple fans! Your future iPhones may be scratch-resistant - The Economic Times
  June 20, 2023
• Counterpoint in the News Samsung to revamp its Galaxy XR headset to compete with Apple Vision Pro - International Business Times
  June 20, 2023
• Counterpoint in the News iPhone’s Dynamic Island still feels empty with iOS 17 - BGR
  June 20, 2023
• Counterpoint in the News Daily Research News Online - MrWeb
  June 20, 2023
• Counterpoint in the News Apple Reality Pro to bring dual 4K displays - GSMArena
  June 20, 2023
• Counterpoint in the News Apple mixed reality headset specs leak right before WWDC 2023 — here’s what you get - Yahoo Life
  June 20, 2023
• Counterpoint in the News Supply Chain Analyst Claims To Know Apple Headset Display Specs - UploadVR
  June 20, 2023
• Counterpoint in the News Apple iPhone Design May See Biggest Change In Years, New Leak Claims - Forbes
  June 20, 2023
• Counterpoint in the News The Moving Puck of OLED - Display Daily
  June 20, 2023
• Counterpoint in the News Apple WWDC 2023: AR/VR headset, Macs, and more expected - Yahoo Finance
  June 20, 2023
• Blog OLED Panel Revenues to Decline 7% Y/Y in 2023 – OLED TVs and OLED Notebooks Expected to Suffer Largest Declines
  June 19, 2023
  As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues are expected to fall by 7% Y/Y in 2023 to $38.9B on a 1% Y/Y shipment increase.
• Blog DSCC Raises Its 2023 Foldable Smartphone Outlook as Lower Panel Prices Fuel Android Brand Interest
  June 19, 2023
  DSCC has raised its outlook for foldable smartphone shipments for 2023 by 4% to 19.3M units, which is up 50% Y/Y due to sharply lower panel prices from Chinese OLED suppliers resulting in lower product prices and stronger demand. Motorola will not be alone in launching a clamshell foldable at $799 with China’s Honor and Tecno expected to follow at similar or even lower prices as clamshell foldable panel prices fall rapidly. In addition, DSCC sees a better than expected outlook from Huawei on strong commercial/government demand in China. Samsung is also expecting much stronger results in 2023 on the Z Flip 5 and Z Fold 5 than it experienced in 2022 with the Z Flip 4 and Z Fold 4. While foldable smartphone shipments were down Y/Y in both Q4’22 and Q1’23, double-digit Y/Y growth is expected from Q2’23 through Q4’23.
• Press Release DSCC Adds Materials Analyst in Korea
  June 14, 2023
  DSCC has added another experienced industry professional to our analyst team in Korea. Kyle (HyunJun) Jang joined DSCC in June 2023 as a Senior Analyst of Display Components and Materials. With 12 years of experience in the flat panel display industry, Kyle specializes in OLED research.
• Blog SID/DSCC Business Conference MicroLED Session Summary
  June 12, 2023
  The SID/DSCC Business Conference had several virtual sessions, one of which focused on MicroLED displays. Note that there was no presentation on MiniLED in this session this year.
• Blog Takeaways from SID Papers on Patterning OLEDs with Photolithography, Part 1
  June 12, 2023
  Given all the attention paid to JDI’s eLEAP and Visionox’s ViP technology which was also covered in SID/DSCC Business Conference keynotes from Applied Materials’ Max McDaniel and myself, I thought it would be interesting to review the technical talks on OLED patterning using photolithography in the SID Symposium in Session 17 – OLED Displays 1. The five talks under review are listed below and will be divided between two issues. This issue we will cover the JDI and Visionox talks:
• Blog Apple Vision Pro: A Game Changer?
  June 7, 2023
  Apple finally unveiled its first AR/VR headset at WWDC this week. The Apple Vision Pro will be available in the US “early next year” for a whopping $3499. Apple justifies the price by saying it is the “most advanced personal electronics device ever” and they may be right. The Apple Vision Pro has three display panels, a spatial audio system, 12 cameras, five sensors, six microphones and is powered by the M2 chip along with a new R1 chip for the sensor arrays.
• Counterpoint in the News Samsung Galaxy Z Fold 5 and Flip 5 launching late July at Unpacked in South Korea - Tom's Guide
  June 7, 2023
• Counterpoint in the News ID Asks/Ross A. Young - Information Display
  June 7, 2023
• Blog Meta Announces Pricing for Quest 3 Headset
  June 5, 2023
  Meta has announced that pricing for the Quest 3 headset will start from $499.99 for 128GB of storage. There is no official release date yet, but the headset should start shipping “this fall”. Meta is also reverting the price of the Quest 2 to $299.99, less than a year after a price increase. The Quest 2 was launched at the end of 2020 for $299 but the price was increased to $399 in August 2022, due to rising manufacturing and shipping costs. “We’ll continue to sell Quest 2 and Pro alongside Quest 3, as well as continue shipping new software updates to make the Quest experience even better,” the company said on its blog.
• Blog Springtime Rally in LCD TV Panel Prices Will Stall in the Summer
  June 5, 2023
  The robust rally in LCD TV panel prices that started with the vernal equinox will end with the summer solstice as LCD makers ramped up supply in the second quarter. Excess TV panel inventories were depleted by three quarters of low utilization from Q3’22 to Q1’23, but current fab utilization is more than enough to supply worldwide demand in the current weak economy. We forecast that the price rally will end in June and that prices will stabilize in Q3’23.
• Team Member Kyle Jang
  June 5, 2023
• Counterpoint in the News Rounding up a Return to a Vibrant Display Week 2023 - Display Daily
  May 31, 2023
• Blog 2023 Equipment Spending Outlook Worsens, But Bookings Will Boom on 2024 Rebound
  May 30, 2023
  Display manufacturers continue to push out spending as market conditions remain weak. Panel manufacturers are primarily targeting the high end of the IT (notebook PCs, tablets and monitors) market with new investments, but with those markets currently seeing significantly lower demand, a number of manufacturers are pushing out their spending. Our latest Quarterly Display Capex and Equipment Market Share Report downgraded 2020-2026 spending by 3% to $62B with OLEDs down 8% and LCDs up 4% over that period. By year:
• Blog Foldable Smartphone Shipments Decline Y/Y Again in Q1’23
  May 30, 2023
  As revealed in our latest Quarterly Foldable/Rollable Display Shipment and Technology Report, foldable smartphone shipments fell 39% Q/Q and 8% Y/Y in Q1’23 to 1.93M units. It was the second straight quarter with a Y/Y decline for foldable smartphones, which have struggled since the launch of the iPhone 14 series along with a decline in Android phones and the lack of compelling new foldable phones. By brand, Samsung’s share slipped from 83% in Q4’22 to 48% in Q1’23 as demand stalled for its Galaxy Z Flip 4 and Z Fold 4. Oppo jumped into second with a 22.7% share followed by Huawei at 15.7%. The top five models in Q1’23 were the Z Flip 4 at 29%, the Huawei Pocket S at 16%, the Galaxy Z Fold 4 at 14%, the Oppo Find N2 Flip at 12% and the Oppo Find N at 6%. In Q2’23, Vivo’s share is expected to surge to 16%, #3 after Samsung and Huawei. Shipments should rebound Y/Y in Q2’23 as more products become available at a wider range of price points and a forecast for Q2’23 was provided in the latest update. A full forecast through 2027 will be provided in a few weeks.
• Blog Q1’23 Flat Panel Display Financials Highlight Wide Gap Between Samsung Display and the Rest
  May 30, 2023
  Now that all of the industry’s flat panel display makers have reported their Q1’23 financial results, we update our industry profile. The first quarter showed a gaping chasm between Samsung Display and all of the other companies in the industry, most of which focus on LCD technology. For LCD makers, it was the third consecutive quarter of severe losses. Even for other FPD makers focusing on OLED, profits remain a faraway dream. Meanwhile, although it weathered a seasonal slowdown in sales, Samsung Display continued to book strong profits.
• Blog Thoughts on Display Week and Corning's Price Increase
  May 30, 2023
  Display Week 2023 has come and gone, and as usual it was a very busy week for DSCC. For me the highlight of the week was Ross’ keynote address to the Display Week assembly on Tuesday morning. This was the first time any analyst was chosen to deliver a Display Week keynote, and Ross delivered in his customary rapid-fire style covering all the key business, market and technology issues facing the display industry.
• Press Release Display Start-ups Will Make Their Case at the SID/DSCC Business Conference
  May 19, 2023
  While the display industry's big companies are more well-known, some of the most important innovations in the display industry emerge from small start-up companies, especially in the materials space. Six presenters from display start-up companies will introduce groundbreaking technology which has the potential to reshape the display industry at the 2023 SID/DSCC Business Conference.
• Press Release SID/DSCC Business Conference Will Highlight Developments in Growing Automotive Display Sector
  May 17, 2023
  The 2023 SID/DSCC Business Conference will cover the latest developments in the automotive display sector, one of the fastest growing applications for displays. The SID/DSCC Business Conference, sponsored by Applied Materials, SmartKem, GE, OTI Lumionics and TOP ENGINEERING, is part of Display Week 2023, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open and available at this link.
• Press Release SID/DSCC Business Conference Will Showcase Emerging Display Technologies in Two Sessions
  May 15, 2023
  The 2023 SID/DSCC Business Conference will have two sessions covering emerging display technologies and their current and future impact on the display industry. The SID/DSCC Business Conference, sponsored by Applied Materials, SmartKem, GE, OTI Lumionics and TOP ENGINEERING, is part of Display Week 2023, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open and available at this link.
• Blog OLED Panel Shipments Decreased 19% Y/Y in Q1’23 on Double Digit Declines for Smartphones and TVs
  May 15, 2023
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments decreased 31% Q/Q and 19% Y/Y in Q1’23 to 154M units.
• Press Release AR/VR Panel Shipments to Reach 119M Units by 2028
  May 15, 2023
  Display panel shipments for Virtual Reality (VR) will increase by 17.6% this year, according to the latest issue of the Biannual Augmented and Virtual Reality Display Technologies and Market Report. DSCC expects panel shipments to grow from 13.6M units in 2022 to 16M units in 2023.
• Counterpoint in the News Largest iPhone screens ever coming to iPhone 16 Pro models – Ross Young - 9TO5Mac
  May 11, 2023
• Counterpoint in the News 14-inch iPad Pro: Here’s everything we know - 9TO5Mac
  May 11, 2023
• Counterpoint in the News Samsung’s Galaxy Z Flip 5 will have a large 3.4-inch 720p cover display, leak claims - The Verge
  May 11, 2023
• Counterpoint in the News The 15-inch MacBook Air will reportedly launch at WWDC 2023 - Tom’s Guide
  May 11, 2023
• Counterpoint in the News SAMSUNG GALAXY Z FLIP5 IS EXPECTED TO OUTSELL ITS PREDECESSOR - Gizchina
  May 11, 2023
• Counterpoint in the News DSCC: BOE's market share in flexible smartphone OLED displays rose to 27% -OLEDinfo
  May 11, 2023
• Counterpoint in the News LG Electronics Q1 Profit Down 23% On Slow Demand - MENAFN
  May 11, 2023
• Counterpoint in the News Society for Information Display Announces Display Week 2023 Keynote Addresses by Top Executives from Tianma Microelectronics Co., Ltd., Magic Leap and DSCC - PRnewswire
  May 11, 2023
• Counterpoint in the News If Apple wants to make monitors people will buy, it needs to embrace OLED - Tech Radar
  May 11, 2023
• Counterpoint in the News MacBook Air 15-inch: 4 reasons to buy and 2 reasons to skip - Tom’s Guide
  May 11, 2023
• Counterpoint in the News Apple to Continue to Rely on Korean Suppliers for Custom MicroLED Displays - Mactrast
  May 11, 2023
• Counterpoint in the News Samsung Galaxy Z Flip5 and Galaxy Z Fold5 mass production window revealed with new cover display information - Notebook Check
  May 11, 2023
• Counterpoint in the News Four of the top five OLED smartphones are Apple iPhones – DSCC - Mac Daily News
  May 11, 2023
• Counterpoint in the News DSCC Launches Monthly Flagship Smartphone Tracker – Top 5 Models from Apple & Samsung Capture a 46% Share for January through March - Display Daily
  May 11, 2023
• Counterpoint in the News Dwindling Sharp earnings cast doubt on parent Foxconn's interest - Nikkei Asia
  May 11, 2023
• Press Release 12 Leading Display Industry/Financial Analysts from 7 Organizations to Present at the SID/DSCC Business Conference
  May 10, 2023
  Attendees of the upcoming SID/DSCC Business Conference on May 24th during Display Week, will hear from 12 leading display-related industry and financial analysts and consultants covering a wide variety of topics offering its attendees tremendous content and valuable insights. The analyst/consultant firms participating include:
• Blog TV Brand Profits Rebound in Q1
  May 8, 2023
  After a difficult Q4’22 when the TV business segments of the top two brands reported operating losses, profits bounced back in the first quarter of 2023, as reported by the companies last week. With lower costs for LCD TV panels, Samsung and LG navigated their TV businesses to profits in the first quarter of 2023 despite a soft market.
• Blog Display Industry Recovery Gaining Steam as Fab Utilization Increases in Q2’23
  May 8, 2023
  The increase in display fab utilization that started in Q1’23 has accelerated in the second quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the display supply chain has been trimmed to normal levels, and a wave of restocking is leading to increased demand. However, big increases in utilization by LCD makers in Q2’23 carry the risk of overshooting demand and stifling the rally in panel prices.
• Press Release Progress in MicroLED to Be Highlighted at the SID/DSCC Business Conference
  May 3, 2023
  Attendees of the 2023 SID/DSCC Business Conference will get the opportunity to learn about the latest developments in MicroLED technologies. The conference will cover the commercialization roadmap and the remaining challenges in manufacturing. To register, visit the Display Week website.
• Blog LCD TV Panel Prices Increasing in Q2 – Can the Rally Last?
  May 1, 2023
  LCD TV panel prices hit an all-time low in September 2022, and after two quarters of lackluster increases, prices are increasing at a robust rate in Q2’23. With LCD fab utilization well below normal levels from Q3’22 to Q1’23, excess TV panel inventories in the supply chain have been flushed out and panel purchases have started to recover. With LCD fab UT% increasing in Q2, we forecast that the price rally will be short-lived and that prices will stabilize in Q3’23.
• Press Release The Future of TV Technologies Will be Explored at the SID/DSCC Business Conference
  May 1, 2023
  The 2023 SID/DSCC Business Conference will cover the latest TV market and technology trends and outlook in a dedicated session at the Los Angeles Convention Center on Wednesday, May 24th, 2023. The SID/DSCC Business Conference, sponsored by Applied Materials, Smartkem, GE, OTI Lumionics and TOP ENGINEERING, is part of Display Week 2023, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open and available at this link.
• Blog BOE Flagship Smartphone Panel Share Surged to a Record 27% in Q1’23
  April 26, 2023
  As revealed in DSCC’s new Monthly Flagship Smartphone Tracker, BOE captured a record 27% unit share of the flagship smartphone panel market in Q1’23, with flagship smartphones defined as those containing flexible or foldable OLED displays. In Q1'23, BOE had an 81% Y/Y unit growth as a result of impressive volume growth/share gains at Apple, Huawei, Oppo, Realme, Vivo and ZTE. As it continues to narrow the technological gap with Samsung Display and ramps up its new fab in Chengdu and prices to win business, its share of the flagship smartphone market continues to grow, rising from 18% in Q1’22 to 22% in Q4’22 and 27% in Q1’23. In Q1'23, flagship smartphones were up 17% Y/Y with flexible OLED smartphones up 18% Y/Y and foldable OLED smartphones up 4% Y/Y. DSCC’s Monthly Flagship Smartphone Tracker, which also provides a rolling two-month forecast for all flexible and foldable OLEDs used in smartphones, reveals that BOE is expected to hold onto its share gain in Q2’23.
• Event Speakers Jan Matthijs ter Meulen
  April 25, 2023
• Events DSCC Speaking Engagement - SID Display Week Keynote
  April 24, 2023
  DSCC CEO Ross Young will be speaking at this event at 9:45 AM.
• Press Release Tianma, Magic Leap and DSCC Executives to Keynote SID’s Display Week
  April 24, 2023
  SID’s Display Week, the world’s leading international technical event for electronic display and visual imaging innovation, will feature dynamic keynote addresses by three visionary executives who lead the way in display technologies, product innovation and supply chain expertise. This year’s talks stand out in that the speakers will be laser-focused on current challenges and opportunities, suggest pathways toward future success and share their thoughts on how these interwoven industries can thrive in the years ahead.
• Press Release DSCC Announces Speakers for Mobile Session at SID/DSCC Business Conference
  April 24, 2023
  The 2023 SID/DSCC Business Conference will cover the latest mobile display market and technology trends and outlook in a dedicated session at the Los Angeles Convention Center on May 24th, 2023. The SID/DSCC Business Conference is part of Display Week 2023, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open.
• Blog Panel Maker Q1’23 Earnings Preview
  April 24, 2023
  In most quarters, LG Display has been the first panel maker to announce financial results from the previous quarter. LGD is scheduled to release its results next Wednesday, April 26th, but they won’t be the first to report this quarter. Innolux jumped the gun by announcing better-than-expected results for Q1’23 on April 19th (see separate story). We will preview the results from the rest of the industry here. It is likely that the pattern set by Innolux – a decrease in revenues but slightly better operating margins – will be the trend for panel makers.
• Event Speakers Jeff Yurek
  April 23, 2023
• Page Presentation Abstracts
  April 20, 2023
• Events Global Display Supply Chain Dynamics & Technology Outlook Conference
  April 20, 2023
• Events AR/VR Display Forum LIVE
  April 18, 2023
• Blog DSCC Smartphone Display Cost Report Highlights Cost of New Technologies
  April 17, 2023
  In the immensely competitive smartphone market, consumers and handset makers choose performance features from a vast range of display innovations and weigh the importance of these features against price. The latest update of DSCC’s Quarterly Smartphone Display Cost Report, released last week gives subscribers a detailed accounting of the cost of key features available in smartphone displays, such as higher refresh rate, resolution or improved thickness and weight. The report includes the latest updates to our smartphone cost model, including revised cost profiles of Samsung’s S23 product line, Apple’s iPhone 14 product line and the latest foldable displays from Samsung, Oppo, Vivo and Xiaomi.
• Press Release SID/DSCC Business Conference Keynotes to Share Their Future Display Vision
  April 17, 2023
  The 2023 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, GE, OTI Lumionics, Smartkem and Top Engineering, will feature 43 presentations from 35 different companies, representing a great value. The keynote talks, taking place on May 24th at the LA Convention Center, feature three industry executives with unique insight regarding the future of the $119B display industry.
• Press Release DSCC Launches Monthly Flagship Smartphone Tracker – Top 5 Models from Apple & Samsung Capture a 46% Share for January through March
  April 17, 2023
  This week, DSCC launches its Monthly Flagship Smartphone Tracker. This report includes monthly panel shipment results and a rolling two-month forecast for all flexible and foldable OLED smartphones for all the major smartphone brands and models. The tracker covers all flagship models and shows monthly panel shipments by:
• Event Speakers Tara Akhavan
  April 13, 2023
• Blog DSCC Advanced TV Cost Report Shows Cost Impact of Low Fab Utilization
  April 10, 2023
  DSCC has released its latest update of the Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This quarter’s edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes including LCD with MiniLED backlights, and cost profiles for 55” and 65” QD-OLED panels from SDC.
• Press Release DSCC Announces Speakers for AR/VR Session at SID/DSCC Business Conference
  April 10, 2023
  The 2023 SID/DSCC Business Conference will cover the latest display trends in Augmented and Virtual Reality (AR/VR) in a dedicated session at the Los Angeles Convention Center on May 24th, 2023. The Business Conference is part of Display Week 2023, the world's leading event focused on emerging electronic display and visual information technologies. Registration is already open.
• Counterpoint in the News DSCC: No ProMotion (120Hz) on vanilla iPhones until 2025 - GSMArena
  April 7, 2023
• Counterpoint in the News All iPhone 17 Models Expected to Score Always-On Display Tech - Mactrast
  April 7, 2023
• Counterpoint in the News LTPO technology coming to all iPhone 17 models, says analyst - iThinkDifferent
  April 7, 2023
• Counterpoint in the News Every iPhone 17 model expected to get always-on display tech - AppleInsider
  April 7, 2023
• Counterpoint in the News Non-Pro iPhones get always-on, 120Hz screens in 2025 - Cult of Mac
  April 7, 2023
• Counterpoint in the News Apple focused on OLED iPads for now, but an updated MacBook Air is still in the works - 9TO5Mac
  April 7, 2023
• Counterpoint in the News MacBook Air OLED tipped to arrive before new MacBook Pro - Tom's Guide
  April 7, 2023
• Counterpoint in the News Under-display Face ID tipped to arrive in 2025 - PhoneArena
  April 7, 2023
• Counterpoint in the News Huge Apple leak shows iPhone plans through 2027 - Yahoo
  April 7, 2023
• Counterpoint in the News Non-Pro iPhones will reportedly get 120Hz ProMotion displays… in 2025 - Macworld
  April 7, 2023
• Counterpoint in the News 120Hz ProMotion Rumored to Expand to Non-Pro iPhones in Two Years - MacRumors
  April 7, 2023
• Counterpoint in the News Under-Display Face ID Reportedly to Debut on 'iPhone 17 Pro' - MacRumors
  April 7, 2023
• Counterpoint in the News MacBook Air With 13.4-Inch OLED Display Rumoured To Be In Development: Report - Bharat Times
  April 7, 2023
• Counterpoint in the News Apple apparently working on new 13.4-inch OLED MacBook Air - Notebook Check
  April 7, 2023
• Counterpoint in the News Apple Reportedly Developing Smaller 13-inch OLED MacBook Air - iPhone Canada
  April 7, 2023
• Counterpoint in the News Apple AR Headset’s Updated Shipment Estimates Reveal The Company’s Ambitious Product Could Sell Up To Five Times Less This Year - WCCtech
  April 7, 2023
• Counterpoint in the News SAMSUNG DISPLAY BEGINS DEVELOPMENT OF AN OLED PANEL FOR THE MACBOOK AIR 13 - Voonze
  April 7, 2023
• Counterpoint in the News Forget The New MacBook Pro, Apple Has Something Much Better - Forbes
  April 7, 2023
• Counterpoint in the News MacBook Air With 13.4-Inch OLED Display Rumoured To Be In Development: Report - News18
  April 7, 2023
• Counterpoint in the News Analyst Ross Young: Apple Working on MacBook Air With Slightly Smaller 13.4-Inch OLED Display - Mactrast
  April 7, 2023
• Counterpoint in the News DSCC Adds More Speakers and a New Sponsor to the SID/DSCC Business Conference - Display Daily
  April 7, 2023
• Counterpoint in the News MacBook Air With Slightly Smaller 13.4-Inch OLED Display Rumored - MacRumors
  April 7, 2023
• Counterpoint in the News Upcoming iPhone 15 Will Have Proximity Sensor Within Dynamic Island? This Is What We Know So Far.. - Trak.in
  April 7, 2023
• Counterpoint in the News Korean display manufacturers boost investments for survival after JOLED collapse - Pulse
  April 7, 2023
• Counterpoint in the News Apple can give up FaceID! Here is the new technology! - Gearrice
  April 7, 2023
• Counterpoint in the News iPhone 14 Plus proved to be much more popular than the iPhone 13 mini - Gadget Tendency
  April 7, 2023
• Counterpoint in the News iPhone 15 Plus now looks like a lock for this year — here’s why - Tom's Guide
  April 7, 2023
• Counterpoint in the News iPhone 14 Plus sales are too small for Apple, but it’s not an iPhone 13 mini-sized dud - 9TO5Mac
  April 7, 2023
• Counterpoint in the News Apple’s iPhone 14 Plus reportedly sold better than the iPhone 13 mini - MSN
  April 7, 2023
• Counterpoint in the News iPhone 14 Plus Can’t Even FAIL Properly - The Mac Observer
  April 7, 2023
• Counterpoint in the News Apple’s big bet on going plus, not mini with iPhone 14 pays off: Report - Financial Express
  April 7, 2023
• Counterpoint in the News DSCC: OLED revenues to decline 7% in 2023, due to low demand for TV and smartphone panels - OLED-info
  April 7, 2023
• Event Speakers Art Renn
  April 7, 2023
• Event Speakers Harit Doshi
  April 6, 2023
• Event Speakers Mathias Stegemann
  April 5, 2023
• Event Speakers Mike Fidler
  April 5, 2023
• Event Speakers Ron Mertens
  April 4, 2023
• Event Speakers David Trasobares Paris
  April 4, 2023
• Blog Apple Dominates Best Selling Smartphones in Q4’22, LTPO Share Surges on Pro Models with Full Adoption Expected by Apple in 2025
  April 3, 2023
  In the recently released Advanced Smartphone Display Shipment and Technology Report, we revealed additional granularity and insights on 2022 OLED smartphone results and our latest forecast through 2027. OLED smartphone panel shipments declined 7% Y/Y in 2022 to 587M units, with revenues down 1% to $32B.
• Blog Advanced TV Market Expected to Decline in 2023; Growth to Resume in 2024
  April 3, 2023
  Advanced TV shipments are expected to decline in both units and revenue in 2023, but are forecast to resume growth in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Last month, we covered the most recent historical results and this week we will cover our updated forecast.
• Blog LCD TV Panel Prices Continue to Climb in Q2
  April 3, 2023
  After a pause in the winter, LCD TV panel prices are increasing as Q1 ends and Q2 begins. The extremely low LCD fab utilization levels in Q1 have allowed TV supply chain inventories to normalize and panel purchases have started to recover. The higher panel prices will lead to improved profitability for panel makers, but the industry remains in a difficult position with prices below cash costs.
• Blog Leading Display Equipment Suppliers’ Revenues Fall for Sixth Straight Quarter
  April 3, 2023
  As revealed in our latest Quarterly Display Supply Chain Financial Health Report, display equipment revenues for 17 of the largest suppliers fell 9% Q/Q and 7% Y/Y to $1.4B, declining on a Y/Y basis for the sixth straight quarter as shown in the figure here. At $1.41B, it was the second worst quarter since Q2’20, when COVID disrupted equipment deliveries and installations. Display equipment spending is on the decline due to a decline in display demand resulting from the COVID bubble when significant display demand was pulled in along with a rise in supply in 2021 and 2022 as suppliers responded to the higher demand by adding more capacity. As a result, utilization plummeted, LCD TV panel prices fell below cash cost and panel manufacturers began delaying spending, which should extend through most of 2023.
• Event Speakers Alex Henzen
  March 28, 2023
• Event Speakers Katsumi Araki
  March 28, 2023
• Event Speakers Onno Lint
  March 28, 2023
• Blog DSCC Sees OLED Revenues Falling 7% Y/Y in 2023 – Bright Outlook Continues for IT Applications
  March 27, 2023
  As revealed in DSCC’s latest release of the OLED Shipment Report, OLED panel revenues are expected to fall by 7% Y/Y in 2023 to $38.7B as a result of a 1% Y/Y shipment decline.
• Blog Advanced Notebook PCs Decline 6% Q/Q in Q4’22 – 2023 Expected to Remain Flat
  March 27, 2023
  Last week, we released the advanced notebook PC display (OLEDs and MiniLEDs) results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. In Q4’22, we saw a Q/Q decrease of advanced notebook PC displays as a result of elevated channel and brand inventories in the total notebook market and slower growth in the advanced notebook display market as a result of the continued macroeconomic turbulence and the slowing of consumer and commercial demand.
• Blog Advanced Monitor Market Expected to Rise 99% Y/Y in 2023 On Triple-Digit Growth for OLEDs Monitors
  March 27, 2023
  In the recently released Quarterly Advanced IT Display Shipment and Technology Report, some highlights for advanced monitors include: • In Q4’22, advanced monitor panel shipments grew 15% Q/Q and 126% Y/Y to 643K panels. We expect to see an increase to 825K panels in Q1’23, a 28% Q/Q increase with OLED displays increasing 88% Q/Q and MiniLEDs increasing 20%. The significant Q/Q growth for OLED displays is a result of significant growth from 34” QD-OLED and 49” QD-OLED models and 27”, 45” and 48” WOLED models.
• Event Speakers Shawn Frayne
  March 22, 2023
• Event Speakers Simon Jones
  March 22, 2023
• Counterpoint in the News THE HUAWEI MATE X3 WILL PROBABLY HAVE AN INTERNAL DISPLAY WITH UTG PROTECTION - TechSmart
  March 21, 2023
• Counterpoint in the News Apple Gets Patent for Foldable iPhone and iPad with Screen Protection - My Next Tablet
  March 21, 2023
• Counterpoint in the News Details of Huawei Mate X3 and Huawei P60 Pro appear ahead of launch - TechNave
  March 21, 2023
• Event Speakers Richard Harding
  March 21, 2023
• Blog How MiniLEDs Can Remain Cost Competitive
  March 20, 2023
  Since Apple adopted MiniLEDs in the iPad Pro and MacBook Pro’s in 2020, MiniLED has become a rising star in the display and LED industries. Other IT brands have also adopted MiniLEDs in notebook PCs and monitors since then. However, Apple plans to adopt OLEDs to replace MiniLEDs in the iPad Pro next year and in MacBook Pro’s over time. This will have a large impact on the MiniLED market. Increasing MiniLED’s advantages and minimizing their weaknesses has become a big task for the LED industry. This is being achieved through collaboration with companies in optics, backplanes and driver ICs for next generation MiniLED solutions. High cost is still the main obstacle. DSCC sees a number of ways in which the MiniLED industry is approaching cost reduction:
• Blog DSCC Reports April Panel Shipments for the iPhone 14 Series Fall 23% M/M
  March 20, 2023
  As we approach the end of March, our latest survey of supply chain data shows that panel shipments for the iPhone 14 Series are tracking 2% higher than the iPhone 13 Series during the same time period of April – April. This continued decline in growth is the result of weakening demand, inventory corrections and macroeconomic turbulence.
• Blog Advanced Tablet Panel Shipments Fall Y/Y in Q4’22, Larger Decline Expected in Q1’23
  March 20, 2023
  As reported in our latest Quarterly Advanced IT Display Shipment and Technology Report, OLED and MiniLED tablet panel shipments fell 10% Q/Q and 11% Y/Y in Q4’22 to 2.3M units. It was the first Y/Y decline since Q1’21. The decline can be attributed to lack of compelling new models, the weak IT market resulting from the COVID bubble where significant forward demand was pulled in, high inflation such as higher energy and food prices weakening consumer spending and recessionary concerns. Q1’23 looks even worse likely due to some inventory concerns at Apple and again a lack of new products. Samsung’s Galaxy Tab S9 series isn’t expected to launch till August, so Q1’23 will have a more challenging comparable. A steeper 42% Y/Y decline is expected in Q1’23.
• Press Release DSCC Adds More Speakers and a New Sponsor to the SID/DSCC Business Conference
  March 20, 2023
  DSCC has added a number of additional speakers and an additional sponsor to the SID/DSCC Business Conference, which will take place on May 24th.
• Event Speakers Kyu Yong Bang
  March 17, 2023
• Event Speakers Wally Haas
  March 17, 2023
• Event Speakers David Fattal
  March 16, 2023
• Counterpoint in the News More reports say the microLED Apple Watch Ultra may be here next year - T3
  March 16, 2023
• Counterpoint in the News The new Apple Watch Ultra could have a release date - Gearrice
  March 16, 2023
• Counterpoint in the News Under-Display Face ID: When will we see it on iPhone? - Deal N Tech
  March 16, 2023
• Counterpoint in the News 27-inch iMac Pro 2023: What you need to know about the rumors - Macworld
  March 16, 2023
• Counterpoint in the News MacBook Air 2023: Everything you need to know - Tech Advisor
  March 16, 2023
• Counterpoint in the News Brighter Micro-LED Apple Watch Ultra rumoured for 2024 debut - Pocket-lint
  March 16, 2023
• Event Sponsors Top Engineering
  March 16, 2023
• Counterpoint in the News Samsung Galaxy Z Flip 5: Everything we know and what we want to see - Android Authority
  March 15, 2023
• Counterpoint in the News OLED iPad Pro: What the rumors say and why Apple is making the switch - 9TO5Mac
  March 15, 2023
• Counterpoint in the News DSCC Announces Sessions and Presenting Companies for 2023 SID/DSCC Business Conference - Display Daily
  March 15, 2023
• Event Speakers Gary Feather
  March 15, 2023
• Event Speakers Craig Bandes
  March 15, 2023
• Event Speakers Rick Seger
  March 14, 2023
• Press Release DSCC Announces Sessions and Presenting Companies for 2023 SID/DSCC Business Conference
  March 13, 2023
  DSCC and the Society for Information Display (SID) are pleased to announce the sessions and 22 initial speakers for the 20th anniversary 2023 SID/DSCC Business Conference, the longest running and largest US conference dedicated to the business aspects of the $129B display industry. If you or your company are interested in speaking or sponsoring, there are limited spots remaining, please contact [email protected] as soon as possible. Sponsors include Applied Materials, Smartkem and OTI Lumionics.
• Counterpoint in the News iPhone 15 and iPhone 15 Plus won’t offer these two display features - 9TO5Mac
  March 10, 2023
• Counterpoint in the News Apple discontinues business-focused 'Mac notebook upgrade' programme - Business Standard
  March 10, 2023
• Counterpoint in the News Apple’s spring surprise could be the early arrival of the M3 MacBook Air - Macworld
  March 10, 2023
• Counterpoint in the News Apple tipsters can’t agree on 15-inch MacBook Air release window - Cult of Mac
  March 10, 2023
• Counterpoint in the News How Apple’s Need for Cutting Edge Screens Kept Tech’s Unhappiest Marriage Alive - The Information
  March 10, 2023
• Counterpoint in the News Society for Information Display (SID) Announces Debut of Special Programming at Display Week 2023 - Yahoo Finance
  March 10, 2023
• Press Release Samsung and LG Continue to Dominate Advanced TV Market and Regained Share in Q4’22
  March 9, 2023
  The premium TV market continues to be dominated by the two Korean brands Samsung and LG, and both brands regained some market share in the fourth quarter of 2022, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. According to DSCC Co-Founder and Principal Analyst, Bob O’Brien, “Growth in the Advanced TV market slowed as the TV market overall struggles through a post-pandemic lull and as shipments in Europe continue to suffer from the impact of the war in Ukraine. Outside of Europe, the Advanced TV market continues healthy growth.”
• Counterpoint in the News Samsung loses exclusive as iPhone 15 gets multiple screen suppliers - Apple Insider
  March 7, 2023
• Counterpoint in the News Rollable phones are gorgeous. But wait before you get too excited - Bolly Inside
  March 7, 2023
• Counterpoint in the News Samsung Display will No Longer be the Sole Supplier of iPhone 15 Screens - PhoneWorld
  March 7, 2023
• Counterpoint in the News Foldable smartphone sales drop for the first time ever - Android Headlines
  March 7, 2023
• Counterpoint in the News Rollable Phones Look Amazing. But Don't Get Too Excited Yet - CNET
  March 7, 2023
• Counterpoint in the News Samsung Display will not be the sole supplier for any iPhone 15 model - iThinkDifferent
  March 7, 2023
• Counterpoint in the News Foldable Smartphone Sales Decline For The First Time In Fourth Quarter Of 2022: Report - Bharat Times
  March 7, 2023
• Counterpoint in the News Foldable Smartphone Sales Decline For The First Time In Fourth Quarter Of 2022: Report - MSN
  March 7, 2023
• Blog More Foldable Report Highlights – 37 Foldables in the Market this Year, CoE Panels from China, Multi-Fold Coming and More
  March 6, 2023
  We published our Quarterly Foldable/Rollable Display Shipment and Technology Report last week and it is clear 2023 will be a busy year for foldables. While 19 different foldable smartphone models had shipments in 2022 from seven different brands. In 2023, DSCC expects to see at least 37 different models ship in 2023 from 10 different brands with Google, OnePlus and Tecno entering the mix as brands look to breathe new life into the stagnant smartphone market. At least 16 different clamshell models are expected along with at least 20 different in-folding (book-type) models and one new out-folding model. While the foldable smartphone market is heating up, DSCC reports delays in foldable notebooks with a number of models expected in Q4’23 pushed out to 2024 due to the weak IT market this year.
• Blog LCD TV Panel Prices Edging Up in Q1
  March 6, 2023
  After a pause in December and January, LCD TV panel prices are increasing again from their all-time lows. With LCD fab utilization well below normal levels, TV supply chain inventories have been decreasing and panel purchases have started to recover. While the price increases are undoubtedly welcomed by panel makers, the industry remains in a difficult position with prices below cash costs.
• Counterpoint in the News QD-OLED and MiniLED TV Shipments Growing With 27.5% CAGR - Display Daily
  March 2, 2023
• Counterpoint in the News Mwc 23, Motorola’s roll-up smartphone - Breaking Latest News
  March 2, 2023
• Counterpoint in the News DSSC says foldable smartphone shipments dropped in Q4 2022 for the first time, but growth will return in Q2 2023 - OLED-info
  March 2, 2023
• Counterpoint in the News Samsung Galaxy Z Fold 5 smartphone may not feature Chinese foldable panels - Business Standard
  February 28, 2023
• Counterpoint in the News Waterdrop hinges will address these issues on Galaxy Z Fold 5 & Flip 5 - Android Headlines
  February 28, 2023
• Counterpoint in the News Global shipments of foldable phones suffered its first year-over-year decline during Q4 - Phone Arena
  February 28, 2023
• Counterpoint in the News Reports of iPhone SE 4’s death were greatly exaggerated - Cult of Mac
  February 28, 2023
• Counterpoint in the News Apple seems to be hinting new MacBook Air and Mac Pro models - BGR
  February 28, 2023
• Counterpoint in the News Samsung Galaxy Z Flip 5 could get the upgrade we’ve been waiting for - Tom's Guide
  February 28, 2023
• Counterpoint in the News Apple Purchases Whole Stock of TSMC’s 3nm Chips for iPhone 15 Pro and M3 Macs - Gaming Ideology
  February 28, 2023
• Counterpoint in the News External display size could be the next battleground for foldable flip phones - The Verge
  February 28, 2023
• Counterpoint in the News iPhone 15 screen sizes: How big will the iPhone 15 be? - iMore
  February 28, 2023
• Counterpoint in the News Leaked Motorola Razr 2023 renders suggest it might feature biggest outer display in 2023 - News 9 Live
  February 28, 2023
• Counterpoint in the News Samsung and LG ready Apple’s OLED panels for 2024 iPads - iLounge
  February 28, 2023
• Counterpoint in the News Apple orders OLED panels from Samsung and LG Display for 2024 iPad models - Research Snipers
  February 28, 2023
• Counterpoint in the News Apple inks deal with Samsung, LG for OLED panels for new iPad models - The Times of India
  February 28, 2023
• Counterpoint in the News Apple skips BOE, offers iPad OLED orders to Samsung and LG - SAMMOBILE
  February 28, 2023
• Counterpoint in the News New Apple MacBook Air may launch in April with latest features - Business Insider
  February 28, 2023
• Counterpoint in the News New Apple MacBook Air expected to launch in April: What to expect? - IndiaTV
  February 28, 2023
• Counterpoint in the News New MacBook Air Rumored to Launch in April With These 5 New Features - MacRumors
  February 28, 2023
• Counterpoint in the News LG and Samsung reportedly ink deals to supply OLED panels for 2024 iPad Pro - PhoneArena
  February 28, 2023
• Blog Monthly iPhone 14 Volumes Expected to Continue to Fall in March, LG Display Continues to Gain
  February 27, 2023
  As we approach the end of February, our latest survey of supply chain data shows that panel shipments for the iPhone 14 Series are tracking 4% higher than the iPhone 13 Series during the same time period of April – March. This slower growth is the result of aftershocks from factory closures in November, demand and inventory corrections and macroeconomic headwinds.
• Blog Foldable Display Market Declines Y/Y for the First Time in Q4’22, Samsung Still Dominates Despite Drop
  February 27, 2023
  The foldable market stalled for the first time in Q4’22 as revealed in DSCC’s latest Quarterly Foldable/Rollable Display Shipment and Technology Report, which will be distributed this week.
• Blog DSCC Sees Display Capacity Down 2% in 2023 on Delays and LGD/SDC Shutdowns – LCDs Down 3%, OLEDs Up 6%
  February 27, 2023
  DSCC sees display capacity down 2% Y/Y in 2023 as Korean manufacturers LG Display and Samsung Display shut down or convert LCD capacity in China and/or Korea and other manufacturers delay capacity additions on weak market conditions. As indicated in DSCC’s Quarterly Display Capacity and Equipment Market Share Report, DSCC sees LCD capacity falling 3% in 2023, with OLED capacity up 6%. Despite the 2023 decline, LCDs will still dominate display capacity on an area basis with a 91% share in 2023, down from 92%.
• Press Release Quantum Dot Displays Continue to Grow, Driven by MiniLED and QD-OLED
  February 27, 2023
  Total panel area for QD-OLED and QD-LCD is set to grow by nearly 15% next year, according to DSCC’s latest Quantum Dot Display Technology and Market Outlook Report. TV is by far the biggest segment for quantum dot displays, not just in terms of panel area but also in units, with 15.6M TV sets expected to contain quantum dots in 2023.
• Counterpoint in the News Analyst reveals that Apple’s mini LED 27-inch display will be delayed again - Breakinglatest.news
  February 21, 2023
• Counterpoint in the News The Tablet Testing Ground - Display Daily
  February 21, 2023
• Counterpoint in the News A new MacBook Air with a giant 15-inch screen would arrive in the spring - Gearrice
  February 21, 2023
• Counterpoint in the News Should you buy any of the latest MacBook rumors? - Macworld
  February 21, 2023
• Counterpoint in the News Global demand for mini LED-backlit LCD panels expected to stall after 2024 - DigiTimes Asia
  February 21, 2023
• Counterpoint in the News Apple's upcoming 15-Inch MacBook Air could feature M2 Chip: Report - Business Standard
  February 21, 2023
• Event Sponsors Smartkem
  February 20, 2023
• Blog US TV Prices Fall as Overall Inflation Disappoints
  February 20, 2023
  In January 2023, headline inflation numbers in the US continued their slow but steady decrease from their highest point in more than 40 years, but the decrease in January was smaller than expected. Meanwhile, TV prices resumed their downward march in January after an unusual increase in December 2022.
• Blog OLED Revenues Fall 3% Y/Y in Q4’22
  February 20, 2023
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel revenues decreased 3% Y/Y in Q4’22 to $12.6B as a result of a 7% Y/Y shipment decline. In Q4’22, by select OLED applications: • Smartphones increased 3% Y/Y in units and in revenues; • TVs decreased 4% Y/Y in units and 12% in revenues.
• Press Release DSCC Announces Call for Speakers for 2023 SID/DSCC Business Conference
  February 16, 2023
  DSCC and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2023 SID/DSCC Business Conference. SID awarded the organization and execution of the SID Business Conference to DSCC for the seventh straight year and the 2023 event will be the 20th anniversary of the SID Business Conference. The SID/DSCC Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $129B display industry with over 250 attendees annually.
• Counterpoint in the News Apple's 27-Inch Display With Mini LEDs May Not Launch In Q1 2023. - ABP Live
  February 14, 2023
• Counterpoint in the News Report Says Slow Market Persists for Flat-Panel Displays - Design News
  February 14, 2023
• Counterpoint in the News Rumored 27-inch Mini-LED Apple Display delayed again, says Ross Young - iMore
  February 14, 2023
• Counterpoint in the News 15-inch MacBook Air set for an ‘early April’ release, new report says - 9TO5Mac
  February 14, 2023
• Counterpoint in the News Launch Date for Apple’s 27-Inch Display with Mini-LED Pushed Back Again - The USB Port
  February 14, 2023
• Counterpoint in the News The new RedmiBook Pro 14 2022 laptop is available at a reduced price in China - Gadget Tendency
  February 14, 2023
• Counterpoint in the News MiniLED LCD growth is expected to stall in 2025 - Flat Panels HD
  February 14, 2023
• Counterpoint in the News A brand new 15-inch MacEbook Air might be right here as quickly as April - Business Lend
  February 14, 2023
• Counterpoint in the News New 15-inch MacBook Air Could Launch in April - iClarified
  February 14, 2023
• Counterpoint in the News 15.5-inch MacBook Air rumored to launch in ‘early April’ - The Apple Post
  February 14, 2023
• Counterpoint in the News A new 15-inch MacBook Air could be here as soon as April - Macworld
  February 14, 2023
• Blog Panel Suppliers Continue to Delay Capex, 2023 Equipment Spending to Be Lowest Since 2012
  February 13, 2023
  First, the bad news. We downgraded 2023 display equipment spending in the Q1’23 issue of our Quarterly Display Capex and Equipment Market Share Report another 13% to just $3.8B, the lowest since 2012. The decline can be attributed to weak end market conditions which are causing panel manufacturers to push out capacity increases. Display demand remains soft with too much demand pulled into 2020 and 2021 during COVID along with inflation and slower economic growth further weakening 2022 and 2023 demand. You can see in the chart below that demand on an area basis was pulled in vs. our 2020 forecast by 2% in 2020 and by 3% in 2021.
• Blog DSCC Analysis on S23 Series Monthly Production and Outlook
  February 13, 2023
  During the Samsung Unpacked Event, which I covered in last week’s DSCC weekly, the S23 series was officially announced with availability on February 17th and preorders starting on February 1st.
• Counterpoint in the News Apple again delays 27-inch display with Mini-LEDs - Newsroom Odisha
  February 13, 2023
• Counterpoint in the News Everything we know about the Apple Watch Ultra 2 is now available - List23
  February 13, 2023
• Counterpoint in the News Apple’s rumoured 27-inch external display will no longer arrive in Q1 2023 - News9Live
  February 13, 2023
• Counterpoint in the News Rounding Up TV Pricing, LCD Panel Pricing, and Automotive OLED- Display Daily
  February 8, 2023
• Counterpoint in the News DSCC sees fast growth ahead for automotive OLED displays - OLED-info
  February 8, 2023
• Counterpoint in the News Report: Rapid growth in MiniLED panels - Advanced Television
  February 8, 2023
• Counterpoint in the News MiniLED panel growth to stop from Apple’s OLED adoption for tablets - The Elec
  February 8, 2023
• Blog Super Bowl TV Deals Bring New All-Time Lows
  February 6, 2023
  The Super Bowl, to be held next weekend on February 13th, marks the end of the big selling season for TVs in the US, and typically the top brands make a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party. While it’s possible to wait until the final weekend to get a TV, this past weekend (February 4th-5th) marked the last full weekend of shopping before the big game, and brands typically offer good deals.
• Blog LCD TV Panel Prices Holding Steady
  February 6, 2023
  After LCD TV panel prices hit bottom in September 2022 and prices for several sizes increased in Q4, the rally in prices proved to be short-lived and prices have been in a holding pattern, with no changes from December into February. While prices for most sizes increased in Q4, the increase was modest. The last phase of the downward spiral in panel prices was characterized by a massive inventory drawdown in the display supply chain and a corresponding massive reduction in fab utilization by panel makers.
• Blog More DSCC Analysis on iPhone 14 Monthly Panel Procurement Results and Outlook
  February 6, 2023
  The iPhone 14 Series is unquestionably one of the few bright spots in the 2022 and 2023 smartphone market. It has allowed Apple to gain share and even boost its blended ASPs vs. the iPhone 13 Series despite the downturn in the economy. In the following charts, you can see their monthly panel procurement results obtained by DSCC through its supply chain sources where the iPhone 13 series in 2021-2022 is compared with the iPhone 14 series in 2022-2023. As indicated:
• Blog Automotive Displays Remain a Bright Spot for FPD Makers
  February 6, 2023
  Although the FPD market continues to face difficult market conditions, automotive panels will continue to grow in 2023, with total shipments (LCD + OLED) expected to exceed 200M panels, which means an average of more than two panels per car. The market should continue to grow steadily as the rate of electrification increases.
• Counterpoint in the News iPhone 14 Plus component orders near zero, amid low demand - Apple Insider
  February 6, 2023
• Counterpoint in the News Perhaps it’s time for Apple to cut the iPhone line to three models? iPhone 14 Plus Screen Shipments Nearly Zero - Gadget Tendency
  February 6, 2023
• Counterpoint in the News Apple may be working on a foldable, all-screen notebook - iLounge
  February 6, 2023
• Counterpoint in the News Apple could be working on a foldable 20-inch device coming in 2025 - Dexerto
  February 6, 2023
• Counterpoint in the News Massive 20.5-inch foldable MacBook again rumored for 2025 - iMore
  February 6, 2023
• Counterpoint in the News Apple may limit periscope camera to upcoming iPhone 16 Pro Max/Ultra - Business Standard
  February 6, 2023
• Counterpoint in the News Sony Slashes PlayStation VR2 Headset Output After Pre-Orders Disappoint - Bloomberg
  February 1, 2023
• Counterpoint in the News “Delivery of mini-LED panels increased by 121 percent in 2022” - Houstonian Online
  February 1, 2023
• Counterpoint in the News Apple Analyst Says Company Will Finally Offer Up a Foldable iPad in 2024 - Gizmodo
  February 1, 2023
• Counterpoint in the News Sony VR Headset Shipments’ Down 50% - Channel News
  February 1, 2023
• Counterpoint in the News 20.5-inch MacBook Pro with foldable display rumored for 2025, no folding iPad in 2024 - Apple Insider
  February 1, 2023
• Counterpoint in the News Report: Apple is planning both a foldable screen and a kickstand for the iPad - ARS Technica
  February 1, 2023
• Counterpoint in the News Apple's Foldable iPad May Come Next Year, Analyst Says - CNET
  February 1, 2023
• Counterpoint in the News Rumors: Foldable iPad in 2024 dismissed, Apple developing 21-inch ‘foldable notebook’ - 9TO5Mac
  February 1, 2023
• Counterpoint in the News Apple Working on 20.5-Inch All-Screen Foldable Notebook for 2025 - MacRumors
  February 1, 2023
• Blog Display Fab Utilization Increasing in Q1’23 But Recovery Slower Than Expected
  January 30, 2023
  The slowdown in display fab utilization that started in Q2’22 has bottomed out but the recovery in the first part of 2023 is slower than we expected, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued this week. The 2022 downturn was the most severe since 2008, and arguably the most severe ever, resulting from the post-pandemic slowdown in demand combined with excessive inventory in the display supply chain. That inventory has been diminished by slower utilization in the second half of 2022, but it remains at elevated levels, hindering the industry’s recovery.
• Press Release MiniLED Panel Shipments Grew in 2022, Rapid Growth Expected in 2023 and 2024
  January 30, 2023
  While the display industry is suffering through one of its worst downturns in its history and the tough situation will last the next two or three quarters, DSCC’s Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLEDs are still a bright spot. Q4’22 MiniLED backlight shipments reached 5.6M units with 1% Y/Y growth.
• Blog SDC Starts OLED Notebook Panel Production with Integrated Touch Sensors, Insights from DSCC
  January 30, 2023
  Samsung Display (SDC) is not standing still in OLED notebook display technology even though they already completely dominate this rapidly growing market. According to DSCC’s Quarterly Advanced IT Display Shipment and Technology Report, SDC had a 99.8% share in OLED notebook displays in 2022 and is expected to enjoy a 99.3% share in 2023.
• Counterpoint in the News Is Apple Working on a 15-Inch MacBook Air? Here's What We Know - MakeUseOf
  January 26, 2023
• Counterpoint in the News MicroLED Display for Apple Watch Could Cost 3 to 4x OLED - Display Daily
  January 26, 2023
• Counterpoint in the News Gurman: Apple prepping ‘major iPad Pro revamp’ for next year - 9TO5Mac
  January 23, 2023
• Counterpoint in the News Apple Expected to Make A “Major Revamp” to its iPad Pro Lineup by 2024 - Appuals
  January 23, 2023
• Blog Apple Plans MicroLED Watch
  January 23, 2023
  There have been several recent reports claiming that Apple will release a MicroLED Watch in 2024. Our understanding is that production of the MicroLED displays will indeed start in 2024, but Apple will likely launch the new product in 2025.
• Blog Panel Maker Q4 Earnings Preview
  January 23, 2023
  In the next few weeks, we will see the Q4’22 earnings announcements for flat panel display makers, starting with LG Display on Friday, January 27th. The industry was clearly on a downward trend in the first three quarters of 2022, and we will look for signs that the worst is over and the industry can start to recover. Panel prices ended their long decline in September 2022 and rebounded slightly in the fourth quarter, but demand was still weak. Panel makers slowed their utilization in the third quarter in a bid to reverse the industry oversupply, and this continued into the fourth quarter. We expect that mot panel makers will report another quarter of operating losses.
• Counterpoint in the News Longer Battery Life, Better Screens: New Display Tech From Apple, Google, Others Is Just Around the Corner - The Wall Street Journal
  January 23, 2023
• Counterpoint in the News Apple to lean on LG for production of its first Apple Watch micro-LED display - 9TO5Mac
  January 18, 2023
• Counterpoint in the News Apple might use LG to produce micro LED Apple Watch displays - Apple Insider
  January 18, 2023
• Counterpoint in the News LG Display to Produce microLED for Upcoming Apple Watch - Sparrow News
  January 18, 2023
• Counterpoint in the News Apple tipped to go with LG for its microLED display on future Apple Watch - Tom's Guide
  January 18, 2023
• Counterpoint in the News LG Display powered by MicroLED screens for Apple NEWSLG Display powered by MicroLED screens for Apple - Gadget Tendency
  January 18, 2023
• Counterpoint in the News Micro-LED iPhone, iPad, and Mac screens could be in Apple's future -Phone Arena
  January 18, 2023
• Counterpoint in the News Apple adding periscope lens to both iPhone 16 Pro models in 2024 - BGR
  January 18, 2023
• Counterpoint in the News NEWSApple’s future products may have displays made of micro-LEDs, including the iPhone, iPad, and Mac - IRN Post
  January 18, 2023
• Blog UDC Confirms Milestone on Phosphorescent Blue
  January 16, 2023
  In a presentation at the Needham Growth Conference last week, Universal Display Corporation (UDC) President and CEO Steve Abramson confirmed his company’s progress on development of a phosphorescent blue emitter. Abramson also discussed the company’s recent announcement of a long-term agreement with Samsung Display and reaffirmed his company’s 2022 revenue guidance of $600M, plus or minus $10M.
• Blog CES 2023 Report – AR/VR/MR and Other Topics
  January 16, 2023
  Last week, I covered the major TV brand demos at CES 2023, but of course there was a lot more than that to see. Some of the most crowded and popular demonstrations fit into the AR/VR/MR category, which was arguably the hottest topic at the show. Unfortunately, the two most important devices in this category – the Sony PSVR2 and the Magic Leap 2 – were so swamped with visitors that I was unable to get a demonstration in the limited time I had in Las Vegas. However, I did get to sample some of the latest devices from other manufacturers.
• Blog CES 2023 Accelerates Premium Models of Automotive Displays
  January 16, 2023
  At CES 2023, Samsung Display (SDC) unveiled for the first time a new product for automobiles, 'New Digital Cockpit', targeting the self-driving car market. This product is a Rigid OLED that combines a 34" and a 15.6" display.
• Counterpoint in the News Apple Might Launch First MacBook With OLED Display in 2024, Kuo Predicts - iTechPost
  January 12, 2023
• Counterpoint in the News Reliable tipster says to expect a big change to the Apple Watch display starting with Series 11 - Phone Arena
  January 12, 2023
• Counterpoint in the News Apple Reality Pro AR/VR headset: xrOS reference discovered in Windows app - Macworld
  January 12, 2023
• Counterpoint in the News First Apple Watch with microLED screen could be on the way - Cult of Mac
  January 12, 2023
• Counterpoint in the News Apple’s MicroLED dream: what it means for the Apple Watch and beyond - The Verge
  January 12, 2023
• Counterpoint in the News Apple plans to launch 15-inch MacBook Air with M2 chips in 2023: Report - Business Standard
  January 10, 2023
• Counterpoint in the News Galaxy S23 will come in these four additional colors -SamMobile
  January 10, 2023
• Counterpoint in the News All iPhone 15 models expected to feature 'Dynamic Island' - Android Headlines
  January 10, 2023
• Blog LCD TV Panel Prices in Holding Pattern
  January 9, 2023
  After LCD TV panel prices hit bottom in September 2022 and prices for several sizes increased in Q4, the rally in prices proved to be short-lived and prices appear to be in a holding pattern, with no changes in December or January. While prices for most sizes increased in Q4, the increase was modest. The last phase of the downward spiral in panel prices was characterized by a massive inventory drawdown in the display supply chain and a corresponding massive reduction in fab utilization by panel makers.
• Blog CES TV Insights – Samsung, LG, TCL and Sharp
  January 9, 2023
  Among major TV brands, exhibition of the TV product lines in the public showing in the LVCC Central Hall was diminished in 2023 compared to prior years. Whereas in 2020 Sony demonstrated a comprehensive TV lineup including 8K, OLED and LCD sets, in 2023 Sony decided to skip TV altogether in its exhibit space, and declared that they will demonstrate their TV lineup in a separate event later this year. Samsung and LG had more limited TV showing compared to prior years, so among the top four brands only TCL demonstrated anything close to a full product showcase.
• Blog DSCC Expects OLED Smartphone Panel Revenues to Decline 2% Y/Y in 2023 Despite 7% Unit Growth
  January 9, 2023
  In the recently released Advanced Smartphone Display Shipment and Technology Report, we revealed additional granularity and insights for the expected panel revenue declines for OLED smartphones. OLED smartphones panel revenue is expected to decline to $32B in 2022 from $33B in 2021 and to $31B in 2023.
• Counterpoint in the News DSCC highlights Apple Mixed Reality headset options in newest evaluation - Businesslend
  January 6, 2023
• Counterpoint in the News DSCC highlights Apple Mixed Reality headset features in latest analysis - BGR
  January 6, 2023
• Press Release DSCC Releases Complimentary White Paper
  January 4, 2023
  Display Supply Chain Consultants (DSCC), the world’s leading firm focused solely on flat panel display industry insight, has released a complimentary white paper, “10 Predictions for the Display Industry in 2023”.
• Blog Advanced TV Market to Grow to $34B by 2027
  January 3, 2023
  Advanced TV shipments are expected to grow by a 14% CAGR through 2027 to 34.4M units generating $34.4B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. One month ago, we covered the most recent historical results and this week we will cover our updated forecast.
• Blog Advanced Notebook PCs Decline 9% Q/Q in Q3’22 – 2023 Expected to Grow by 24% Y/Y on 50% Growth for OLEDs
  January 3, 2023
  Last week, we released the advanced notebook PC display (OLEDs and MiniLEDs) results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. In Q3’22, we saw a Q/Q decrease of advanced notebook PC displays as a result of elevated channel and brand inventories in the total notebook market and slower growth in the advanced notebook display market as a result of the macroeconomic turbulence and weakened consumer and commercial demand.
• Counterpoint in the News Foldable Phone Market Set to Grow by 30% in 2023, Reaching 17 Million Units - GizmoChina
  January 3, 2023
• Counterpoint in the News Samsung is losing its grip. Sales of its foldable smartphones are falling as the market grows, according to DSCC data - Gadget Technology
  January 3, 2023
• Counterpoint in the News Reports suggest Chinese OLED makers are slowing down their capacity expansion plans as fab utilization is low - OLED-info
  December 27, 2022
• Counterpoint in the News 15.5-inch MacBook Air rumored to launch in the spring of 2023 - The Apple Post
  December 26, 2022
• Counterpoint in the News Apple reportedly working on new updated Pro Display XDR with MacBook Pro Models coming in early 2023 - Techno Sports
  December 22, 2022
• Counterpoint in the News The release of the iPhone SE 4 will not take place until 2024 at the earliest and may be canceled completely - Tech News Space
  December 22, 2022
• Counterpoint in the News Samsung Display focusing on OLED tech development for 2024 iPad Pro - BGR
  December 22, 2022
• Counterpoint in the News 2024 iPad Pros Could Come With Samsung OLED Panels - Screen Rant
  December 22, 2022
• Counterpoint in the News Samsung Display to build Micro OLED line for VR, AR devices - The Korea Economic Daily
  December 22, 2022
• Counterpoint in the News Pro Display XDR successor is one 'multiple' external monitors Apple is developing, report says - EconoTimes
  December 21, 2022
• Blog OLED Panel Revenues are Expected to Increase 2% Y/Y in 2023 -Continued Growth Expected for IT Applications
  December 19, 2022
  In the recently released Quarterly OLED Shipment Report , DSCC reveals that 2023 OLED panel revenues are expected to increase 2% Y/Y to $42B after declining 2% Y/Y in 2022. This recovery is the result of expected triple digit growth for monitors, AR/VR and automotive applications and double-digit growth for notebook PCs, TVs and tablets.
• Blog Apple iPhone 14 Pro and iPhone Pro Max Lose Share as a Result of Foxconn Turbulence - Strong Recovery Expected in January
  December 19, 2022
  As we approach the end of 2022, I wanted to evaluate the impact to the iPhone 14 Pro models in light of the turbulence that occurred at the Foxconn facility in Zhengzhou, China in October – November. Apple had issued a warning during that time that the iPhone 14 Pro models would be temporarily impacted.
• Counterpoint in the News Apple’s First iPads and MacBooks With OLED Displays May Come in 2024 - Thurrott
  December 15, 2022
• Counterpoint in the News Display Consultant Young: Apple Readying 13-Inch MacBook Air With OLED Display for 2024 Launch - Mactrast
  December 15, 2022
• Counterpoint in the News Rumors Suggest iPad Pro and MacBook Air to Move to OLED Panels by 2024 - Mac Observer
  December 15, 2022
• Counterpoint in the News Report: New iPhone 14 Front Camera Component Will Triple In Price - Forbes
  December 15, 2022
• Counterpoint in the News Apple is rumoured to release its new 13-inch MacBook Air in 2024 - TechnoSports
  December 15, 2022
• Counterpoint in the News New MacBook Air with 15.5-inch display rumored for spring 2023 launch 9to5Mac
  December 15, 2022
• Counterpoint in the News New EU Regulations Set to Block Korea's 8K TV Exports - Business Korea
  December 15, 2022
• Counterpoint in the News Samsung again mocks the lack of a foldable iPhone, but sales data shows buyers don’t care - 9to5Mac
  December 15, 2022
• Counterpoint in the News Samsung's foldable smartphone domination will be put to the test in 2023 - Android Central
  December 15, 2022
• Press Release Q3’22 Foldable Market Reaches Record High, But Will Decline in Q4’22 on US Market Weakness as iPhone 14 Series Dominates
  December 14, 2022
  Although Q3’22 was a record quarter for foldable smartphone shipments, it won’t carry into Q4’22 with foldable phones suffering their first Y/Y decline according to DSCC’s Quarterly Foldable/Rollable Display Shipment and Technology Report. What happened?
• Events 2023 SID/DSCC Business Conference at Display Week
  December 13, 2022
  The display industry's largest event.
• Blog No Change to EU Ruling, 8K TV Threatened in 2023
  December 12, 2022
  As reported by Italian newspaper DDay, the EU Commission has confirmed that its much stricter Energy Efficiency Index (EEI) will be implemented as planned in March 2023 without revision. The new EEI will make it much more challenging to sell 8K TVs in Europe in 2023; all 8K TVs on the market there currently fail to meet the requirements.
• Blog Display Equipment Supplier Revenues and Capex Up Q/Q in Q3’22, But Revenues Down Y/Y for 5th Straight Quarter
  December 12, 2022
  Display equipment revenues for 19 of the largest suppliers rose 9% Q/Q while falling 18% Y/Y to $1.6B. Revenues have fallen at a negative double-digit rate for the past five quarters straight and bookings and backlog signaled more bad news for next year. Despite the decline, these companies are seeing strong financial performance on the strength of their semiconductor businesses.
• Counterpoint in the News DON’T BUY ANY FOLDABLE PHONES BEFORE THE GALAXY Z FLIP 5 RELEASES! - Gizchina
  December 7, 2022
• Counterpoint in the News The Galaxy Z Flip 5 could feature a larger cover screen and an updated hinge - XDA
  December 7, 2022
• Counterpoint in the News New Leaks reveal interesting information about Samsung’s upcoming Flagship, Galaxy Z Flip 5 - Tech Story
  December 7, 2022
• Counterpoint in the News Samsung Galaxy Z Flip 5 to reportedly sport a bigger outer display, and a new hinge design - News 9 Live
  December 7, 2022
• Counterpoint in the News Uncertainty Only Sure Thing in Electronics Market in 2023 - DesignNews
  December 7, 2022
• Counterpoint in the News DSCC sees OLED microdisplays dominating the VR display market by 2023 - OLED-info
  December 7, 2022
• Events SID-LA One Day Symposium
  December 6, 2022
• Blog DSCC Downgrades Display Capacity Growth
  December 5, 2022
  After upgrading display capacity for six straight issues on improved market conditions in LCDs, DSCC has now lowered its display capacity forecast for four consecutive quarters on delays and cancellations as conditions worsen and remain weak. Prices were recently at marginal costs for LCD TV panels and it is projected that it will take until 2H’23 for prices to rise above cash costs.
• Press Release 2022 Was a Disappointing Year for AR/VR but the Long-Term Outlook Remains Positive
  December 5, 2022
  Revenues for AR/VR displays will total $942M in 2022, according to the latest issue of the Biannual Augmented and Virtual Reality Display Technologies and Market Report. Despite the current global economic downturn, the long-term outlook for AR/VR displays remains positive, with revenues expected to grow at a compound annual growth rate (CAGR) of 50.7% and reaching $7.3B by 2027.
• Counterpoint in the News The diagonal of the external screen Samsung Galaxy Z Flip5 will grow by more than one and a half times - Gadget Tendency
  December 5, 2022
• Counterpoint in the News Galaxy Z Flip 5 reportedly coming larger external screen and more discreet hinge - The Goa Spotlight
  December 5, 2022
• Counterpoint in the News Samsung to bring larger cover display, invisible crease to Galaxy Z Flip5 - Business Standard
  December 5, 2022
• Counterpoint in the News Samsung Galaxy Z Flip5 to use a massive external display - The Paradise
  December 5, 2022
• Counterpoint in the News Samsung Claims Enterprise Purchases of Foldable Phones Have Doubled This Year - Channel Futures
  December 2, 2022
• Counterpoint in the News Foldable Samsung laptop with a virtual trackpad outed in a patent - Pocket-lint
  November 30, 2022
• Counterpoint in the News China to corner OLED output - Advanced Television
  November 30, 2022
• Counterpoint in the News Mac Pro and Pro Display XDR: Here’s what to expect from new models - 9TO5Mac
  November 29, 2022
• Blog Samsung Lost Ground in Advanced TV Market in Q3’22
  November 28, 2022
  After a weak Q2’22, the combination of macroeconomic and geopolitical events continued to hinder growth for the Advanced TV market, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. Samsung struggled through a difficult quarter, losing both unit and revenue share while its three biggest competitors – LG, Sony and TCL – all gained share.
• Blog Display Equipment Spending Cut Significantly as Panel Demand Outlook Remains Weak
  November 28, 2022
  Panel suppliers are mostly delaying new capacity decisions given the weak market conditions in the display market. The situation is particularly dire in LCDs where LCD TV panel prices approached marginal cost levels and BOE’s Chairman indicated they won’t build any more LCD TV fabs, resulting in the cancellation of B17+ and its removal from our forecast. The weakness in LCDs also spread to OLED spending since there is an oversupply there also and most OLED manufacturers also produce LCDs and are currently losing money. Samsung Display is the exception as it earned record OLED operating profits and operating margins in Q4’22 helped by strong iPhone 14 Pro/Pro Max demand and LG Display’s challenges getting qualified for the 14 Pro Max.
• Blog 2022 Black Friday Deals Setting New All-Time Lows for TVs
  November 21, 2022
  The central promotional event of the holiday season happens this week, and retailers will be offering all-time low prices for TVs during Black Friday. The unprecedented decline in LCD TV panel prices continues to flow through to retail prices in the US, and the competition from LCD is also pulling down OLED TV prices, which are also hitting all-time lows.
• Blog Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED
  November 21, 2022
  Now that all of the industry’s flat panel display makers have reported their Q3’22 financial results, we update our industry profile. The third quarter showed a gaping chasm between OLED-focused display makers, especially Samsung Display, and the companies focused on LCD technology. For LCD makers, it was the worst quarter in years and perhaps the worst ever. Meanwhile, Samsung Display recorded its highest profits ever in the first quarter after it discontinued LCD production.
• Blog OLED Panel Revenues Decreased 11% Y/Y in Q3’22 as Smartphones and TVs Drop 16% and 12%
  November 21, 2022
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel revenues decreased 11% Y/Y on a 17% Y/Y decline in panel shipments. Smartphones, tablets and TVs, which have a combined 70% unit share and 85% panel revenue share, decline while other categories had Y/Y unit growth.
• Blog Apple iPhone 14 Pro and iPhone Pro Max Account for a 64% Share of iPhone 14 Models
  November 21, 2022
  Last week, we reported on the warning that Apple issued regarding the temporary impact to the iPhone 14 Pro and iPhone Pro Max as a result of the COVID-19 outbreak at the Foxconn facility in located in Zhengzhou, China.
• Counterpoint in the News DSCC Webinar Updates on Smartphones - Display Daily
  November 21, 2022
• Counterpoint in the News Google Pixel Fold Renders Based on Leaked Images Show a Surprisingly Thin Phone - MSN
  November 21, 2022
• Counterpoint in the News Google Pixel Fold display specs just got leaked - Tom's Guide
  November 21, 2022
• Counterpoint in the News Another COVID Outbreak Stalls Production of High-End Apple iPhones - DesignNews
  November 21, 2022
• Counterpoint in the News OLED Display Rumored to Finally Come to iPhone SE - OLED Display Rumored to Finally Come to iPhone SE - MacRumors
  November 21, 2022
• Counterpoint in the News Now Is a Great Time to Buy a New TV - Sound and Vision
  November 21, 2022
• Counterpoint in the News Apple Watch Series 8 Model Rumored to Feature 5% Larger Display – MacRumors
  November 21, 2022
• Counterpoint in the News iPhone 14 Plus demand continues to lag, panel shipments ‘close to zero’ - 9to5Mac
  November 21, 2022
• Counterpoint in the News Google Pixel Fold Renders Based on Leaked Images Show a Surprisingly Thin Phone - CNET
  November 15, 2022
• Counterpoint in the News iPhone SE 4 with A15 Bionic chip to launch on this date, reveals new leak - The Economic Times
  November 15, 2022
• Counterpoint in the News Purported Pixel Fold renders give us our first look at Google's elusive foldable phone - Android Central
  November 15, 2022
• Events Inaugural SD SID Chapter Talk - Global Supply Chain for Displays
  November 15, 2022
• Blog Apple Warns on Supply of iPhone 14 Pro and iPhone 14 Pro Max
  November 14, 2022
  Apple issued a notice last week on their website noting that COVID-19 restrictions have temporarily impacted the primary iPhone 14 Pro and iPhone 14 Pro Max assembly facility located in Zhengzhou, China. The facility is operating at significantly reduced capacity. The Foxconn facility in Zhengzhou China has been dealing with a COVID-19 outbreak since mid-October that has caused panic among many of its workers.
• Blog US TV Inflation Stays Negative as Overall Inflation Continues
  November 14, 2022
  In October 2022, headline inflation numbers in the US continued their slow but steady decrease from their highest point in more than 40 years. Meanwhile, the steep declines in LCD TV panel prices that started in the second half of 2021 are continuing to flow through to retail and resumed their downward trend after a one-month pause in September.
• Videos Ross Young, Apple-leaker e CEO da Display Supply Chain Consultants (DSCC)
  November 10, 2022
  Ross Young, Apple-leaker e CEO da Display Supply Chain Consultants (DSCC)
• Counterpoint in the News MicroLED: Have We Reached the Bottom of the Hype? - Display Daily
  November 10, 2022
• Counterpoint in the News You can now relive your young days on PC thanks to Atari Manía - Gearrice
  November 10, 2022
• Counterpoint in the News MOTOROLA DEMONSTRATED A SMARTPHONE WITH A ROLLING SCREEN — FROM 5 TO 6 INCHES AND BACK - Tech Artica
  November 10, 2022
• Counterpoint in the News iPhone 14 launch: Big setback for Apple over iPhone 14 Max, iPhone 14 Pro Max? – HT Tech
  November 10, 2022
• Counterpoint in the News LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4 - Display Daily
  November 10, 2022
• Press Release MicroLED: Have We Reached the Bottom of the Hype?
  November 7, 2022
  The market for MicroLED displays is still tiny but could reach $1.3B by 2027, according to DSCC’s latest MicroLED Display Technology and Market Outlook Report. Lowering manufacturing costs will be necessary before MicroLED can become competitive against other technologies, such as OLED. “MicroLED was initially presented as an ideal display technology for all applications but the hype has faded,” according to Guillaume Chansin, Director of Display Research at DSCC. “OLED has conquered the smartphone market and keeps getting better, while LCD still offers unbeatable value for money. MicroLED is currently only available as an oversized TV or a miniature projector for smart glasses.”
• Press Release Despite Downturn in the Display Industry, DSCC Report Reveals MiniLEDs Are Growing Steadily
  November 7, 2022
  While the display industry is suffering through one of its worst downturns in its history, DSCC’s Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLEDs are a bright spot. Q3’22 MiniLED backlight shipments reached 5.1M units with 30% Q/Q and 158% Y/Y growth.
• Blog LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4
  November 7, 2022
  After fifteen months of decreases, LCD TV panel prices finally hit bottom in September 2022 and prices for several sizes increased in October. We now expect to see a modest increase in prices through the end of the year with prices plateauing in the first quarter above their all-time lows. The last phase of the downward spiral in panel prices was characterized by a massive inventory drawdown in the display supply chain and a corresponding massive reduction in fab utilization by panel makers. With some panel makers delaying to resume production until prices increase, the industry has seen prices edge up toward cash cost levels.
• Counterpoint in the News Post-COVID chill drives LG Display to record loss - Nikkei Asia
  November 1, 2022
• Counterpoint in the News APPLE IS DEVELOPING AN OVERSIZED IPAD AND PLANS TO RELEASE A 16-INCH MODEL BY THE END OF 2023 - Best Gaming Pro
  November 1, 2022
• Blog Panel Maker Q3 Earnings: LGD, AUO and Innolux Pile Up Big Losses
  October 31, 2022
  Falling prices and weak demand hit hard on panel maker profitability in the third quarter, as reported by LG Display, AUO and Innolux in their earnings releases last week. All three companies reported larger net losses for the quarter, the worst quarter in years.
• Blog Samsung’s Profits Decline But Display Sets Profit Record
  October 31, 2022
  Although the pandemic boom in semiconductors is over, and consumer electronics demand has weakened, Samsung Electronics continued to generate strong revenues and profits from multiple businesses, and its display business set a new profit record in the first quarter after ending LCD production. While competing display makers reliant on LCD suffered severe losses in the quarter (see separate story), Samsung generated profits selling OLED panels.
• Videos Q&A Roundtable with DSCC Analysts
  October 25, 2022
  To watch the full Q&A Roundtable and on-demand sessions of the Global Display Supply Chain Dynamics and Technology Outlook Conference, click here to watch all videos and download PDF documents: https://www.accelevents.com/e/dynamics
• Blog Slowdown in Display Fab Utilization in Q3 Was Worse Than Expected and Continues in Q4
  October 24, 2022
  The slowdown in display fab utilization that we predicted earlier this year reached new depths in the third quarter and was even more severe than we expected, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued this week. After more than a full year of panel prices falling to reach all-time lows, and after the entire display supply chain built excessive inventory, panel makers started to reduce utilization in Q2 and the slowdown accelerated in Q3. After a 6% sequential decline in Q2’22, total TFT input for all display makers in the third quarter was down 20% Q/Q and 24% Y/Y at 66.1M square meters, and in the current Q4’22 we expect total TFT input to be flat Q/Q and down 23% Y/Y at 66.1M square meters.
• Blog Foldable Smartphone Panel Shipments Expected to Be Down Big in Q4’22
  October 24, 2022
  We had expected Q4’22 foldable panel shipments of 5.4M based on supplier surveys, but we are now seeing 2.9M, a 46% reduction as shown in the chart below. Q4’22 foldable panel shipments are expected to be down 54% Q/Q and 26% Y/Y. Sell through of the Z Flip 4 and Z Fold 4 have been below expectations. The iPhone 14 Series has sucked up most of the attention and sell-through and the Z Fold 4 price of $1799 remains too high in this environment. As a result, both the Z Fold 4 and Z Flip 4 are expected to be down Y/Y vs. the Z Fold 3 and Z Flip 3 in Q4, in fact, they are expected to be down big as you can see in the chart below. However, they were up in Q2 and Q3 and should be up for 2022, but only in the mid-single digits. Also weighing on Q4’22 foldable panel shipments are a number of Chinese models ramping slower and/or later than expected.
• Blog Panel Maker Q3 Earnings Preview
  October 24, 2022
  In the next few weeks, we will see the Q3 earnings announcements for flat panel display makers, starting with LG Display and AUO on Wednesday, October 26th. The heady profits of 2021 seem like a distant memory, and the industry looks poised for its worst quarter since the start of the pandemic. Panel prices started to decline a year ago and have not stopped their decline, and even with lower prices the demand for panels has decreased. After panel makers along with their downstream partners in the display supply chain built a tremendous amount of excess inventory, they slowed their utilization in the third quarter in a bid to reverse the industry oversupply. We expect that panel makers will report another quarter of declining margins for Q3’22 and expect several panel makers to report operating losses.
• Counterpoint in the News iPhone SE 4 — all the rumors and what we want to see - Tom's Guide
  October 24, 2022
• Counterpoint in the News Foldable iPad, the first Apple Foldable device expected till 2024 - The Tech Outlook
  October 24, 2022
• Counterpoint in the News Apple will launch two display sizes for its 2024 iPad Pro Models - TechnoSports
  October 24, 2022
• Counterpoint in the News iPhone SE 4 Release Date, Specs, Features And More, According To Leaks - International Business Times
  October 24, 2022
• Counterpoint in the News iPad Pro rumoured to get massive screen upgrade – but there's a catch - Yahoo
  October 20, 2022
• Counterpoint in the News Apple to launch a foldable iPad rather than iPhone in 2024, analyst predicts - CNBC
  October 20, 2022
• Blog Taiwan Panel Makers Booked M/M Revenue Increase in September; Have They Hit Bottom?
  October 17, 2022
  For the first time in seven months, total revenues for the three Taiwan-based panel makers increased on a M/M basis, as reported by the companies last week, giving a hopeful sign that LCD panel makers may have reached the bottom. Combined revenues increased by 5% M/M and the Y/Y comparison while still severe is slightly improved from August, the first such improvement in the Y/Y trend for nearly two years. September revenues for the three companies of TWD 34.3B (US$1.09B) were down by 47% compared to September 2021.
• Blog US TV Inflation Takes a One-Month Pause as Overall Inflation Continues
  October 17, 2022
  In September 2022, headline inflation numbers in the US continued their slow but steady decrease from their highest point in more than 40 years, but the concern in financial markets centered on the rise of “core” inflation, which excludes more volatile food and energy costs. Meanwhile, the steep declines in LCD TV panel prices that started in the second half of 2021 are continuing to flow through to retail, although the downward trend took a one-month pause in September.
• Counterpoint in the News Chinese Display Makers in Hot Pursuit of Korean Display Makers - Business Korea
  October 13, 2022
• Blog OLED Smartphone Panel Revenues to Decline 5% Y/Y in 2022
  October 10, 2022
  In the recently released Advanced Smartphone Display Shipment and Technology Report, we reveal additional granularity and insights for the expected 13% Y/Y and 5% Y/Y panel revenue decline for OLED smartphones. OLED smartphone panel revenue is expected to decline to $31B from $33B in 2021. As a result of the continued macroeconomic environment, persistent supply chain issues and weakened consumer demand, major smartphone brands continue to reduce their OLED smartphone panel procurement for 2022 by double-digit percentages.
• Blog Samsung Earnings Slumped in Q3 But LG Managed Y/Y Gain
  October 10, 2022
  Samsung Electronics’ revenues for Q3’22 edged down on a sequential basis, but its operating profits dropped sharply, according to its earnings guidance released last week. Meanwhile, LG Electronics reported strong Y/Y gains in both revenues and operating profits in local currency for the quarter. For both companies, revenues fell on a Y/Y basis when translated into US dollars since the Korean won depreciated 6% compared to Q2’22 and 16% compared to Q3’21.
• Counterpoint in the News iPhone 15, iPhone 15 Plus, iPhone 15 Pro and iPhone 15 Ultra are similar only at first glance. Details about new smartphones - Gadget Tendency
  October 10, 2022
• Counterpoint in the News Google Pixel Notepad Foldable Launch Time Period Tipped - Telecom Talk
  October 10, 2022
• Counterpoint in the News Apple 27-inch Mini-LED Display Delayed to 1Q23 [Analyst] - iClarified
  October 7, 2022
• Counterpoint in the News Apple delays new external display with miniLED to early 2023 - BGR
  October 7, 2022
• Counterpoint in the News Apple Rumored to Launch 27-Inch Mini-LED Display in Q1 2023
  October 7, 2022
• Counterpoint in the News iPhone 14 Pro Max: skyrocketing price, pure sales. The latest analyzes - Spark Chronicles
  October 4, 2022
• Counterpoint in the News Touch ID not coming back anytime soon for iPhone 15 or other flagship iPhones, says Gurman - Technical Ripon
  October 4, 2022
• Blog Are Z Flip 4 and Z Fold 4 Volumes Coming Down vs. Expectations? Q4 Looks Soft
  October 3, 2022
  A recent report by a Hyundai Securities analyst indicated that Samsung may only be able to ship 10M foldable smartphones in 2022, down from previous estimates of 15M, with the Z Flip 4 and Z Fold 4 accounting for 8M. Based on panel forecasts through November, we see Flip 4 and Fold 4 panel shipments up 47% and 46% respectively vs. the Flip 3 and Fold 3 amounting to 9M. However, this is down 8% vs. the figures in our Quarterly Foldable/Rollable Display Shipment and Technology Report, with the Flip 4, 7% below previous expectations and the Fold 4, 12% below our previous forecast. For Q3’22, we believe Flip 4/Fold 4 panel shipments actually came in 0.5% ahead of expectations with the Flip 4 actually 2% ahead of expectations and the Fold 4, 1% below expectations.
• Blog Apple Reportedly Slows Down iPhone 14 Series Production, But Still Well Ahead of 2021 per DSCC, Pro Max Up 18% Y/Y
  October 3, 2022
  Bloomberg reported last week that Apple asked suppliers to get ready for an additional 7% boost to its CY 2022 production targets shortly before launch, but recently decided to cancel those plans. The cause of course is the weakening global economy with Europe headed to a recession on super high energy prices, weaker currencies relative to the $US and even weakness in China due to COVID related shutdowns and economic weakness. Jefferies reported that iPhone sales over the first three days of availability in China were down 11% Y/Y with less scalper activity and shorter lines in retail. Bloomberg said Apple plans to make 90M iPhone 14 Series phones in 2022 with emphasis on the Pro and Pro Max models.
• Blog OLED Panel Revenues Expected to Decline 4% Y/Y in 2022 - Slower Growth for IT Applications
  October 3, 2022
  In the recently released Quarterly OLED Shipment Report , we reveal that 2022 OLED panel revenues are expected to decrease 4% Y/Y to $40.3B as a result of slower growth for monitors, notebook PCs and game platforms combined with faster Y/Y declines for smartphones. As macroeconomic concerns persist for battling inflation, monetary policies are enacted to combat it. While balancing a possible recession, weakened consumer demand, persistent supply chain issues, softening commercial demand and inventory buildup have created the perfect storm for Y/Y unit and revenue declines for smartphones, smartwatches and TVs in 2022.
• Blog Advanced TV Market Expected to Reach $36B by 2026
  October 3, 2022
  Advanced TV shipments are expected to grow by a 17% CAGR through 2026 to 34.6M units generating $36.1B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. In our latest update, our forecast for OLED TV has been reduced as the competition between OLED and MiniLED has heated up. With the steep declines in LCD TV panel prices since mid-2021, MiniLED TVs have been priced more aggressively and are expected to continue to gain share.
• Counterpoint in the News iPhone 15 'Ultra' could replace next year's Pro Max model - Yahoo News
  September 27, 2022
• Counterpoint in the News 15-inch MacBook Air, new Mac Pro, updated HomePod, and more expected for 2023 - 9to5Mac
  September 27, 2022
• Counterpoint in the News The iPhone 15 ‘Ultra’ could replace the Pro Max - The Verge
  September 27, 2022
• Counterpoint in the News DSCC: large-area OLED equipment sales to drop to zero in 2023, but resume in 2024 mostly for CSoT's inkjet printing panels - OLED-info
  September 27, 2022
• Counterpoint in the News No spending on large OLED panel expected in 2023 - The Elec
  September 27, 2022
• Blog Highlights from the AR/VR Display Forum
  September 26, 2022
  Last week, DSCC hosted the 2nd Annual AR/VR Display Forum. There were a total of 20 speakers and over 130 attendees. This article presents some highlights from each of the presentations. It is still possible to register to watch the recordings of the sessions (available until October 19th).
• Blog Advanced Tablets Still Performing Well Although Q2’22 Was Lowest Quarter Since Q2’21
  September 26, 2022
  Advanced Tablet (OLED and MiniLED) panel shipments fell 23% Q/Q while rising 10% Y/Y in Q2’22 to 1.9M units. It was the lowest quarter since Q2’21 as the iPad Pro is getting long in the tooth, ready for a refresh in Q4’22. Q3’22 is expected to rebound to 2.1M units, up 14% Q/Q and 12% Y/Y helped by the launch of the ~$500 OLED Huawei Mate Pad Pro 11” and the ramp of a new 12.9” Apple iPad Pro expected to launch in October. On an annual basis, we show a healthy 31% growth to 8.8M panels, 8% higher than our forecast, which is mostly due to the 11” Huawei Mate Pad Pro 2022 expected to perform better than previously expected. This contrasts with the total tablet market which is expected to fall 13% in 2022 to 195M panels with LED LCD tablet panels down 14%. OLED tablet panels are expected to rise 32% to 3.7M with MiniLED LCD panels rising 31% to 5.1M. MiniLEDs should maintain a 58% to 42% unit share advantage in 2022, same share as in 2021. Advanced Tablet panels are expected to account for a 4.5% share of the total tablet market on a unit basis in 2022, up from 3.0% in 2021. On a revenue basis, the Advanced Tablet share is expected to rise from 14% in 2021 to 24% in 2022 on 23% growth to $1.9B. MiniLEDs to maintain a large advantage over OLEDs, 79% to 21% on the high price of Apple’s MiniLED panels.
• Blog Q2’22 Display Equipment Supplier Revenues Fall to Lowest Since Q2’20, Should Rebound in Q3’22
  September 26, 2022
  In DSCC’s Quarterly Display Supply Chain Financial Health Report, we examine, aggregate, compare and contrast 19 of the largest display equipment suppliers financials and found that their display equipment revenues fell 14% Q/Q and 34% Y/Y to $1.5B, the lowest since Q2’20 and they have now fallen at double-digit rates for the past four straight quarters.
• Counterpoint in the News Apple Will Reportedly Expand Dynamic Island to Entire iPhone 15 Lineup - Hype Beast
  September 21, 2022
• Counterpoint in the News Dynamic Island on its way to all iPhones, analyst claims - DigitalTrends
  September 21, 2022
• Counterpoint in the News The Morning After: The next generation of iPhones may all feature Dynamic Island displays - Engadget
  September 21, 2022
• Press Release Measuring Light and Color on AR/VR Displays: Interview with Radiant Vision Systems
  September 19, 2022
  The second annual AR/VR Display Forum, is taking place this week (September 20-21). Hosted by DSCC, this virtual conference focuses on display technologies for augmented reality and virtual reality. Radiant Vision Systems is a Platinum Sponsor and will present their innovative solution for testing displays found inside headsets and smart glasses. The company, which provides test and measurement solutions for displays and light sources, has been a part of Konica Minolta’s Sensing Business Unit since 2015.
• Blog US TV Inflation in Free Fall
  September 19, 2022
  With the headline inflation numbers in the US showing a slow but steady decrease in the summer months from their highest point in more than 40 years, the steep declines in LCD TV panel prices that started in the second half of 2021 are continuing to flow through to retail, according to the most recent data from the US Bureau of Labor Statistics (BLS) Consumer Price Index (CPI).
• Blog DSCC’s Foldable Report Reveals Latest Results by Model
  September 19, 2022
  As promised, DSCC released the Q3’22 of its Quarterly Foldable/Rollable Display Shipment and Technology Report last week. Some of the market share highlights are indicated below. While described quarterly, they are actually available monthly in our report.
• Event Speakers Jan Matthijs ter Meulen
  September 19, 2022
• Event Speakers Justin Liu
  September 14, 2022
• Event Speakers Kim De Nolf
  September 14, 2022
• Event Speakers Dr. Seth Coe-Sullivan
  September 14, 2022
• Event Speakers Stefan Innerhofer
  September 14, 2022
• Event Speakers Ulrich Hofmann
  September 14, 2022
• Event Speakers Mark Furlong
  September 14, 2022
• Counterpoint in the News Google Pixel Fold: New prototype appears in Android 13 code with premium camera hardware - Notebook Check
  September 13, 2022
• Counterpoint in the News A Pixel foldable smartphone is being developed by Google for 2023 - The Paradise
  September 12, 2022
• Blog DSCC Captures All 2023 Foldable/Rollable Smartphone and Notebook Programs, Display Specs and Volumes – 2023 Forecast Provided by Month
  September 12, 2022
  DSCC is nearing the completion of the Q3’22 issue of its Quarterly Foldable/Rollable Display Shipment and Technology Report and we are proud of its contents. Some of the highlights include:
• Blog Flat Panel Display Revenues and Profits Continued to Deteriorate in Q2’22
  September 12, 2022
  After reaching their all-time high in Q4’21, flat panel display maker revenues declined at a double-digit % sequentially for both Q1 and Q2’22, and total industry profits declined Q/Q at all levels of the income statement – gross profits, operating profits, pre-tax profits, net profits and EBITDA profits, according to the summary of their financial performance in DSCC’s Quarterly Display Supply Chain Financial Health Report. With all panel makers reporting their Q2’22 results, we can compile a full industry review for the first half of the year. The hefty profits of 2021 are now distant in the rear-view mirror for most panel makers, and many of them reported losses.
• Counterpoint in the News Samsung set for record Q3 profit on iPhone 14 series shipments - The Korea Economic Daily
  September 9, 2022
• Counterpoint in the News Google Pixel Fold launch just tipped for March - Tom's Guide
  September 9, 2022
• Counterpoint in the News 20-21st September, 2022 – DSCC AR/VR Display Forum - Porotech
  September 8, 2022
• Counterpoint in the News Radiant Vision Systems Sponsors and Speaks at the DSCC's Virtual AR/VR Display Forum - Yahoo Finance
  September 8, 2022
• Events OLEDs World Summit
  September 7, 2022
• Blog Advanced TV Market Growth Slowed in Q2’22
  September 6, 2022
  The combination of macroeconomic and geopolitical events and higher prices for OLED TVs led to a dramatic slowdown in growth for the Advanced TV market, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. Advanced TV shipments and revenues declined on a Y/Y basis in Europe, and partly as a result of that regional downturn shipments and revenues declined for OLED TVs.
• Blog Panel Maker Q2 Earnings: BOE, CSOT, Tianma, CHOT and Visionox
  September 6, 2022
  Five of the six publicly traded panel makers in China released their financial reports for the first half of 2022, and the market downturn in Q2 affected revenues and profits.
• Press Release AR/VR Display Forum: Last Chance to Register with Early Bird Pricing
  September 6, 2022
  DSCC has announced the main speaker lineup for the 2022 AR/VR Display Forum, the first virtual conference fully dedicated to the emerging display technologies for Augmented Reality and Virtual Reality. Sponsored by Radiant Vision Systems, Instrument Systems, Mojo Vision and Viewtrix; the event will take place over two days (September 20-21) and will highlight the trends and technologies that are shaping the industry.
• Counterpoint in the News Why I’ll Opt for The I Pad 2022 Over the I Phone 14? - Techkrest
  September 6, 2022
• Counterpoint in the News Samsung Says Foldable Phone Shipments Touched 10 Million in 2021, Teases Galaxy Fold 4, Galaxy Flip 4 - NewsDeal
  September 6, 2022
• Counterpoint in the News The iPhone 14 Pro may have one pill-shaped notch when turned on - The Verge
  September 6, 2022
• Counterpoint in the News Here's how Samsung will play a huge role in Apple iPhone 14 Pro’s success - AsiaNet
  September 6, 2022
• Counterpoint in the News Here’s everything we know so far about the 2022 iPad Pro – 9to5Mac
  September 6, 2022
• Counterpoint in the News IPHONE 14 PLUS WILL OUST THE MAX MODEL, LEAKED CLEAR CASE SUGGESTS - GizChina
  September 6, 2022
• Counterpoint in the News Apple’s iPhone 14 series will have 80 % Samsung Display screens; Check details - News 9 Hub
  September 6, 2022
• Blog LCD TV Panel Prices Reach New Lows
  August 29, 2022
  LCD TV panel prices reached all-time lows in August but they continue to decline in September, and we continue to forecast that the industry will have an “L-shaped” recovery in the fourth quarter. In other words, no recovery at all until 2023; the only question is how low prices will go before they flatten out. The ‘perfect storm’ of a continued oversupply, near-universally weak demand and excessive inventory throughout the supply chain has combined, and every screen size of TV panel has reached an all-time low price. Although fab utilization slowed sharply starting in July, we do not see any signal to suggest that prices can increase any time soon.
• Blog SDC Dominating iPhone 14 Series Launch with >80% Share
  August 29, 2022
  DSCC is now tracking all flexible OLED panel shipments by brand, model and panel supplier on a monthly basis. For the iPhone 14, which will be launched at the “Far Out” launch event on September 7th with the invite shown below, panel shipments started in June. As indicated, shipments jumped from 1.8M in June to 5.35M in July, over 10M in August and are expected to be over 16.5M in September. Cumulative panel shipments are over 34M.
• Blog Latest Outlook for Samsung Z Flip 4/Fold 4 Production and Ramp, Korean Pre-Orders
  August 29, 2022
  Last week, Samsung announced that they received pre-orders amounting to 970K units in the first seven days for the Z Flip 4 and Z Fold 4. We see production of Korean models at a higher figure than this through August so it shouldn’t lead to extended delivery times. Samsung has ambitious plans for the Flip 4 and Fold 4, which you can see in comparison to the Flip 3 and Fold 3.
• Event Speakers Jussi Rahomaki
  August 29, 2022
• Event Sponsors Viewtrix
  August 24, 2022
• Event Sponsors Mojo Vision
  August 22, 2022
• Blog TV Slowdown Hits TCL Profits in 1H’22 and Brand Comparison
  August 22, 2022
  TCL Electronics issued its 2022 Interim Report last week covering the first half of the year, reporting a sharp decrease in net profits on a modest decrease in revenues. The slowdown in the global TV market led to a double-digit decrease in revenues from its TV business. TCL continues to evolve from a TV-centric contract manufacturer to a global consumer electronics brand, but TVs remain the dominant source of revenues.
• Press Release DSCC to Hold 3rd Annual Global Display Supply Chain and Technology Outlook Conference on October 19th
  August 22, 2022
  For the third straight year, DSCC will hold a virtual conference in Q4 where its experts from around the world will provide attendees with the latest results and forecasts while also discussing key issues facing the display supply chain. 2022 has been a really bad year for the display industry, will 2023 be more of the same or significantly better? DSCC will take a supply chain approach to answering this and other questions. Topics include:
• Press Release DSCC to Speak at ITC 2022 (United Kingdom)
  August 22, 2022
  DSCC will be speaking at the 17th International Thin-Film Transistor Conference (ITC 2022) in the UK. Dr. Guillaume Chansin will give a presentation on market trends in displays on September 15th, during a special session for SID UK and Ireland.
• Event Speakers Dr. Tobias Steinel
  August 18, 2022
• Counterpoint in the News Will The Xiaomi MIX Fold 2 Get A U.S. Launch? - ScreenRant
  August 16, 2022
• Counterpoint in the News DSCC: OLED panels shipments declined 3% in Q2 2022, but revenues increased 12% - OLEDinfo
  August 16, 2022
• Counterpoint in the News Samsung Galaxy Z Fold 4: $1,800 Foldable Phone Returns With New Design, Software Tweaks - CNET
  August 16, 2022
• Counterpoint in the News This robot will understand happiness and sorrow: recognize people and their gestures and also talk - News 84 Media
  August 16, 2022
• Counterpoint in the News Samsung has a solid reason for not using Xiaomi’s Mix Fold 2 waterdrop hinge - SAMMobile
  August 16, 2022
• Blog Glassmakers Shrug Off Display Downturn in Q2
  August 15, 2022
  Two weeks ago, we covered Corning’s strong Q2 earnings release, and here we will cover its two Japanese competitors, NEG and AGC, and provide a comparison. All three glassmakers saw the impact of the slowdown of panel maker utilization in the second quarter, but all three showed robust corporate results, nevertheless.
• Blog OLED Panel Revenues Increase 12% Y/Y in Q2’22
  August 15, 2022
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel revenues increased 12% Y/Y on 3% Y/Y unit declines as a result of form factor mix changes for smartphones and Y/Y growth for automotive, game, notebook PCs, monitors, tablets and AR/VR in Q2’22.
• Press Release Register for the AR/VR Display Forum Before the Price Increase
  August 15, 2022
  Super Early Bird pricing for the AR/VR Display Forum has been extended until Friday August 19th. Register now to save $100 from the full price ticket. The virtual event will take place on September 20-21 and will cover the emerging display technologies for Augmented Reality and Virtual Reality.
• Event Speakers Kevin Curtis, PhD
  August 12, 2022
• Event Speakers Bob, Global22
  August 10, 2022
• Event Speakers Yoshio, Global22
  August 10, 2022
• Event Speakers Ross, Global22
  August 10, 2022
• Event Speakers Dr. Guillaume Chansin, Global22
  August 10, 2022
• Blog LCD Oversupply Will Persist Through 2023
  August 8, 2022
  The current oversupply in the flat panel display industry will persist throughout the full year 2023 and will slowly correct thereafter, according to the latest update of DSCC’s Quarterly FPD Supply/Demand Report, updated last week. We covered the demand portion of this report in an article last week, and this week we will describe our supply forecast and the resulting supply/demand balance.
• Blog DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop
  August 8, 2022
  In the latest issue of DSCC’s Quarterly Display Capex and Equipment Market Report, total LCD and OLED equipment spending remained relatively flat on a move-in basis despite a number of delays and cancellations. These fab schedule changes were mostly offset by higher spending for G8.5-G8.7 FMM VTE systems. 2020 -2025 spending fell just 0.2% vs. last quarter to $71.2B, while fine metal mask vacuum thermal evaporation (FMM VTE) spending rose from 10% to 12% of 2021-2025 spending, rising 18% from our last issue and overtaking exposure as the leading equipment segment over this period. The higher spend on FMM VTE tools is a result of a shift to larger substrates, full G8.5 and ½ G8.6-G8.7, as well as tandem stack adoption which boosts efficiency, brightness and lifetime and improves the OLED outlook in IT markets. Market leader Canon Tokki is a significant beneficiary of the higher tandem FMM VTE prices. By technology vs. last quarter from 2020-2025, our LCD outlook was reduced by 1% while our OLED outlook was increased by 1%.
• Blog DSCC Advanced TV Cost Report Allows Comparison of QD-OLED Cost with WOLED and MiniLED
  August 8, 2022
  DSCC has released its latest update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This quarter’s edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes including LCD with MiniLED backlights, and cost profiles for 55” and 65” QD-OLED panels from SDC.
• Counterpoint in the News iPad Pro (2022): All you need to know about the next-gen iPad Pro range - Tech Advisor
  August 3, 2022
• Counterpoint in the News Samsung Unpacked 2022: see you on August 10 for new foldable Galaxy - Gearrice
  August 3, 2022
• Counterpoint in the News The most anticipated feature of the iPhone may soon be coming to the iPad - World Nation News
  August 3, 2022
• Counterpoint in the News Under-display Face ID for iPad Pro rumored, augmented reality selfies patented - Biometric Update
  August 3, 2022
• Event Speakers Fenfei Liu
  August 3, 2022
• Event Speakers Eric Eisenberg
  August 3, 2022
• Blog LCD TV Panel Prices Headed for One “L” of a Recovery in Q4
  August 1, 2022
  LCD TV panel prices have reached all-time lows but they continue to decline, and although the pace of decline is slowing in the third quarter, we now forecast that the industry will have an “L-shaped” recovery in the fourth quarter. In other words, no recovery at all until 2023. The ‘perfect storm’ of a continued oversupply, near-universally weak demand and excessive inventory throughout the supply chain has combined, and every screen size of TV panel has reached an all-time low price. Although fab utilization has slowed sharply in July, we do not see any signal to suggest that prices can increase any time soon.
• Blog Flat Panel Display Revenues Falling 20% in 2022, but Revenues Will Recover to $152 Billion in 2026
  August 1, 2022
  After a revenue spike in 2021 spurred by pandemic-fed demand and rising prices, flat panel display revenues are returning to earth in 2022 with a decline of 20%. Revenues are expected to return to growth in the coming years as displays remain a critical part of the modern world, and will grow to $152B in 2026, according to DSCC’s latest update to the Quarterly Flat Panel Display Forecast Report, released last week.
• Press Release Registration is Open for the 2022 AR/VR Display Forum
  August 1, 2022
  DSCC is pleased to announce that registration for the AR/VR Display Forum is open. The virtual event will take place on September 20-21, 2022 and will cover the emerging display technologies for Augmented Reality and Virtual Reality.
• Press Release Sarah Shin Joins DSCC US as Sales Lead
  August 1, 2022
  Sarah Shin has joined DSCC as US Sales Administrator. She previously worked for DisplaySearch/The NPD Group as a sales manager in Korea before coming to DSCC. She managed the growth of the DisplaySearch Korea business, helped the Korean sales team develop critical relationships with customers and devised meaningful business strategies.
• Event Speakers Hiroshi Mukawa
  July 28, 2022
• Blog Sharp Slowdown in Display Fab Utilization in Q3 as Panel Makers Try to Control Inventory Amid Display Panel Glut
  July 25, 2022
  The slowdown in display fab utilization that we predicted earlier this year is now in full swing and even more severe than we expected, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. After a full year of panel prices falling with no end in sight, and after the entire display supply chain built excessive inventory, panel makers started to reduce utilization in Q2 and the slowdown has accelerated in Q3. In Q2’22, total TFT input for all display makers was down 6% Q/Q and down 2% Y/Y at 82.8M square meters, and in the current Q3’22 we expect total TFT input to be down another 11% Q/Q and 15% Y/Y to 74.0M square meters.
• Blog Display Fab Schedules Pushed Out on Market Weakness
  July 25, 2022
  As we continue to work on our latest LCD and OLED fab schedules, which should be published the week of July 25th, we already see a clear theme and that is delays in timing. This is a natural outcome of the Crystal Cycle when prices are low and companies are losing money, they push out new investments, which increase capacity. There is no doubt this makes sense at this time with fab utilization falling to 73% in Q3’22 to slow down price reductions. Panel suppliers added too much capacity in 2021 and 2022 expecting the demand pulled in during the pandemic to continue to increase.
• Blog Panel Maker Q2 Earnings Preview
  July 25, 2022
  In the next few weeks, we will see the Q2 earnings announcements for flat panel display makers, starting with LG Display on Wednesday, July 27th. The most recent quarter marks a full year after the biggest profits in the history of the flat panel display industry in Q2’21, and the prospects for the industry could not be more different. Panel prices started to decline a year ago and have not stopped their decline, and even with lower prices the demand for panels has decreased. We expect that panel makers will report another quarter of declining margins for Q2’22 and expect several panel makers to report operating losses.
• Videos IRONMAN ROSS YOUNG! | iPhone, iPad & everything display
  July 25, 2022
• Counterpoint in the News Apple Leaks Reveal Confusion Surrounding iPhone 14 Launch – Forbes
  July 22, 2022
• Counterpoint in the News Galaxy Z Flip 4 colors expectations: what we've heard so far - Phone Arena
  July 22, 2022
• Counterpoint in the News Samsung Unpacked Is Happening on Aug. 10: Here's What to Expect - CNET
  July 22, 2022
• Counterpoint in the News NEARLY 10 MILLION FOLDABLE PHONES WERE SHIPPED LAST YEAR, SAMSUNG CLAIMS - Bestgamingpro
  July 22, 2022
• Counterpoint in the News Apple Watch Series 8 rumors: Everything you need to know - iMore
  July 22, 2022
• Counterpoint in the News New Apple Leak Reveals iPhone 14 Screen Shock - Forbes
  July 22, 2022
• Blog OLED Smartphone Device Revenue to Decline 1% on Macroeconomic Environment and Weakened Consumer Demand
  July 18, 2022
  In the recently released Advanced Smartphone Display Shipment and Technology Report, we reveal that 2022 OLED smartphone device revenue is expected to decline 1% Y/Y to $390B on a 4% Y/Y unit decline as a result of the macroeconomic headwinds, weakened consumer demand, persistent supply chain issues as a result of COVID-19 lockdowns in China and concerns regarding inventory product build up. Based on our supply chain sources, all of the major smartphone brands have reduced their OLED smartphone panel procurements for 2022 by single and double-digit percentages.
• Blog TV Market Suffering from Excess Inventory
  July 18, 2022
  Inventories of TV panels have risen to a level rarely seen in recent years. Along with this, the fab utilization rates of FPD manufacturers have fallen to near record lows, and the average LCD fab utilization rate, which reached 90% last year, fell below 75% in June 2022. It is difficult to foresee a recovery in demand while there are ongoing headwinds such as the Russia / Ukraine war and inflation. Therefore, display companies are likely to continue adjusting to lower demand for a while.
• Blog Advanced TV Market to Grow to $36B by 2026
  July 18, 2022
  Advanced TV shipments are expected to grow by a 19% CAGR through 2026 to 37.4M units generating $35.6B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Two weeks ago, we covered the most recent historical results and this week, we will cover our updated forecast.
• Counterpoint in the News Diminishing odds for an iPhone 14 launch on schedule - Royals Blue
  July 15, 2022
• Counterpoint in the News The most exciting iPhone 14 model could be delayed - Tom's Guide
  July 15, 2022
• Videos The MacRumors Show: Ross Young Talks Major iPad and Mac Rumors for 2023 and Beyond
  July 12, 2022
  Ross is co-founder and CEO of Display Supply Chain Consultants (DSCC), a leading display market research firm, and has worked throughout the display supply chain. Ross is one of the top sources of information about Apple's plans and has a huge amount of influence on the rumors space, having revealed a plethora of accurate insights about upcoming Apple devices.
• Counterpoint in the News New Apple Leak Exposes iPhone 14 Release Surprise - Forbes
  July 12, 2022
• Blog Azumo Raises Funding for Expansion of Reflective LCD Front-Lights
  July 11, 2022
  US-based technology startup Azumo, formerly known as FlexLighting, announced a major funding round last month and is planning a major expansion of its manufacturing to increase production of its light guide films for reflective displays. I had the opportunity to discuss the expansion in Azumo’s head office in downtown Chicago with Azumo CEO Mike Casper and CTO Tony Nichol.
• Blog OLEDs One of the Few Bright Spots in 2022, Up 2% on Emerging Applications
  July 11, 2022
  In the recently released Quarterly OLED Shipment Report , we reveal that 2022 OLED revenues are expected to increase 2% Y/Y to $42B helped by triple-digit Y/Y unit growth for game platforms and monitors and double-digit Y/Y unit growth for notebook PCs, tablets, TVs, automotive and AR/VR applications.
• Counterpoint in the News iPhone 14 Pro — everything we know so far - Tom's Guide
  July 11, 2022
• Counterpoint in the News ‘Rugged metal’ Apple Watch may bring a bigger screen, longer battery life - Macworld
  July 11, 2022
• Counterpoint in the News Four features we expect to see on Apple Watch Series 8 - 9to5Mac
  July 11, 2022
• Team Member Sarah Shin
  July 11, 2022
• Blog AMOLED Materials Market to Grow to $2.9 Billion by 2026
  July 6, 2022
  Sales for AMOLED stack materials for all applications are expected to grow at an 18% annual rate from $1.07B in 2020 to $2.9B in 2026, according to the last update of DSCC’s Biannual AMOLED Materials Report. Revenues can even exceed $3 Billion in 2026 if Universal Display Corporation successfully commercializes a blue phosphorescent emitter dopant as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
• Blog Advanced TV Market Continues to Grow in 2022
  July 6, 2022
  Although the display industry is having a difficult year, the Advanced TV market continued to grow Y/Y in Q1 2022, and this segment of the industry continues to look promising. In this round of the battle between LCD and OLED technologies the two sides played to a draw, with both sides gaining volume and share largely unchanged. The latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report is now available to subscribers. On a brand level, Samsung has lost share in the Advanced TV market since early 2020, but managed to regain 2 share points of revenue share despite losing a share point of unit share.
• Press Release Call for Speakers: AR/VR Display Forum 2022
  July 6, 2022
  DSCC will be hosting the second edition of the AR/VR Display Forum on September 20-21, 2022. This virtual event will be fully dedicated to the display technologies for Augmented Reality and Virtual Reality. It will cover the latest progress to manufacture and commercialize the displays that will enable immersive AR and VR headsets with high resolution, wide field of view and longer battery life.
• Blog Jade Bird Display Sets Its Sight on Color MicroLED Displays (Interview)
  July 6, 2022
  Jade Bird Display (JBD) has announced the development of a full RGB color MicroLED display, with prototypes expected to be shipped “early next year”. The display will have the following specifications:
• Blog Samsung Display Acquires OLED Material Start-up Cynora
  June 29, 2022
  Samsung Display Co. (SDC) has acquired the German OLED material company Cynora for an undisclosed sum, according to a report from Bloomberg and from various industry sources. SDC has acquired the intellectual property rights held by Cynora but not the workforce. Cynora’s workforce has been terminated in recent weeks, according to Bloomberg and confirmed by industry sources.
• Counterpoint in the News Reputable analyst claims iPad mini with 120Hz ProMotion display is unlikely to happen - TechNave
  June 28, 2022
• Counterpoint in the News iPad Mini 7 With 120Hz ProMotion Unlikely, Says Display Analyst - Mac Rumors
  June 28, 2022
• Counterpoint in the News iPad mini 7 probably won't get ProMotion, says display analyst - Apple Insider
  June 28, 2022
• Blog Advanced Notebooks Decline 26% But Remain Poised for 120% Y/Y Growth
  June 27, 2022
  Last week, we released the Advanced Notebook display results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. Not surprisingly, we see declines in the total notebook market and slightly slower growth in the advanced notebook display market in 2022 as a result of inflationary concerns, weakened consumer demand and supply chain disruptions amid COVID 19 lockdowns.[
• Blog Advanced Monitor Market Expected to Rise 328% Y/Y - More Brands Entering the Category
  June 27, 2022
  In the recently released Quarterly Advanced IT Display Shipment and Technology Report, some highlights for Advanced Monitors include: • In Q1’22, advanced monitor panel shipments grew 45% Q/Q and 219% Y/Y to 412K panels. We expect to see an increase to 625K panels in Q2’22, a 52% Q/Q increase with MiniLED models outpacing OLED models by more than a 5:1 ratio.
• Counterpoint in the News iPad Pro with M2 (2022): Rumors, price, features, and more - iMore
  June 23, 2022
• Counterpoint in the News Supply chain sees no cutbacks in foldable smartphone orders - DigiTimes
  June 23, 2022
• Counterpoint in the News Samsung May Be Slamming the Brakes on Display Panel Purchases – Gizmodo Australia
  June 23, 2022
• Counterpoint in the News Samsung-LG court battle ends in win for Chinese OLED panel makers - Nikkei Asia
  June 23, 2022
• Counterpoint in the News MacBook Air and iPad Pro rumor says huge display upgrades are incoming - T3
  June 22, 2022
• Counterpoint in the News NEWSiPhone 14 Max release timeline tipped ahead of official launch - TechZimo
  June 21, 2022
• Counterpoint in the News iPad Pro 2022: Apple to release new 12.9-inch and 11-inch tablets with M2 chip this fall, report says - EconoTimes
  June 21, 2022
• Counterpoint in the News A New iPad Pro Could Still Be Coming This Fall - ScreenRant
  June 21, 2022
• Counterpoint in the News Will iPhone 14 Max and iPhone 14 Pro Max launch in September? - HiTechWIKI
  June 21, 2022
• Counterpoint in the News Apple Will Launch A New M2 iPad Pro This Year - FossBytes
  June 21, 2022
• Counterpoint in the News Big iPad Pro refresh with M2 chip, wireless charging, and more reportedly just months away - iMore
  June 21, 2022
• Counterpoint in the News New Apple iPad Pro 14.1-inch in development, could wait until 2023 - Pocket-lint
  June 21, 2022
• Counterpoint in the News Apple is Set to Launch a New iPad Pro With a Larger Screen and Faster Processor in 2023 - TechTimes
  June 21, 2022
• Counterpoint in the News Next iPad Pro expected to feature M2 chip, wireless charging, and more - The Apple Post
  June 21, 2022
• Counterpoint in the News Gurman: New iPad Pro Models With M2 Chip and Wireless Charging to Debut in September or October - MacRumors
  June 21, 2022
• Counterpoint in the News GOOGLE’S FOLDING PHONE HAS REPORTEDLY BEEN DELAYED AGAIN - Mag the Weekly
  June 21, 2022
• Counterpoint in the News Apple to Announce Mixed Reality Headset in January, Release in 2Q23 -iClarified
  June 21, 2022
• Counterpoint in the News Apple's 2022 iPad Pro lineup could include a beastly 14.1-inch model with 16GB of 'base' memory - PhoneArena
  June 21, 2022
• Counterpoint in the News Apple planning 13-inch OLED MacBook Air release by 2024, analyst says - Apple Insider
  June 21, 2022
• Counterpoint in the News Four features we expect to see on iPhone 14 this year - 9to5Mac
  June 21, 2022
• Blog DSCC Updates Tablet Forecasts, OLEDs Poised to Take Significant Share from 2024
  June 20, 2022
  DSCC reported on its latest results and forecasts for OLED, MiniLED LCD and LED LCD tablet panels in its latest Quarterly Advanced IT Display Shipment and Technology Report. We refer to OLED and MiniLED tablets as Advanced Tablets. This category fell 5% Q/Q while rising 362% Y/Y to 2.43M. It was the second best quarter to date for this category on continued strong demand for the 12.9” MiniLED iPad Pro and the launch of Samsung’s OLED Galaxy Tab S8+ and S8 Ultra. MiniLEDs had a 56% share of the Advanced Tablet market on a unit basis in Q1’22, down from 74%, and a 71% share on a revenue basis, down from 87%, with the disparity related to the higher MiniLED panel prices.
• Blog Samsung Halting All Display Panel Purchasing
  June 20, 2022
  With concerns about excess inventory in a deteriorating economy, Samsung has notified all business groups to suspend purchases and control their inventory status. Samsung has informed flat panel display makers in smartphone and TV markets that panel purchases will be halted. Samsung is the world’s largest supplier of both smartphones and TVs. The news may be a coincidence, but at the end of this month Samsung will end LCD TV production at its last remaining production site, the L8-2 Gen 8.5 fab in Korea. The closure will mark the end of more than 25 years of LCD production by Samsung Display.
• Blog Excess Inventory Acts as a Gale-Force Headwind for Display Industry
  June 13, 2022
  Excessively high inventory throughout the flat panel display value chain will continue to put pressure on prices and will likely lead to a sharp slowdown in industry production in the second half of 2022. Throughout the display value chain, the surge in demand generated during the pandemic’s early days, combined with shortages and transportation problems, set in motion a path toward building a mountain of inventory. Now that the pandemic demand peak has passed, that big mountain needs to be consumed before a normal supply/demand balance can be restored.
• Blog Mixed Quarter for Display Equipment Suppliers
  June 13, 2022
  Q1’22 was a mixed quarter for display equipment suppliers with some positive and negative results as seen in our Quarterly Display Supply Chain Financial Health Report published last week. Positive developments included: • Display capex from 13 publicly traded display companies rose 10% Q/Q to $5.5B, the highest value since Q1’21 with China Star and BOE both over $1B and LGD right under $1B. • Estimated private company capex was also up Q/Q resulting in total capex up 50% Q/Q to $8.1B. • Capital intensity rose for the second straight quarter after falling for four straight quarters. It rose from 13% in Q4’21 to 16% in Q1’22, with lower display revenues due to lower prices a large factor. • Equipment spending on an install basis rose 33% Q/Q.
• Counterpoint in the News Samsung planning to close LCD panel manufacturing soon, says report - Business Standard
  June 7, 2022
• Counterpoint in the News Report: Apple developing new 15-inch MacBook Air that could come in 2023 – 9to5Mac
  June 7, 2022
• Counterpoint in the News New Apple Leak Reveals iPhone 14 Release Surprise - Forbes
  June 7, 2022
• Counterpoint in the News New iPhone 14 launch: A delay is likely; a split release and higher price almost a given - The Federal
  June 7, 2022
• Counterpoint in the News Apple’s iPhone 14 launch surprise revealed in new leak - BollyInside
  June 7, 2022
• Counterpoint in the News Apple leaks major iPhone 14 Pro upgrade in iOS 16 beta - iMore
  June 7, 2022
• Counterpoint in the News Apple's Rumored 27-Inch Mini-LED Display Now Said to Launch in October – MacRumors
  June 7, 2022
• Blog BOE Paper Reveals Reliability, Thickness and Brightness/Color Uniformity Advantages of the Water Drop Hinge Structure
  June 6, 2022
  BOE gave an interesting talk at SID on the use of water drop hinges. The talk expanded beyond the idea that water drop shaped hinges produce a less visible seam. BOE showed that it also produced better brightness and color uniformity, a thinner form factor as well as reliability advantages.
• Blog SID/DSCC 2022 Business Conference Highlights – Automotive Display Market and Technology Outlook
  June 6, 2022
  The Automotive Display Market and Technology Outlook session featured five presentations from analysts and executives in the automotive display space. The presenters included:
• Press Release DSCC to Give Keynote Presentation at the Electronic Displays Conference
  June 6, 2022
  Two analysts from DSCC will be speaking at the 36th electronic displays Conference (edC) in Nuremberg, Germany. Bob O'Brien, Co-Founder and Principal Analyst of DSCC, will be giving a Keynote presentation on June 22. Entitled ‘The Display Industry Post-Pandemic,’ his talk will describe the current status of the Crystal Cycle and the path going forward.
• Press Release Foldable Smartphones Continued to Surge in Q1’22, Strong Growth Expected in 2022
  May 31, 2022
  Foldable smartphone shipments rose 571% Y/Y in Q1’22 to 2.22M. It was the 3rd best quarter to date for the rapidly growing category, but was down 47% Q/Q from the record high of 4.2M units in Q4’21.
• Blog Flat Panel Display Revenues, Profits Tumbled in Q1’22
  May 31, 2022
  Flat panel display maker revenues declined Q/Q from their all-time high in Q4’21, and total industry profits declined Q/Q at all levels of the income statement – gross profits, operating profits, pre-tax profits, net profits and EBITDA profits, according to the summary of their financial performance in DSCC’s Quarterly Display Supply Chain Financial Health Report.
• Blog Summary of the MiniLED and MicroLED Session at the SID/DSCC Business Conference
  May 31, 2022
  One of the virtual sessions at the SID/DSCC Business Conference was dedicated to advances in MicroLED and MiniLED. This article presents the highlights from this session. You can still register to watch all recordings of the conference. DSCC Leo Liu opened his talk with an observation that the Haitz Law held from the 1960s through the 2020s and appears to be on track for the 2030s. Haitz Law is considered to be the equivalent of Moore’s Law for the LED industry. It states that after each decade, the amount of Lumen per package increases by 20× and the cost per Lumen decreased by 10×.
• Counterpoint in the News Google Pixel Fold reportedly delayed (again) - Tom's Guide
  May 26, 2022
• Blog Interview with Porotech
  May 24, 2022
  Porotech was at Display Week to demonstrate its DynamicPixelTuning technology. This innovative technology for MicroLED displays enables color tuning in a monolithic InGaN layer. Porotech won the Best Prototype award in the I-Zone (Innovation Zone).
• Blog BOE to Commercialize 95” WOLED Panel Shown at Display Week 2022
  May 23, 2022
  DSCC sources in China have learned that BOE plans to commercialize the 95” 8K White OLED TV panel shown at Display Week. I must admit, I heard this at the exhibit during Display Week but did not believe it, but our sources in China confirm BOE’s intent. The product shown at Display Week claimed brightness of 800 nits peak and 150 nits typical and a color gamut of 99% of DCI-P3, with a contrast ratio of 100,000:1 and a 120Hz refresh rate.
• Counterpoint in the News Motorola Razr 3 will be the world’s first Snapdragon 8 Plus Gen 1-powered foldable - TechnoSports
  May 23, 2022
• Blog SID/DSCC 2022 Business Conference Highlights – TV Market and Technology Outlook
  May 23, 2022
  The TV Display Market and Technology Outlook session featured presentations from three analysts of the industry plus the CEO of a critical material supplier and an executive from a leading display maker. The presenters included:
• Blog Samsung Reports Breakthrough on Blue Phosphorescent OLED Lifetime
  May 23, 2022
  The development of phosphorescent blue OLED emitters (PhOLED) promises to greatly enhance the prospects for OLED displays by allowing for improved brightness efficiency and/or lower cost. Early this year, Universal Display Corporation (UDC) announced that they expect to achieve target performance for commercialization of blue PhOLED by the end of the year and expect commercial sales of the material by 2024.
• Blog SID/DSCC 2022 Business Conference Highlights – Emerging Technologies Enabling TV and IT Advances
  May 23, 2022
  The TV Display Market and Technology Outlook session featured six presentations from analysts and executives throughout the display industry. The presenters included:
• Blog Smartphone Display Market and Technology Outlook
  May 23, 2022
  I started by covering the latest smartphone set shipment results and a 2022 forecast by region. Smartphone unit shipments were up 4% in 2021 to 1.4B units, with China the largest region and Middle East and Africa growing the fastest. For 2022, we forecast the market to fall 1% with Asia Pacific expected to overtake China. Eastern Europe and China are expected to decline the most. But there are growing concerns that the market could be down a lot more, 10% - 15%, if China shutdowns are extended, war persists, inflation, etc. LCD volumes appear to be most affected due to weakness in China and Eastern Europe where LCDs are stronger. Some brands are rumored to be cutting up to 30% of their LCD volumes.
• Videos Ross Young of DSCC at SID Display Week 2022 - The Display Show, Episode 17
  May 19, 2022
  Ross and Brian discuss the new technologies shown at SID Display Week 2022 right from the show floor. Ross Young is co-founder and CEO of DSCC. Previously, he started, ran and sold DisplaySearch which he started with less than $500 in capital and grew to over $10M in revenues. He has also worked throughout the display supply chain including at a TV brand, panel supplier, multiple equipment suppliers and a materials supplier.
• Videos Leaker Ross Young REVEALS Apple Secrets | Genius Bar Ep. 67
  May 18, 2022
  Jon Prosser and Sam Kohl are joined this week at the Genius Bar by Ross Young, the CEO of Display Supply Chain Consultants (DSCC). He knows EVERYTHING about Apple's future products, and even alludes to new hardware coming at WWDC. You won't want to miss a second of this revealing episode.
• Report Annual Outlook for Key Display Materials
  
  The production of flat panel displays requires many different materials. In this report, we examine the market and trends for various gases, metal targets, liquid crystal, photoresist and PI alignment. This report reviews vital materials used in display production and provides estimates of consumption and revenues for each category of materials. The report also profiles major suppliers for each material and a forecast for material consumption and revenue. As the display industry becomes dominated by production in China, local suppliers are emerging to provide a domestic material supply chain and the report includes profiles of China's domestic material suppliers.
• Events Global Display Supply Chain Dynamics & Technology Outlook Conference
  May 17, 2022
  At the Global Display Supply Chain Dynamics & Technology Outlook Conference, DSCC analysts around the world provided attendees with the latest results and forecasts while also discussing the key issues facing the display supply chain. Experts in all areas of the display industry reveal the latest outlook for each market and technology to make sure your company is best prepared for display related competition in 2023 and beyond.
• Videos Bob O'Brien's AVS Forum Interview
  May 17, 2022
• Blog Keynote Session Summary – Bad Year for Display Financials, But Display Performance Continues to Improve
  May 16, 2022
  In my talk, I focused on the following topics: How COVID-19 Affected the Display Market , 2022 Outlook , How Display Technologies Are Evolving, Display Market Outlook
• Counterpoint in the News New Motorola Razr 3 to feature larger displays - Geeky Gadgets
  May 16, 2022
• Counterpoint in the News Apple to offer bigger screens on iPhone 14 Pro & iPhone 14 Pro Max. Here’s why - Economic Times
  May 16, 2022
• Counterpoint in the News The Motorola Razr 3 will have bigger screens, inside and out - Pocketlint
  May 16, 2022
• Blog Q1’22 OLED Revenues Flat Y/Y Despite 4% Unit Decline
  May 16, 2022
  As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel revenues remained flat Y/Y despite a 4% Y/Y unit decline in Q1’22. OLED applications that had Y/Y panel shipment and revenue increases were:
• Blog SID Exhibit Highlights - LGD, SDC, BOE and China Star
  May 16, 2022
  In this article, I will share with you some of the highlights of the SID 2022 exhibit from my perspective. I focused on the panel suppliers with BOE, China Star, LGD and SDC having large booths and numerous interesting developments.
• Blog MicroLED Prototypes Demonstrated at Display Week
  May 16, 2022
  Several companies demonstrated new MicroLED prototypes during Display Week. Many of them were microdisplays targeted at AR/VR applications. AUO demonstrated a 6.45” stretchable MicroLED display with a 900 × 540 resolution (163 PPI), as well as a 3.5” stretchable display (141 PPI) made in partnership with PlayNitride. AUO also had a high resolution 14.6” rollable display (2560 × 1440, 202 PPI) that used quantum dots for color conversion.
• Events Electronic Displays Conference 2022
  May 13, 2022
• Counterpoint in the News TV market post-pandemic: Display Week 2022 - Pradeep's Techpoints
  May 10, 2022
• Counterpoint in the News Apple Could Be Entering the Foldable Phone Market in the Future - iTechPost
  May 10, 2022
• Events AR/VR Display Forum
  May 8, 2022
  Featuring speakers from leading companies in the industry, the conference will discuss the latest progress to manufacture and commercialize the displays that will enable immersive AR and VR headsets with high resolution, wide field of view and longer battery life.
• Press Release The 2022 SID/DSCC Business Conference Will Focus on Emerging Display Technologies Enabling Innovations in Smartphone, IT and TV Markets
  May 2, 2022
  The 2022 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE and Amorphyx, will feature over 40 different talks on all aspects of the display industry. One of the highlights will be the focus on emerging technologies, which have the potential to disrupt various display markets and technologies. There are 10 different talks on these topics segmented into two sessions:
• Press Release SID/DSCC Business Conference to Highlight MiniLED and MicroLED Technology Advances and Outlook
  May 2, 2022
  Attendees of the SID/DSCC Business Conference will get the opportunity to learn about the latest developments in MiniLED and MicroLED technologies. A dedicated virtual session on the topic will feature innovative companies who address the challenges in commercialization and manufacturing.
• Blog No Respite for LCD TV Panel Price Declines
  May 2, 2022
  LCD TV panel prices continue to decline, and the pace of price decreases is accelerating in the second quarter despite prices approaching cash costs. The combination of a continued surge in supply and near-universally weak demand continues to drive prices down. A month ago, we reported that the LCD TV panel market appears to be in a sort of a lull. That lull seems to have broken, and not in favor of the panel makers. Prices declined dramatically from their peaks in mid-2021 but supply has continued to be robust while we face the slowest season for demand. Our sources indicate that some brands considered that prices might stabilize in Q1 and used the period to stock up on low prices but have faced continued weak demand and now hold excess inventory.
• Blog DSCC Shows Large Drop in 2023 Display Equipment Spending
  May 2, 2022
  Given the worsening pricing and supply/demand picture, we have seen a number of fab expansion projects delayed and a few canceled. As a result, we now show 2023 equipment spending on a move-in basis down 57% to just $5.3B. By technology, we show LCDs down 70% to just $1.9B and OLEDs down 42% to $3.4B. Note, we do show a number of fab projects with deliveries in Q1’24 and show 2024 up 117% vs. 2023 to $11.6B. In 2024, we show OLEDs up 115% to $7.3B and LCDs up 121% to $4.3B. We also show another 15% growth in 2025 to a total of $13.3B. We lowered 2020-2025 spending by 6% to $71B.
• Events SID 60th Anniversary
  April 26, 2022
  DSCC CEO Ross Young will be speaking at this event.
• Press Release Auto Displays Featured in SID/DSCC Business Conference
  April 25, 2022
  The 2022 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE and Amorphyx will feature over 35 different talks on all aspects of the display industry. One of five application-oriented sessions of the conference will address the market for automotive displays, one of the most demanding and potentially profitable segments of the flat panel display industry.
• Blog Panel Maker Q1 Earnings Preview
  April 25, 2022
  In the next few weeks, we will see the Q1 earnings announcements for flat panel display makers, starting with LG Display on Wednesday, April 27th. After a roller-coaster 2021, which saw both the biggest profits in the industry and sharply declining margins in the second half, we expect that panel makers will report another quarter of declining margins to begin 2022, which promises to be dramatically less profitable than last year.
• Event Speakers Dr. Feng He
  April 21, 2022
• Event Speakers Edouard Da Silva
  April 20, 2022
• Counterpoint in the News Samsung will be the Exclusive supplier of OLED Displays for the iPhone 14 Pro Model While BOE is expected to play an important role - Patently Apple
  April 18, 2022
• Counterpoint in the News Supply Chain Analyst: PSVR 2 And Apple Headset Delayed To 2023 - UploadVR
  April 18, 2022
• Counterpoint in the News Apple iPhone 14 Pro OLED Displays Will Come Exclusively From Samsung, Others May Get Multiple Suppliers - MySmartPrice
  April 18, 2022
• Counterpoint in the News New MacBook Air could debut later in 2022 to further spark Mac sales - TechRadar
  April 18, 2022
• Press Release DSCC Upgrades Long-Term Forecast for AR/VR Displays
  April 18, 2022
  Annual revenues for AR/VR displays will reach $7.2B in 2027, according to DSCC. The updated forecast has been published in the new Biannual Augmented and Virtual Reality Display Technologies and Market Report. The report includes a breakdown by display technologies and predicts that LCD will have the largest share of shipments until 2025. After that, OLED on Silicon (SiOLED) will become the dominant technology.
• Press Release 13 Leading Display Analysts from 7 Firms to Present at the SID/DSCC Business Conference
  April 18, 2022
  Attendees of the upcoming SID/DSCC Business Conference on May 9th during Display Week will hear from 13 leading display-related analysts covering a wide variety of topics offering its attendees tremendous content and valuable insights. The market research companies participating include...
• Blog DSCC Advanced TV Cost Report Includes QD-OLED Cost
  April 18, 2022
  DSCC has released its latest update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes including LCD with MiniLED backlights, and cost profiles for 55” and 65” QD-OLED panels from SDC.
• Blog DSCC Releases MiniLED Backlight Technology, Cost and Shipment Report
  April 18, 2022
  Flat panel shipments with MiniLED technology will increase to more than 40M units by 2026, according to the latest update of DSCC’s Quarterly MiniLED Backlight Technology, Cost and Shipment Report. MiniLED technology is thriving in the display and optoelectronic industries. An increasing number of industry players, both upstream and downstream, are choosing to ride this train. One year ago, Apple launched its iPad Pro with MiniLED technology and the average quarterly shipments reached 1M sets in 2021. Apple also launched a new MacBook Pro (14” & 16”) with MiniLED BLU in the fourth quarter of 2021. By leveraging its M1 CPU, Apple’s MiniLED IT products had outstanding sales results in Q4’21, and the forecast for 2022 also looks very promising.
• Counterpoint in the News PSVR2 delayed until 2023, says analyst - Pocket-lint
  April 14, 2022
• Counterpoint in the News PlayStation VR2 Releasing in 2023 as per DSCC CEO- GamingBolt
  April 13, 2022
• Event Speakers Chirag Shah
  April 12, 2022
• Press Release Future of IT Displays to be Discussed at SID/DSCC Business Conference
  April 11, 2022
  The 2022 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE and Amorphyx will feature 39 different talks on all aspects of the display industry. One of five application-oriented sessions of the conference will address the Advanced IT display market which includes notebook PCs, tablets and monitors. The IT market was one of the fastest growing markets during COVID-19 due to work from home and learn from home resulting in significant increases in tablet, notebook PC and monitor purchases.
• Blog VR Panel Shipments to Reach 15.8M Units in 2022
  April 11, 2022
  Shipments of display panels for virtual reality (VR) will reach double-digits for the first time in 2022, according DSCC’s latest Augmented and Virtual Reality Display Technologies and Market Report . A total of 15.8M panels will find their way into VR headsets this year, with over 80% of the demand expected to come from Meta. While most of today’s VR headsets currently use LCD panels, other display technologies will soon appear. AMOLED will be back, thanks to the launch of Sony’s PlayStation VR2. We expect these AMOLED panels to have a pixel density well above 800 PPI, which is a record high for mass-produced AMOLED. With high contrast displays and no visible screen door effect, the PSVR2 is likely to be a hit among gamers.
• Blog DSCC Forecasts OLED Revenues to Reach $65B in 2026 on Double-Digit Unit Growth in IT, Smartphones and TVs
  April 11, 2022
  DSCC expects OLEDs to grow rapidly as costs fall, performance improves and capacity surges. The company is forecasting $65B in revenue on a 9% CAGR from 2021 to 2026 in the latest release of its Quarterly OLED Shipment Report, which reveals shipments and prices for every OLED application by brand, model and panel supplier.
• Blog Advanced TV Market to Grow to 38M Units by 2026
  April 11, 2022
  Advanced TV shipments are expected to grow by a 19% CAGR through 2026 to 38.6M units generating $35.4B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Several weeks ago, we covered the most recent historical results and this week, we will cover our updated forecast.
• Event Speakers Han Yim
  April 11, 2022
• Counterpoint in the News Apple is Looking to Launch Two New Macs At Its WWDC Event in June - WCCTech
  April 11, 2022
• Blog LCD TV Panel Prices Continue to Decline
  April 4, 2022
  LCD TV panel prices continue to decline and more is on the way as we progress to the second quarter. Although the pace of price decreases is slowing as prices approach cash costs, there is no sign that prices will hit bottom and rebound. The potential for a negative impact on global TV demand from the Russian war in Ukraine combined with high inventory levels suggests continued price pressure in Q2.
• Blog DSCC Report Shows Display Equipment Suppliers Have Record Quarter Thanks to the Semiconductor Market
  April 4, 2022
  DSCC performs a deep dive into the financial performance of 19 leading display equipment suppliers each quarter which includes segmenting their revenues by line of business, capturing bookings and backlog info and more. Q4’21 was a record quarter for these companies in terms of overall revenues, gross profits and net income thanks to strong semiconductor equipment results. While their semiconductor equipment businesses outperformed, display equipment revenues for these companies fell Q/Q for the fourth straight quarter and were down Y/Y for the second straight quarter.
• Event Speakers Justin Wendt
  March 31, 2022
• Event Speakers Soon-gi Park
  March 31, 2022
• Event Speakers Tom Sedar
  March 30, 2022
• Counterpoint in the News The MacBook Air 2022 could be entitled to a larger screen … while waiting for the 15 inch in 2023 -California18
  March 30, 2022
• Event Speakers Dr. Kai-Han Chang
  March 30, 2022
• Event Speakers Aaron Dale
  March 29, 2022
• Event Speakers Jax Lee
  March 29, 2022
• Blog DSCC Report Reveals Advanced Monitor Market Rose 397% in 2021 – 241% Growth is Expected in 2022 Fueled by 42” WOLED, 34” QD-OLED and 27” MiniLEDs
  March 28, 2022
  DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD monitors, notebook PCs and tablets shipments by quarter, brand, size, resolution, refresh rate and many other features. In the recently released report, some highlights for Advanced Monitors include:
• Blog Russia – Ukraine War Will Reduce TV Demand, per DiScien Analysis
  March 28, 2022
  DSCC’s partners at DiScien have released a multi-dimensional assessment of the impact of the war in Ukraine on the TV market. The original analysis is available in Chinese at this link; for DSCC’s subscribers I have taken a translation and added some of our own thoughts.
• Press Release The SID/DSCC Business Conference Will Highlight TV Technology
  March 28, 2022
  The 2022 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE and Amorphyx will feature over 35 different talks on all aspects of the display industry. One of five application-oriented sessions of the conference will address the market for TVs and TV displays, which is so critical for the supply/demand balance of the display industry.
• Counterpoint in the News 15-inch MacBook Air model might appear in 2023 - Pocket Lint
  March 24, 2022
• Counterpoint in the News Apple may be developing 15-inch MacBook Air, display analyst says - AppleInsider
  March 24, 2022
• Counterpoint in the News Report: Apple developing new 15-inch MacBook Air that could come in 2023 - 9TO5Mac
  March 24, 2022
• Counterpoint in the News Which of the New TV Technologies Will Prevail? - Sound and Vision
  March 24, 2022
• Event Speakers Paul Gray
  March 22, 2022
• Counterpoint in the News SID/DSCC Business Conference Keynotes to Reveal Future of the Display Industry- Business Chief
  March 22, 2022
• Counterpoint in the News SID/DSCC Business Conference Keynotes to Reveal Future of the Display Industry - KTLA-5
  March 22, 2022
• Counterpoint in the News Google Pixel 7 release date rumours have started and it's potentially good news - What Hi-Fi?
  March 21, 2022
• Counterpoint in the News Analyst says Apple products with mini LED screen won’t appear in 2022 - iLounge
  March 21, 2022
• Counterpoint in the News Week 11 in review: Galaxy A73, A53, A33 are official, Xiaomi 12 now global - GSMArena
  March 21, 2022
• Counterpoint in the News Galaxy Z Flip 4 Rumor Roundup: What's Next For Samsung's Flip Phone? - Screen Rant
  March 21, 2022
• Blog Pitched Battle Between LCD and OLED in Advanced TV Market in Q4 2021
  March 21, 2022
  The battle between LCD and OLED technologies reached a new stage in Q4’21 with each camp making gains by playing to their strengths. Aggressive OLED pricing allowed the emerging technology to gain unit share, but a combination of higher LCD TV prices, a bigger screen size mix and the growth of MiniLED TV sets allowed LCD TV to gain revenue share. The latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report is now available to subscribers. On a brand level, Samsung has lost share in the Advanced TV market, but with a richer product mix, Samsung has appeared to stabilize its revenue share on a worldwide basis.
• Blog DSCC Report Reveals Advanced Notebooks Rose 629% in 2021 to 8.2M – Apple Led Q4’21 with a 54% Share
  March 21, 2022
  DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD tablet, notebook and monitor shipments by quarter, brand, size, resolution, refresh rate and many other display related and non-display features as well. Last week, we released the Advanced Notebook display results and our latest forecast, and not surprisingly, we see massive growth as both OLEDs and MiniLEDs are growing rapidly and have a bright outlook.
• Press Release SID/DSCC Business Conference Keynotes to Reveal Future of the Display Industry
  March 21, 2022
  The 2022 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE and Amorphyx, will feature industry executives uniquely qualified to discuss the future of the $165B display industry.
• Counterpoint in the News Google Acquires MicroLED Startup Raxium for Future AR and MR Tech - CNet
  March 21, 2022
• Counterpoint in the News Google Pixel 7 release date could be sooner than expected — with a smaller design - Tom's Guide
  March 18, 2022
• Counterpoint in the News Samsung set to go bullish on the Galaxy Z Flip 4 - XDA
  March 18, 2022
• Counterpoint in the News Report: Google Pixel 7 will have 6.3-inch display, Pixel 7 Pro to keep 6.7-inch - GSMArena
  March 18, 2022
• Event Speakers Tongtong Zhu
  March 16, 2022
• Event Speakers Bob Raikes
  March 15, 2022
• Blog DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/ Downsizing
  March 14, 2022
  After upgrading display capacity for six straight issues on improved market conditions in LCDs, we lowered display capacity this quarter on delays and cancellations as conditions worsen. From 2021 to 2026, display capacity is expected to grow at a 4.8% CAGR vs. 5.1% last quarter, and 2026 capacity is down 1% vs. our last issue. LCD capacity was downgraded by 1% in 2026 and now grows at a 3.7% CAGR through 2026 vs. 3.9% last quarter. 2026 OLED capacity was downgraded by 2% vs. last quarter and now grows at a 15.3% CAGR through 2026 vs. 15.7% last quarter. OLED capacity will reach a 13% share in 2026, up from 8% in 2021.
• Blog DSCC Report Reveals Advanced Tablet Market Rose 99% in 2021, Apple Dominates, MiniLED Supply Chain and Product Updates
  March 14, 2022
  DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD tablet, notebook, monitor and all in one (AIO) shipments by quarter, brand, size, resolution, refresh rate and many other display related and non-display features as well.
• Press Release SID/DSCC Business Conference Brings AR/VR Session to San Jose
  March 14, 2022
  The SID/DSCC Business Conference will include an Augmented and Virtual Reality (AR/VR) session for a second consecutive year. Unlike last year, the session will take place on-site at the San Jose Convention Center and will feature the following speakers:
• Counterpoint in the News iPhone 14 will kill the notch — but there's a catch - Tom's Guide
  March 10, 2022
• Counterpoint in the News iPhone 14 Pro models to switch to dual punch-hole design -ThePrint
  March 10, 2022
• Event Speakers Chuck Milligan
  March 8, 2022
• Counterpoint in the News iPhone 14 Latest News & Leaks: Upcoming Apple Smartphone To Have This 'Superficial' Design Update With 2TB Storage, 5G, WiFi 6E Connectivity And e-SIM Only?? - EpicStream
  March 8, 2022
• Counterpoint in the News iMac Pro release date: Analyst predicts it would launch in 2023 with a new Mac Pro - EconoTimes
  March 8, 2022
• Counterpoint in the News iPhone 14 Pro and all iPhone 15 models reportedly to sport the pill and hole cutout design - PhoneArena
  March 8, 2022
• Counterpoint in the News iPhone 14 Pro to Sport Dual-Hole Face ID, But All iPhones to Ditch Notch in 2023 - Tech Times
  March 8, 2022
• Counterpoint in the News iPhone 14 Pro getting pill & hole punch design in 2022, on all models in 2023 - Apple Insider
  March 8, 2022
• Blog Expectations for iPhone 14-19 Notch vs. Hole vs. UPC Designs
  March 7, 2022
  Based on discussions throughout the supply chain, we now think we have a pretty good idea for the design and timing of future Apple iPhone displays.
• Blog 2021 OLED Shipments Rise 25% Y/Y on Double- and Triple-Digit Y/Y Smartphone, Notebook PC, Monitor and TV Growth – DSCC Expects Double Digit Growth in 2022
  March 7, 2022
  2021 OLED Shipments Rise 25% Y/Y on Double- and Triple-Digit Y/Y Smartphone, Notebook PC, Monitor and TV Growth – DSCC Expects Double Digit Growth in 2022
• Counterpoint in the News Report: Apple Developing a 20-inch Foldable iPad / MacBook Hybrid - ExtremeTech
  March 7, 2022
• Counterpoint in the News HONOR Magic4 series gets its LTPO displays from BOE and Visionox - GizmoChina
  March 7, 2022
• Counterpoint in the News Apple Silicon iMac 27″, all about the possible substitute -TechSmart
  March 7, 2022
• Counterpoint in the News Smartphones return to design classic - Borneo Bulletin
  March 7, 2022
• Counterpoint in the News Apple working on a Foldable Tablet with 20-inch screen - The TeCake
  March 7, 2022
• Event Speakers Dr. Zahir Alpaslan
  March 7, 2022
• Event Sponsors Amporphyx
  March 4, 2022
• Counterpoint in the News Apple Has Been Exploring a Foldable MacBook/iPad Hybrid [Gurman] - iClarified
  February 28, 2022
• Counterpoint in the News Leaked schematic image claims to show true size of iPhone 14 ‘notch + pill’ cutout design - 9TO5MAC
  February 28, 2022
• Counterpoint in the News iPhone 14 Pro leaker just revealed alleged schematics and new look - Tom's Guide
  February 28, 2022
• Counterpoint in the News Apple is reportedly working on a device with a 20-inch folding display - The Verge
  February 28, 2022
• Blog UDC Q4 Earnings Miss Consensus, But Announcement on Blue Thrills Investors
  February 28, 2022
  Universal Display Corporation (UDC) changed the narrative in its earnings release last week. After 2021 revenues came roughly in line with its guidance and Q4 earnings came below expectations, and despite guidance for 2022 that seemed conservative, UDC pleased investors by announcing that it would reach target performance on phosphorescent blue emitters by the end of this year. The addition of blue to UDC’s portfolio has the potential to dramatically improve UDC’s revenue and also the potential to accelerate the entire sector of OLED displays, and investors were thrilled at the news, sending UDC’s stock up 23% on the Thursday after the earnings release on a day when many stocks tanked because of Russia’s invasion of Ukraine.
• Press Release Samsung Dominated Q4’21 Foldable Smartphones with a 96% Share, DSCC Expects 86M Foldable/Rollable Panels in 2026 Across 4 Applications
  February 28, 2022
  DSCC’s Quarterly Foldable/Rollable Display Shipment and Technology Report revealed that Q4’21 foldable smartphone shipments rose 65% Q/Q and 520% Y/Y to a record high 4.25M units. o Samsung led with a 96% share on shipments of 4.1M. Samsung has benefited from a strong focus on this category as it looks to grow its flagship share as well as a large technology and capacity lead in foldable displays from its panel business - Samsung Display (SDC). This has resulted not only in a large lead in displays, but ultra thin glass (UTG) as well. According to DSCC Co-Founder and CEO, Ross Young, “Samsung is fortunate that its largest likely competitor, Apple, is not in this market segment and its second largest potential competitor, Huawei, is facing numerous restrictions, which have prevented it from getting panels from Korea or 5G chips. Most of its other potential competitors (Google, Oppo, Vivo and Xiaomi) are all relying exclusively on Samsung Display in 2022 for panels and UTG, giving Samsung significant influence over the foldable display supply chain. Most of the Chinese brands’ foldable programs have been relatively small in volume and short-lived. Thus, we should expect Samsung to continue to dominate this market although they will inevitably lose some ground as more brands enter.”
• Event Speakers Vivek Paranjape
  February 25, 2022
• Event Speakers Dr. Jang Jin Yoo
  February 22, 2022
• Event Speakers John Brewer
  February 22, 2022
• Event Speakers Ian Jenks
  February 21, 2022
• Blog Highlights from DSCC’s Upcoming Foldable/Rollable Report
  February 21, 2022
  Our Quarterly Foldable/Rollable Display Shipment and Technology Report is filled with insights on the latest foldable and rollable product plans from panel makers and brands, regional demand as well as panel and cover window cost forecasts, supply chain relationships and forecasts and much more. We expect to publish the pivot tables and report this week.
• Blog Display Glass Shipments Hit New Record in 2021, Continuing Strong in Q1’22
  February 21, 2022
  Pulled by strong demand for large-screen LCD panels, display glass shipments increased by 13% in 2021 to an all-time high of 687M square meters, according to the latest update to DSCC’s Display Glass Report, released last week. Glass makers shipped 174.5M square meters of display glass in Q4’21, a 2% decrease Q/Q. Shipments are expected to increase by 1% Q/Q in Q1’22 to 176M square meters as higher capacity offsets slower panel maker utilizations.
• Counterpoint in the News DSCC: there are 11 8.5-Gen IT OLED production lines under development - OLED-info
  February 17, 2022
• Press Release DSCC Announces Call for Speakers for 2022 SID/DSCC Business Conference – On Site and Virtual Options Exist
  February 14, 2022
  DSCC and the Society for Information Display (SID) are pleased to announce a call for speakers for the 2022 SID/DSCC Business Conference. SID awarded the organization and execution of the SID Business Conference to DSCC for the 6th straight year. The SID/DSCC Business Conference is typically the largest event in the display industry dedicated to the business aspects of the $165B display industry with over 300 attendees annually.
• Blog DSCC Releases Final Equipment Market Share Results for 2021 and Latest 2022-2025 Outlook
  February 14, 2022
  As part of our latest Quarterly Display Capex and Equipment Market Share Report, we released final market share results by equipment type, by process type and overall. Overall, on a delivery basis with service revenues excluded, we show Applied Materials (AMAT) as #1, up from #2 in 2020, on a slower 13% decline than Canon/Tokki with a 39% decline. AMAT increased its overall share for the fifth straight year reaching 10.5%.
• Blog DSCC’s Latest Capex Report Shows 11 G8.5 IT OLED Lines Under Development as Smartphone Spending Stalls
  February 14, 2022
  In our just released Q1’22 Quarterly Display Capex and Equipment Market Share Report, we reveal that there are now 11 different 15K G8.5/G8.6 IT OLED lines under development and provide the timing and equipment spending for each. IT fab spending is expected to increase every year from 2021 to 2025 and lead OLED spending in 2024 and 2025 and LCD + OLED spending in 2025.
• Events 2022 SID/DSCC Business Conference at Display Week
  February 14, 2022
  The display industry's largest event.
• Counterpoint in the News Global TV shipments to rebound in 2022, premium TVs basking in robust growth - Yanhop News Agency
  February 9, 2022
• Counterpoint in the News LCD Maker BOE Buys back 491 Mn A-Shares to Arrest Stock Decline - Equal Ocean
  February 9, 2022
• Counterpoint in the News Mini-LED iMac Pro rumoured to launch in Aug or Sept -AsiaOne
  February 8, 2022
• Counterpoint in the News Skip iPhone 14? Foldable iPhone could launch next year - Tom's Guide
  February 8, 2022
• Blog SmartKem and Nanosys Enter into Joint Development Agreement
  February 7, 2022
  SmartKem, a UK-based developer of OTFT backplanes, has entered into a joint development agreement with Nanosys to work on a “new generation of low-cost solution printed MicroLED and quantum dot materials for advanced displays.” Last year, Nanosys acquired glō, a company specialized in MicroLED technologies, including epitaxy as well as device and transfer technology. Nanosys has also been actively developing electroluminescent quantum dot (EL-QD) technology, which the company now calls “NanoLED.”
• Counterpoint in the News iPhone SE 3 5G Details Specifications and Launch date - Research Snipers
  February 7, 2022
• Counterpoint in the News Waiting on the iMac Pro and for good reason too - CodeX
  February 7, 2022
• Blog LCD TV Panel Price Declines Moderating as Prices Approach Cash Cost
  February 7, 2022
  LCD TV panel prices, which peaked in summer 2021, fell through the second half of the year and are continuing to fall in the new year. The pace of price decreases is slowing, and we expect that pattern to continue through the first half of the year as prices approach cash cost for some panel makers.
• Blog Display Fab Utilization Slowing to Alleviate Panel Price Declines
  February 7, 2022
  With LCD panel prices continuing to fall toward cash costs or even below cash costs, we forecast that display fab utilization will slow in the first half of 2022, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. However, because of capacity increases, even with lower utilization, the industry will have increased input for the first half, suggesting continued pressure on panel prices. In Q4’21, total TFT input for all display makers was down 2% Q/Q and up 9% Y/Y at 86.3M square meters, and in the current Q1’22, we expect total TFT input to be up 1% Q/Q and up 8% Y/Y to 87.1M square meters.
• Counterpoint in the News The iMac Pro could finally launch this summer - Code List
  February 7, 2022
• Counterpoint in the News Oppo Find N, to test: a perfect fold to stand out among mobile phones that fold - Plainsmen Post
  February 4, 2022
• Counterpoint in the News iMac Pro launch reportedly pushed back to June, is Apple planning a WWDC hardware event? - India Today
  February 4, 2022
• Counterpoint in the News SmartKem and Nanosys Enter into Joint Development Agreement - Yahoo Finance
  February 4, 2022
• Counterpoint in the News Apple Silicon iMac Pro with mini-LED display now rumored to launch sometime this summer - 9TO5Mac
  February 1, 2022
• Counterpoint in the News Apple Might launch New Airpods Pro and Redesigned iMac Pro with a Big Display and more in 2022 - Grape Vine Gadget
  February 1, 2022
• Counterpoint in the News Mini-LED iMac Pro launch might slip to summer - Cult of Mac
  February 1, 2022
• Counterpoint in the News New iMac Pro coming later than expected with modified mini LED backlights, says new report - Apple Insider
  February 1, 2022
• Blog Seasonal Slowdown in Mobile Display Fab Utilization Expected
  January 31, 2022
  With the seasonal sales peak for smartphones behind us, utilization at mobile display fabs is expected to decrease in Q1 but remain at a higher level than a year ago, according to the latest release of DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report, issued this week. In Q4’21, total TFT input for all display makers was up 3% Q/Q and 16% Y/Y at 6.5M square meters, and in the current Q1’22, we expect total TFT input to be down 3% Q/Q but still up 15% Y/Y at 6.3M square meters.
• Counterpoint in the News PSVR 2 To Feature Over 800 PPI Resolution Per Eye, Huge Improvement On Original PSVR - Play Station Universe
  January 27, 2022
• Counterpoint in the News PSVR 2 reportedly packs the most pixel-dense VR headset yet - GamesRadar
  January 27, 2022
• Counterpoint in the News Everything we know so far about the Apple Silicon 27-inch iMac - 9TO5Mac
  January 27, 2022
• Counterpoint in the News QDEF to Boom or 'Steady as She Goes'? - Display Daily
  January 26, 2022
• Counterpoint in the News Apple iMac Pro could pack superpowered M1 Max chip - Tom's Guide
  January 26, 2022
• Counterpoint in the News The PS VR2 display will be more than twice as pixel-dense as the Quest 2 - Android Central
  January 26, 2022
• Blog Panel Maker Q4 Earnings Preview
  January 24, 2022
  In the next few weeks, we will see the Q4 earnings announcements for flat panel display makers, starting with LG Display on Wednesday, January 26th. Although price declines will likely bring profits down from historically high levels during the summer, we expect that panel makers will report continued profits to close out the most profitable year in the history of the industry.
• Blog CES Review: What is the Landscape for Premium TV in 2022?
  January 24, 2022
  Now that CES 2022 is in the rear-view mirror, it is a good time to review what the new TV product introductions mean for the premium TV market this year. The arrival of Samsung Display’s QD-OLED heightens the technology battle in the premium TV space, and after a year of unprecedented volatility in LCD TV panel prices, we expect LCD products to become more aggressive as panel prices have come down.
• Counterpoint in the News 2022 iPhone SE+ 5G Launch Could Happen in April, or Early May Based on Panel Production Timeline - WCCTech
  January 21, 2022
• Blog CES 2022 in Photos
  January 20, 2022
  There was a lot to see at CES 2022, as I was able to see new technologies with my own eyes. Here are some more notes and pictures from the event.
• Counterpoint in the News Conflicting rumours over screen improvements for iPhone 14 basic models - Newshub
  January 19, 2022
• Counterpoint in the News iPhone SE 2022 Is Going To Launch With A Little Upgrade On iPhone SE 2020 Model - LC Hilltop News
  January 19, 2022
• Counterpoint in the News Next iPhone SE Will Be Called iPhone SE+ 5G, May Be Launched Alongside iPad Air 5 - News 18
  January 19, 2022
• Counterpoint in the News ProMotion 120Hz could stick to iPhone 14 Pro models after all - TechNave
  January 18, 2022
• Counterpoint in the News Only the 'iPhone 14' Pro models will have ProMotion displays - AppleInsider
  January 18, 2022
• Counterpoint in the News Google's first foldable phone could undercut the Galaxy Z Fold 3 - Android Central
  January 18, 2022
• Blog Latest Insights on Samsung’s Foldable Smartphone Production and Panel Procurement
  January 18, 2022
  Samsung’s foldable smartphones continue to perform well with December production its second-best month ever at 1.47M, up 3435% Y/Y. The Z Flip 3 accounted for 67% of the total or nearly 1M units. 2021 foldable smartphone production rose nearly 300% to 8.1M units. Korea led Samsung’s demand in 2021 with a 32% share followed by Europe at 31% and the US at 29%. Relative to 2020, the US gained significant share while Europe also remained strong.
• Blog DSCC’s Latest Report Reveals $63B for OLED Panel Revenue in 2026 - Fueled by Growth from OLED IT Products, OLED TVs and Smartphones
  January 18, 2022
  DSCC has released its latest Quarterly OLED Shipment Report and has revealed the updated shipment and revenue forecasts for all OLED applications through 2026. DSCC forecasts $63B and an 8% revenue CAGR in OLED panel revenue through 2026, driven by double-digit revenue CAGR growth for notebook PCs, monitors and tablets and a 6% CAGR revenue growth for smartphone and a 9% CAGR revenue growth for OLED TVs.
• Blog Quantum Dot Displays Start to Diversify Again
  January 18, 2022
  DSCC has just released its latest Quantum Dot Display Technology and Market Outlook Report. According to the report, the mature QDEF technology will continue to grow in 2022 while new configurations appear, marking a diversification in technologies and materials. Quantum dots (QDs) have been used for nearly a decade to enhance colors in LCD panels. In the early days, OEMs had the choice between two types of configurations: a glass tube designed for edge-lit backlights or an optical film that could fit inside most LCD panels. The latter became known in the industry as QDEF, which stands for Quantum Dot Enhancement Film. Sony and TCL initially went for the glass tube for their premium TVs while Amazon adopted QDEF in its most expensive tablet, the Kindle HDX.
• Events SID LA Chapter One Day Symposium
  January 14, 2022
  New Directions in Display Technology
• Press Release DSCC Releases New Quantum Dot Display Technology and Market Outlook Report
  January 13, 2022
  Quantum dots have been used for nearly a decade to enhance colors in LCD panels. An emerging application is quantum dots on a MiniLED backlight. DSCC forecasts shipments of MiniLED LCD TVs with QDEF to grow from 6.2M units in 2022 to over 14M units in 2026.
• Counterpoint in the News iPhone 14 Pro now rumored to feature ‘hole + pill design’ instead of notch - 9to5Mac
  January 12, 2022
• Counterpoint in the News 'iPhone 14 Pro' could feature both hole-punch and pill-shape display design - AppleInsider
  January 12, 2022
• Counterpoint in the News Motorola Razr 3 may be the first real competition for the Galaxy Z Flip 3 - LaptapMag
  January 12, 2022
• Counterpoint in the News The next Motorola Razr could pose a real threat to the Galaxy Z Flip - Android Central
  January 12, 2022
• Counterpoint in the News iMac Pro 2022 release date rumors, leaks and what we know so far - Tom's Guide
  January 12, 2022
• Blog LCD TV Panel Prices Continue to Fall in January
  January 10, 2022
  LCD TV panel prices, which peaked in summer 2021, fell through the second half of the year and are continuing to fall in the new year. The pace of price decreases is slowing, and we expect that pattern to continue through the first quarter, but prices have already given up most of the gains that they made in the long upcycle of 2020-2021.
• Blog DSCC Downgrades AMOLED Smartphone Growth in 2022 on Weak Rigid Demand at Huawei and Honor
  January 10, 2022
  DSCC has released its latest Quarterly Advanced Smartphone Features Report and Quarterly OLED Shipment Report and revealed its preliminary 2021 and 2022 AMOLED smartphone unit and revenue results. In 2021, our preliminary AMOLED smartphone panel shipment results show that 2021 will have a total of 644M AMOLED smartphone panel shipments, up 28% Y/Y. Of the 644M units, rigid AMOLED smartphone panels will have a 42% unit share, flexible AMOLED smartphone panels will have a 55% unit share and foldable AMOLED smartphone panels will have a 2% unit share.
• Blog CES 2022: In-Person Observations
  January 10, 2022
  Although it was greatly diminished in terms of the number of exhibitors and attendees, CES 2022 went forward as an in-person event. I am very glad I attended because I had quite a few productive meetings and saw new technologies with my own eyes.
• Counterpoint in the News Three Immersive Displays Could Be Included in Apple’s AR Headset - CengNews
  January 6, 2022
• Counterpoint in the News Apple’s AR headset could now come with 3 immersive displays - DigitalTrends
  January 6, 2022
• Counterpoint in the News Apple VR/AR headset might pack more screens than people have eyes - Cult of Mac
  January 6, 2022
• Counterpoint in the News Apple AR/VR headset release date just tipped — and it could pack three displays - Tom's Guide
  January 6, 2022
• Counterpoint in the News Welcome to the quantum dot era: Samsung's QD-OLED TV tech explained- CNET
  January 6, 2022
• Counterpoint in the News Apple VR headset with hybrid three-display combo will debut in late 2022, analysts claim - AppleInsider
  January 6, 2022
• Counterpoint in the News Mini-LED display shipments growing considerably as Apple embraces the technology - 9to5Mac
  January 6, 2022
• Press Release DSCC Releases 10 Predictions for the Display Industry in 2022
  January 4, 2022
  Display Supply Chain Consultants (DSCC), the world’s leading firm focused solely on flat panel display industry insight, has released a complimentary whitepaper, “10 Predictions for the Display Industry in 2022”. “We are pleased to offer this whitepaper to all those interested in the flat panel display industry,” said Bob O’Brien, Co-Founder & Principal Consultant of DSCC. “We started this tradition in January 2019, and each year we have brought increased expertise to our outlook. We cover the issues of the greatest relevance to the display industry with a view to making aggressive predictions – no safe bets.”
• Blog 2021 AMOLED Smartphone Revenue Reaches $397B - A Record 56% Unit Share for Flexible AMOLED
  January 3, 2022
  DSCC has released its latest Quarterly Advanced Smartphone Features Report and revealed its preliminary Q4’21 and 2021 AMOLED smartphone unit and revenue results. Q3’21 and Q4’21 were very strong quarters for AMOLED smartphone panel procurements and AMOLED smartphone revenue. Q3’21 finished strong with a 22% Q/Q and 33% Y/Y increase of 163M AMOLED smartphone panels and $106B for smartphone revenue followed by Q4’21, with an 11% Q/Q increase to 180M AMOLED smartphone panels and $110B in smartphone revenue. On a panel procurement basis, we expect 2021 to achieve a total of 634M AMOLED smartphone panels, a 27% Y/Y increase and $397B for smartphone revenue, a 22% Y/Y increase.
• Counterpoint in the News iPhone 14 Pro will be even more performing thanks to 8 GB of RAM | Rumor - TechSmart
  December 31, 2021
• Counterpoint in the News Apple iPhone 14: Everything you need to know about the 2022 iPhone lineup - IndianExpress
  December 31, 2021
• Counterpoint in the News The folding market explodes: in Q3 2021 + 480%. Dominate Samsung with Galaxy Z Flip 3 -D1SoftballNews
  December 31, 2021
• Counterpoint in the News iPhone 14 Rumor Reveals Major Storage Headache; Pro Max Power Teased - iTechPost
  December 31, 2021
• Counterpoint in the News Samsung says it sold more Galaxy Z Fold 3 and Z Flip 3 phones in their first month than all its foldables in 2020 combined - TechSpot
  December 31, 2021
• Counterpoint in the News Report Suggests 27-Inch iMac Will Feature LCD Display Instead of mini-LED - WCCTECH
  December 27, 2021
• Counterpoint in the News iMac 27-inch 2022 biggest upgrade just got shot down - Tom's Guide
  December 27, 2021
• Counterpoint in the News Seems to be like Apple’s darn notch is lastly going away beginning with the iPhone 14 - ProGamer
  December 27, 2021
• Counterpoint in the News iPhone 14 punch hole display now looks like a lock - Tom's Guide
  December 27, 2021
• Counterpoint in the News Motorola’s next-generation foldable Razr to feature better design and processor - The Indian Express
  December 27, 2021
• Counterpoint in the News APPLE’S NEW 27-INCH IMAC PRO REPORTEDLY BEING BUILT IN SECRET - Pirate Press
  December 27, 2021
• Blog Ten Predictions for the Display Industry in 2021 – How Did We Do?
  December 20, 2021
  In the first edition of the DSCC Weekly Review in 2021 in January, I continued the tradition started in 2019 of laying out some predictions for the year. With some input from Ross and Guillaume I compiled a list of 10 predictions, and now in this last edition of the year it is time to see how many were right.
• Blog Highlights from DSCC’s Latest Display Capacity Forecast
  December 20, 2021
  We have upgraded our 2025 display capacity forecast by 4% vs. the previous issue of our Quarterly Display Capex and Equipment Market Share Report, due to new investments revealed and analyzed in our fab schedules as LCD manufacturers continue to add capacity and OLED manufacturers look to better address the IT market. Manufacturers are also looking to stretch capacity through process simplification and de-bottlenecking to meet demand. We now see 11% growth in 2021, 7% growth in 2022 as SDC and LGD are forecasted to accelerate shutdowns with 4% - 7% growth from 2023 – 2026 on new LCD fabs from BOE, CSOT and Tianma. The more modest growth in 2022 and from 2023 to 2026 should ease pricing pressure some. Relative to last quarter, capacity is 1% - 3% higher per year from 2023-2026.
• Counterpoint in the News Oppo enters foldables - China Daily
  December 17, 2021
• Counterpoint in the News Business MarketsTech Politics Economy Features Opinion Opinion Guest WritersLetter to the editorThe Nikkei ViewLife & Arts Asia300 ELECTRONICS Toray and Shin-Etsu take microLED production to the next level - Nikkei Asia
  December 16, 2021
• Counterpoint in the News Apple may launch 27-inch iMac Pro with Mini LED display next year - India Today
  December 14, 2021
• Counterpoint in the News 27-inch iMac to arrive next spring with a 120 Hz ProMotion display, mini LED backlights and M1 Max Silicon - Notebook Check
  December 14, 2021
• Counterpoint in the News Apple foldable phone potential pushed to distant future - Slash Gear
  December 14, 2021
• Counterpoint in the News Report: New iMac Pro and AR headset in 2022, foldable iPhone in 2023 - iMore
  December 14, 2021
• Counterpoint in the News Report: Apple to launch 27-inch iMac Pro with miniLED display in spring 2022- 9to5 Mac
  December 14, 2021
• Blog AMOLED Materials Market to Grow to $2.2 Billion by 2025
  December 13, 2021
  Sales for AMOLED stack materials for all applications are expected to grow by 32% in 2021 and grow at a 16% annual rate from $1.05B in 2020 to $2.17B in 2025, according to the last update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons. This quarter’s report incorporates the latest update to DSCC’s capacity and utilization outlook for AMOLED. We expect that the growth of AMOLED in TV and phones, as well as other applications, will continue to drive material sales.
• Blog Equipment Supplier Revenues/Margins Dip in Q3’21
  December 13, 2021
  Public company display capex, display equipment spending and equipment supplier display revenues and margins all dipped in Q3’21 relative to Q2’21 and we may not see much of a rebound in Q4’21 based on our equipment spending forecasts. Public company display capex fell 8% Q/Q and 26% Y/Y to $4.4B, the lowest since Q2’16. Display equipment spending estimates on an install basis fell 43% Q/Q while rising 6% Y/Y to $3.2B, the lowest since Q1’20.
• Blog What Will the Big Display Stories Be in 2022?
  December 13, 2021
  At DSCC’s recent Global Display Supply Chain Dynamics and Technology Outlook Conference, which you can still register for, one of the topics I covered was what the big display stories are likely to be in 2022 as well as their implications. The first event that could have far reaching implications across the display industry is if Samsung Visual Display (VD), the world's #1 TV brand, and LG Display, the world's #1 and only OLED TV panel supplier, reach an agreement on both OLED and TV panels.
• Counterpoint in the News Foldable smartphone shipments reached a record 2.6M units in Q3, up 480% YoY, with Samsung accounting for 93% of shipments followed by Huawei at 6% - NewsAKMI
  December 8, 2021
• Counterpoint in the News HUAWEI UPCOMING FOLDABLE SMARTPHONE GETS A TENTATIVE LAUNCH DATE - Gizchina
  December 8, 2021
• Counterpoint in the News The folding market explodes: in Q3 2021 + 480%. Dominate Samsung with Galaxy Z Flip 3 -D1SoftballNews
  December 8, 2021
• Counterpoint in the News Apple Mac products in 2022 may include a new high-end iMac and the first Mac Pro with Apple silicon - EconoTimes
  December 8, 2021
• Blog LCD TV Panel Prices Continuing to Fall
  December 6, 2021
  After the two months with the fastest price declines in the history of the industry in September and October, LCD TV panel prices continued to fall in November, but the pace of price decreases is slowing, and we expect that pattern to continue into 2022. After two months where the average decline in LCD TV panel prices exceeded 15%, the average decline in November among the seven TV sizes we track was “only” 6.4%. LCD TV panel prices have now lost most of the gains that they achieved in the long up-cycle from May 2020 to June 2021.
• Event Speakers Leo Liu
  December 1, 2021
• Counterpoint in the News Foldable smartphone shipments surge in Q3 thanks to Samsung’s latest models - SAMMOBILE
  December 1, 2021
• Counterpoint in the News Foldables enjoyed a record quarter thanks to the Galaxy Z Flip 3, Fold 3 - Android Central
  December 1, 2021
• Counterpoint in the News Foldable Shipments Hit New Record In Q3 2021 Thanks To Samsung - Android Headlines
  December 1, 2021
• Videos JDI Announces New 2.88" 1201ppi Display at DSCC's AR/VR Display Forum
  December 1, 2021
  Watch as Japan Display Inc. (JDI) Sales Director, Cameron Zand, announces JDI's new 2.88" 1201ppi LTPS TFT-LCD at DSCC's AR/VR Display Forum. Register to watch the AR/VR Display Forum session recordings and download PDFs here: https://www.accelevents.com/e/arvr-di... . The recordings will be available until December 4, 2021.
• Press Release Q3’21 Was a Record Quarter for Foldable Smartphones, Samsung Enjoys a 93% Share per DSCC Report
  November 30, 2021
  Q3’21 was a record quarter for foldable smartphone shipments as expected, given the successful launch of the Samsung Galaxy Z Flip 3 and Z Fold 3 as revealed in DSCC’s latest Quarterly Foldable/Rollable Display Shipment and Technology Report. How strong was it? “Q3’21 foldable smartphone shipments were larger than the previous four quarters combined and grew 215% Q/Q and 480% Y/Y to 2.6M phones. Samsung accounted for a 93% share of foldable smartphone shipments with Huawei #2 at 6%. Samsung’s August release of its improved foldables, the Galaxy Z Flip 3 and Z Fold 3, at more attractive prices along with strong promotional efforts and attractive trade-ins ensured the unprecedented growth of the foldable market. Furthermore, additional growth is expected in Q4’21 when the products are available for a full quarter,” according to DSCC Co-Founder and CEO, Ross Young.
• Counterpoint in the News GOOGLE PIXEL FOLD DEVELOPMENT REPORTEDLY ‘PUT ON HOLD’ DUE TO MAJOR ISSUES WITH DEVICE - Bestgamingpro
  November 29, 2021
• Counterpoint in the News OPPO & Huawei To Unveil New Foldable Phones Before Year-End - Android Headlines
  November 29, 2021
• Counterpoint in the News HUAWEI’S UPCOMING FOLDABLE SMARTPHONE IS NOW IN MASS PRODUCTION - GizChina
  November 29, 2021
• Counterpoint in the News Huawei, Oppo Foldable Smartphones to Launch Just Before 2021 Ends: Leaker - Tech Times
  November 29, 2021
• Counterpoint in the News OLED Gaining Share in Advanced TV Market - National Interest
  November 29, 2021
• Blog Flat Panel Display Revenue Hit All-Time High in Q3’21 but Profits Slipped
  November 22, 2021
  Flat panel display maker revenue reached a new record in Q3’21, but declining LCD panel prices dented profits, according to the summary of their financial performance in DSCC’s Quarterly Display Supply Chain Financial Health Report. With all panel makers reporting their Q3’21 results, we can compile a full industry review for Q3’21; while not reaching the high profits of Q2, it was still an excellent quarter for flat panel makers.
• Blog OLED Share Continued to Increase in Advanced TV Market in Q3’21 and Samsung's Share Continued to Slip
  November 22, 2021
  The combination of relatively stable OLED TV prices competing against rising LCD TV prices led to another quarter of gains for OLED TV sales, according to the latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. As OLED has gained share, Samsung has lost share in the Advanced TV market, and while Samsung maintained the #1 position in both units and revenues in Q3’21, its share has eroded especially in Western Europe.
• Blog Last Chance to Watch the AR/VR Display Forum Sessions
  November 22, 2021
  There are only two weeks left to watch the session recordings from the AR/VR Display Forum. The event took place on November 3-4 and featured three DSCC analysts and 18 invited speakers from various companies involved in augmented reality and virtual reality. You can still register to watch the recordings of the sessions here: www.accelevents.com/e/arvr-display-forum?aff=DSCCweekly . The recordings will be available until December 4, 2021.
• Videos Clip from the Opening of DSCC's 2021 AR/VR Display Forum
  November 22, 2021
  DSCC’s David Naranjo opened the conference with an overview of the display industry, including trends in refresh rates, 5G and how OLED, MiniLED and LCD are competing in various markets. There are only two weeks left to watch the session recordings from the AR/VR Display Forum. The event took place on November 3-4 and featured three DSCC analysts and 18 invited speakers from various companies involved in augmented reality and virtual reality.
• Counterpoint in the News Samsung and Huawei continue to dominate foldable phone market: Ross Young - GizmoChina
  November 19, 2021
• Counterpoint in the News Google has reportedly abandoned the Pixel Fold - HiTechWiki
  November 19, 2021
• Counterpoint in the News DSCC Forecasts $1B in Revenues for MicroLED Displays in New Report - Display Daily
  November 19, 2021
• Counterpoint in the News Samsung will reportedly move part of its smartphone production capacity from Vietnam to India- GizmoChina
  November 19, 2021
• Counterpoint in the News The Pixel Fold wasn't sent to the grave because it isn't actually dead yet - Android Central
  November 19, 2021
• Counterpoint in the News Did Google cancel it’s never-announced foldable smartphone? - Government Technology
  November 17, 2021
• Counterpoint in the News Pixel Fold launch might have been canceled - BGR
  November 16, 2021
• Counterpoint in the News Google Pixel Fold may have been cancelled before it was even announced - TechRadar
  November 16, 2021
• Counterpoint in the News Google Pixel Fold reportedly cancelled — here’s why - Tom's Guide
  November 16, 2021
• Counterpoint in the News Google reportedly puts Pixel Fold on ice, and that may be a good thing - TechSpot
  November 16, 2021
• Counterpoint in the News Google Pixel Fold cancelled? Here’s what we know so far - The Indian Express
  November 16, 2021
• Blog Has Google Dropped the Pixel Fold?
  November 15, 2021
  DSCC has confirmed with its supply chain sources that Google has decided not to bring the Pixel Fold to market. Not in 2021 and reportedly not in the first half of 2022. Our sources indicated that Google believed the product wouldn’t be as competitive as it needed to be. They likely figured that competing against Samsung in the US and Europe in a small niche market facing higher costs than their primary competitor, would stack the odds against this project. I point out regional differences as in China, where Samsung is not as strong, we do expect to see many competing products with similar form factors from Oppo, Vivo, Xiaomi, Huawei and Honor.
• Blog US TV Price Inflation Easing as Panel Prices Flow Through to Retail
  November 15, 2021
  The steep declines in LCD TV panel prices are reversing the unprecedented surge of inflation in TVs, and prices have peaked but remain higher on a Y/Y basis, according to the most recent data from the US Bureau of Labor Statistics (BLS) Consumer Price Index (CPI). The BLS publishes CPI statistics for hundreds of categories, and its current data set goes back to 1996, but the CPI is indexed to 1982-1984.
• Press Release DSCC Forecasts $1B in Revenues for MicroLED Displays in New Report
  November 15, 2021
  The market for MicroLED displays will quickly grow to surpass $1B in revenues in the next five years, according to DSCC’s new MicroLED Display Technology and Market Outlook Report. While MicroLED will generally remain a niche display technology in consumer electronics, it will be adopted in three major applications: TV, Wearables and AR/VR.
• Counterpoint in the News Color OLED Microdisplay Exceeds 10,000 Nits -Display Daily
  November 12, 2021
• Counterpoint in the News Where are all the OLED monitors? Why the best displays aren’t on the PC - PCWorld
  November 9, 2021
• Blog DSCC Raises Display Equipment Spending Forecast on IT Opportunity
  November 8, 2021
  DSCC has increased its 2020-2025 display equipment spending forecast by 2.3% vs. last quarter to $80.7B, helped by rising OLED spending in Korea targeting the IT market, as revealed in the latest issue of its Quarterly Display Capex and Equipment Market Share Report. In 2022, spending is forecasted to fall by 11% vs. last quarter due to a delay at a Chinese mobile OLED supplier, which will boost 2023.
• Blog DSCC Report Compares and Forecasts OLED and MiniLED Panel Costs in Tablets, Notebooks and Monitors
  November 8, 2021
  In DSCC’s newly released Quarterly Advanced IT Display Shipment and Technology Report, one of the many highlights is the cost comparisons between OLEDs and MiniLED panels in tablets, notebooks and monitors. We took the MiniLED panel sizes that Apple has or will introduce at 12.9”, 16.2” and 27” and tried to compare them on an apples to apples basis with identically sized OLEDs. We actually looked at two different flavors of MiniLED backlight units (BLUs) as shown below. For tablets and notebooks, we looked at chip on board (COB) FPC and BT type PCB backplanes with 10,000 MiniLEDs and 2596 zones as well as a lower cost approach with 3000 MiniLEDs and 779 zones using package on Board MiniLEDs with FR4 PCB backplanes. For monitors, we used an 1152 zone configuration with 5000 MiniLEDs and a BT-type PCB backplane. The report laid out the type of fab utilization and yields which assumed G8.5 oxide backplanes were used with variable refresh rates up to 120Hz.
• Blog Highlights from the AR/VR Display Forum
  November 8, 2021
  DSCC hosted the AR/VR Display Forum last week. The virtual event featured three DSCC analysts and 18 invited speakers from various companies involved in augmented reality and virtual reality. The topics covered included display technologies (LCD, OLED, MicroLED) as well as lasers and waveguides.
• Counterpoint in the News DSCC Releases Quarterly Advanced IT Display Report – Reveals OLED and MiniLED Shipments, Roadmaps, Advances, Prices and Costs - DisplayDaily
  November 8, 2021
• Counterpoint in the News Galaxy S22 production schedule and colors hinted at again - SamMobile
  November 8, 2021
• Counterpoint in the News Samsung Galaxy Tab A8 Leaks Reveal Design Change, 10.5 Inch Display: Unisoc T618 Processor, Benchmarks and MORE - iTechPost
  November 8, 2021
• Counterpoint in the News Samsung Galaxy S22 series color options leaked; mass production to begin next month - GizmoChina
  November 5, 2021
• Counterpoint in the News Here Are The Colors The Samsung Galaxy S22 Will Come In - AndroidHeadlines
  November 5, 2021
• Counterpoint in the News Samsung Display and LG Display Focusing on Form Factor Diversification to Keep Ahead - Business Korea
  November 5, 2021
• Counterpoint in the News Pixel Fall Launch event: Google Pixel 6, Pixel 6 Pro, Tensor and everything announced - LaptopMag
  November 5, 2021
• Counterpoint in the News iPhone SE Plus just tipped for 2022 — but it’s not what you think - Tom's Guide
  November 5, 2021
• Counterpoint in the News LCD iPhones aren’t dead, and the next one could be right around the corner - XDA Developers
  November 5, 2021
• Counterpoint in the News iPhone SE Plus Leak Reveals 2022 Release Date; But There's a Major Disappointment - iTechPost
  November 5, 2021
• Counterpoint in the News Apple Leaks Claims New iPhone Design ‘Pushed’ To 2024 - Forbes
  November 5, 2021
• Counterpoint in the News New MacBook Pros could get 120Hz Mini-LED screens – but at what cost? - NewsNation USA
  November 5, 2021
• Blog DSCC Releases Quarterly Advanced IT Display Report – Reveals OLED and MiniLED Shipments, Roadmaps, Advances, Prices and Costs
  November 4, 2021
  Complementing the quarterly shipment tracking we do on smartphones, foldables and TVs, DSCC has released the first issue of its Quarterly Advanced IT Display Report which tracks OLED and MiniLED competition in the tablet, notebook PC and monitor/AIO market.
• Blog eMagin Reveals Breakthrough with 10K Nit Micro OLED
  November 1, 2021
  Microdisplay maker eMagin announced last week achieving a major milestone in OLED displays that may enable the next wave of AR and VR devices. In a small event in New York City which I attended, eMagin demonstrated their full-color OLED microdisplay capable of 10,000 cd/m2. As described in DSCC’s Annual Augmented and Virtual Reality Display Technologies and Market Report, displays are a key enabling technology for AR and VR, and may limit the ability of devices to deliver the immersive experience that they promise. Some of the early efforts at VR have been hindered by motion artifacts, low resolution or other issues. At the NY event, eMagin CEO Andrew Sculley gave a short presentation which included this comparison of some existing VR devices which do not achieve anything close to the resolution capability of the human eye.
• Blog Display and Optics Manufacturing: How Applied Materials Will Tackle the AR/VR Challenge
  November 1, 2021
  This week, DSCC is hosting the AR/VR Display Forum, a two-day virtual event (November 3-4) on display technologies for augmented reality and virtual reality. DSCC took the initiative to organize this Forum because the display is a key component to deliver the user experience promised by both AR and VR. Applied Materials is a Platinum sponsor and will present their latest manufacturing innovations during the conference. The company has kindly agreed to answer a few questions ahead of the event. The answers below were provided by Applied Materials’ executive staff: Robert Visser, Max McDaniel, Paul Gallagher and Nag Patibandla.
• Blog LCD TV Panel Prices Continued to Plunge in October
  November 1, 2021
  The best thing that can be said about LCD TV panel prices in October is that the pattern is not worse than September, which remains the month with the largest single-month decline in panel prices in the history of the industry. The average decline in October among the seven TV sizes we track was “only” 15.5%, almost but not quite matching the 15.8% decline in September. LCD TV panel prices have now lost more than half the gains that they achieved in the long up-cycle from May 2020 to June 2021.
• Blog DSCC Issues Latest FPD Fab Schedules
  November 1, 2021
  DSCC issued its latest LCD and OLED fab schedules last week as part of its Quarterly Display Capex and Equipment Market Share Report and its OLED Supply/Demand and Capital Spending Report. In addition to the fab schedules in Gantt chart form sorted chronologically and by manufacturer, we also provide an analysis of all the latest FPD fab schedule changes.
• Event Speakers Sebastian Schlegl
  November 1, 2021
• Event Speakers Dr. Ludovic Godet
  October 29, 2021
• Counterpoint in the News Advances in MicroLED to be Presented at the AR/VR Display Forum - Display Daily
  October 27, 2021
• Counterpoint in the News iPhone SE 3 could be years away, but an iPhone SE Plus might land first- TechRadar
  October 27, 2021
• Blog Advances in MicroLED to be Presented at the AR/VR Display Forum
  October 25, 2021
  MicroLED is a disruptive display technology that promises high brightness and high contrast while keeping power consumption low. These features are particularly relevant for augmented reality (AR) and virtual reality (VR) applications to deliver the best visual experience.
• Blog Display Fab Utilization Expected to Slow as Prices Plunge
  October 25, 2021
  With LCD panel prices falling at the fastest rates ever, display industry fab utilization is expected to slow down in the fourth quarter of 2021, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2021, total TFT input for all display makers was up 3% Q/Q and 12% Y/Y at 87.3M square meters, and in the current Q4 2021, we expect total TFT input to be down 3% Q/Q but still up 7% Y/Y at 85.1M square meters.
• Counterpoint in the News What's Up With Apple: Next New Products, Chip Shortage and More - 24/7 Wall St.
  October 25, 2021
• Counterpoint in the News Analyst: Apple to launch 27-inch iMac with 120Hz mini LED display early 2022 – Computer – News - Commentary Box Sports
  October 25, 2021
• Counterpoint in the News Apple would prepare a 27-inch iMac with mini-LED screen and ProMotion - HiTechWiki
  October 25, 2021
• Counterpoint in the News Apple To Release New 27-inch iMac With Mini-LED And 120Hz Display - Research Snipers
  October 25, 2021
• Counterpoint in the News LG Display Lowers OLED TV Panel Production Cost at Guangzhou Plant in China - Business Korea
  October 25, 2021
• Counterpoint in the News Apple iPhone SE 3 to Feature XR Design and be the Last LCD Smartphone | Rumors Point Towards Touch ID as Well -Tech Times
  October 25, 2021
• Counterpoint in the News iPhone SE 3 tipped for iPhone XR-like design — finally a cheap big-screen phone - Tom's Guide
  October 25, 2021
• Counterpoint in the News Samsung Display and LG Display Focusing on Form Factor Diversification to Keep Ahead - Business Korea
  October 19, 2021
• Counterpoint in the News Sharp connects with Roku to re-enter TV market in U.S. -Nikkei Asia
  October 19, 2021
• Blog SmartKem and RiTdisplay Sign Joint Development Agreement on OTFT-Based AMOLEDs for Small Displays
  October 18, 2021
  Organic TFT material supplier SmartKem signed a joint development agreement last week with RiTdisplay to produce a full color demo of an AMOLED display using SmartKem’s TRUFLEX backplane technology and ink materials and RiTdisplay’s OLED process, fab and drive electronics. RiTdisplay CEO D.C. Wang indicated that this partnership signifies RiTdisplay’s opportunity in AMOLEDs. RiTdisplay has built a nice business in PMOLEDs. Their PMOLEDs range in size from 0.42” to 3.8” in monochrome and from 0.95” to 1.8” in full color. They are targeting the industrial, IoT, wearable and other small display markets. They claim 15K substrates per month at 370 x 470mm. RiTdisplay likely sees AMOLEDs as a way to boost growth. But rather than compete with existing players with a similar process, they see a partnership with SmartKem to compete with a lower backplane cost and possibly higher performance as well. The OTFT process does not require expensive LTPS, implant or CVD steps. The release says that RiTdisplay believes the partnership with SmartKem will create displays with higher brightness, higher resolution, better reliability, larger sizes along with super slim and bendable characteristics.
• Blog DSCC Advanced TV Cost Report Highlights New OLED Sizes, Cost Component Increases
  October 18, 2021
  DSCC has released its latest update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This quarter’s edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes, including LCD with MiniLED backlights, and some cost profiles for new OLED sizes, including 97” UHD. The surge in demand for flat panel display panels and other electronic devices has resulted in shortages for several critical components, including glass substrates, driver ICs and PCBAs. These shortages have had a bigger impact on LCD costs than on OLED panel costs, which are still declining compared to 2020 as yields improve.
• Blog SCHOTT Challenges Corning’s Dominance of Cover Glass with Launch of “Nearly Unbreakable” Xensation α
  October 18, 2021
  In a direct challenge to Corning’s dominant position in smartphone cover glass, German glassmaker SCHOTT launched a new cover glass last week, Xensation Alpha (α), that they call “nearly unbreakable”. Xensation α is a chemically strengthened lithium alumino borosilicate (LABS) glass and the company believes it is the best of breed. According to SCHOTT’s, Xensation Alpha outperforms current aluminosilicate (AS) or lithium aluminosilicate (LAS) cover glass by up to 100% when it comes to drop performance and is less susceptible to scratches than commercially available AS and LAS glass substrates. SCHOTT also claimed that the new material offers significantly better drop performance from double the height compared to other LAS-based premium cover glasses. SCHOTT also claimed the new glass offers better scratch resistance than commercially available AS and LAS glass types and achieves the same performance whether its bent or flat.
• Counterpoint in the News New DSCC report quantifies OLED vs. MiniLED competition in tablets, notebooks and monitors - TVJ
  October 12, 2021
• Blog New DSCC Report Quantifies OLED vs. MiniLED Competition in Tablets, Notebooks and Monitors
  October 11, 2021
  Last weekend there was a heavyweight championship fight between the UK’s Tyson Fury and the USA’s Deontay Wilder. But, DSCC has been working to quantify another heavyweight fight between OLEDs and MiniLED backlit LCDs in the tablet, notebook and monitor markets. The battle between OLEDs and MiniLEDs is expected to last for years. Both are likely to see tremendous growth and could be labeled winners as will the consumer who will enjoy better performing displays at lower and lower prices.
• Press Release DSCC Reveals Apple Dominates Q3’21 AMOLED Smartphone Panel Procurement, 2nd Best AMOLED Quarter to Date
  October 11, 2021
  DSCC has released its latest Quarterly Advanced Smartphone Features Report and revealed its preliminary Q3’21 AMOLED smartphone unit and revenue results. In Q3’21, AMOLED smartphone panels rose 21% Q/Q and 31% Y/Y to 160M panels, the second-best quarterly result to date. The iPhone 13 dominated with a 30% share on a panel shipment timeline. Apple’s AMOLED panel procurement overtook Samsung’s reaching a 36% share, up from 19% in Q2’21, while Samsung’s share rose from 22% to 23%. Xiaomi was #3 in Q3’21 with a 10% share, down from 16%.
• Blog Slowdown in TV Market Driving LCD Oversupply
  October 11, 2021
  The TV market in the second half of 2021 is slowing down, which is the main factor in an increasing oversupply in the LCD industry. Because of the long-time lag required to bring new capacity online, the pandemic-driven supply shortage that started in 2020 extended to the middle of this year, but panel supplies continued to increase in Q3 despite the industry shifting to oversupply. Even a slowdown in Q4 2021 will not absorb an inventory overhang which will persist into 2022.
• Counterpoint in the News Pixel Watch and Pixel Fold might debut alongside Pixel 6 later this month - Pocketnow
  October 11, 2021
• Counterpoint in the News LG Display begins development of 2024 OLED iPad Pro, says report - iMore
  October 11, 2021
• Counterpoint in the News With 1 million sales, foldables are now mainstream - Korea JoongAng Daily
  October 11, 2021
• Counterpoint in the News OLEDs Into IT - the Whys & Wherefores - DisplayDaily
  October 11, 2021
• Counterpoint in the News OLED Release Date, Features, and More for the iPad Pro and iPad Air - The Washington Newsday
  October 11, 2021
• Events SID VEHICLE DISPLAYS AND INTERFACES 2021
  October 8, 2021
• Counterpoint in the News HONOR MAGIC X FOLDABLE PHONE LAUNCH TIMELINE TIPPED - GizChina
  October 6, 2021
• Counterpoint in the News iPhone 13 Pro Max Earns DisplayMate's Best Smartphone Display Award - MacRumors
  October 6, 2021
• Counterpoint in the News Upcoming Android 12.1 build leaked! Hinting support for Pixel Fold - TechStory
  October 6, 2021
• Counterpoint in the News This is horrible news about Apple’s revolutionary new OLED iPad - BGR
  October 6, 2021
• Counterpoint in the News Two Additional Samsung Galaxy S22 & S22+ Colors Tipped - Android Headlines
  October 6, 2021
• Counterpoint in the News Rumored 2022 OLED iPad Air canceled, claims report - iMore
  October 6, 2021
• Press Release DSCC Reveals Faster Growth in OLED Notebook PCs and $61B in OLED Revenues in 2026
  October 4, 2021
  DSCC has released its latest Quarterly OLED Shipment Report and extended shipment and revenue forecasts to 2026. DSCC forecasts $61B in OLED panel revenue through 2026, fueled by double-digit unit and revenue CAGR growth for notebook PCs, monitors and tablets.
• Blog Electricity Usage Now Restricted in China – Revealing the Impact to Display Industry
  October 4, 2021
  Last week, many provinces and states in China deployed a strict electricity usage policy with a significant impact to the entire country. Many publicly listed companies have had to shut down their plants partially or fully. The constraints in electricity usage not only affect manufacturers, but also extend to electricity for residents in some areas. The electricity constraints are likely to continue for the rest of 2021.
• Blog LCD TV Panel Prices in Free-Fall in September
  October 4, 2021
  The latest turn of the Crystal Cycle has been characterized by several unprecedented developments: the largest price increase from trough to peak, the longest period of rising prices and the first time TV prices increased. Now we can add another item to the list: the largest price drop in a month. LCD TV panel prices fell in September at their fastest rate ever on a percentage basis and have now lost more than half the gains that they achieved in the long up-cycle from May 2020 to June 2021.
• Counterpoint in the News Google Pixel foldable could launch in 2021 - MyBroadband
  September 29, 2021
• Counterpoint in the News Google Pixel Fold: How Much Did Samsung Help? - Tech the Lead
  September 29, 2021
• Counterpoint in the News Apple should follow Google's example when dealing with leaks - Android Central
  September 29, 2021
• Counterpoint in the News Insiders Agree That Apple's iPhone 14 Will Do Away With The Notch - Screen Rant
  September 29, 2021
• Counterpoint in the News Google Pixel Fold Launch: To Come With LTPO OLED Display, Pixel 6, Pixel 6 Pro - Trak.in
  September 29, 2021
• Counterpoint in the News Some Galaxy S22 Series Colors Confirmed By Trusted Source - Android Headlines
  September 29, 2021
• Counterpoint in the News With Reported Galaxy Z Flip3 Success, Samsung May Axe Galaxy S21 FE - PCMag
  September 29, 2021
• Blog DSCC Releases Its Future of OLED Manufacturing Report, Reveals How OLED Technology, Manufacturing, Performance and Products Are Likely to Evolve
  September 27, 2021
  DSCC has released its 338-page report on The Future of OLED Manufacturing, which is really a look at how all aspects of OLEDs are likely to evolve with special attention paid to how OLED manufacturers are likely to address the IT display opportunity including the scale up of G6 FMM VTE-based RGB OLEDs to G8.5 and the migration from LTPS/LTPO to IGZO. This breakthrough report is divided into five sections: Commercial/Industrial History of OLEDs Historical and Current Technical Challenges Mobile OLED Manufacturing/Roadmap IT OLED Manufacturing/Roadmap OLED TV Manufacturing/Roadmap
• Press Release DSCC Announces Agenda for the AR/VR Display Forum, Highlights Emerging Trends and Technologies
  September 27, 2021
  DSCC has announced the agenda and speaker lineup for the 2021 AR/VR Display Forum, the first virtual conference and expo fully dedicated to the emerging display technologies for Augmented Reality and Virtual Reality. The event will take place over two days (November 3-4) and will highlight the trends and technologies that are shaping the industry. DSCC took the initiative to organize this event because the display is a key enabling component for both AR and VR. This Forum will hopefully help foster more collaboration. During the conference, our team will also present insights and the latest findings about the market and supply chain.
• Event Sponsors Instrument Systems
  September 27, 2021
• Event Speakers Leon Baruah
  September 22, 2021
• Event Speakers Ken Lin
  September 22, 2021
• Event Speakers Nag Patibandla, Ph.D.
  September 22, 2021
• Event Speakers Arseny Alexeev PhD
  September 22, 2021
• Counterpoint in the News Apple's iPhone 13 Pro should make you care about LTPO displays - CNet
  September 21, 2021
• Counterpoint in the News Samsung Display begins mass-production of 90Hz OLED laptop panels - Business Standard
  September 21, 2021
• Counterpoint in the News Google Pixel Fold: Is It Real & When Is It Coming? -Screen Rant
  September 21, 2021
• Counterpoint in the News Huawei to launch Mate 50 in Oct: Report- The Siasat Daily
  September 21, 2021
• Counterpoint in the News Huawei to launch Mate 50 in Oct: Report - Socialnews.xyz
  September 21, 2021
• Counterpoint in the News Industry insider hints at Huawei Mate 50 launch in October- TechnoSports
  September 21, 2021
• Counterpoint in the News Pixel Fold tipped to launch before end of 2021 — Google may host surprise launch - LaptopMag
  September 21, 2021
• Blog Apple Announces New Products Including the iPhone 13 Series with Higher Refresh Rates, Bigger Batteries, More Storage and Better Cameras
  September 20, 2021
  Apple announced several new products during their California Streaming event on Tuesday, September 14th. Apple announced a new iPad, iPad Mini, Apple Watch Series 7 and four new models of the iPhone 13 series. Let’s start with the iPad and iPad Mini. The iPad uses a 10.2” IPS LED display and uses the 7nm A13 Bionic chip (2020’s iPad used the 7nm A12 Bionic chip). Apple noted that the A13 Bionic chip brings a 20% speed improvement to the CPU, GPU and neural engine and is 3x faster than the top selling Chromebook and 6x faster than the top selling Android tablet. I have not seen actual test results and comparable products but will report on this claim when results become available. The iPad also has a 12MP ultrawide front camera with 122-degree field of view (similar to the front camera on iPad Pro). The feature named Center Stage that is in iPad Pro is now in the new iPad. The iPad starts at $329, with 64GB storage and for the education segment, the price starts at $299. A Wi-Fi + 5G option is also available that starts at $459.
• Event Sponsors Coherent
  September 20, 2021
• Counterpoint in the News Pixel Fold: Google’s foldable smartphone would launch by the end of the year - California18
  September 17, 2021
• Counterpoint in the News Google Pixel Fold tipped to launch later this year - GSMArena
  September 17, 2021
• Counterpoint in the News Apple quietly ditches 256GB iPhone SE after iPhone 13 reveal - Cult of Mac
  September 17, 2021
• Counterpoint in the News Folding from Xiaomi, Google, Oppo and Vivo to be announced in the coming months - The Clare People
  September 17, 2021
• Counterpoint in the News Google Pixel 6 Pro could launch with a 120Hz variable refresh rate display - Android Central
  September 17, 2021
• Report Semi-Annual MiniLED Backlight Technologies, Cost and Shipment Report
  
  MiniLED backlights in LCDs can potentially offer numerous advantages over other flat panel display technologies, most notably in high brightness, high contrast ratio, lower power consumption than WOLED TV and higher efficiency. The superior performance makes MiniLED backlights attractive for use in a variety of applications, ranging from large TVs to IT applications. Automotive and industrial applications are also advantageously addressed by MiniLED backlight technologies due to their higher brightness and higher contrast ratio.
• Counterpoint in the News The Galaxy Z Flip 3 5G is forecast to be the top selling foldable in 2021 - Allas-Start
  September 16, 2021
• Counterpoint in the News The Galaxy Z Flip 3 5G is forecast to be the top selling foldable in 2021 - Samachar Central
  September 16, 2021
• Counterpoint in the News Galaxy Z Flip 3 to lead 2021 foldable sales, shipments will double in 2022 -Tech Magazine
  September 16, 2021
• Counterpoint in the News The Galaxy Z Flip 3 5G is forecast to be the top selling foldable in 2021- Newsbreak
  September 16, 2021
• Counterpoint in the News DSCC Sees Progress in Foldable Display Market Demand and Display Cost Reduction, Raises Forecasts Out to 2026 - TVJ
  September 16, 2021
• Counterpoint in the News Galaxy Z Flip 3 to lead 2021 foldable sales, shipments will double in 2022 - TodayNeos
  September 16, 2021
• Counterpoint in the News Galaxy Z Flip 3 to lead 2021 foldable sales, shipments will double in 2022 -Newscon
  September 16, 2021
• Counterpoint in the News Analysts predict rapid growth in sales of foldable smartphones - Tekdeeps
  September 16, 2021
• Counterpoint in the News DSCC Sees Progress in Foldable Display Market Demand and Display Cost Reduction, Raises Forecasts Out to 2026 - DisplayDaily
  September 16, 2021
• Counterpoint in the News Samsung Galaxy Z Flip3 is set to dominate Foldable smartphone market in 2021 - Gizmochina
  September 16, 2021
• Counterpoint in the News Galaxy Z Flip 3 to Be the Best-Selling Foldable Smartphone in 2021, Says Display Analyst - WCCFTech
  September 14, 2021
• Counterpoint in the News The Galaxy Z Flip 3 5G is forecast to be the top selling foldable in 2021 - PhoneArena
  September 14, 2021
• Counterpoint in the News Galaxy Z Flip 3 to lead 2021 foldable sales, shipments will double in 2022 -Viewplugg
  September 14, 2021
• Counterpoint in the News Galaxy Z Flip 3 to lead 2021 foldable sales, shipments will double in 2022 - AndroidCentral
  September 14, 2021
• Counterpoint in the News iPhone 13 Shock As Stunning New iPhone Design Revealed - Forbes
  September 14, 2021
• Counterpoint in the News 65-inch 8K TVs are leading the pack, but should people buy bigger? - NewsNation USA
  September 14, 2021
• Counterpoint in the News iPhone 13 Storage Variants, Colours Leaked Ahead of Launch; iPhone 14 Pro Models May Sport Under-Display Face ID - Gadgets360
  September 14, 2021
• Counterpoint in the News iPhone 14 tipped to get this big missing iPhone 13 feature - Tom's Guide
  September 14, 2021
• Blog Display Equipment Suppliers Show Improved Financial Health on Semiconductor Surge, Display Eqpt. Bookings Surge
  September 13, 2021
  Display equipment suppliers continue to get healthy with all margins rising as revealed in DSCC’s latest Quarterly Display Supply Chain Financial Health Report. This is a result of the semiconductor side of the business enjoying record revenues and margins on strong demand from the semiconductor shortage with companies sold out and reporting extended leadtimes. In fact, some companies are reporting extended leadtimes for a number of components found in semiconductor and display equipment such as controller chips and materials such as quartz, ceramic and silicon carbide.
• Blog Double-Digit Capacity Growth in 2022 Points to Continued Pricing Pressure
  September 13, 2021
  DSCC’s latest quarterly display capacity update should create a concern among large-area display suppliers and an opportunity for buyers. DSCC expects G7+ capacity to rise 10% in 2022 after a 13% increase in 2021. With LCD TV panel prices already falling rapidly, IT panel prices flattening, demand growth uncertain in 2022 and component shortages expected to ease next year, 2022 should increasingly become a buyer’s market. 2023 will depend on whether or not LGD takes more capacity offline or not. If it keeps all its LCD capacity online in 2023, the surplus will likely continue to widen. If it takes projected capacity offline, pricing will be stabilized with the potential to rise. The outlook for 2024 and 2025 currently shows less capacity growth at 6% - 7% which assumes BOE B17+ gets built as a G10.5 LCD fab. If BOE goes in a different direction such as acquiring a competitor or moving to G8.5 OLED for IT applications, it will create less pricing pressure. As prices come down in 2022 and beyond, we expect to see panel manufacturers increasingly shift their emphasis to miniLEDs which have significantly higher prices in order to keep their revenues up.
• Blog Worldwide TV Shipments Continued Recovery in Q2, per DiScien Report
  September 13, 2021
  In 2020, the COVID-19 pandemic caused big shifts in TV shipments caused by supply and demand disruptions, but on a worldwide basis, the full year ended up about where it was expected to land, with TV shipments up 1% for the full year over 2019. TV shipments in the first half of 2021 have continued to recover past pre-pandemic levels on a worldwide basis, but with some great differences between regions, according to the latest update of the DiScien Major Global TV Shipments and Supply Chain Report, available to subscribers through DSCC. The report covers shipments of the top 15 global brands: Samsung, LGE, TCL, Hisense, Sony, Skyworth, TPV (Philips), Sharp, Xiaomi, Vizio, Haier, Panasonic, Changhong, Konka and Toshiba.
• Press Release DSCC Sees Progress in Foldable Display Market Demand and Display Cost Reduction, Raises Forecasts Out to 2026
  September 13, 2021
  DSCC has released its latest Quarterly Foldable/Rollable Display Shipment and Technology Report which now forecasts both foldable and rollable display shipments along with device production and device shipments out to 2026 for the smartphone, tablet, notebook PC and TV markets across a wide number of parameters. The latest report points to encouraging results from both the demand side and the cost/price outlook for foldable smartphones, resulting in a higher forecast for that segment.
• Counterpoint in the News iPhone 14: Under-display Face ID still a work in progress, may be delayed - Cult of Mac
  September 9, 2021
• Event Speakers Chiwoo Kim
  September 8, 2021
• Counterpoint in the News Rumored details on specifications, release date & price for MacBook Pro 16 - TechStory
  September 8, 2021
• Counterpoint in the News Is it worth waiting for the Apple iPad Mini 6? - Thewistle
  September 7, 2021
• Event Speakers Tomas Sluka
  September 7, 2021
• Blog LCD TV Panel Prices Fall
  September 7, 2021
  After a full year of rising LCD TV panel prices, the natural effect of rising prices on both supply and demand has kicked in, and prices are starting to fall, based on our latest update and forecast of LCD TV prices. The demand surge, which resulted from the COVID-19 pandemic, has eased and industry supply has caught up to demand. Prices in August and September are falling faster than expected and we now forecast that year-end prices will be lower than they were in December 2020, but still substantially higher than their all-time lows.
• Blog Q2 2021 Was the Best Quarter Ever for Flat Panel Display Makers
  September 7, 2021
  Driven by robust pandemic-fed demand and supply shortages that led to increased prices, flat panel display makers had their best quarter in the history of the display industry in Q2 2021. With all panel makers reporting their Q2 2021 results, we can compile a full industry review for Q2, unquestionably the best quarter ever for panel makers, especially those oriented toward large-area LCD panels.
• Counterpoint in the News Chinese components double to 60% in new Huawei smartphone - KrAsia
  September 3, 2021
• Counterpoint in the News 65-inch 8K TVs are leading the pack, but should people buy bigger? - TechRadar
  September 3, 2021
• Counterpoint in the News Samsung expanding its foldable lineup to include 17-inch laptops -OnMSFT
  September 3, 2021
• Counterpoint in the News Samsung projected to ship 7.2 million foldable smartphones in 2021 - GizmoChina
  September 3, 2021
• Event Speakers Dr. Oliver Haupt
  September 2, 2021
• Event Speakers Robert Visser
  September 2, 2021
• Counterpoint in the News Samsung's foldable phone sales to determine its flagship trajectory - The Korea Times
  September 1, 2021
• Counterpoint in the News Apple to Overtake Samsung for Highest OLED Smartphone Shipments in 2021 -WCCFTECH
  September 1, 2021
• Counterpoint in the News Apple to upstage Samsung in OLED smartphone shipments - For the first time ever - TechRadar
  September 1, 2021
• Counterpoint in the News The Samsung Galaxy Book Fold 17 may be Samsung’s 17 inch folding laptop - MSPoweruser
  September 1, 2021
• Counterpoint in the News Chinese components double to 60% in new Huawei smartphone - Nikkei Asia
  September 1, 2021
• Blog Samsung Announces Strong Foldable Smartphone Pre-Order Growth, DSCC Expects Samsung 2021 Foldable Smartphone Production to Rise Over 250% to >7.0M Units
  August 30, 2021
  A Samsung Electronics spokesperson told Bloomberg’s Sohee Kim that domestic pre-orders for its new foldable smartphones, the Galaxy Z Fold 3 and Galaxy Z Flip 3, reached 920K units in its first seven days of availability from August 17th to August 23rd. As expected, the $999 Z Flip 3 accounted for the majority of the pre-orders at around 70%. The pre-orders are impressive for Korea as they are 30% higher than Samsung’s Note 20 launch last year and 80% higher than the 2021 S21 launched this year. Samsung’s foldables have historically done well in Korea, accounting for a 52% share of 2020 shipments of the Z Flip and Z Flip 5G and a 33% share of last year’s Z Fold 2 volumes.
• Blog Best Buy Beats Forecast, Loads Up on Inventory
  August 30, 2021
  Riding the wave of pandemic-fed demand for consumer electronics, US retailer Best Buy reported better-than-expected earnings in its most recent quarter. It raised its outlook for the second half of the year, a good sign for continued strong demand for display products. Best Buy reported net income of $734M on revenues of $11.8B, beating consensus expectations for its second quarter of fiscal 2022, which ended August 1st, 2021.
• Blog Last Chance to Register for the AR/VR Display Forum Before Price Increase
  August 30, 2021
  Super Early Bird pricing for the AR/VR Display Forum will end on August 31st (Tuesday). Register now to save $100 from the full price ticket. This virtual event, the first conference and expo fully dedicated to the emerging display technologies for Augmented Reality and Virtual Reality, will take place on November 3-4.
• Blog OLED Shipments Expected to Increase 12% Y/Y in 2H 2021
  August 30, 2021
  OLED panel shipments will increase by 12% Y/Y in the second half of 2021, according to the flash update of the DSCC Quarterly OLED Shipment Report, as increased panel shipments for smartphones combined with growth in IT applications drives the technology toward the mainstream. Starting in Q2’21, we introduced an expedited “flash” deliverable in advance of the full report file. This flash edition analyzes quarterly and annual units through 2022 by application, panel supplier, brand and form factor.
• Counterpoint in the News Samsung To Manufacture Over 7 Million Foldable Smartphones In 2021 - Android Headlines
  August 30, 2021
• Counterpoint in the News Apple expected to pass Samsung in OLED smartphone shipments in 2021 - TweakTown
  August 30, 2021
• Counterpoint in the News Apple will become the largest shipper of Smartphones with OLED Displays in 2021, overtaking Samsung - Patently Apple
  August 30, 2021
• Counterpoint in the News Vehicle Displays & Interfaces Symposium and Exhibition Announces 2021 Program Emphasizing AR, Electric Vehicles, and the Human/Machine Interface - Yahoo Finance
  August 30, 2021
• Counterpoint in the News Vehicle Displays and Interfaces Symposium Coming to Livonia -dbusiness
  August 30, 2021
• Counterpoint in the News Apple iPad Mini 6 rumors: Release date, price, new features and more - CNET
  August 30, 2021
• Counterpoint in the News The next iPad mini: More evidence of a smaller iPad Air redesign emerges - MacMegasite
  August 26, 2021
• Counterpoint in the News DSCC Upgrades Foldable Phone Panel Forecasts by Double Digits - Consumer Electronics Daily
  August 26, 2021
• Blog DSCC Upgrades Foldable Forecast as Chip Shortage Causes Brands and Panel Suppliers to Emphasize More Expensive Devices
  August 23, 2021
  DSCC released a flash report last week as part of its Quarterly Foldable/Rollable Display Shipment and Technology Report. The flash report features a pivot table with monthly foldable smartphone panel procurement by brand, panel supplier, size, resolution, cover material, refresh rate, backplane, chipset supplier and other features by month through 2021 and by year for 2022. A few developments have caused us to upgrade our foldable smartphone panel shipment/procurement numbers by 14% in 2021 to 10.4M and by 16% to 18.7M in 2022 as shown below. As a result, we now see foldable smartphone panels up 220% in 2021 and 80% in 2022.
• Blog Advanced TV Market to Exceed $50 Billion in 2026
  August 23, 2021
  Advanced TV shipments are expected to grow by 46% Y/Y in 2021, and by a 22% CAGR through 2026 to 43.1M units generating $52B in revenue, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Last week we covered the most recent historical results and this week, we will cover our updated forecast. In this report, we define an “Advanced TV” (capitalized) as any TV with an advanced display technology feature, including all OLED TVs, 8K LCD TVs and all LCD TVs with quantum dot technology.
• Blog DSCC Releases Flash Edition of Quarterly OLED Shipment Report
  August 23, 2021
  DSCC has released the Q3’21 OLED Shipment Report – Flash Edition to subscribers. Starting in Q2’21, we introduced an expedited “flash” deliverable in advance of the full report file. This flash edition analyzes quarterly and annual units through 2022 by application, panel supplier, brand and form factor. In Q2’21, OLED shipments decreased by 10% Q/Q but saw 36% Y/Y growth. We expect that Q3’21 will increase 26% Q/Q and increase 28% Y/Y due to recent OLED smartphone launches by Samsung and expected launches by Apple and Google. We expect Q4’21 to increase 4% Q/Q and decline 1% Y/Y compared to Q4’20, when Apple launched the iPhone 12 series later than normal.
• Counterpoint in the News LG Invests $2.81 Billion To Supply Apple OLED Screens - SOMAG News
  August 20, 2021
• Report The Future of OLED Manufacturing
  
  Although active matrix OLEDs have become a $40B market, they are far from a mature technology. OLEDs have significant potential for more growth and are still evolving in terms of cost and performance. In addition, now that MicroLEDs are emerging, OLEDs are under greater pressure to boost performance and lower cost and we are seeing a number of efforts in parallel to significantly improve OLED cost/performance to prevent MicroLEDs from taking share. OLEDs are also aggressively moving into new markets and are tailoring future performance and cost improvements to enter these new segments. This report will examine how OLED panel manufacturers and materials suppliers are looking to boost performance and lower cost and enter new markets, growing the OLED market to well over $50B.
• Blog OLED Share Increased in Booming Advanced TV Market in Q2 2021
  August 19, 2021
  The expanded product range for OLED TV combined with wider availability and increasing LCD TV prices led to a terrific quarter for OLED TV sales, according to the latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. Strong demand for expensive home theater systems from pandemic-constrained consumers led to near triple-digit Y/Y percentage increases in shipments of Advanced TVs, with OLED categories faring even better.
• Counterpoint in the News What Do We Know About Google’s Rumoured Pixel Fold? - Gizmodo AU
  August 18, 2021
• Counterpoint in the News LG Expanding OLED Production as Apple Plans to Move More Devices to Use This Technology in the Future - WCCFTECH
  August 18, 2021
• Event Speakers Dr. Ann Russell
  August 17, 2021
• Blog AMOLED Materials Market to Grow to $1.4 Billion in 2021
  August 16, 2021
  Sales for AMOLED stack materials for all applications are expected to grow by 32% in 2021 and grow at a 16% annual rate from $927M in 2019 to $2.18B in 2025, according to the latest update of DSCC’s Quarterly AMOLED Materials Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
• Press Release Promote Your Company at the AR/VR Display Forum
  August 16, 2021
  DSCC is offering new sponsorship opportunities with the AR/VR Display Forum, the first virtual event dedicated to display technologies for augmented reality (AR) and virtual reality (VR). The event will take place on November 3-4, 2021 and will cover the latest technology trends and all the key challenges currently facing the display manufacturers and OEMs. DSCC will use the Accelevents platform, which has a modern interface specifically designed for virtual events.
• Counterpoint in the News Samsung Unveils New Folding Smartphones: Galaxy Z Fold 3 and Galaxy Z Flip 3 - Entrepreneur
  August 13, 2021
• Event Speakers Stan Larroque
  August 12, 2021
• Event Speakers Ruediger Sprengard, Ph.D.
  August 12, 2021
• Event Speakers Naamah Argaman
  August 12, 2021
• Counterpoint in the News What do you want to see in Google’s rumoured foldable? - MobileSyrup
  August 11, 2021
• Counterpoint in the News Samsung Display Preparing OLED Orders for 2022 MacBook Pro Models - MacRumors
  August 10, 2021
• Blog Glassmaker Earnings – NEG, AGC and Comparison
  August 9, 2021
  After Corning reported its Q1’21 financial results two weeks ago, its two Japanese competitors reported last week. We review the results of NEG and AGC and compare the results of all three manufacturers. NEG’s results beat analysts’ consensus expectations for revenues of ¥71.1B and net income of ¥3.3B. AGC benefited from strong demand in its automotive and architectural glass segments and rising prices in its chemical business segment to improved profits in Q2’21.
• Counterpoint in the News Samsung Galaxy Z Fold 3 could redefine foldable phones — here’s how -Tom's Guide
  August 6, 2021
• Counterpoint in the News The next MacBook Pro: Eurasian filing teases two new Macs coming soon - Macworld
  August 3, 2021
• Counterpoint in the News Exclusive: Samsung Galaxy Z Fold 3 release date, price, specs and leaks - Tom's Guide
  August 3, 2021
• Blog LCD TV Panel Price Update Confirms Price Peak
  August 2, 2021
  Our latest update and forecast of LCD TV prices confirms our view of one month ago that prices are peaking in June or July 2021 and will decline for the rest of the year. The demand surge, which resulted from the COVID-19 pandemic, has eased and industry supply has caught up to demand. Even with the declines in the second half, prices at year-end will remain higher than they were in December 2020 and dramatically higher than their all-time lows.
• Blog DSCC Raises Equipment Spending Forecasts on New LCD Projects
  August 2, 2021
  DSCC released its display equipment spending pivot tables for the Q3’21 versions of its: Quarterly Display Capex and Equipment Market Share Report, Quarterly OLED Supply/Demand and Capital Spending Report
• Counterpoint in the News Apple iPad Mini 6: release date, leaks, price, rumours and all of the news - What Hi-Fi?
  July 30, 2021
• Counterpoint in the News Pocketnow Daily: Samsung Talks Unpacked Expectations, iPad mini Leaked Specs & more! - Pocketnow
  July 30, 2021
• Counterpoint in the News Here are the Galaxy Z Fold 3, Pixel foldable and iPhone 13 leaks from this past we - MobileSyrup
  July 27, 2021
• Counterpoint in the News Samsung Has Received Around 120 Million OLED Panel Orders From Apple to Be Used in Future iPad Models - WCCFTech
  July 27, 2021
• Counterpoint in the News Google Pixel Fold: Breaking Down Rumors About the Mysterious New Device - Yahoo Lifestyle
  July 27, 2021
• Counterpoint in the News Report: Redesigned iPad mini 6 to feature larger 8.3-inch display - 9TO9Mac
  July 26, 2021
• Counterpoint in the News Ross Young: New iPad mini to come packed with an 8.3-inch display - iMore
  July 26, 2021
• Blog Are G8.5 Oxide FMM VTE OLED Fabs for IT Markets Around the Corner?
  July 26, 2021
  Each quarter we interview the top 10-15 equipment suppliers on upcoming fab projects for our Quarterly Display Capex and Equipment Market Share Report. For the latest issue, we see growing consensus that SDC is preparing to issue orders in early 2022 for the world’s first G8.5 oxide TFT RGB OLED fab for IT markets which would use vertical FMM VTE equipment to deposit the OLED materials. We hear that BOE and LGD are also investigating G8.5 or ½ G8.5 OLED fabs for IT markets.
• Blog Flat Panel Displays to Enjoy Record Revenues in 2021
  July 26, 2021
  Strong demand for Flat Panel Displays (FPD) across a range of applications, combined with a dramatic increase in panel prices, will lead to a 39% Y/Y increase in flat panel display revenues in 2021, based on DSCC’s newly released FPD Forecast Report. While the surge in revenues will not be repeated beyond 2021, industry revenues will settle at a new, higher plateau, allowing better profitability for the entire display supply chain.
• Event Speakers Bharath Rajagopalan
  July 26, 2021
• Event Speakers Soeren Steudel
  July 26, 2021
• Counterpoint in the News Poll: What feature of the rumored new iPad mini are you most excited about? - 9TO5Mac
  July 26, 2021
• Counterpoint in the News New Report: Apple’s First Ever OLED iPad Slated for 2023, NOT Next Year - Frontpage Tech
  July 23, 2021
• Counterpoint in the News Samsung foldable displays will have 120Hz refresh rates - Slash Gear
  July 23, 2021
• Counterpoint in the News New report has bad news about Apple’s first iPad with an OLED display -BGR
  July 23, 2021
• Counterpoint in the News Rumor Refuted: No Mini-LED Display Expected For IPad 6 Mini - Gamers Grade
  July 23, 2021
• Counterpoint in the News Rumor refuted: No mini-LED display expected for iPad 6 mini - PhoneArena
  July 23, 2021
• Counterpoint in the News No mini-LED for rumored 2021 iPad mini, says display analyst - iMore
  July 23, 2021
• Counterpoint in the News Next iPad mini won't use mini LED, says new supply chain sources - AppleInsider
  July 23, 2021
• Report Quarterly Flat Panel Display Forecast Report
  
  Counterpoint’s Quarterly FPD Forecast Report tracks the display market on a quarterly basis from 2018 through 2027. It reveals units, area, average selling price (ASP), revenue, average diagonal, and resolution (pixels per inch or PPI) for eight different applications by technology (LCD vs. OLED). It covers eight different markets.
• Counterpoint in the News THE NEW IPAD MINI WILL GET THE SAME APPLE A15 SOC AS THE IPHONE 13 - Gizchina
  July 22, 2021
• Counterpoint in the News Google Pixel foldable could feature Samsung’s latest display tech - XDA Developers
  July 20, 2021
• Events Global Display Supply Chain Dynamics & Technology Outlook Conference
  July 20, 2021
  At the Global Display Supply Chain Dynamics & Technology Outlook Conference, DSCC analysts around the world provided attendees with the latest results and forecasts while also discussing the key issues facing the display supply chain. Experts in all areas of the display industry reveal the latest outlook for each market and technology to make sure your company is best prepared for display related competition in 2022 and beyond.
• Counterpoint in the News Samsung Electronics unveils 1,000-inch commercial micro LED display - The Korea Herald
  July 19, 2021
• Blog Registration is Open for the AR/VR Display Forum
  July 19, 2021
  DSCC is pleased to announce that registration for the AR/VR Display Forum is open. The virtual event will take place on November 3-4, 2021 and will be the first conference and expo fully dedicated to the emerging display technologies for augmented reality and virtual reality. Super Early Bird pricing is available with a savings of $100 and giving full access to the event. All attendees will be able to watch recordings of the presentations for 30 days after the event.
• Blog 1H’21 Earnings Forecast: BOE, CPT China, TCL and Visionox
  July 19, 2021
  On July 13th, 2021, BOE released its 1H’21 revenue forecast, claiming 1001%-1018% Y/Y increase in net profits to shareholders.
• Blog Latest DSCC Advanced Smartphone Features Report Reveals and Predicts Latest Smartphone Trends – LTPO, Refresh Rates and 5G are Growing
  July 19, 2021
  DSCC’s Quarterly Advanced Smartphone Features Report tracks and forecasts all major product trends in the AMOLED smartphone market, in addition to providing supply chain insights. The report provides a comprehensive listing of historical and forecasts insights through 2025 for panel unit shipments, panel suppliers, brands, device revenues, ASPs, models, screen sizes, resolutions, chipsets and much more for feature segmentations for all AMOLED smartphones. Several of the major trends identified in the report are the rapid adoption of higher refresh rates, LTPO backplanes and 5G network band.
• Blog US TV Price Inflation Hits Record High
  July 19, 2021
  The increase in LCD TV panel prices has led to an unprecedented increase in TV prices in the US, according to the most recent data from the US Bureau of Labor Statistics (BLS) Consumer Price Index (CPI). In June 2021, for the first time in history, the CPI for televisions exceeded the overall CPI as TV prices increased by 8% compared to June 2020.
• Counterpoint in the News OLED is not just a Nintendo Switch, it’s a moment. - Texas News Today
  July 19, 2021
• Event Speakers Cameron Zand
  July 19, 2021
• Counterpoint in the News Google planning to launch “Pixel Foldable” this year & “Pixel Roll” in 2022 – Leaks
  July 16, 2021
• Counterpoint in the News Nintendo Switch’s Big Price Hike Takes Gamers Into New Territory - Bloomberg
  July 15, 2021
• Counterpoint in the News LG Display: Full-Year OP to Reach KRW2tn Even if LCD Prices Fall - BusinessKorea
  July 14, 2021
• Event Speakers Chase Li
  July 13, 2021
• Counterpoint in the News Google Pixel 6 To Cut Costs In The Display Department - Android Headlines
  July 13, 2021
• Counterpoint in the News APPLE'S FUTURE LINEUP OF MACBOOK PROS MAY REPORTEDLY DITCH THE INFAMOUS TOUCH BAR - Tech2
  July 13, 2021
• Event Speakers François Templier
  July 12, 2021
• Event Speakers Dr. Homer Antoniadis
  July 12, 2021
• Counterpoint in the News Apple may ditch the touch bar with its next MacBook Pro lineup - Business Standard
  July 12, 2021
• Counterpoint in the News Pixel 6 Seems to be Aiming at a Mid Range Competitive Price - Publicist Library
  July 12, 2021
• Counterpoint in the News Google chooses cost over design for the Pixel 6 5G - PhoneArena
  July 12, 2021
• Counterpoint in the News Apple will launch its first OLED iPad in 2023, according to display analysts - Illinois News
  July 12, 2021
• Blog Samsung, LGE Profits Keep Rolling in Q2 Based on Preliminary Results
  July 12, 2021
  Samsung Electronics and LG Electronics issued preliminary Q2 2021 revenue and earnings results last week. Both companies continue to roll, with Samsung posting a 53% Y/Y increase in operating profit and LG reporting its best-ever Q2 for both revenues and operating profits. Both companies fought off headwinds from exchange rates, as the Korean won strengthened by more than 8% Y/Y during Q1.
• Blog LCD TV Panel Prices Peaking
  July 12, 2021
  Our latest update and forecast of LCD TV prices confirms our view of one month ago that prices are peaking in June or July 2021 and will decline for the rest of the year. The demand surge which resulted from the COVID-19 pandemic has eased and industry supply has caught up to demand. Even with the declines in the second half, prices at year-end will remain higher than they were in December 2020 and dramatically higher than their all-time lows.
• Counterpoint in the News Pixel 6 to Feature Rigid OLED Panels From Samsung to Keep Costs Down; Google Aiming for a Competitive Price? - WCCFTECH
  July 10, 2021
• Counterpoint in the News Apple iPad with OLED screens incoming — but not until 2023 - T3
  July 10, 2021
• Counterpoint in the News The next MacBook Pro: Say goodbye to the Touch Bar - Macworld
  July 8, 2021
• Counterpoint in the News Apple expected to release its first OLED iPad in 2023, says report - Business Standard
  July 8, 2021
• Counterpoint in the News Supply chain analysts expect OLED iPad in 2023, Touch Bar to be killed - AppleInsider
  July 8, 2021
• Counterpoint in the News Apple's First OLED iPad Coming in 2023, According to Display Experts - MacRumors
  July 8, 2021
• Counterpoint in the News OLED is having a moment – and not just with Nintendo Switch - TechRadar
  July 8, 2021
• Counterpoint in the News Apple to Release its First OLED iPad in 2023 Claims DSCC - iPhone in Canada
  July 8, 2021
• Counterpoint in the News Samsung Galaxy Z Flip 3 Lite could be among devices announced on August 11 - TechRadar
  July 7, 2021
• Counterpoint in the News Vivo Set To Launch A Foldable Phone This Year - TechJuice
  July 6, 2021
• Counterpoint in the News New Report Hints Apple May Bring High Refresh Rate LTPO Displays to All iPhone 14 Models in 2022 - WCCFTECH
  July 6, 2021
• Blog Q2 OLED Supply/Demand Update – Oversupply to Persist
  July 6, 2021
  We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2 2021, with DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand. As we have reported for more than a year now, OLED for smartphones (technically, for small & medium applications) continues to have a substantial oversupply which is expected to persist for years. We have revised our outlook for OLED TVs on both the supply and demand sides. We continue to expect a modest oversupply in 2021-2025 with utilization below 90%, but above 80% throughout the forecast period.
• Blog OLED Panel Revenues Forecasted to Exceed $60B in 2025 Helped by Increased IT Market Penetration
  July 6, 2021
  DSCC has upgraded both its near-term and long-term OLED forecasts. In its latest Quarterly OLED Shipment Report, DSCC has raised its revenue outlook for 2021 by 9% to $42.5B on increased OLED smartphone volumes at higher prices helped by the driver IC shortages as well as higher OLED notebook volumes as Samsung Display has raised its OLED notebook PC panel target beyond 5M units.
• Counterpoint in the News iPhone SE 3 To Have 5G Support? More Specs Out, Expected Launch Date - Trak.in
  July 6, 2021
• Counterpoint in the News Samsung Has Cancelled The Galaxy Z Flip Lite - Android Headlines
  July 6, 2021
• Counterpoint in the News Vivo NEX Fold is coming this year but no NEX 5 -GizmoChina
  July 6, 2021
• Counterpoint in the News Vivo tipped to launch a huge foldable phone before the end of the year -TechRadar
  July 6, 2021
• Counterpoint in the News Vivo Might Launch A Foldable Phone This Year - TechTheLead
  July 6, 2021
• Counterpoint in the News Has Samsung canceled a more affordable foldable phone? - Android Authority
  July 6, 2021
• Counterpoint in the News Samsung Galaxy Z Flip 3: Everything you need to know - Trusted Reviews
  July 2, 2021
• Counterpoint in the News Samsung Galaxy S21 FE Leaks - The Mobile Indian
  June 30, 2021
• Videos PlayNitride/DSCC Q&A Session/Quantum Dots with MicroLED displays
  June 28, 2021
  Following the 2021 SID/DSCC Business Conference, DSCC's Guillaume Chansin interviews PlayNitride's CEO, Charles Li covering some of the questions that were asked by attendees.
• Videos Applied Materials/DSCC Q&A Clip/Higher Resolution Displays in OLEDs
  June 28, 2021
  Following the 2021 SID/DSCC Business Conference, DSCC's Ross Young interviews Applied Materials' VP & CMO, Max McDaniel covering some of the questions that were asked by attendees.
• Videos Corning/DSCC Q&A Clip/Ultra Thin Glass
  June 28, 2021
  Following the 2021 SID/DSCC Business Conference, DSCC's Bob O'Brien interviews Corning's Worldwide Commercial Operations Director, Andrew Beck, covering some of the questions that were asked by attendees.
• Blog OLED Smartphone Panel Revenues Expected to Increase 39% Y/Y in 1H 2021
  June 28, 2021
  OLED smartphone panel revenues will increase by 39% Y/Y for the first half of 2021, according to the latest update of the DSCC Quarterly Advanced Smartphone Features Report. The Q2 update of this report gives actual shipments for Q1 2021 and DSCC’s estimates for Q2 through Q4 2021, plus DSCC’s forecast for 2021-2025 for different form factors for OLED smartphone panels, with detailed figures for units, revenue, area, average selling price (ASP) and other parameters with splits by panel supplier, substrate (rigid/flexible) and brand. This article will cover DSCC’s estimated results through the first half of 2021 for OLED smartphone panels. Subscribers to the report, of course, can see all the results in the Excel file.
• Counterpoint in the News Rumors, specs, release date, and more - Bolly Inside
  June 28, 2021
• Counterpoint in the News Apple iPhone SE 3 With 5G Connectivity, New Processor Could Launch in 2022: Kuo - News18
  June 25, 2021
• Counterpoint in the News The next iPhone SE may be the ‘cheapest’ 5G iPhone, here’s when it may launch - The Times of India
  June 25, 2021
• Counterpoint in the News Honor Magic Fold and Magic Flip could be on their way, company registers a trademark - DealNTech
  June 23, 2021
• Counterpoint in the News The needs of the many - New Electronics
  June 23, 2021
• Counterpoint in the News Keep pivoting until you get it right - Crain's Chicago Business
  June 23, 2021
• Blog Greatest Hits of the 70s
  June 21, 2021
  This blog was originally written as my Editor’s Notes column in the DSCC Weekly Review. This week I have been thinking about inflation. The stock market was down this week on concerns about the Federal Reserve raising interest rates to ward off inflation. Even though the discussion about a rate increase suggests that the earliest date for an increase would be the end of 2022, the notion of increasing interest rates and inflation hit stock prices which were at all-time highs.
• Press Release DSCC Announces Call for Speakers for AR/VR Display Forum
  June 21, 2021
  DSCC has announced its new virtual event, the AR/VR Display Forum, it will take place on November 3-4, 2021. This virtual conference and exhibition will be fully dedicated to the advanced display technologies for Augmented Reality and Virtual Reality.
• Counterpoint in the News Motorola Razr 2021 may be canceled, but Xiaomi and Honor can fill in the blanks - Illinois News
  June 19, 2021
• Counterpoint in the News Opinion: The tiny, $1 chip that is behind record price increases for computers - MarketWatch
  June 19, 2021
• Counterpoint in the News Motorola unlikely to launch new Moto Razr this year - The Times of India
  June 18, 2021
• Counterpoint in the News Motorola might skip the 2021 Razr in order to reinvent its foldable design - Pocket-lint
  June 18, 2021
• Counterpoint in the News Honor may join the foldable device race with the Honor Magic Fold - SoyaCincau
  June 17, 2021
• Counterpoint in the News New Samsung Galaxy Foldable Phones And Smartwatches Tipped To Launch In August - Lowyat.net
  June 17, 2021
• Counterpoint in the News Honor is working on a foldable smartphone of its own after parting ways with Huawei - HT Tech
  June 17, 2021
• Counterpoint in the News HONOR Magic Fold could be the company’s first foldable smartphone - PocketNow
  June 15, 2021
• Counterpoint in the News Honor Magic X - Honor's Foldable phone to Use BOE & Visionox Panel - GizChina
  June 15, 2021
• Counterpoint in the News Honor is reportedly working on a foldable phone of its own after splitting from Huawei - XDA Developers
  June 15, 2021
• Counterpoint in the News A foldable Honor Magic Fold is reportedly in the works - PhoneArena
  June 15, 2021
• Counterpoint in the News Where Are 8K TV Prices Heading? - CEPro
  June 15, 2021
• Counterpoint in the News Motorola Razr 2021 might be canceled, but Xiaomi and Honor could fill the void - TechRadar
  June 15, 2021
• Blog LCD TV Panel Price Rally is Near an End
  June 14, 2021
  The unprecedented increase in prices for LCD TV panels will soon come to an end as the demand surge which resulted from the COVID-19 pandemic eases and industry supply has caught up. We expect prices to peak in June 2021 for some sizes and in July for others, and to decline for the rest of 2021. Even with the declines, prices at year-end will remain higher than they were in December 2020 and dramatically higher than their all-time lows.
• Blog DSCC’s Latest Quarterly Foldable/Rollable Report Reveals New Insights Including Corning’s First Foldable UTG Design Win
  June 14, 2021
  DSCC released its latest Quarterly Foldable/Rollable Display Shipment and Technology Report today which included numerous new insights on foldable and rollable displays, markets and technologies.
• Videos eMagin/DSCC Q&A Session/Duty Cycle in AR/VR Displays
  June 10, 2021
  Following the 2021 SID/DSCC Business Conference, DSCC's Dr. Guillaume Chansin interviews eMagin CEO, Andrew Sculley covering some of the questions that were asked by attendees.
• Events AR/VR Display Forum
  June 10, 2021
  The first virtual conference and exhibition dedicated to AR/VR display technologies.
• Counterpoint in the News QLED for Everyone: Samsung is a superpower of HDTV - Illinois News
  June 9, 2021
• Videos Bob O'Brien's one-minute take on the TV Session at the SID/DSCC Business Conference
  June 9, 2021
  The SID/DSCC Business Conference is the display industry's largest, oldest and most valuable business conference.
• Videos Vuzix/DSCC Q&A Session/New MicroLED Projector
  June 9, 2021
  Following the 2021 SID/DSCC Business Conference, DSCC's Dr. Guillaume Chansin interviews Vuzix CEO, Paul Travers covering some of the questions that were asked by attendees.
• Videos Guillaume Chansin's one-minute take on the AR/VR Session at the SID/DSCC Business Conference
  June 9, 2021
  The SID/DSCC Business Conference is the display industry's largest, oldest and most valuable business conference.
• Videos SID/DSCC Business Conference Q&A Interview with Jason Hartlove, CEO of Nanosys
  June 9, 2021
  DSCC Co-Founder, Principal Analyst and CFO Bob O'Brien, interviews Nanosys CEO, Jason Hartlove
• Counterpoint in the News Samsung Display on track to roll out QD displays in H2 - Yonhap News Agency
  June 9, 2021
• Counterpoint in the News Samsung postpones LCD exit to 2022 on pandemic demand - Nikkei Asia
  June 8, 2021
• Blog Q1 Panel Maker Revenues Hit All-Time Record
  June 7, 2021
  Flat panel display revenues increased 1% Q/Q and 52% Y/Y, to hit a record in Q1 2021 at $34.8B. With all panel makers reporting their Q1 2021 results, we can compile a full industry review for Q1, a terrific quarter for panel makers, especially those oriented toward large-area LCD panels.
• Blog LCD Supply Demand Shifting to Oversupply
  June 7, 2021
  The shortage of large LCDs, which has lasted for almost a year and has resulted in the biggest panel price increases in the history of the industry, has begun to turn into an oversupply. The demand drivers that led to the shortage, particularly strong TV demand in the USA, are fading away with the spread of vaccination in the United States, and industry supply is filling the pipeline with enough inventory to eliminate any fear of shortage.
• Counterpoint in the News Galaxy Z Fold3: new leaks hint at a foldable flagship with even more bulk compared to its predecessor - Notebook Check
  June 7, 2021
• Counterpoint in the News QLEDs For Everyone: Samsung Is an HDTV Superpower - National Interest
  June 4, 2021
• Counterpoint in the News GOOGLE IS PREPPING A FOLDABLE DEVICE USING SAMSUNG’S ULTRA-THIN GLASS- Chrome Unboxed
  June 4, 2021
• Counterpoint in the News iPhone SE3 Renders: What The Cheapest iPhone Will Look Like -India Times
  June 3, 2021
• Counterpoint in the News OLED could replace TFT screens on iPads in 2022 - Apple Insider
  June 3, 2021
• Counterpoint in the News Google Pixel Fold tipped to use Samsung's ultra-thin glass display tech -PhoneArena
  June 3, 2021
• Events Innovations and Market Trends In Displays and Lighting
  June 2, 2021
• Blog SID/DSCC Business Conference Presenter Interviews Now Online for Attendees
  June 1, 2021
  In past years, one of the most valuable and interesting features of the Display Week Business Conference was the ability for attendees to ask questions of the presenters and expand the dialog to new topics or challenge assertions made. With the virtual format of this year’s Display Week, the Q&A function occurred online, but DSCC has gathered audience questions and recorded videos with the presenters. These videos are now available on the Display Week site to registered attendees of the Business Conference. You can find the Q&A videos for each presenter in the respective Business Conference. Registration is still available at http://www.displayweek.org/2021/Attendee/Registration and the Business Conference presentations will be available online until September 17th, 2021.
• Blog LCD Capacity Upgraded on Numerous Expansions
  June 1, 2021
  DSCC upgraded its LCD capacity forecast in the latest issue of its Quarterly Display Capex and Equipment Market Share Report while reducing its OLED capacity forecast. As indicated in the figure, DSCC upgraded its 2025 display capacity forecast by 4.4% versus the prior issue due to 14 new LCD investments as manufacturers respond to tight supply and higher prices. Manufacturers are also looking to stretch capacity through process simplification and de-bottlenecking to meet demand and take advantage of the higher prices. We now see 10% growth in LCD + OLED capacity in 2021, with 3%-5% growth from 2022-2025. Relative to last quarter, capacity growth is 1% - 5% higher per year from 2021-2025. Display capacity is now growing at a 5.2% CAGR versus 4.3% last quarter. LCD capacity was upgraded by 5.3% versus the previous issue and now grows at a 3.9% CAGR versus 2.8% last quarter.
• Blog LG Gained, Samsung Lost Share in Booming Advanced TV Market in Q1 2021
  June 1, 2021
  Strong demand for expensive home theater systems from pandemic-constrained consumers led to triple-digit percentage increases in sales of the largest screen sizes for Advanced TVs, according to the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the shipment result for Q1 2021 and a forecast to 2026. This week we will cover the Q1 2021 results, focusing on the brand competition in the premium segment, and next week we will cover our updated forecast.
• Counterpoint in the News Everything We Know About Nintendo Switch Pro - TechStory
  June 1, 2021
• Counterpoint in the News iPhone SE 3 launch date, specifications, price in India and everything else we know so far -Business Insider India
  June 1, 2021
• Counterpoint in the News IPhone SE 3 Price In India, Release Date: Design Leaked, More Specs Out, 5G Support -Trak.in
  June 1, 2021
• Counterpoint in the News Here's Why M1 iPad Pro Owners Are Complaining Of Ugly And Distracting XDR Display Blooming - Hot Hardware
  May 27, 2021
• Counterpoint in the News An iPhone SE with a hole-punch camera? There's a concept for that! - iMore
  May 27, 2021
• Counterpoint in the News Concept imagines a redesigned iPhone SE with hole-punch front camera - 9to5Mac
  May 27, 2021
• Counterpoint in the News This concept envisions an Apple smartphone with a perforated screen - Inside Wales Sport
  May 26, 2021
• Blog SID/DSCC Business Conference Download – TV Display Technology and Markets
  May 24, 2021
  The Business Conference session on TV Display Technology and Markets brought five presentations, including my own, three from the market research side and two from the industry representing competing technologies for wide color gamut. My presentation covered material that should be familiar to DSCC Weekly Review readers, so I will not duplicate it here, but I can describe the main topics:
• Press Release DSCC Adds More Talent in the US and Japan
  May 24, 2021
  Display Supply Chain Consultants (DSCC) is pleased to announce the hiring of two additional talented and experienced team members in the US and Japan. David Naranjo has joined the US office and Tomonori Someya has joined the Japan office.
• Counterpoint in the News Are Samsung and LG doing the right thing? - Korea Times
  May 24, 2021
• Counterpoint in the News Flat-Panel Display Demand Soars - Semiconductor Engineering
  May 20, 2021
• Videos Bob O'Brien's one-minute take on the TV Session at the SID/DSCC Business Conference
  May 20, 2021
  Bob O'Brien's one-minute take on the TV Session at the SID/DSCC Business Conference
• Counterpoint in the News LCD Industry Stability Could Break Out.... - DisplayDaily
  May 19, 2021
• Counterpoint in the News Outlook better for display market in post-Covid-19 era - Pradeep's Techpoints!
  May 18, 2021
• Counterpoint in the News Vuzix Introduces one of the World's Tiniest and Most Advanced MicroLED Display-Based Projection Engine at SID 2021, Inclusive of a New Technology Video Overview - PR Newswire
  May 18, 2021
• Counterpoint in the News Japan's Sharp reaps fruits of Apple ties in LCD business - Nikkei Asia
  May 18, 2021
• Team Member David Naranjo
  May 18, 2021
• Blog LCD TV Panel Prices Keep Going Up with No End in Sight
  May 17, 2021
  Strong demand for LCD products combined with concerns about shortages in key components have driven LCD TV panel prices to their most significant increases ever on a percentage basis, and prices show no signs of slowing down in Q2. In our last update in early April, we anticipated that price increases would decelerate in Q2, but we now see price increases accelerating compared to Q1. Panel prices increased by 27% in Q4 2020 compared to Q3 and slowed down to 14.5% in Q1 2021 compared to Q4, but our current estimate is that average LCD TV panel prices in Q2 2021 will increase by another 17%. We now expect prices to peak sometime in Q3 2021.
• Counterpoint in the News SID/DSCC Business Conference Launches Start-Up Session with an Emphasis on OLED Materials - Display Daily
  May 12, 2021
• Counterpoint in the News OLED TV production is dropping amid surge of Mini LED screens - TechRadar
  May 12, 2021
• Team Member Tomonori (Tom) Someya
  May 11, 2021
• Blog AMOLED Materials Market to Grow 36% in 2021
  May 10, 2021
  Sales for AMOLED stack materials for all applications are expected to grow by 36% in 2021 and to grow at a 15% annual rate from $927M in 2019 to $2.18B in 2025, according to the latest update of DSCC’s Quarterly AMOLED Material Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
• Blog LCD Capex Up, OLED Capex Down in Latest DSCC Equipment Spending Report Reflecting Market Conditions
  May 10, 2021
  DSCC’s latest Quarterly Display Capex and Equipment Market Share Report reveals a surge in LCD equipment spending to respond to dramatically improved market conditions in the LCD market. DSCC sees LCD revenues rising 32% in 2021 to $112B on strong unit and area growth with prices and profitability rebounding to or even exceeding the 2017 levels. With LCD suppliers able to sell everything they can make at attractive margins; it should be no surprise that most LCD manufacturers are looking to expand capacity. However, unlike previous upturns when many new fabs were built, in this upturn panel suppliers are looking to stretch their capacity through smaller investments, simplifying their processes, debottlenecking, etc. Having said that, we still see two new G8.6 mega fabs being built. Over the last three months, we have added or expanded 14 different LCD investments. The result versus last quarter is a 10% or a $2.2B increase in 2020-2024 LCD spending from $21.8B to $24B. As shown below, our latest 2021 LCD equipment spending forecast is up 15% versus last quarter’s forecast to $10B, with 2021 LCD equipment spending up 125% versus 2021. In addition, 2022 was upgraded by 28% to $3.5B.
• Press Release SID/DSCC Business Conference Launches Start-Up Session with an Emphasis on OLED Materials
  May 10, 2021
  The 2021 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI, Radiant Vision Systems and TOK, is now a week away. It will feature over 40 different talks on all aspects of the display industry. One of the new sessions this year will cover start-ups and venture capitalists. We are fortunate to have a strategic VC participating along with five C-suite executives.
• Press Release The SID/DSCC Business Conference Covers Revived IT Display Sector
  May 10, 2021
  The 2021 SID/DSCC Virtual Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI, Radiant Vision Systems and TOK, will feature over 40 different talks on all aspects of the display industry. One of five application-oriented sessions of the conference will address the market for displays in IT, which have been so critical for the worldwide response to the COVID-19 pandemic.
• Counterpoint in the News Samsung Galaxy S21 FE production starts in July and sales in August - Phone Mantra
  May 6, 2021
• Events Phosphors & Quantum Dots Industry Forum
  May 5, 2021
  As the only industry event that truly unites the quantum dot and phosphors communities in support of continued commercial advancement, the Phosphors & Quantum Dots Industry Forum will return to San Franciso this September 14-16, 2021 - offering attendees a welcoming and collaborative meeting place to make important connections, explore new opportunities, share ideas, and prepare for the future of this rapidly evolving and vibrant marketplace.
• Counterpoint in the News Samsung Galaxy S21 FE US color palette leaked - PhoneArena
  May 5, 2021
• Counterpoint in the News What's Up With Apple: Foldable iPhones Coming, iOS Bug Fixed and More - 24/7 Wall St.
  May 5, 2021
• Counterpoint in the News Samsung Galaxy Z Flip 3 leak just revealed bold new design - Tom's Guide
  May 3, 2021
• Press Release New DSCC Report Reveals Challenges, Status and Promise of Inkjet Printing OLED and QD Displays – Annual Capacity to Reach Over 7M Square Meters by 2025
  May 3, 2021
  Austin, Texas - May 3rd, 2021 – Display Supply Chain Consultants (DSCC) has released a new report offering a deep dive into the status and outlook for producing displays using inkjet printing (IJP) for the emitter or color conversion steps. The report is authored by DSCC Senior Analyst Chase Li who previously worked on IJP development lines at TCL.
• Press Release DSCC Opens Taiwan Office, Adds Display/Backlighting/LED Expert Leo Liu
  May 3, 2021
  Display Supply Chain Consultants (DSCC) is pleased to announce its first hire in Taiwan. Leo Liu has joined DSCC as Director. Leo is a well-known expert in backlighting, LEDs, miniLEDs and microLEDs and will make an immediate contribution to DSCC’s reports and consulting projects.
• Team Member Leo Liu
  May 2, 2021
• Blog Foxconn Renegotiates Wisconsin Subsidy Contract
  April 29, 2021
  Last week, Foxconn Technology Group, along with the Governor’s office of the State of Wisconsin, released news that the two sides had agreed on a renegotiated contract for subsidies for Foxconn manufacturing in the State. The renegotiated deal between the Wisconsin Economic Development (WEDC) and Foxconn apparently puts an end to the idea of LCD manufacturing and reduces the maximum obligation of the State by 97%. “When I ran to be governor, I made a promise to work with Foxconn to cut a better deal for our State—the last deal didn’t work for Wisconsin, and that doesn’t work for me,” said Wisconsin Governor Tony Evers. “Today I’m delivering on that promise with an agreement that treats Foxconn like any other business and will save taxpayers $2.77 billion, protect the hundreds of millions of dollars in infrastructure investments the State and local communities have already made, and ensure there’s accountability for creating the jobs promised.”
• Event Speakers Ian Johnson
  April 28, 2021
• Report Inkjet Printing Display Technology Report
  
  Inkjet printing (IJP) technology is seen as an alternative choice to WOLED in large-size premium TV applications as well as potentially a primary option for medium sized displays. In recent years, panel makers, like Samsung Display, LG Display, AUO, BOE, China Star and JOLED, have put a lot of energy and investment into this technology. This technology is maturing every day, and it is likely to move into actual production in the near future. In 2021, China Star not only invested in and began collaborating with JOLED, but also revealed its T8 Gen 8.5 inkjet OLED mass production line plan in Guangzhou, Guangdong, China. Although the timing of T8 remains unclear at the moment, it can still be seen as an essential step for inkjet technology entering actual production. With this report, DSCC provides a comprehensive analysis of this technology and discusses machine setup, technology details, the current supply chain, panel makers’ plans and product cost in each of the different types of products. Potentials, bottlenecks and feasible solutions of this technology are also reviewed in detail.
• Press Release SID/DSCC Business Conference Keynote Session Will Be a Highlight
  April 26, 2021
  The 2021 SID/DSCC Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI, Radiant Vision Systems and TOK, is now less than a month away. It will feature 40 different talks on all aspects of the display industry.
• Blog FPD Revenues to Increase 28% in 2021 to Record $151 Billion
  April 26, 2021
  Strong demand for flat panel displays (FPD) across a range of applications, combined with a dramatic increase in panel prices, will lead to a 28% Y/Y increase to a record $151B in FPD revenues in 2021, based on DSCC’s newly released Quarterly FPD Supply/Demand Report. While the surge in revenues is not expected to be repeated beyond 2021, industry revenues will settle at a new, higher plateau, allowing better profitability for the entire display supply chain.
• Report Quarterly Flat Panel Display Supply/Demand Report
  
  The Quarterly FPD Supply/Demand Report provides its users with some of the most valuable content that DSCC offers including deep insights into market turning points, price forecasts, panel margins and more. The report is divided into four parts. The first covers display demand by application with units, revenues, area and ASPs provided for eight different applications for both LCDs and OLEDs.
• Blog OLED Revenues Expected to Increase 36% Y/Y in 1H 2021
  April 21, 2021
  OLED panel revenues will increase by 36% Y/Y in the first half of 2021, according to the latest update of the DSCC Quarterly OLED Shipment Report, as increased panel shipments for smartphones are combined with revenue growth in TVs, smartwatches and other applications.
• Press Release The SID/DSCC Business Conference TV Session Drills into the Market & Technology Battles
  April 21, 2021
  The 2021 SID/DSCC Virtual Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI, Radiant Vision Systems and TOK will feature over 40 different talks on all aspects of the display industry. One of four application-oriented sessions of the conference will address the market for TVs and TV displays, which is so critical for the supply/demand balance of the display industry.
• Blog Previewing Q1’21 Display Supplier Earnings – What a Difference a Year Makes
  April 21, 2021
  Display makers will without doubt report impressive quarterly results for Q1’21 on a year over year basis. Q1’20 was a low point for display makers with quarterly revenues of $22.8B, the lowest since Q2’16. Revenues of publicly traded suppliers as seen in our Quarterly Display Supply Chain Financial Health Report were down 19% Q/Q and 11% Y/Y in Q1’20 on a combination of both low prices and reduced output with shipments impacted by COVID-19 related supply chain constraints. A year later, it is a very different story. Prices are up, demand is up from WFH/LFH and rebounding economies. With a weak comparable in Q1’20, Q1’21 will likely show record growth.
• Press Release Previewing Q1’21 Display Supplier Earnings – What a Difference a Year Makes
  April 21, 2021
  Ross Young, Founder and CEO
• Counterpoint in the News Apple’s Massive iPhone 13 Upgrade Suddenly In Danger - Forbes
  April 20, 2021
• Event Speakers Rachel Cassidy
  April 20, 2021
• Counterpoint in the News AR, VR Displays to Become $4.2B Business by 2026: DSCC - Communications Daily
  April 20, 2021
• Counterpoint in the News DSCC sees OLED microdisplays shipments rising from <1 million in 2020 to over 19 million in 2026 - OLED-info
  April 20, 2021
• Counterpoint in the News Next Article DSCC Forecasts Rapid Growth for AR/VR Displays - Newscon
  April 19, 2021
• Counterpoint in the News iPhone 13 leak teases big upgrades for two models - Tom's Guide
  April 19, 2021
• Counterpoint in the News OLED production will grow 94% in Q2 2021, as demand for OLED panels increases - OLED-info
  April 19, 2021
• Counterpoint in the News DSCC Forecasts Rapid Growth for AR/VR Displays - Display Daily
  April 19, 2021
• Counterpoint in the News iPhone 13: new screen feature only for Pro models - Northern Gwinnett News
  April 19, 2021
• Press Release DSCC Forecasts Rapid Growth for AR/VR Displays
  April 19, 2021
  Augmented Reality (AR) and Virtual Reality (VR) will become a multi-billion opportunity for display manufacturers, according to a new report released by DSCC. Annual revenues for AR/VR displays will grow at a CAGR of 52% to reach $4.2B in 2026. The report also shows the market share for each technology and predicts that OLED-on-Silicon (SiOLED) become more popular over time.
• Counterpoint in the News LTPO Displays Supporting 120Hz Refresh Rates Again Rumored for iPhone 13 Pro Models - MacRumors
  April 16, 2021
• Event Speakers Jeff Volpe
  April 15, 2021
• Counterpoint in the News LTPO Displays Will Overtake LTPS Ones By 2023: Report - Android Headlines
  April 14, 2021
• Event Speakers John Ho
  April 14, 2021
• Event Speakers Andrew Beck
  April 14, 2021
• Counterpoint in the News Analyst: Apple’s switch to LTPO displays in iPhone 13 will make it the dominant tech by 2023 - 9TO5 Mac
  April 13, 2021
• Blog DSCC Smartphone Report Reveals and Predicts Latest Smartphone Trends – High Refresh Rate Penetration Surging
  April 12, 2021
  DSCC’s Quarterly Advanced Smartphone Features Report tracks and forecasts all major product trends in the AMOLED smartphone market in addition to providing supply chain insights for panels and chipsets. One of the major trends identified in the report is the rapid adoption of higher refresh rates, 90Hz and higher. This report tracks all AMOLED smartphone shipments by model and sees a significant uptick in higher refresh rates for most brands. In fact, in Q2’21, higher refresh rates should reach a 46% share of panel procurement on a unit basis and a 50% share on a smartphone revenue basis, up from 20% and 31% respectively in Q2’20.
• Press Release The SID/DSCC Business Conference Auto Session Highlights Challenging Display Sector
  April 12, 2021
  The 2021 SID/DSCC Virtual Business Conference at DisplayWeek, sponsored by Applied Materials, Corning, GE, OTI, Radiant Vision Systems and TOK will feature over 40 different talks on all aspects of the display industry. One session of the conference will address the dynamic market for automotive displays, which combines some of the most attractive prices for flat panel displays with some of the most demanding requirements.
• Blog OLED Production to Increase 94% Y/Y in Q2 2021
  April 12, 2021
  A recovery from the pandemic, combined with strong demand for OLEDs in smartphones, TVs and other devices, and coupled with capacity increases, will lead OLED production to grow 94% Y/Y in the second quarter of 2021, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released last week. Growth in OLED input area for small & medium displays is expected to come in at 68% Y/Y, while growth in OLED TV input area will more than double at +134% Y/Y.
• Counterpoint in the News Oppo & Vivo are Working on Internally Folding Foldable Smartphones -GizChina
  April 9, 2021
• Counterpoint in the News Apple expected to launch iPhone SE 3 with 4.7-inch display in 2022, a larger model may come in 2023 - Digit
  April 9, 2021
• Counterpoint in the News Reliable Source Shares Galaxy Z Fold 3 & Z Flip 2 Display Info - Android Headlines
  April 9, 2021
• Counterpoint in the News Apple iPhone SE 3: Coming in 2022, everything we so far - The Indian Express
  April 9, 2021
• Counterpoint in the News iPhone SE update coming in 2022 and a new look for 2023 - T3
  April 6, 2021
• Counterpoint in the News iPhone SE update coming in 2022 and a new look for 2023 - AsiaOne
  April 6, 2021
• Counterpoint in the News Larger 6.1in iPhone SE 'won't launch until 2023' - Macworld
  April 6, 2021
• Counterpoint in the News SID Business Conference Set to Launch on May 17 - PR Newswire
  April 6, 2021
• Counterpoint in the News The SID/DSCC Business Conference Begins May 17 during Display Week 2021 - WFMZ News
  April 6, 2021
• Counterpoint in the News Why Shortages of a $1 Chip Sparked Crisis in Global Economy - Bloomberg
  April 6, 2021
• Blog LCD TV Panel Prices Keep Going Up
  April 5, 2021
  Continuing strong demand for LCD products coupled with increasing concerns about shortages in key components have driven LCD TV panel prices to significant increases in Q1, and prices show no signs of slowing down in Q2. The widespread problems in the supply of Display Driver ICs (DDICs) and the recent announcement by Corning that glass prices will increase, add to the general logistics problems to create an atmosphere where price increases appear to be not only accepted but expected.
• Press Release SID Business Conference on May 17th to Celebrate Display Industry Optimism
  April 5, 2021
  The all virtual 18th SID/DSCC Business Conference taking place during Display Week on May 17th will celebrate rare optimism surrounding the business of the display industry.
• Counterpoint in the News Samsung lowers price of Galaxy Z Fold2 in S. Korea - Yonhap News Agency
  April 2, 2021
• Counterpoint in the News Analyst: iPhone SE adding 5G in 2022, hole-punch design coming in 2023 - 9TO5 Mac
  April 2, 2021
• Counterpoint in the News Display Glass Shipments to Hit New Records in 1H 2021 and Corning Announces Glass Price Increase - Display Daily
  March 31, 2021
• Counterpoint in the News LG OLED TVs should finally get cheaper this year — here's why - Tom's Guide
  March 31, 2021
• Event Speakers YM Chan
  March 31, 2021
• Events 1st DSCC Talk Session-Latest Trends in FPD Capital Investment & Manufacturing Equipment (In Japanese)
  March 29, 2021
  New event in 2021! DSCC Japan will regularly hold a free talk session (ZOOM) by representative from Asia, Yoshio Tamura and other analysts in charge as part of the method of introducing the survey report issued by our company. The first installment will take up one of the main products, Quarterly Display Capex and Equipment Market Share Report , and talk about the latest trends in "FPD capital investment" and "FPD manufacturing equipment" as a digest commentary for the latest issue.
• Blog Display Glass Shipments to Hit New Records in 1H 2021 and Corning Announces Glass Price Increase
  March 29, 2021
  Pulled by strong demand for large-screen LCD panels, display glass shipments are expected to increase by 4% in the second quarter of 2021 to an all-time high of 165M square meters, according to the latest update to DSCC’s Quarterly Display Glass Report, released last week. Shipments in the first quarter of 2021 have been flat Q/Q compared with Q4 2020, despite the reduced number of working days and the supply constraints stemming from a power outage at NEG’s Takatsuki plant.
• Blog New Insights on How SDC Will Introduce Polarizer-Free OLEDs, Significant Increase in Brightness Also Expected
  March 29, 2021
  Korea’s ETNews published a story last week detailing Samsung Display’s efforts to introduce polarizer-less displays, which they called POL-LESS OLEDs. This structure has been called On Cell Polarizers (OCP) and Color On Encapsulation (COE) in the past. The first AMOLEDs without polarizers are now expected in the Galaxy Fold 3 in Q3’21.
• Press Release AR/VR Displays Will Take Center Stage at the SID/DSCC Business Conference
  March 29, 2021
  DSCC has announced the speaker lineup for the Augmented and Virtual Reality (AR/VR) session at the SID/DSCC Business Conference. The session will feature two leading analysts and four CEOs of innovative companies in the AR/VR industry. Innovations in OLED and MicroLED will be covered, as well as opportunities for the display industry.
• Counterpoint in the News An Overview of Key Technologies Rolled Out Since 1946 - IEEE Computer Society
  March 29, 2021
• Counterpoint in the News Xiaomi Mi 11 Lite 4G/5G Specs and Prices are Revealed - Gizchina
  March 24, 2021
• Counterpoint in the News Samsung Will Release a Dual-Fold Smartphone This Year - Gizchina
  March 24, 2021
• Event Speakers Dan Cashen
  March 23, 2021
• Counterpoint in the News LG may shut down, not sell, its smartphone business - Korea JoongAng Daily
  March 23, 2021
• Counterpoint in the News Samsung to buy OLED panels from BOE for the first time - PhoneArena
  March 23, 2021
• Event Speakers Kunjal Parikh
  March 22, 2021
• Blog Display Fab Utilization Continuing Strong in 1H 2021
  March 22, 2021
  With LCD panel prices at multi-year highs and spot shortages in some display applications, display industry fab utilization is continuing at high levels in the first half of 2021, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q4 2020, total TFT input for all display makers was up 3% Q/Q and 15% Y/Y at 79.4M square meters, and in the current Q1 2021, we expect total TFT input to be flat Q/Q but up 12% Y/Y at 79.6M square meters.
• Counterpoint in the News Sony's China Sourcing of Big-Screen TVs Squares With Import Data: DSCC - Consumer Electronics Daily
  March 22, 2021
• Event Speakers Martin Zobl
  March 19, 2021
• Counterpoint in the News Samsung Display to target gaming display market with its OLED panels - Business Standard
  March 17, 2021
• Counterpoint in the News Global LCD capacity to fall in 2023 on Korean makers' shutdown: report -Yonhap News Agency
  March 16, 2021
• Blog Display Capacity Growth Upgraded, Now Expected to Fall in 2023 on Korea Shutdowns
  March 15, 2021
  DSCC has upgraded its display capacity outlook in its latest Quarterly Display Capex and Equipment Market Share Report as a growing number of manufacturers add capacity in response to stronger than expected demand from work from home (WFH), learn from home (LFH) and entertain from home (EFH). In addition, the arrival of miniLED backlights which boosts LCD performance and narrows the performance gap with OLEDs at the high-end of IT and TV markets, should enable LCD manufacturers to raise prices for a growing percentage of its output justifying additional capacity investments.
• Blog 6 Key Points from Mark Zuckerberg’s Interview on AR/VR
  March 15, 2021
  Facebook’s CEO Mark Zuckerberg was recently interviewed by The Information to discuss the company’s work in augmented and virtual reality. Facebook acquired Oculus seven years ago and has since become the leader in VR. According to internal organizational data reviewed by The Information, nearly 10,000 people, or nearly one-fifth of Facebook’s total global workforce, are working in the group developing AR and VR devices. During a 46 min conversation, Zuckerberg elaborated on his vision and the challenges ahead.
• Counterpoint in the News Analyst suggests foldable market to surge by the end of 2021 - Mobilesyrup
  March 12, 2021
• Event Speakers Mike Lee
  March 12, 2021
• Events SID LA Chapter New Directions in Display Technology Conference
  March 11, 2021
• Counterpoint in the News The Xiaomi Mi Mix 4 Pro Max is reportedly coming soon with an inward folding design - GSMArena
  March 11, 2021
• Blog Interview: Compound Photonics Partners with GLOBALFOUNDRIES to Manufacture Microdisplay Chip
  March 10, 2021
  Compound Photonics (CP) and GLOBALFOUNDRIES (GF) have announced a strategic partnership to manufacture IntelliPix, CP’s microdisplay technology platform. IntelliPix was announced last year as an integrated CMOS backplane and display driver IC for monolithic MicroLED or Liquid Crystal on Silicon (LCoS) displays.
• Report Quarterly XR Display Shipments and Forecast Report
  
  Displays will play a vital role in Augmented Reality (AR) and Virtual Reality (VR) headsets. As big brands launch flagship AR/VR devices, the display manufacturers are pushing the technology to increase brightness, contrast and resolution. This updated report covers all the display categories, including LCD, AMOLED, LCoS, DLP, laser beam scanning, MicroLED and OLED on Silicon, and gives details on the key suppliers and their roadmaps. A description of the various optical configurations and waveguide types is included. Market forecasts for both AR and VR are segmented by display types and show the technologies that will generate the most revenues.
• Counterpoint in the News More than 5 million foldable or rollable phones are now projected to ship in 2021 - Notebook Check
  March 10, 2021
• Counterpoint in the News Foldable smartphones won’t replace regular ones anytime soon, but a surge is expected in 2021 - Android Headlines
  March 10, 2021
• Event Speakers Young-Joon (YJ) Kim
  March 10, 2021
• Event Sponsors TOK
  March 9, 2021
• Event Sponsors Radiant Vision Systems
  March 9, 2021
• Counterpoint in the News DSCC: OLED Brands Reclaimed Lost Ground in Q4 Advanced TV Class - HD Guru
  March 9, 2021
• Counterpoint in the News Aggressively priced Z Flip could help Samsung maintain dominance in 2021 amid new competition - PhoneArena
  March 9, 2021
• Counterpoint in the News DSCC sees a large spike in foldable OLED shipments towards the end of 2021 - OLED-info
  March 9, 2021
• Counterpoint in the News Google's Pixel Fold is real and might come this year, leaker claims - MSN News
  March 9, 2021
• Counterpoint in the News Samsung dominates 2020 foldable smartphone market: report - The Korea Herald
  March 9, 2021
• Counterpoint in the News DSCC: Samsung will lead the foldable smartphone market with over 80% share by year-end - Gizmochina
  March 9, 2021
• Counterpoint in the News Samsung’s foldable smartphone growth is getting ridiculous - SAMMOBILE
  March 9, 2021
• Counterpoint in the News Samsung dominates 2020 foldable smartphone market: Report - Daiji World
  March 9, 2021
• Counterpoint in the News Analysts expect foldables to surge in 2021 with new devices from Google, OPPO, Vivo, and Xiaomi - XDA Developers
  March 9, 2021
• Counterpoint in the News Foldable Smartphone Segment to Gain Traction This Year with Devices from Google, Xiaomi, Oppo and Others - Gizchina
  March 9, 2021
• Event Speakers Mehdi Hosseini
  March 8, 2021
• Blog eMagin Awarded New Patent for High Resolution OLED Direct Patterning Technology
  March 8, 2021
  eMagin has been awarded a new patent by the U.S. Patent and Trademark Office (USPTO) for its Direct Patterning Display (dPd™) technology. This patent follows two USPTO patents awarded last year and adds to eMagin's portfolio of 18 foundational dPd patents and utility applications for OLED patterning, processes and equipment. The company has a roadmap for full-color displays targeting a brightness level in excess of 28,000 nits by mid-2023, with an intermediate brightness of 10,000 nits later this year. There has been a race to develop high brightness displays for Augmented Reality (AR) and Virtual Reality (VR) in recent years.
• Press Release DSCC Report Predicts Foldable Smartphones to Surge from 2H’2021 – Samsung Galaxy and Samsung Display to Remain Dominant
  March 8, 2021
  DSCC expects to see a significant surge in foldable smartphone shipments from August with record months for shipments each month from August to December. In fact, Q4’21 foldable/rollable smartphone shipments are expected to be larger than Q1’20 – Q2’21 combined. What is driving the surge?
• Event Speakers Dr. Nikhil Balram
  March 8, 2021
• Counterpoint in the News Industry insider reveals details about the Mi Mix 4 Pro Max, Xiaomi's first foldable smartphone - Notebook Check
  March 8, 2021
• Event Speakers Paul Travers
  March 5, 2021
• Event Speakers Qiming Li
  March 5, 2021
• Counterpoint in the News Will Apple Ever Launch OLED iPads and Macbooks? - GizChina
  March 5, 2021
• Counterpoint in the News LG and Sony Led OLED TV Gains in Advanced TV Market in Q4 - Display Daily
  March 5, 2021
• Counterpoint in the News Nintendo Switch Pro release date could be as soon as September - Tom's Guide
  March 5, 2021
• Event Speakers Charles Li
  March 5, 2021
• Event Speakers Steve Battista
  March 4, 2021
• Counterpoint in the News Nintendo plans to use Samsung organic EL for new "Switch" - Bloomberg
  March 4, 2021
• Counterpoint in the News Nintendo Plans Switch Model With Bigger Samsung OLED Display - Bloomberg
  March 4, 2021
• Press Release LG and Sony Led OLED TV Gains in Advanced TV Market in Q4
  March 3, 2021
  While in recent years OLED TV has seen its share of the premium TV market deteriorate, OLED TVs and the brands that sell them regained much of that lost ground in the fourth quarter of 2020, according to the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution.
• Press Release DSCC Announces Sponsors, Sessions and Speakers for the 2021 SID/DSCC Business Conference
  March 3, 2021
  Registration is now available for the 2021 SID/DSCC Business Conference. The SID/DSCC Business Conference is the display industry's largest and longest running business conference with participation from industry executives and leading financial and market analysts from across the globe. The event will take place on May 17th which will include pre-recorded talks followed by presenter interviews.
• Counterpoint in the News Xiaomi’s first foldable could be a Huawei Mate XS-like outward-folding phone - Pocketnow
  March 2, 2021
• Counterpoint in the News iPhone 13 rumors: More storage and more cameras - Macworld
  March 2, 2021
• Event Speakers Kris Czaplicki
  March 1, 2021
• Event Speakers Dr. Beverley Brown
  March 1, 2021
• Event Speakers Andrew Sculley
  March 1, 2021
• Event Speakers Matt Meitl
  March 1, 2021
• Event Speakers Gary Feather
  March 1, 2021
• Event Speakers Guillaume Chansin
  March 1, 2021
• Event Speakers Bob O'Brien
  March 1, 2021
• Event Speakers Ian Hendy
  March 1, 2021
• Event Speakers Mathias Mydlak
  March 1, 2021
• Event Speakers Jeff Fieldhack
  March 1, 2021
• Event Speakers Leo Gebbie
  March 1, 2021
• Event Speakers Yasuo Nakane
  March 1, 2021
• Event Speakers Yoshio Tamura
  March 1, 2021
• Event Speakers Ross Young
  March 1, 2021
• Counterpoint in the News This year's 42-inch OLED TVs could be less than $1000 - What Hi-Fi?
  March 1, 2021
• Counterpoint in the News First Foldable Smartphone From Xiaomi Gets Certified - Android Headlines
  March 1, 2021
• Counterpoint in the News Google Pixel Fold Still in the Works, May Arrive Later This Year - IGN
  March 1, 2021
• Counterpoint in the News OLED TVs probably won't get any smaller – here's why - TechRadar
  March 1, 2021
• Counterpoint in the News TENAA certification for Xiaomi foldable, confirms 5G, launch forthcoming - The Indian Wire
  March 1, 2021
• Counterpoint in the News Xiaomi's First Foldable Phone with 5G Support Spotted on TENAA, Launch Imminent - My Smart Price
  February 26, 2021
• Counterpoint in the News Xiaomi Mi 12 Will be the First to Get the Snapdragon 895 SOC - Gizchina
  February 26, 2021
• Counterpoint in the News Samsung to Develop Folding Displays for Google, Oppo, and Xiaomi - GSM Arena
  February 26, 2021
• Videos Exposing OLED MiniLED QD-OLED MicroLED with Bob O'Brien of DSCC
  February 25, 2021
  The latest in OLED, MiniLED, QD-OLED & MicroLED with industry expert Bob O'Brien of DSCC.
• Events Electronic Displays Digital Conference
  February 25, 2021
• Report Semi-Annual IT Display Cost Report
  
  Due to the expectation that OLEDs and MiniLED backlit LCDs will see growing penetration into the tablet, notebook and desktop monitor markets, Counterpoint has developed a cost model that compares all existing and emerging advanced display technologies entering these markets. These include a-Si LCD/Oxide LCD/LTPS LCD/ MiniLED backlit LCD/rigid OLED/flexible OLED/foldable OLED/WOLED/Inkjet OLED IT panel display costs. The OLED cost model examines all of the different form factors currently sold into, or coming into, the IT Panel market. In addition, the cost model differentiates between panels made in China, Taiwan and Korea. Panels covered range from 10.9” to 32”. More displays will be added as these categories continue to emerge. The report Includes detailed BOM breakdown, costs and margins and forecasts these parameters out to 2025.
• Counterpoint in the News OLED TV panels are actually cheaper to make than Mini LED – but not for long - TechRadar
  February 23, 2021
• Press Release DSCC TV Cost Report Highlights Battle Between OLED and MiniLED
  February 22, 2021
  DSCC shows MiniLED and OLED TVs in a tough cost battle for the premium space. MiniLED and OLED will compete in the marketplace, and the cost profile of the two technologies shows they are both much more expensive than conventional LCD. This suggests that MiniLED TV products will compete at retail price points similar to WOLED TV, and that’s what has been seen from Samsung’s early pricing for its QD Neo MiniLED TVs.
• Blog UDC Hits Record Q4 Earnings But Disappoints Investors
  February 22, 2021
  Universal Display Corporation (UDC) finished 2020 on a high note, reporting record revenues and profits in its Q4 2020 financial results reported on Thursday. The company gave an outlook for revenue growth in 2021, but they expect gross margins to decrease, and their overall outlook seemed to disappoint investors.
• Blog DSCC TV Cost Report Highlights Battle Between OLED and MiniLED
  February 22, 2021
  DSCC has released its Q4 2020 update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes cost models for new sizes of OLED TV panels to be introduced later this year, along with updates to other OLED and LCD sizes including LCD with MiniLED backlights, which will compete with OLEDs for the premium TV space.
• Counterpoint in the News The Billion-Dollar Race for Lasers Is Getting Out Of Control - Bloomberg
  February 17, 2021
• Press Release DSCC Adds More Talent – Ashton Reagin Joins as Senior Director of Marketing, Production and Events
  February 15, 2021
  DSCC is pleased to announce that Ashton Reagin has joined the firm as Senior Director of Marketing, Production and Events. Ashton comes to DSCC with extensive experience in enhancing operations, strategic marketing and organizational design and development.
• Blog DSCC Reveals 2020 Display Equipment Supplier Rankings, Early View on 2021 and Litho Shares Flip
  February 15, 2021
  In DSCC’s Quarterly Display Capex and Equipment Market Share Report, we provided quarterly and annual display equipment market share results for 2020 for 70 different market segments. In addition, we also provided an early look into winners and losers for each segment in 2021 and beyond.
• Blog LCD Shortages Leads to Surge in LCD Capex
  February 15, 2021
  With LCD prices surging, many customers on allocation due to tight panel supply and component shortages and LCD manufacturers enjoying strong financial performance and stock price appreciation, LCD manufacturers are now projected to embark on a new wave of capacity growth.
• Blog LCD TV Panel Price Update – Up, Up and Up
  February 15, 2021
  As demand for LCD products remains strong with concerns deepening about shortages in glass substrates and driver ICs, LCD TV panel prices continue to increase in Q1, and we expect that to continue in Q2. Announcements by the Korean panel makers that they will maintain production of LCDs and delay their planned shutdown of LCD lines has not prevented prices from continuing to rise.
• Events SID/DSCC 2021 Virtual Business Conference at Display Week
  February 15, 2021
  The display industry's largest virtual event.
• Videos LG G1 Evo: The Secret behind 20% Brighter OLED Panel - Explained!
  February 8, 2021
  The LG G1 OLED TV features an OLED Evo panel which is capable of higher peak brightness than conventional OLEDs. We explain how the OLED panel supplier, LG Display, has achieved 20% higher OLED efficiency and peak brightness in 2021 using a combination of two methods.
• Counterpoint in the News Forget iPhone 12 — iPhone 13 is getting the one feature you really want - Tom's Guide
  February 8, 2021
• Counterpoint in the News Any last hopes that the iPhone 12 would have a 120Hz screen have been killed - Phone Arena
  February 8, 2021
• Counterpoint in the News The iPhone 13 could feature a variable 120Hz LTPO panel with the Always On feature - Phone Arena
  February 8, 2021
• Counterpoint in the News Foldable smartphones from Oppo, vivo, Xiaomi, and Google are coming in 2021 - GSM Arena
  February 8, 2021
• Counterpoint in the News Galaxy Note 21 cancellation rumors rise again - Slash Gear
  February 8, 2021
• Press Release DSCC Announces Call for Speakers for SID/DSCC Business Conference
  February 8, 2021
  The Society for Information Display (SID) announced last week that the 2021 Display Week event will once again be virtual due to the challenges of putting on an in-person event during the global COVID-19 pandemic. It is now known as Virtual Display Week 2021 and you can find a link for more information at http://www.displayweek.org. It will take place from May 17th - May 21st.
• Blog Q4 Profits Rolled in for TV Brands
  February 8, 2021
  The top three TV brands continued to report terrific profits in Q4 despite the substantial increase in LCD TV panel prices, as strong demand brought increased revenues that overwhelmed the increased costs.
• Blog Ever Display IPO Coming Soon
  February 8, 2021
  According to an announcement from the Shanghai Stock Exchange on February 1st, 2021 , Ever Display has passed a censorship milestone and will be public listed in the Star market after finishing the registration and waiting for the registration to be valid. If everything goes smoothly, we can expect to see its stock listed in H1 2021.
• Blog Strong Q4 Pulls AUO and Innolux to Full Year Profit for 2020
  February 8, 2021
  The two big Taiwan panel makers reported their Q4 2020 results this week, and as expected both posted their biggest profits in more than three years. In addition, both companies managed to book profits for the full year 2020.
• Counterpoint in the News Google, OPPO, Vivo and Xiaomi to launch foldable phones in 2021 - Gizmo China
  February 8, 2021
• Counterpoint in the News Galaxy Note: line that gave rise to the phablets "died, but is doing well" - Olhar Digital
  February 8, 2021
• Counterpoint in the News Galaxy Z Fold 3 to Have a Smaller Display and an S-Pen Support - WCCF Tech
  February 8, 2021
• Counterpoint in the News iPhone 13 — 7 biggest upgrades to expect - Tom's Guide
  February 8, 2021
• Counterpoint in the News Samsung Galaxy Note 21 could be dead — but there's good news - Tom's Guide
  February 8, 2021
• Counterpoint in the News Samsung Galaxy Z Flip Lite may be on the way - GSMArena
  February 8, 2021
• Counterpoint in the News That's all folks: Samsung Galaxy Note series is no more, say two well-known insiders - Phone Arena
  February 8, 2021
• Team Member Ashton Reagin
  February 8, 2021
• Blog Interview with X Display (XDC)
  February 4, 2021
  X Display Company (XDC) spun out of X-Celeprint in 2019 to continue the commercialization of Micro Transfer Printing for display manufacturing. This technology has been developed over the last 15 years, which makes XDC one of the first companies to offer a mass transfer technique specifically for microLED displays. According to XDC, the technology is particularly well-suited for micron-scale chips, and they have achieved the highest transfer yields with devices smaller than 100 microns.
• Blog AMOLED Materials Market Will Grow to $2.5 Billion by 2025
  February 4, 2021
  Sales for AMOLED stack materials for all applications are expected to grow at a 18% annual rate from $927 million in 2019 to $2.46 billion in 2024, according to the latest update of DSCC’s Quarterly AMOLED Material Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
• Counterpoint in the News Huawei’s new foldable phone launches this month, but don’t expect to get your hands on one - XDA
  February 3, 2021
• Blog AGC Glass Tank Accident Impact May Extend Glass Tightness
  February 1, 2021
  An accident at an AGC glass plant in Korea may have only a small impact on the current shortage for display glass but is likely to extend the tightness until summer. After a tank failure at Corning and a power outage at NEG, this accident at AGC means that all three of the major display glassmakers have experienced production problems in the last six months.
• Blog LGD Books Big Q4 Profit But Full Year Loss for 2020
  February 1, 2021
  The big increases in LCD TV panel prices and a seasonal increase in shipments of OLED panels helped LG Display (LGD) to its best quarter for profitability in more than three years in Q4 2020, but LGD’s Q4 profits fell just short of bringing the company to profit for the full year.
• Blog Samsung Profits Slow Down in Q4
  February 1, 2021
  After a record-breaking Q3, Samsung Electronics slowed down a bit in Q4 as sales of its smartphone products slumped, but strong revenues in display products and other divisions kept the company on a Y/Y growth path.
• Counterpoint in the News Nanosys The Display Show with Bob O'Brien
  January 26, 2021
• Videos Nanosys The Display Show with Bob O'Brien
  January 26, 2021
  Bob O’Brien of DSCC joins Brian Berkeley to review all the TV technology news out of CES 2021. Topics include Mini LED, QNED, QD-OLED, 8K and more.
• Blog BOE Plans to Raise $3B for New Fabs
  January 25, 2021
  On January 15th, 2021, BOE announced plans to raise CNY 20 Billion ($3.1B) to fund ongoing fab projects after its stock reached a new high of CNY 7.49. According to BOE’s announcement, it plans to use the funds for the following projects:
• Blog LCD TV Panel Prices Continue Rising in Q1 2021
  January 18, 2021
  Continuing strong demand and concerns about a glass shortage resulting from NEG’s power outage have led to a continuing increase in LCD TV panel prices in Q1. Announcements by the Korean panel makers that they will maintain production of LCDs and delay their planned shutdown of LCD lines has not prevented prices from continuing to rise. Panel prices increased more than 20% for selected TV sizes in Q3 2020 compared to Q2, and by 27% in Q4 2020 compared to Q3, and we now expect that average LCD TV panel prices in Q1 2021 will increase by another 9%.
• Blog Highlights from S21 Launch Event - Numerous Upgrades at Lower Prices and Outlook vs. S20/S10 and iPhone 12
  January 18, 2021
  On January 14th, Samsung launched the S21 series of smartphones at its latest Samsung Unpacked event. While there were few surprises, there were a number of important developments. In this article, I will compare the S21 line-up with the S20 line-up and also offer some insights into their expected volume.
• Counterpoint in the News TCL CSOT Launches Two Flexible Displays at CES 2021: Re-defining Standards for Portable Devices
  January 12, 2021
• Press Release DSCC Adds More Talent in Japan and China
  January 11, 2021
  Display Supply Chain Consultants (DSCC) is pleased to announce the hiring of two additional members in Japan and China. After 35% growth in 2020 where the company experienced strong demand for its multi-client reports, the company has brought on more expertise to meet its growing customer base.
• Counterpoint in the News Executive Athletes Podcast: Ross Young-Founder & CEO- 12X IRONMAN
  January 4, 2021
• Press Release DSCC Releases First Advanced Smartphone Report with Significant Insights into the AMOLED Smartphone Market
  January 4, 2021
  DSCC released the inaugural issue of its Quarterly Advanced Smartphone Features Report last week and it packs a tremendous amount of insight about the AMOLED smartphone market.
• Blog Ten Predictions for the Display Industry in 2021
  January 4, 2021
  To start off 2021, I will continue the tradition started two years ago of laying out some predictions for the year. I consulted with my DSCC colleagues for both topics of interest and for predictions and received contributions from Ross and Guillaume, but I write this column for my own account, and readers should not assume that anyone else at DSCC holds the same opinions. While I’ve numbered these predictions, the numbers are for reference only; they are not in any particular order.
• Team Member Mitsuhiro (Mickey) Kato
  January 4, 2021
• Blog Power Outage at NEG May Create Q1 Glass Shortage for Displays
  December 24, 2020
  A power outage at one of NEG’s main glass production sites in Japan may exacerbate an already tight glass supply situation and lead to a full-blown glass shortage. An unrelated tank problem at one of Corning’s Gen 10.5 plants in China adds to the supply woes. A constraint on glass supply may lead to a corresponding constraint on LCD panel supply which may lead to even greater price increases for LCD panels.
• Blog DSCC Report Shows Equipment Suppliers Recover in Q3’20
  December 14, 2020
  After a difficult Q1’20 and Q2’20 as a result of COVID-19 related travel restrictions to customers in China, the display equipment market rebounded in Q3’20, enjoying Y/Y growth for the first time since Q4’18 and higher margins. In a survey of 36 publicly traded display equipment companies, we found that their display equipment revenues rose 58% Q/Q and 24% Y/Y to $2.8B, the highest since Q4’18, breaking a streak of 6 consecutive quarters with a Y/Y decline. The Q3’20 surge can be attributed to delays in installations in Q1’20 and Q2’20 which represented the lowest values since Q1’16. Importantly, the rebound won’t end in Q3’20. We see a strong Q4’20 as well, especially for Canon which is installing multiple high-priced VTE systems and litho systems to China and Korea.
• Blog Samsung Dominating Foldable Smartphone Market, Big Changes Coming in 2021
  December 14, 2020
  DSCC has released the second issue of its Quarterly Foldable/Rollable Display Shipment and Technology Report. Highlights of the Q4’20 issue include: • Foldable panel shipments are expected to rise 454% in 2020 to 3.1M units in 2020. Foldable panel revenues are expected to rise 394% to $462M. Shipments and revenues are below earlier expectations as US restrictions prevented Huawei from launching the Mate X2, an 8” in-folding device which was expected to drive a lot of volume in Q4’20. • Samsung is clearly the dominant brand in 2020 with over a 90% share in Q3’20 and Q4’20 on a panel procurement basis and an 87% share for the year. On a brand shipment basis, its share is even higher for 2020 at 88%.
• Blog OLED Panel Revenues Surging to All Time High in Q4 2020
  December 14, 2020
  OLED panel revenues will increase by 49% sequentially to an all-time high of almost $12 billion in the 4th quarter of 2020, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q4 2020, as increased panel shipments for smartphones are joined with revenue growth in TVs, smartwatches and other applications.
• Blog Worldwide Advanced TV Shipments to Grow by 22% CAGR to 32 Million in 2025
  December 7, 2020
  Advanced TV shipments are expected to grow by 22% Y/Y in Q4 2020, and by a comparable 22% CAGR through 2025 to 32.5 million units according the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all these technologies. Last week we covered the most recent historical results and this week we will cover our updated forecast.
• Press Release DSCC’s 2020 Display Market Outlook Virtual Conference Was a Hit, Still Time to Reap the Benefits
  December 7, 2020
  Last Wednesday, DSCC held a virtual conference which featured 7 talks from DSCC analysts on various aspects of the display market. The event was well attended and well received. Attendees shared a number of positive, unsolicited comments including:
• Blog DSCC’s Latest Display Capacity Forecast Shows LCD Capacity to Remain Tight
  December 7, 2020
  Last week DSCC issued the display capacity chapter of its Quarterly Display Capex and Equipment Market Share Report. Highlights include: • We have upgraded our 2025 display capacity forecast by 3% which is mostly a result of pulling in a number of OLED fabs, the addition of LGD E6-3 and small expansions at a few LCD fabs. We now show display capacity growing at just a 2.7% CAGR.
• Press Release New DSCC Report on MiniLED Backlit Displays Predicts Market Uptake in 2021
  November 30, 2020
  DSCC has announced the release of its brand new MiniLED Backlight Technology, Cost and Shipment Report. With this report, DSCC provides a comprehensive cost analysis of MiniLED backlights and forecasts a significant market uptake next year, with shipments predicted to rise from 0.05 million units in 2020 to 8.9 million units in 2021.
• Blog Worldwide Advanced TV Shipments Increase by 71% in Q3
  November 30, 2020
  As locked-down consumers upgraded their TV sets, Advanced TV revenues jumped in the third quarter of 2020, according the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment results for Q3 2020 and a forecast to 2025. This week we will cover the Q3 results, with a focus on the brand competition in the premium segment, and next week we will cover our updated forecast.
• Blog Q3 Earnings: Panel Maker Comparison
  November 23, 2020
  Display industry revenues in Q3 2020 increased to their highest level since Q4 2017 at $30.5 billion, up 21% Q/Q and up 11% Y/Y. The first chart in this section shows revenue share. Samsung has continued to hold the top position in revenue share, but is closely followed by BOE and LGD as the only other companies with double-digit shares. Then there is a cluster of four companies between 5% and 8% share: AUO, Innolux, CSOT and Sharp, with JDI falling out of that tier and also trailing Tianma.
• Blog DSCC Launches Quarterly Advanced Smartphone Features Report, Provides Share & Forecasts on 5G, Refresh Rate, Notch Type, Chipset, Touch, Cameras, Price Band and Much More
  November 14, 2020
  We have been encouraged by our smartphone supply chain customers to provide more insights on smartphone features beyond the display.
• Blog TV Sales Jump in Q3, per DiScien Report
  November 14, 2020
  TV makers can join the ranks of companies benefiting from the stay-at-home trend forced by the pandemic. Shipments of TVs jumped by 16% Y/Y in Q3 2020, according to the latest update of the DiScien Major Global TV Shipments and Supply Chain Report, available to subscribers through DSCC. The report covers shipments of the top 15 global brands: Samsung, LGE, TCL, Hisense, Sony, Skyworth, TPV (Philips), Sharp, Xiaomi, Vizio, Haier, Panasonic, Changhong, Konka, and Toshiba.
• Blog MicroLED TV Revenues to Reach $228M by 2026
  November 10, 2020
  Revenues for microLED TVs will increase to $228 million by 2026, according to the newly released MicroLED Display Technology and Market Outlook Report from DSCC. Although consumers are very enthusiastic about microLED technology, the report finds that microLED will only have a small share of the TV market due to a high retail price.
• Blog Display Fab Utilization Continuing Strong in 2H 2020
  November 2, 2020
  After a slowdown in Q2 2020 that was less severe than expected, display industry fab utilization recovered in Q3 and is continuing at high levels in Q4, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2020, total TFT input for all display makers was up 9% Q/Q and Y/Y at 76.4 million square meters, and in the current Q4 2020 we expect total TFT input to be down less than 1% Q/Q up 10% Y/Y at 76.1 million square meters.
• Blog DSCC Releases Latest Capex Forecast – Improved Market Conditions Boost 2020-2023 Display Equipment Spending by 9%
  November 2, 2020
  Strong LCD panel demand from the work-from-home and education markets, steady LCD TV demand along with declining LCD panel capacity in Korea as the result of excessive losses from government subsidized Chinese competition has led to tight supply, higher LCD prices, consolidation in China, a return to profitability for most LCD suppliers and now rising future LCD capex.
• Press Release DSCC Releases New MicroLED Display Technology and Market Outlook Report
  November 1, 2020
  Revenues for microLED displays will reach $45 million in 2021, according to the new 312-page MicroLED Display Technology and Market Outlook Report released by DSCC. While the technology is making rapid progress, it is still at an early stage of commercialization. Despite the push by companies such as Apple, Samsung and Facebook, there are challenges to establish a reliable supply chain and lower the manufacturing cost. The report shows that the technical hurdles will depend mostly on the choice of manufacturing technology.
• Blog LGD Returns to Profitability in Q3
  October 26, 2020
  Rising LCD TV panel prices and a seasonal increase in shipments helped LG Display (LGD) turn the corner on profitability in Q3 2020, as the company reported net profits for the first time after consecutive quarters of losses for the Korean flat panel display maker. While LGD held to its long-term strategy of shifting to OLED, the company indicated that it would be flexible in its plans for LCD.
• Blog DSCC 2020 Display Market Outlook Virtual Conference Now Open for Registration, Early-Bird Pricing Available
  October 26, 2020
  The DSCC 2020 Display Market Outlook Virtual Conference will feature timely updates on: • Market forecasts for all major applications; • Panel pricing; • Display costs and profitability for all major applications; • Capex/equipment spending forecasts; • Foldable/rollable forecasts and technology developments; • Our views on which companies are likely to underperform and outperform.
• Videos 2021 Mini LED TV Will Be Priced Similarly vs OLED: No Bargain?
  October 25, 2020
  Mini LED TVs in 2021 will compete at a similar retail price point to WRGB OLED televisions, according to a preview of the Advanced TV Display Cost Report published by DSCC (Display Supply Chain Consultants).
• Videos Samsung to Launch Mini LED TV among 2021 QLED TV Lineup!
  October 22, 2020
  Several reports have all but confirmed that Samsung will launch its first Mini LED TV among its 2021 QLED TV lineup. The first is an online presentation given by Mr Bob O'Brien, Co-Founder & President of DSCC (Display Supply Chain Consultants), at the OLED World Summit 2020 earlier this week.
• Blog Wisconsin Denies Foxconn Tax Subsidies
  October 19, 2020
  The state of Wisconsin has denied Foxconn’s application for tax subsidies related to the Gen 10.5 LCD fab project which was planned for that state. In a letter to Foxconn Technology Group Vice Chairman Dr. Jay Lee, the Wisconsin Economic Development Corporation (WEDC) told Foxconn that it is not eligible for credits under the agreement signed in November 2017.
• Blog DSCC TV Cost Report Brings Comparison of OLED vs. MiniLED
  October 19, 2020
  DSCC has released its Q3 2020 update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes new costs models for LCDs with MiniLED backlights, which will compete with OLEDs for the premium TV space.
• Press Release DSCC Announces 2020 Display Market Outlook Virtual Conference on December 2nd
  October 19, 2020
  As the year draws to a close, we thought it would be valuable for our customers to get the latest display market forecasts as you update and finalize your 2021 business plans. 2020 has been a year like no other as my SID talk was entitled. Will 2021 be easier to forecast? Will the pandemic continue to create uncertainty? Will a vaccine return us to our previous lives?
• Blog Apple Launches iPhone 12 with Some Surprises
  October 16, 2020
  While the launch of the iPhone 12 was far from secret, Apple still managed to surprise with some of the attributes of the iPhone 12. Our latest understanding of their product specs are shown below along with some of the surprises.
• Event Speakers Jayden Korea
  October 12, 2020
• Event Speakers Rita Korea
  October 12, 2020
• Event Speakers Ross
  October 12, 2020
• Event Speakers Guillaume
  October 12, 2020
• Event Speakers Bob Korea
  October 12, 2020
• Event Speakers Yoshio Korea
  October 12, 2020
• Event Speakers JaeHyuk (Calvin) Lee
  October 12, 2020
• Events DSCC’s 2020 Display Market Outlook Virtual Conference
  October 12, 2020
  Reveals the latest forecasts for 2021 and beyond. Which market segments will grow the fastest? Which display technologies are most likely to outperform? What is the outlook for the display supply chain? Which companies are best/worst positioned?
• Events 2020 DSCC Korea Display Conference
  October 12, 2020
  At the 3rd DSCC Korea Display Conference, DSCC analysts from all over the world provide customers with the most up to date display industry news and insights. It will be a great opportunity to hear about the current and future changes in the market and technology of displays from experts in various fields. Due to Covid-19, all lectures will be held online, but you can review the recorded files at any time after the event and submit questions. We hope that this seminar will help you understand the latest key trends and prepare your business for 2021 and beyond.
• Blog Jade Bird Display Starts Mass Production of 0.13” MicroLED Display
  October 12, 2020
  Jade Bird Display (JBD) has confirmed the availability of its 0.13” (3.3 mm) microLED display with a 4 μm pixel pitch. The JBD4UM480P display series will be released in November in monochrome red, green and blue. Featuring a resolution of 640×480 and a luminance of 0.2 M nits, 2 M nits, and 0.15 M nits for red, green, and blue, respectively, JBD claims the world’s smallest and brightest VGA display panel ever made. The size and resolution translate to 6,154 dpi, although the company did not specify an exact value.
• Videos Ross Young's SID/DSCC Business Conference Market Analyst Presentation - 2020 A Year Like No Other
  October 7, 2020
  Available to the public for the first time, DSCC's CEO Ross Young DisplayWeek Business Week presentation - "2020 - A Year Like No Other". Ross examines how COVID-19 has impacted the display market and how the outlook for display revenues has changed over the next few years by application.
• Blog My Experience with the Galaxy Z Flip
  October 5, 2020
  I recently saw the Samsung Galaxy Z Flip available for $500 off or $880 at B&H 2 weeks ago and decided to buy it. Prior to the Z Flip, I have been using an iPhone 8. So, the Z Flip represented many firsts for me.
• Blog OLED Utilization Ramps Up in 2H
  October 5, 2020
  The combination of normal seasonality and pandemic-induced weakness in the smartphone market had utilization (UT) rates at OLED fabs at low levels in the first half of 2020. UTs rebounded in Q3 and are expected to continue high in Q4, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week. The report details monthly capacity and utilization for OLED lines and LTPS LCD lines, with capability to sort by parameters such as country, substrate type, supplier, form factor and TFT generation.
• Press Release DSCC Forecasts Foldable and Rollable Smartphone Revenues to Exceed $100B in 2025
  September 28, 2020
  DSCC has released its Quarterly Foldable/Rollable Display Shipment and Technology Report which provides detailed shipment results and forecasts for foldable and rollable smartphones, notebooks and tablets on a unit, revenue and area basis. It also includes detailed product analysis, brand roadmaps, panel BoM forecasts and a detailed examination of UTG and CPI cover materials.
• Blog BOE Acquiring CEC Panda Fabs in Nanjing and Chengdu
  September 28, 2020
  BOE Technology Group, Ltd (BOE) announced this week the proposed acquisition of majority stakes in two of the four CEC Panda LCD fabs in China, the Gen 8.5 fab in Nanjing and the Gen 8.6 fab in Chengdu. While no specific transfer price was stated, a minimum price for each fab was described. While some uncertainty remains because the transactions will still need approval from BOE shareholders, this is the most complete description thus far for the sale of CEC Panda assets, and it looks likely to proceed.
• Events The Annual Conference of IEEE Photonics Society
  September 21, 2020
• Blog Latest Large-Area Display Capacity Outlook Shows 1% Decline in 2021
  September 15, 2020
  Last week DSCC released the capacity section of its Quarterly Display Capex and Equipment Market Share Report which looks into industry capacity by application, frontplane, backplane, country, supplier, substrate, etc.
• Blog Dr Guillaume Chansin Joins DSCC
  September 15, 2020
  DSCC is pleased to announce that Dr Guillaume Chansin has joined the firm as Director of Display Research.
• Blog Insights into DSCC’s New Quarterly Foldable/Rollable Report with Monthly Shipment Data by Model
  September 15, 2020
  We are making great progress on our new Quarterly Foldable/Rollable Display Shipment and Technology Report and still expect to release before the end of the month.
• Team Member Dr. Guillaume Chansin
  September 15, 2020
• Blog BOE Bounces Back from COVID in Q2 to Finish Strong First Half
  September 1, 2020
  BOE Technologies, Inc (BOE) issued its 2020 Interim Report this week with financial results for the first half of 2020. Revenues, which had declined in Q1 due to the COVID-19 pandemic, bounced back to set a record in Q2. While much of the flat panel display industry has suffered losses before and during the pandemic, BOE posted profits, and the company has posted a profit in every quarter since Q2 2016.
• Blog DSCC Launches New Advanced OLED Smartphone Features Database/Report
  August 31, 2020
  DSCC provides detailed OLED smartphone shipments by brand, model and panel supplier, size and resolution on a panel shipment timeline in its Quarterly OLED Shipment Report. However, there are many other parameters that our customers are interested in such as:
• Blog Display Equipment Revenues Rise 6% Q/Q in Q2’20 Based on Survey of 35 Suppliers
  August 31, 2020
  We have finalized our look at the financial results for 35 publicly traded display equipment suppliers in our Quarterly Display Supply Chain Financial Health Report and found that revenues grew 6% Q/Q to $1.76B. Due to COVID-19, travel restrictions and quarantines, it was a tough quarter. But display equipment companies managed to grow. On a Y/Y basis, revenues were down 20% and were down for the 6th straight quarter. However, we are expecting to see Q/Q AND Y/Y growth in Q3’20 and Q4’20 as tools not fully installed in 1H’20 are recognized in 2H’20 along with an already expected to be strong 2H’20.
• Blog China Star Acquires Samsung Suzhou
  August 31, 2020
  TCL Technology Group, the corporate parent of China Star Optoelectronics Technology (CSOT), announced this week an agreement to acquire Samsung Display’s assets in Suzhou, China, including a Gen 8.5 fab and a co-located LCD module plant. Under the deal, TCL will pay Samsung more than $1 billion, but the majority of the money is returned to TCL as an investment, and Samsung Display will become a minority shareholder in a TCL subsidiary.
• Events Phosphors & Quantum Dots Industry Forum
  August 27, 2020
• Events SMPTE 2020 Annual Technical Conference & Exhibition
  August 27, 2020
• Events DFF German Flat Panel Forum 20 year Celebration Event
  August 27, 2020
  Displays, Lighting Applications and Measurement for Automotive and Professional Applications
• Events SID 2020 Vehicle Displays And Interfaces - 27th Annual Symposium & Expo
  August 27, 2020
  Be First to See and Learn What’s New... Next… and Emerging. Experience 2 Days of Vehicle Displays Genius, Insights, Deep Learning and Supply Chain Building Opportunities.
• Events OLEDs World Summit
  August 26, 2020
  DSCC President Bob O'Brien will be giving an online presentation and involved in a live online Q&A.
• Counterpoint in the News Recovery In Flat-Panel Display Biz - Semiconductor Engineering
  August 26, 2020
• Report Quarterly Advanced Smartphone Display Shipment and Technology Report
  
  This report includes Counterpoint’s smartphone historical data from 2020 and forecast data through 2028 covering all OLED smartphone and panel shipments by brand, model, all display and major non-display parameters, panel and device revenues and regional forecasts for select models. In addition, it provides insights into technology and innovation trends in OLED display technology, which is applicable to smartphones. There are over 1,100 AMOLED smartphone configurations in our database including variations by brand, model, panel supplier, TFT backplane, substrate, resolution, refresh rate, notch type, cover glass, touch type, main camera, network type / band, chipset supplier and much more.
• Blog Summer Sprout Develops Deep Red Phosphorescent OLED Emitters for Automotive Lighting. Potential Competitor to Universal Display
  August 26, 2020
  One of the many important developments to come out of the SID DisplayWeek symposium was a paper by a potential competitor for Universal Display Corporation in the field of phosphorescent OLED emitters. The paper was given in session 83, OLED Displays II, and entitled Optimization of High-Performance Deep-Red OLEDs Using Tandem Structure for Automotive Lighting Application, given by Huiqing Pang of Beijing Summer Sprout Technology Co, Ltd. The paper describes Summer Sprout's development of a red phosphorescent emitter for automotive OLED lighting, and lists six authors with Huiqing Pang as the lead. Dr. Pang is identified as a Vice President of Beijing Summer Sprout Technology Co., Ltd.
• Blog Universal Display’s Awful Q2 Explained by Inventory, Fab Utilization
  August 17, 2020
  Universal Display Corporation (UDC) released its Q2 2020 financial results on Thursday, August 6th, and the company described a terrible Q2 but some positive indications about Q3, and referred to positive developments at DisplayWeek toward commercialization of a blue phosphorescent emitter. We show how UDC’s Q2 results can be explained by analysis using DSCC’s Quarterly Display Fab Utilization Report, and review the Samsung paper in DisplayWeek and its implications for blue.
• Blog Samsung Holds Top TV Spot in Q2, TCL Surges to #2
  August 17, 2020
  Samsung remained the #1 brand for TV shipments in Q2 2020, despite a modest Y/Y decline in shipments, while TCL surged past LG Electronics for the #2 spot, according to the latest update of the DiScien Monthly Global TV Shipment Report, available in Japan, Europe and the Americas through DSCC’s exclusive relationship with DiScien. The report covers quarterly TV shipments for the top 15 global TV brands by brand, screen size, display technology, resolution, and geographical region, with pivot tables to enable fast and easy analysis.
• Blog Pandemic Hit US Electronic Imports, but TV Imports from China Recover in Q2 Despite Tariffs
  August 17, 2020
  US imports of electronics goods in the second quarter of 2020 declined by 11% Y/Y to $73.1 billion despite high demand for TVs, according to analysis of data released by the US International Trade Commission (US ITC). While imports from China declined on a Y/Y basis, they recovered from Q1 lows despite the pandemic and punitive tariffs on TVs, and Mexico was the region hardest hit by the pandemic.
• Blog Spotlight on Jade Bird Display: Interview with CEO Qiming Li
  August 17, 2020
  An interview with Jade Bird Display's CEO Qiming Li
• Events "FPD Industry Outlook Under COVID-19” - 120 Min Presentation by Yoshio Tamura
  August 15, 2020
• Blog DSCC Upgrades Capex Forecast on New Fabs, China Dominates, New Segments Added
  August 10, 2020
  DSCC issued the Q3’20 version of its Quarterly Display Capex and Equipment Market Share Report last week which upgraded 2019-2024 spending by 4% on a move-in basis and 5% on an install basis on a number of new fabs added in China. There were 3 new fab lines added over the 2021-2023 period all in China for OLEDs. China is expected to account for 84% of 2019-2024 LCD and OLED spending. China’s share of LCD spending will be 100% and its share of OLED spending will be 76%.
• Blog Strong TV Demand Pushing LCD TV Panel Prices Up
  August 10, 2020
  Robust TV demand in the US and China, combined with capacity reductions by the Korean panel makers, is leading to LCD TV panel price increases in Q3, which will improve the profitability for panel makers who rely on TV panels. We are updating our data and forecast for TV panel prices for the rest of 2020 and adding a forecast for the first half of 2021, and we now expect double-digit % increases for some TV sizes in Q3 2020 compared to Q2.
• Videos Welcome to the SID/DSCC Business Conference From DSCC's CEO Ross Young
  August 8, 2020
  The opening welcome presentation for the SID/DSCC 2020 Business Conference
• Blog Samsung Extends Lead in Advanced TV Shipments in Q2
  August 3, 2020
  Advanced TV revenues are forecast to grow by a 5% growth rate from 2019 to 2025 to $22 billion, according the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. This quarter’s update adds MicroLED to our forecast, as well as rollable OLED TVs. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment result for Q2 2020, a forecast by quarter for 2020 and an annual forecast to 2025.
• Blog Previewing the Analyst Sessions at the SID/DSCC Business Conference
  August 3, 2020
  Over 270 people have already registered for the SID/DSCC Business Conference as of July 30th. At $499, it is a great value!
• Counterpoint in the News Samsung Posts Second-Quarter Net Profit of $4.67 Billion - Wall Street Journal
  July 31, 2020
• Report MicroLED Display Technology and Market Outlook
  
  MicroLEDs have garnered a lot of interest because of the potential advantages over other flat-panel display technologies, most notably in high efficiency, high brightness, high color saturation, faster response rate, and longer lifetime. This unique combination of features would make MicroLED the superior display for many applications, ranging from super large TVs to microdisplays for use in AR/VR headsets. The ability to withstand harsh environmental conditions is also particularly attractive for the automotive industry.
• Counterpoint in the News Apple's OLED supplier shift gives LG fighting chance against Samsung - Nikkei Asian Review
  July 28, 2020
• Blog AMOLED Materials Market Will Grow to $2.1 Billion by 2024
  July 27, 2020
  Sales for AMOLED stack materials for all applications are expected to grow at a 17% annual rate from $928 million in 2019 to $2.06 billion in 2024, according to the latest update of DSCC’s Quarterly AMOLED Material Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
• Blog Display Glass Shipments Will Recover in Q3 2020
  July 27, 2020
  Display glass shipments are expected to increase in volume terms by 7% Q/Q and Y/Y in the third quarter of 2020, overall display glass shipment volume is expected to increase by 3% this year, according to the latest update to DSCC’s Quarterly Display Glass Report, released this week. Shipments in Q2 decreased by 1% Q/Q in volume terms as the display industry responded to the demand slowdown caused by the COVID-19 pandemic, but are recovering in Q3 as display demand has fared better than expectations.
• Blog The SID/DSCC Business Conference Auto Session Highlights Long-Term Growth
  July 27, 2020
  The SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, becomes available on August 3rd will feature over 40 different talks on all aspects of the display industry. One session of the conference will address the fast-growing market for automotive displays, which combines some of the most attractive prices for flat panel displays with some of the most demanding requirements.
• Blog Kateeva Still in the IJP Game: Wins Order at Tianma TM17
  July 27, 2020
  A recent article published in TheElec reported that Kateeva’s presence in the display inkjet printing market has declined and that the company has not won any new orders from panel makers in years. These statements are however incorrect. Kateeva is still a dominant player in the IJP market and our analysis published in the DSCC’s Quarterly Display Capex and Equipment Market Share Report show that Kateeva recently won ½ G6 tool orders at Tianma TM17 and continues to be the supplier of record for most mobile OLED customers. The company had won business at BOE B12 and also has orders to fill at Visionox V3.
• Report Quarterly Foldable/Rollable Display Shipment and Technology Report
  
  Counterpoint has received excellent reviews for the monthly, quarterly and annual reports on foldable display technology and markets. Included in this report are best in class deliverables Counterpoint including monthly panel shipments by brand and model, sell in by brand by model, sell-in by region, forecasted panel shipments by brand and model through 2028, forecasted sell-in by model, optional sell-in by brand by model by region, roadmaps, design wins, detailed product specifications, cost analyses, technology advancements and more. Shipments are provided for the entire supply chain covering panel shipments, production and sell-in.
• Blog The SID/DSCC Business Conference IT Session Shows Industry Response to COVID-19
  July 20, 2020
  The SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, becomes available on August 3rd will feature over 40 different talks on all aspects of the display industry. One session of the conference will address the ways that the display industry, along with the IT industry, is responding to the challenge of the COVID-19 pandemic with new products and new applications to sustain and enhance productivity and to improve medical results.
• Blog Display Fab Utilization Bouncing Back After Brief Q2 Slowdown
  July 20, 2020
  Display industry fab utilization slowed in Q2 but less than expected, and is improving in Q3, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q2 2020, total TFT input for all display makers was down 1% Q/Q and 2% Y/Y at 69.7 million square meters, but in the current Q3 2020 we expect total TFT input to increase 7% Q/Q and 7% Y/Y to 74.4 million square meters.
• Blog What Can We Expect on Q2 Panel Maker Earnings?
  July 20, 2020
  This coming week starts the cycle of earnings results from flat panel display makers, with LGD typically starting off the releases and AUO scheduled next week. With panel prices falling in the first part of Q2 but then recovering in June, and the coronavirus raging, what can we expect from the earnings announcements?
• Counterpoint in the News Correction - the Galaxy Z Fold 2 is actually coming at August 5's Unpacked event - GSMArena.com
  July 17, 2020
• Blog Samsung Earnings Beat Expectations, Apple Makes ~$950M Payment to Samsung Display
  July 13, 2020
  Samsung released its guidance for revenues and operating profit for the 2nd quarter of 2020, beating consensus expectations for operating profits driven by strong memory demand in Semiconductors and a one-time payment from Apple in Display.
• Blog New Fabs Being Added to DSCC’s Latest Forecast
  July 13, 2020
  We have recently finalized the fab schedules in our upcoming Quarterly Display Capex and Equipment Market Share Report. We will be distributing the schedules, analysis and Gannt charts this week.
• Blog DSCC’s UTG vs. CPI Foldable Smartphone Forecast
  July 13, 2020
  We were recently asked for our foldable UTG vs. CPI forecast by Bloomberg Korea so I put together the following chart. As indicated, while CPI led in 2018 and 2019, UTG is expected to lead from 2020. The gain by UTG is a result of Samsung adopting it in the Z Flip and the Z Fold 2 and we expect future Flip and Fold devices to continue using UTG. The Z Flip will be the highest volume foldable product in 2020 and we expect the Z Flip 2 and Z Fold 3 to compete for the best-selling product in 2021. Importantly, today, UTG capacity is constrained by Samsung Display’s glass processing (cutting/chemically treating) supplier Dowoo Insys. Samsung Display has made a big investment in Dowoo Insys and Dowoo Insys will be more than tripling capacity over the next 2 years. I will be sharing the unyielded and yielded UTG capacity outlook in my foldable talk at the SID/DSCC Business Conference. This data is important as it limits the upside to the foldable market given the #1 brand and panel supplier are constrained by the supply of this component.
• Blog The SID/DSCC Business Conference’s Smartphone and Foldable Sessions Will Be a Highlight of the Event
  July 13, 2020
  The SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, becomes available on August 3rd will feature over 40 different talks on all aspects of the display industry. One of the major highlights will be talks related to smartphones and foldable displays. In addition to dedicated sessions on these topics, a number of other presentations will also cover market and technology developments and innovations in these segments.
• Event Speakers Sungchan Lee
  July 10, 2020
• Event Speakers Dr. Jack Ju
  July 8, 2020
• Blog Emerging Technologies Enabling TV, IT and Mobile Advances at the SID/DSCC Business Conference
  July 7, 2020
  Attendees of the SID/DSCC Business Conference during Display Week 2020 will not be able to see the speakers in person, but they will still get a comprehensive perspective on the emerging technologies that enable TV, IT and mobile advances as well as development of an entirely new display technology, microLEDs. The two sessions on emerging technologies will be held in the virtual conference during Display Week 2020 from August 3rd – 7th. The presentations will be available on demand from August 3rd onward.
• Blog DSCC Q2 Smartphone Display Cost Report Updates iPhone Panels
  July 7, 2020
  The Q2 update of DSCC’s Quarterly Smartphone Display Cost Report includes the latest updates to our smartphone cost model, and a number of new models representing the ongoing evolution of the smartphone marketplace. New panel sizes introduced this quarter include three new flexible OLED models representing phones from Huawei, Oppo, and Samsung, plus revisions for the resolution of Apple’s 2020 iPhone product line, and four 120Hz smartphone panel models.
• Blog TV Sales Recovering from COVID-19 Slowdown, per Discien Report
  July 7, 2020
  Shipments of TVs have improved from their pandemic-induced Q1 swoon, and are showing particular strength in North America and China, according to the latest update of the Discien Monthly Global TV Shipment Report, available to subscribers through DSCC. The report covers shipments of the top 15 global brands: Samsung, LGE, TCL, Hisense, Sony, Skyworth, TPV (Philips), Sharp, Xiaomi, Vizio, Haier, Panasonic, Changhong, Konka and Toshiba.
• Event Speakers Mike Lee
  July 3, 2020
• Event Speakers Noam Cohen
  July 3, 2020
• Blog The US May Have Already Lost the 5G Battle
  June 29, 2020
  5G is of course critical for the telecom, semiconductor, display, IOT and broadcasting markets as well as a host of services. However, one report indicates the US may have already lost the 5G battle. After reading their paper, it appears the US has been forced to choose the more expensive 5G standard (mmWave at 24-300GHz) with reduced coverage due to excessive government ownership of the sub-6 GHz spectrum. One study indicated it would cost telecom providers over $400B to adequately build out the mmWave infrastructure, so it will be limited to dense cities only. Thus, there is the possibility that in the US the only reason to buy a 5G phone would be if you live in one of those dense cities or you frequently travel overseas to a country where 5G has been more effectively deployed. The report was authored by the Defense Innovation Board (DIB) which is one of several independent federal advisory committees advising the Secretary of Defense. I will try and summarize the major points of their 33 -page white paper entitled The 5G Ecosystem: Risks and Opportunities for DoD in this article. Note, the paper was published in April 2019, but I suspect little has changed since then.
• Blog TV Panel Prices Increasing in Q3
  June 29, 2020
  The supply/demand situation in the display industry is more dynamic than ever amidst the disruptions from the COVID-19 pandemic and the associated economic impact. With some new information, we are updating our data and forecast for TV panel prices; we’re seeing prices slightly higher in June and expect a price increase in Q3, which will be welcome news for beleaguered panel makers.
• Blog SID/DSCC Business Conference Adds New Speakers
  June 29, 2020
  As we get closer to the event launch, we have a flurry of new speakers added to the agenda of the SID/DSCC Business Conference, the display industry’s premier event, to be held during DisplayWeek 2020 from August 3rd – 7th. That makes several announcements we made in a last few weeks out of date, so it’s important to update our readers on this exciting event.
• Blog DSCC TV Cost Report Provides Scorecard for LCD vs. OLED, China vs. Korea
  June 29, 2020
  DSCC has released its Q2 2020 update of our Advanced TV Display Cost Report, with updates to all of the OLED and LCD cost outlines plus several new product and manufacturing configurations, including 48”/77” MMG and 55”/65” MMG OLED in China, 55” and 65” 120Hz LCD, and six different 8K TV models in LCD and OLED.
• Blog Q2 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025
  June 29, 2020
  We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2, with DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand. As we have reported for more than a year now, OLED for smartphones (technically, for Small & Medium applications) continues to have a substantial oversupply which is expected to persist for years. We have revised our outlook for OLED TVs on both the supply and demand sides, and we now expect a modest oversupply in 2020 with lower utilization, but resuming in 2021 we expect high utilization at OLED TV fabs.
• Event Speakers Dr. Shao Xibin
  June 24, 2020
• Event Speakers Gordon Thomas
  June 24, 2020
• Event Speakers Chuck Milligan
  June 23, 2020
• Blog COVID-19 Hits Rigid OLED Utilization
  June 22, 2020
  Samsung’s rigid OLED lines reached nearly 90% utilization for much of 2019, and were expected to continue that trend in 2020, but have been hit hard by the demand slowdown associated with the COVID-19 pandemic. While rigid OLED UTs are still higher than flexible UTs, they’ve taken a sharp reduction in Q2, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week.
• Blog The Essential TV Market and Technology Download at the SID/DSCC Business Conference
  June 22, 2020
  Attendees of the SID/DSCC Business Conference during DisplayWeek 2020 will not be able to see the speakers in person, but they will still get a comprehensive perspective on the important TV market in the virtual conference, to be held during DisplayWeek 2020 from August 3rd – 7th.
• Blog OLED Panel Revenues Will Grow to $51 Billion by 2025
  June 22, 2020
  OLED panel revenues will increase by 14% in 2020 to $31.8 billion, and will grow to $51.2 billion by 2025, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q2 2020, as OLED continues to take a larger share of smartphone and TV shipments. We described the historical results in this report last month, so this article will focus on DSCC’s updated forecast for OLED shipments extended out to 2025.
• Event Speakers Junji Adachi
  June 22, 2020
• Event Speakers Dr. Jianping Chen
  June 22, 2020
• Event Speakers Ryan Reith
  June 18, 2020
• Event Speakers Aaron Dew
  June 17, 2020
• Event Speakers David Naranjo
  June 17, 2020
• Event Speakers John Bowab
  June 16, 2020
• Event Speakers Roger Lanctot
  June 16, 2020
• Event Speakers Robert Heise
  June 16, 2020
• Blog SID/DSCC Business Conference Webinar to Feature Presentations from Leading Market and Financial Analysts
  June 15, 2020
  One of the many highlights of the upcoming SID/DSCC Business Conference Webinar, sponsored by Applied Materials, GE and OTI, will include the opportunity to capture insights from an extensive collection of leading market and financial analysts.
• Counterpoint in the News Bangladesh: Evolution Not Revolution - Asian Glass
  June 15, 2020
• Blog SID/DSCC Business Conference Call for Speakers – IT and Specialty Applications Response to COVID-19
  June 15, 2020
  As DisplayWeek 2020 has shifted to an entirely virtual format, the shift poses challenges but also opens up opportunities to add value to participants. Recognizing the monumental impact of the COVID-19 pandemic and the unique role that displays have played in society’s adjustments to the pandemic, DSCC has decided to expand the scope of topics of one of the sessions of the SID/DSCC Business Conference to address the industry’s response.
• Event Speakers Mike Casper
  June 11, 2020
• Counterpoint in the News 8K: The Next Big Thing in Home Entertainment - Sound & Vision
  June 11, 2020
• Videos EXCLUSIVE Galaxy Note 20 Rumors Q&A: Ross Young Interview Part II
  June 11, 2020
  Part 2 of GregglesTV interview with DSCC's Ross Young on Samsung's upcoming phone lineup.
• Videos EXCLUSIVE Galaxy Fold 2 Rumors Q&A: Ross Young Interview Part I
  June 11, 2020
  Part I of GregglesTV interview with DSCC's Ross Young on Samsung's upcoming phone lineup.
• Videos DisplayWeek 2018
  June 11, 2020
  Ross Young, Founder and CEO of DSCC interviewed at SID 2018.
• Event Speakers Reza Chaji
  June 11, 2020
• Event Speakers Sherry Li
  June 8, 2020
• Blog Display Equipment Revenues Hit Bottom in Q1’20 on COVID-19 Install Delays
  June 8, 2020
  Aggregating all the publicly traded equipment suppliers results for Q1’20 in our Quarterly Display Supply Chain Financial Health Report revealed a sharp decline in display equipment spending and a stark contrast in the fortunes of a number of the market leaders. We saw healthy growth at AMAT and TEL at the same time as seeing large reductions at Canon, Nikon and V Technology. We also saw Korean equipment suppliers outperform Japanese equipment suppliers in most categories.
• Blog Latest DSCC Display Capacity Forecast Raises China Share to 66% from 2023, 69% in LCDs
  June 8, 2020
  DSCC updated its capacity forecast last week as part of the deliverables from its Quarterly Display Capex and Equipment Market Share Report.
• Event Speakers Kristin Kolodge
  May 27, 2020
• Blog DSCC Revises Display Forecast for COVID-19 Impact
  May 27, 2020
  Now that we have more insight on the scope of the COVID-19 pandemic and the impact of the worldwide economic downturn on display applications, DSCC has updated its outlook for demand for major display devices; our outlook is more optimistic for IT applications, but we continue to expect Y/Y declines in smartphones, TVs, and automotive displays and declines in overall area and revenue for the display industry.
• Blog Samsung Display and BOE Gain OLED Share in Q1’20
  May 27, 2020
  DSCC released the historical version of its Q2’20 Quarterly OLED Shipment Report which includes Q1’20 actual OLED shipments by panel supplier and procurement by brand as well as a forecast of the same contents through Q4’20. In a few weeks, we will be providing an annual forecast through 2025.
• Event Speakers Dr. Gayatri Dadheech
  May 19, 2020
• Blog iPhone 12 and Foldable Galaxy Leaks
  May 18, 2020
  There has been a lot of information leaked about the iPhone 12 recently. We have been able to correct and confirm some of this info.
• Blog DSCC’s Capex and Equipment Market Share Report Reveals COVID-19 Delays, Tightening of LCD Supply and Latest Equipment Supplier Outlook
  May 18, 2020
  DSCC released the Q2’20 edition of its Quarterly Display Capex and Equipment Market Share Report last week which reveals the latest outlook for display equipment spending as well as which suppliers are gaining and losing share.
• Counterpoint in the News Apple Insiders Just Gave Millions Of Users A Reason To Keep Their iPhones - Forbes
  May 15, 2020
• Counterpoint in the News Galaxy Note 20+ ‘Final’ Design Reveals Stunning New Display - Forbes
  May 15, 2020
• Counterpoint in the News Samsung might launch two Note 20 models this year, but no Ultra - Pocket Lint
  May 15, 2020
• Counterpoint in the News Insider says the Galaxy Note 20 model you want will never exist - BGR
  May 15, 2020
• Counterpoint in the News Huawei Foldable Phone With Galaxy Fold-Like Design Reported to Launch This Year, Tipped to Be Aggressively Priced - Gadgets360
  May 15, 2020
• Counterpoint in the News Massive Samsung Galaxy Note 20 leak just revealed all the key specs - Tom's Guide
  May 15, 2020
• Counterpoint in the News EXCLUSIVE Galaxy Fold 2 Rumors Q&A: Ross Young Interview Part I - Youtube
  May 15, 2020
• Event Speakers Dr. Jim Murphy
  May 11, 2020
• Counterpoint in the News QLED vs. Quantum: How Samsung Is Facing a Big Challenge by Vizio - The National Interest
  May 8, 2020
• Press Release DSCC Releases New Annual Quantum Dot Display Technology and Market Outlook Report
  May 5, 2020
  Quantum Dot based panel shipments are forecast to grow from 3M shipments in 2018 to 31M shipments by 2025 representing a compounded annual growth rate of 40%, according to DSCC’s new Annual Quantum Dot Display Technology and Market Outlook Report, introduced this week and now available to subscribers. This first of its kind report provides both technical and market information about various QD architectures for use in display including QDEF, QDOG, QD OLED, QNED and EL QDs.
• Blog COVID-19 Growth Rate Slows for 5 Straight Weeks
  May 4, 2020
  After peaking the week of March 27th, the growth rate in cases and fatalities has now fallen for 5 straight weeks with the case growth slowing from 27% to 20% and fatality growth slowing from 38% to 21%.
• Blog Display Glass Shipments to Decline 4% in 2020, Revenues to Decline 8%
  May 4, 2020
  Display glass shipments are expected to decline by 4% in volume terms in 2020, and revenues will decline by 8% this year, according to the latest update to DSCC’s Quarterly Display Glass Report, released this week. Shipments in Q1 increased by 1% in volume terms, but shipments are expected to decline Q/Q in both Q2 and Q3 as the display industry responds to the demand slowdown caused by the COVID-19 pandemic.
• Blog AMOLED Materials Market Will Grow to $2.7 Billion by 2024
  May 4, 2020
  Sales for AMOLED stack materials for all applications are expected to grow at a 23% annual rate from $951 million in 2019 to $2.69 billion in 2024, according to the latest update of DSCC’s Quarterly AMOLED Material Report. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices, and cost comparisons.
• Blog DSCC Releases New Annual Quantum Dot Display Technology and Market Outlook Report
  May 4, 2020
  Quantum Dot based panel shipments are forecast to grow from 3M shipments in 2018 to 31M shipments by 2025 representing a compounded annual growth rate of 40%, according to DSCC’s new Annual Quantum Dot Display Technology and Market Outlook Report, introduced this week and now available to subscribers. This first of its kind report provides both technical and market information about various QD architectures for use in display including QDEF, QDOG, QD OLED, QNED and EL QDs.
• Counterpoint in the News More Samsung Galaxy Fold 2 Details Leaked - Phandroid.com
  April 28, 2020
• Counterpoint in the News Samsung Galaxy Fold 2 rumors: $100 drop in price, 120Hz screen with S Pen support - GSMArena
  April 28, 2020
• Counterpoint in the News Samsung Galaxy Fold 2 leak reveals price, release date and big camera upgrade - Tom's Guide
  April 28, 2020
• Press Release New DSCC Report Shows Samsung Increased Advanced TV Market Share in Q1’20 – Advanced TV Revenues to Reach $26B by 2025
  April 27, 2020
  Advanced TV revenues are forecast to grow by a 9% growth rate from 2019 to 2025 to $26 billion, according to the new DSCC Quarterly Advanced TV Shipment and Forecast Report, introduced this week and now available to subscribers. This report covers the worldwide premium TV market, including the most Advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. This report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment result for Q1 2020, a forecast by quarter for 2020 and an annual forecast to 2025.
• Blog Advanced TV Revenues to Grow to $26 Billion by 2025
  April 27, 2020
  Advanced TV revenues are forecast to grow by a 9% growth rate from 2019 to 2025 to $26 billion, according to the new DSCC Quarterly Advanced TV Shipment and Forecast Report, introduced this week and now available to subscribers. This report covers the worldwide premium TV market, including the most Advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. This report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment result for Q1 2020, a forecast by quarter for 2020 and an annual forecast to 2025.
• Blog Display Fab Utilization Increased in Q1; Slowdown Expected in Q2-Q3 2020
  April 27, 2020
  Display industry fab utilization defied both our predictions and the coronavirus by increasing to 85% in Q1’20, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q1 2020, total TFT input for all display makers was up 1% Q/Q and up 5% Y/Y at 69.8 million square meters, but the demand for LCD applications cannot support such high utilization rates. In the current Q2 2020, we expect total TFT input to fall 6% Q/Q and 7% Y/Y to 65.8 million square meters.
• Blog COVID-19 Plateaus
  April 27, 2020
  COVID-19 cases and fatalities continued to plateau.
• Blog Samsung to Qualify BOE on Galaxy?
  April 27, 2020
  The flexible OLED market is ripe for a price war in our opinion due to its high prices and low utilization and we may get one sooner than later as multi-sourcing becomes more widespread.
• Report Quarterly Advanced TV Shipment and Forecast Report
  
  This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. This report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment result of the current quarter.
• Counterpoint in the News Massive Galaxy Fold 2 specs leak reveals S Pen, 120Hz foldable panel - SamMobile.com
  April 20, 2020
• Counterpoint in the News Early details surface for Samsung Galaxy Fold 2 - Android Guys
  April 20, 2020
• Counterpoint in the News Leaked Galaxy Fold 2 Display Specifics Point At S-Pen Support And More - Mashable
  April 20, 2020
• Counterpoint in the News Samsung Galaxy Fold 2 leak: 120Hz primary display, ultra-thin glass, S-Pen support - Neowin
  April 20, 2020
• Counterpoint in the News Galaxy Fold 2 leak lists full display specs, hole-punch, 120Hz - 9to5Google
  April 20, 2020
• Counterpoint in the News Samsung's Galaxy Fold 2 leak reveals a hole-punch camera, 120Hz display - Android Central
  April 20, 2020
• Counterpoint in the News Samsung Galaxy Fold 2 to offer 7.59-inch main display with 120Hz refresh rate, claims report - Times of India
  April 20, 2020
• Blog BOE Preparing to Make Rigid OLED Notebook Panels on Flexible OLED Line
  April 20, 2020
  Prior to COVID-19, DSCC had forecasted OLED notebook panels to surge from 0.5M units in 2019 to nearly 3M units in 2020. This is a 490% growth rate and Samsung is accounting for 99% of these panels. In addition, 99% of these panels are rigid OLEDs. Although notebook PC OEMs might enjoy the benefit of the thin and light form factor that flexible OLEDs offer, they are too expensive today to include in notebook PCs other than in high priced foldable notebooks.
• Blog Stocks Rise Again on Hopes for Opening Economies
  April 20, 2020
  Stocks rallied for the 2nd straight week as investors and policy makers focus on re-opening global economies and possible vaccines. On the other hand, economists focused on the weak economic data and continued uncertainty about when world growth will recover. As shown below, our indexes were up from 1.5% to 7% led by the concentrated semiconductor index (SMH) and our display equipment index (ESSI). On a YTD basis, large cap tech (XLK) is down the least at -3% followed by SMH with emerging markets (EEM) down the most at -19% followed by panel makers at -18% (PSSI)
• Event Speakers Dr. Feng He
  April 15, 2020
• Event Speakers Vladmir Matias
  April 15, 2020
• Press Release DSCC Releases 3rd Annual Foldable Display Report – Rapid Growth Expected on Lower Costs and Improved Performance
  April 13, 2020
  Display Supply Chain Consultants (DSCC) has released the 3rd version of its annual foldable report.
• Blog Display Week Delayed and Moved, New Speakers Added to the Business Conference
  April 13, 2020
  SID’s Display Week was delayed to August 2nd to 7th and moved from the Moscone Center in San Francisco to the San Jose Convention Center. The SID/DSCC Business Conference is now scheduled for August 3rd and 4th.
• Blog Highlights from DSCC Webinar on the Impact of COVID-19 on the Display Market, New Forecast Revealed
  April 13, 2020
  The Bay Area Chapter of the Society for Information Display asked me to speak at their monthly webinar on April 7th. We then opened it up to our customers and other interested participants. There were 186 people listening in. If you didn’t have a chance to listen in and are an SID member or DSCC client and would like a copy of the slides, please contact me at [email protected].
• Blog Stocks Rally as Virus Case Growth Slows, Fed Provides More Help
  April 13, 2020
  Stocks rallied last week with our indexes rising 2% - 14% as shown below led by our equipment supplier index (ESSI) with our panel supplier index (PSSI) up the least due to under-performance by the large Chinese players. On a YTD basis, these indexes are now down as little as 7% and as much as 21%.
• Blog DSCC Releases 3rd Annual Foldable Display Report
  April 13, 2020
  DSCC released the 3rd version of its annual foldable report over the weekend. The 2020 report, found at https://bit.ly/3c2QHZE, combines and updates our 2018 report which was more technical with our 2019 report which was more market focused. We think this report represents the best of both approaches.
• Event Speakers Faraz Azadi
  April 8, 2020
• Event Speakers Adam Kablanian
  April 8, 2020
• Counterpoint in the News Samsung’s exit from LCDs opens up Chinese consolidation - Fierce Electronics
  April 8, 2020
• Blog Stocks Resume Their Drop, Unemployment Claims and COVID-19 Cases Surge
  April 6, 2020
  March mercifully ended after producing a global pandemic,a record 6.6M in weekly US initial jobless claims and a large drop in the stock market. By index type, March ranged from down 9% for big cap tech (XLK) with Microsoft and Apple steadier than most to -26% for our Panel Supplier Stock Index (PSSI) with AUO, Innolux and CSOT down at least 30%.
• Blog Samsung Accelerates LCD Shutdown, Consolidation Coming to China?
  April 6, 2020
  On Monday March 30th, Samsung announced that it would end all of its LCD production by the end of 2020. Let that sink in for a minute. The leader in LCDs just 10 years ago is exiting the LCD market.
• Counterpoint in the News Another of Those Damned Inflection Points.... - Display Daily
  April 3, 2020
• Events State of the Display Market Given COVID-19 Webinar
  April 2, 2020
• Blog Stocks Rebound on Stimulus, Volatility Continues, US Now #1 in Coronavirus Cases at Over 100K
  March 30, 2020
  The stock price volatility in March continued as the Federal Reserve and Congress implemented more monetary and fiscal stimulus efforts to try to combat the recessionary impact of COVID-19 on the economy. While previous efforts were largely ignored by the stock market, these bigger and bolder efforts finally gave us back to back gains which we hadn’t seen since February. Have we bottomed? We likely need the pace of COVID-19 to slow and it is still accelerating as testing catches up with the number of real cases out there. The US jumped from #6 last week to #1 this week in number of cases with over 100K now on a 445% W/W increase.
• Blog Coronavirus Quashes Panel Price Rally
  March 30, 2020
  LCD panel makers can’t get a break. After an absolutely brutal 2019 with TV panel prices falling to all-time lows, panel makers were starting to see some signs of improvement in Q1 before the coronavirus hit. Now the virus has led to severe concerns about demand, with everyone in the industry revising their forecasts down (DSCC’s latest update for 2020 is included in this issue as a separate article). With supply only lightly affected by the pandemic, and with the massive economic impact now expected in major developed economies, a slowdown in demand has become the defining feature of the industry, taking away all the upward pricing pressure.
• Blog DSCC Revises Display Forecast for COVID-19 Impact
  March 30, 2020
  In consideration of the dramatic worldwide economic downturn resulting from the COVID-19 pandemic, DSCC has revised its outlook for demand for major display devices; we now expect Y/Y declines in all major display applications and declines in area and revenue for the display industry.
• Report 2020 Foldable Display Technology and Market Report
  
  The 209-page 2020 Foldable Display Technology and Market Report combines and updates our 2018 report which was more technical with our 2019 report which was more market focused. We think this report represents the best of both approaches. It provides all the relevant cost, price, technology, capacity, roadmap, benchmarking and shipment forecasts companies in the smartphone, tablet, notebook, display, materials and equipment segments need to understand the outlook for foldable displays and technology.
• Blog Volatility and Losses Continue as Virus Spreads Quickly Outside of Asia, More Containment and Stimulus Policies Introduced
  March 24, 2020
  It was another volatile week with more losses. It was the worst week of trading for US markets since 2008 and March is on pace to be worst month since 1931.
• Blog Q1 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2025
  March 24, 2020
  We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q1, providing DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand. As we have reported for more than a year now, OLED supply for smartphones (technically, for Small & Medium applications) continues to significantly exceed demand which is expected to persist for years. However, the supply growth keeps coming primarily due to Chinese government subsidies. We have revised our outlook for OLED TVs on both the supply and demand sides, and we continue to expect high utilization at OLED TV fabs.
• Blog Coming Soon: DSCC’s Advanced TV Shipment Report
  March 24, 2020
  DSCC is working on a new report for the TV market, a product of our collaboration with China-based market research provider DiScien. We expect to have this report available in the first half of April, so it’s time to share a few highlights with our readers.
• Blog OLED Utilization Expected to Improve in 2020 vs. 2019
  March 24, 2020
  Utilization of flexible OLED lines across the display industry has been stubbornly low throughout 2018 and 2019 because of industry oversupply, but utilization rates are expected to improve in 2020 while remaining far short of full UT%, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week. The report details monthly capacity and utilization for OLED lines and LTPS LCD lines, with capability to sort by parameters such as country, substrate type, supplier, form factor and glass size.
• Press Release SID/DSCC Business Conference Agenda Now Online – Critical Issues and Opportunities Facing the Display Industry to Be Presented
  March 18, 2020
  The Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) have announced the agenda, topics and speakers for the SID/DSCC Business Conference taking place at the Moscone Center in San Francisco on June 8th and 9th as part of Display Week 2020.
• Blog Record OLED Panel Revenues of $28 Billion in 2019, Will Grow to $50 Billion by 2024
  March 16, 2020
  OLED panel revenues increased by 4% in 2019 to $27.9 billion, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q1 2020, with double-digit growth in area, as OLED continues to take a larger share of smartphone and TV shipments.
• Counterpoint in the News QNED technology will replace QD-OLED - Korea Industry Post
  March 13, 2020
• Blog Are Quantum Nano Emitting Diodes (QNEDs) the Next Big Thing?
  March 10, 2020
  As the display industry widely awaits the launch of QD-OLEDs by Samsung in 2021, an obvious question in everyone’s minds is - what’s next? What does the display roadmap look like in the premium TV segment?
• Blog DSCC’s Latest Display Capacity Forecast Shows China’s Share Surging Even Higher, LCD Capacity Declines for the First Time and OLED Capacity Growing Rapidly
  March 9, 2020
  DSCC has updated its display capacity forecast as part of its Quarterly Display Capex and Equipment Market Share Report.
• Event Speakers Dr. Choong Hoon YI
  March 2, 2020
• Counterpoint in the News Bob O’Brien Of DSCC On the State And Future Of Digital Displays In The Time Of COVID-19 - Sixteen-Nine.net
  February 27, 2020
• Blog Coronavirus Week of 2/17-2/23
  February 25, 2020
  While the numbers of cases and fatalities from the coronavirus in China were lower than last week, there were several reports of outbreaks in new regions that raised concerns that the virus would spread globally. As of Saturday, February 23rd, there were more than 76,000 confirmed cases of the coronavirus worldwide, and more than 2,300 fatalities.
• Blog DSCC Increases Display Capex Forecasts on New Fabs in China and Rising Capital Intensity
  February 25, 2020
  DSCC has increased display equipment spending for the 2018-2024 period by 5% to $93B in its Quarterly Display Capex and Equipment Market Share Report as new fab projects emerge and capital intensity continues to rise. 2019 spending was down 27%, the second straight year of a double-digit decline, with OLED spending down 48% and LCD TV spending flat.
• Event Speakers James Xiao
  February 25, 2020
• Event Speakers Kyle Davis
  February 18, 2020
• Event Speakers Tom Kang
  February 17, 2020
• Event Speakers Jason Hartlove
  February 17, 2020
• Event Speakers Dragon Cui
  February 17, 2020
• Event Speakers Matt Gerber
  February 14, 2020
• Event Speakers Yasuo Nakane
  February 13, 2020
• Event Speakers David Hsieh
  February 13, 2020
• Event Speakers Ross Young - FMO
  February 13, 2020
• Event Speakers Rita Li
  February 13, 2020
• Event Speakers Sid Mohan
  February 13, 2020
• Event Speakers Bob O'Brien
  February 13, 2020
• Event Speakers Stephen Baker
  February 13, 2020
• Event Speakers David Lewis
  February 13, 2020
• Event Speakers Michael G. Helander
  February 13, 2020
• Event Speakers Ross Young - MAO
  February 13, 2020
• Event Speakers John Jacobs
  February 13, 2020
• Event Sponsors InZiv
  February 12, 2020
• Blog February 10th Update on the Coronavirus and the Display Industry - Updated on February 12th
  February 10, 2020
  The coronavirus has now killed 908 people in China, surpassing the 774 killed worldwide due to the SARS epidemic. The pace of infections has slowed, but doctors believe it can still re-accelerate. The highest number of deaths from the virus in a single day was recorded on Sunday the 9th at 97. However, the number of people recovering from the virus exceeded the number of deaths for the 10th day in a row at 356 in the Hubei province on Sunday, so there is hope that deaths from the virus will slow. Nonetheless, there are 40,171 confirmed infections in China with 3,062 new cases recorded over the last 24 hours.
• Blog DSCC’s New Report on Quantum Dot Technology Coming Soon
  February 10, 2020
  Quantum Dot (QD) display technology was first introduced to enable LCDs deliver a Wide Color Gamut (WCG) and high brightness. Samsung pioneered the technology and launched the ‘QLED TVs’ in 2015. QLED TVs use LCD technology with a blue backlight and a quantum dot enhancement film (QDEF). This technology combined with High Dynamic Range (HDR) allowed the performance of premium LCDs to compete with the performance of OLED TVs.
• Blog TV Makers Trading Growth for Profits
  February 10, 2020
  The top global TV brands continued to sustain profitable businesses in Q4 despite declining revenues, although it appears that LGE has stumbled a bit in the holiday season. Samsung and Sony are enjoying an unprecedented run of profits in the TV market.
• Event Sponsors OTI Lumionics
  February 10, 2020
• Report Annual Quantum Dot Display Technology and Market Outlook Report
  
  Quantum dots have been used for a decade to enhance colors in LCD panels. The latest display technology to be commercialized is QD-OLED. This technology uses a Quantum Dot Color Conversion (QDCC) layer that is inkjet-printed on top of an OLED panel. There has been a lot of progress in electroluminescent quantum dots (EL-QD) in recent years. This technology removes the need for a blue OLED stack as the quantum dots emit light directly instead of converting colors. Leading display manufacturers, including Samsung Display, TCL, Sharp and BOE, have demonstrated EL-QD prototypes recently. MicroLED displays can also make use of quantum dots. Color conversion is seen as a solution to address the low efficiency of red MicroLEDs. It is also considered for small monolithic MicroLED displays. The report also predicts perovskite materials capturing some market share. Perovskites are often described as a new class of quantum dots because they offer better performance. The technology is currently in the early stage of commercialization and the supply chain will take some time to build.
• Blog Earnings - Corning Finishes Year on a Down Note
  February 3, 2020
  Corning reported its Q4 and full year earnings this week, and the company finished the year on a downswing in its two biggest businesses, Display Technologies and Optical Communications, but had much more favorable results from its three smaller businesses. In Display, the company looks for the slowdown to continue in Q1 but expects a recovery in glass demand in the 2nd half of 2020.
• Blog Samsung Earnings – LCD Revenues/Margins Reach New Low, Loss Likely in Q1’20 for Displays
  February 3, 2020
  Samsung Electronics revenues fell 2% Q/Q and 3% Y/Y in $US to $50.9B. It was the 5th straight quarter with revenues down Y/Y. By division, CE and Harman were the only segments to rise Q/Q with CE, Harman and IM the only segments to rise Y/Y. Semi and Display were down double-digits Y/Y. Margins were flattish to down. Interestingly, operating margins improved in every segment except for Displays which dropped significantly from 12.6% to 2.7%.
• Blog The Latest on the Coronavirus and the Display Industry
  February 3, 2020
  The latest toll of the coronavirus as of February 3rd is as follows: • More than 300 people have died and there are 17,228 confirmed cases in China. • 146 confirmed across 23 countries outside of China. • >243 people have been cured.
• Events SID/DSCC 2019 Investors Conference
  February 2, 2020
• Press Release DSCC Hires QD/OLED/IJP Expert
  February 2, 2020
  Display Supply Chain Consultants (DSCC) is pleased to announce that Siddharth (Sid) Harikrishna-Mohan has joined the firm as Director of Display Research. Before joining DSCC, Sid was Senior Manager at Kateeva where he led the R&D work on ink jet printing (IJP) of quantum dots (QD) for color conversion applications. In this role, he worked closely with Chemistry, Engineering, Sales, Marketing, Customer Support and built key relationships with panel makers and was regarded highly as the internal subject matter expert for QD processes.
• Team Member Siddharth (Sid) Harikrishna-Mohan
  January 31, 2020
• Counterpoint in the News Coronavirus could cripple electronics industry - Fierce Electronics
  January 31, 2020
• Blog Coronavirus, Wuhan and the Display Industry
  January 29, 2020
  The coronavirus is a terrible disease that can be spread before people exhibit symptoms, making early detection difficult. It has come about at the worst possible time given the massive travel that occurs during the Chinese New Year holiday. More than 100 people have already died and over 4400 people have been infected worldwide. The disease has already been detected in at least a dozen countries.
• Blog OLED Materials Market Will Grow to More Than $2 Billion by 2023
  January 28, 2020
  Sales for OLED stack materials for all applications are expected to grow at a 16% annual CAGR from $1.03 billion in 2018 to $2.15 billion in 2023, according to the latest update of DSCC’s Quarterly OLED Material Report, written in cooperation with the OLED Association.
• Event Speakers Ross Young 2020Biz Opening
  January 24, 2020
• Blog Display Fab Utilization Down in Q4/Q1 with Recovery in Q2 2020
  January 20, 2020
  Display industry fab utilization fell to 83% in Q4 2019 and will fall further to 81% in Q1 2020, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week.
• Press Release DSCC Announces Exclusive Distributor Agreement with DiScien on TV and Digital Signage Reports
  January 20, 2020
  Display Supply Chain Consultants (DSCC) and Beijing DiScien Consulting Company (DiScien) are pleased to announce that they have signed an Exclusive Distributor Agreement whereby DSCC will become the exclusive distributor of DiScien’s market research reports in Japan, Europe, and the Americas.
• Page SID/DSCC Business Conference 2019
  January 16, 2020
• Page SID/DSCC Automotive Display Market Focus Conference 2019
  January 16, 2020
• Page SID/DSCC Foldable Display Market Focus Conference 2019
  January 16, 2020
• Counterpoint in the News Paper-Thin, Ultra-Flexible MicroLED Display Technology - Printed Electronics World
  January 15, 2020
• Events Phosphors & Quantum Dots Industry Forum - Featuring DSCC's Bob O'Brien **Event Postponed**
  January 15, 2020
• Counterpoint in the News iBeam Materials Achieves Breakthrough in Bringing Monolithic MicroLED Displays to Market - Yahoo Finance
  January 13, 2020
• Press Release DSCC Hires Experienced Japan Analyst Focused on Mobile Displays
  January 13, 2020
  Display Supply Chain Consultants (DSCC) has hired Hiroshi Tsutsu as Director of Display Research. Tsutsu-san has 35 years of display industry experience at Matsushita, TMDisplay and Japan Display in both technical and business management roles.
• Events SID / DSCC 2020 Virtual Business Conference at DisplayWeek
  January 10, 2020
  The display industry’s largest virtual event.
• Blog DSCC’s New Display Equipment Stock Index Rose 68% in 2019 Led by ICD – 25 Companies Included
  January 10, 2020
  2019 was a great year for display equipment stocks, despite declines in both the semiconductor and display equipment markets. DSCC has created a new Equipment Supplier Stock Index (ESSI) which consists of 25 equipment companies with at least 10% of their revenues from the display equipment market. It contains US, Japanese, Korean, Taiwanese and Chinese display equipment companies.
• Blog Panel Supplier Stocks Rise 36% in 2019, Beat Most Indexes
  January 6, 2020
  2019 turned out to be a great year for panel supplier stocks with our Panel Supplier Stock Index (PSSI) rising 36%. Its growth exceeds the US large cap index (SPY) which rose 29% and crushed the emerging market index (EEM) which rose 15%.
• Events Electronics Displays Conference - Featuring DSCC's Bob O'Brien
  December 30, 2019
• Events China International OLEDs Summit 2019
  December 30, 2019
• Blog Ten Predictions for 2019 – How Did We Do?
  December 30, 2019
  In the first edition of the DSCC Weekly Review this year, I wrote a story giving ten predictions for the year. Now that we’re at the last edition of the year, and the year is almost over, it’s time to revisit how we’ve done.
• Blog DSCC Updates LCD and OLED Capacity Forecasts – Capacity Growth Shrinks on Market Conditions
  December 30, 2019
  With LCD TV panel prices falling below cash costs and losses mounting, it is no surprise that our display capacity forecast was revised downward by 6%. A number of panel suppliers are delaying, cancelling or down-sizing new LCD investments as well as downsizing or shutting down some existing capacity.
• Blog The Top Ten Stories of 2019
  December 30, 2019
  Now in this year’s final edition of the DSCC Weekly Review, it’s time to review the year with the top ten stories. While I solicited and received some input from my DSCC colleagues on this column, the decision on which stories made the top ten was mine.
• Counterpoint in the News Rumor Claims that China's BOE could Supply Apple with up to 45 Million OLED Displays in 2021 - Patently Apple
  December 29, 2019
• Events SID Vehicle Display Symposium 2019
  December 20, 2019
• Events OLEDs World Summit 2019
  December 20, 2019
• Events Society for Information Display (SID) DisplayWeek Business Track
  December 20, 2019
• Events Quantum Dots Forum
  December 20, 2019
• Events Future of Display Technologies and Markets
  December 20, 2019
• Events Bay Area SID October Seminar
  December 20, 2019
• Events SID Display Week 2018 Business Track
  December 20, 2019
• Events Quantum Dots Forum 2018
  December 20, 2019
• Events Flexible Electronics Conference and Exhibition
  December 20, 2019
• Events Annual One Day Conference on Emerging Display Technology
  December 20, 2019
• Events OLED World Summit
  December 20, 2019
• Events Society for Information Display (SID) DisplayWeek Business Track
  December 20, 2019
• Events 2nd DSCC Korea Conference
  December 20, 2019
• Events 4th DSCC Japan Seminar
  December 20, 2019
• Events 2019 IMID / DSCC Display Industry Forum
  December 20, 2019
• Events 3rd DSCC Japan Seminar
  December 20, 2019
• Events 1st Display Supply Chain Korea Conference
  December 20, 2019
• Events Display Industry Forum at IMID 2018
  December 20, 2019
• Events ​OLED Conference 2018
  December 20, 2019
• Events 27th Finetech Japan
  December 20, 2019
• Events DSCC Japan Seminar #1 - Roadmap to Display OLEDization
  December 20, 2019
• Counterpoint in the News Japan Short-Circuits the Tech Exports That Made South Korea Rich - Bloomberg.com
  December 18, 2019
• Blog 83% of the 24 5G Smartphones Introduced So Far Are OLED, Why 5G Is a Catalyst for OLEDs
  December 18, 2019
  The table below reveals the 24 5G smartphones we have seen so far. As indicated, 20 of them or 83% are using an OLED. Why is the OLED adoption attach rate so high? There are a few reasons.
• Blog DSCC Reveals OLED Equipment Supplier Rankings and Share for 56 Different Segments and >90 Suppliers
  December 18, 2019
  In our Quarterly OLED Supply/Demand and Equipment Spending Report, we provide a deep dive into all OLED fabs revealing not only fab schedules, yields, yielded vs. unyielded capacity and supply/demand, but also equipment spending trends for 64 different segments. For 56 of those segments, we provide market share. In this article, I will reveal some of the equipment spending takeaways.
• Blog DSCC’s Latest Long-Term OLED Forecast in OLED Shipment & Fab Utilization Report
  December 18, 2019
  Mobile OLED panel shipment revenue will increase to nearly $40 billion by 2023 and OLED TV panel revenue will add another $6.5 billion by that year, according to the Q4 update of the DSCC Quarterly OLED Shipment and Fab Utilization Report. The report includes Q3 actual shipments plus DSCC’s estimate for Q4 2019 for smartphone models for the top brands, along with shipment data by application for ten different applications for OLED display panels.
• Page .0Past Counterpoint Display Weekly Review Releases
  December 17, 2019
• Page Past DSCC Weekly Review Releases
  December 17, 2019
• Page Weekly Advanced Equipment PO & ​Award Database ​Korean Equipment Companies:
  December 17, 2019
• Page Weekly Advanced Equipment PO & ​Award Database OLED Equipment Companies:
  December 17, 2019
• Page Weekly Advanced Equipment PO & ​Award Database ​LCD Equipment Companies:
  December 17, 2019
• Page Weekly Advanced Equipment PO & ​Award Database Fab Listing
  December 17, 2019
• Testimonials Testimonials
  December 17, 2019
• Blog Foxconn Subsidy Will Lose Money for Wisconsin, Says Study Group
  December 17, 2019
  The $3 billion deal between the Wisconsin Economic Development Corporation (WEDC) and Foxconn for subsidies for an LCD manufacturing plant was agreed by then-Governor Scott Walker, a Republican, and has had many critics from the left of the political spectrum, including his successor, the current Governor Tony Evers, in the 2018 election campaign.
• Press Release DSCC Reveals Quarterly Display Equipment Revenues/Market Share for Over 130 Different Companies in New Report - Downgrades 2019-2020 Equipment Spending on LCD Weakness
  December 12, 2019
  Display Supply Chain Consultants (DSCC) has released the first issue of its newly developed Quarterly Display Capex and Equipment Market Share Report which delivers quarterly equipment supplier market share for all major display segments in a highly sortable pivot table along with fab schedules, display equipment spending and display fab capacity.
• Report Landing Reports
  December 11, 2019
• Blog DSCC Reveals Quarterly Display Equipment Revenues/Market Share for Over 130 Different Companies in New Report, Downgrades 2019-2020 Equipment Spending on LCD Weakness
  December 6, 2019
  Thanks to the transparency of the Chinese and Korean display industries, we were able to re-make our report that tracks fab spending into the newly named Quarterly Display Capex and Equipment Market Share Report which now delivers equipment supplier market share for all major display segments.
• Report Advanced Weekly Equipment PO & Award Database ​
  
  ​A weekly report of three spreadsheets used by Counterpoint to help establish market share in all the different equipment segments it covers. The first spreadsheet includes all the PO announcements made by equipment companies. This second spreadsheet includes equipment awards from Chinese OLED panel makers to equipment makers. This final spreadsheet includes equipment awards from Chinese OLED panel makers to equipment makers.
• Report Quarterly OLED Supply/Demand and Capital Spending Report
  
  This quarterly report is critical for every company in the OLED supply/chain. It tracks OLED and Micro OLED fab schedules, OLED unyielded and yielded capacity, OLED and Micro OLED equipment spending for >50 different equipment segments, OLED demand by application and OLED supply/demand for rigid OLEDs, flexible OLEDs, OLED TVs and AR/VR applications.
• Report Quarterly Display Capex and Equipment Market Share Report
  
  This report includes all of Counterpoint's content on OLED, LCD and Micro OLED fab schedules, OLED and LCD capacity and LCD, OLED and Micro OLED equipment market sizes, market share and forecasts for 80 different segments. All design wins and units by fab by equipment type are shown and quarterly revenues are provided for >130 different display equipment suppliers. Also included are typical process flows for each major process.
• Report 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
• Report 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.
• Report 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.
• Report Semi-Annual Smartphone Display Cost Report
  
  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.
• Report Quarterly Display Glass Report
  
  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.
• Report Quarterly All Display Fab Utilization Report​
  
  Counterpoint's Quarterly All Display Fab Utilization Report takes into account the financial performance of many equipment and material manufacturers that are directly involved in FPD manufacturers' production line utilization rates. It reveals quarterly production capacity and glass substrate input for all OLED and LCD production lines. Information is presented on a quarterly basis and forecast data for the relevant calendar year is also provided.
• Report Quarterly OLED Shipment Report
  
  This is the industry's most comprehensive OLED shipment report, covering smartphone, other mobile and TV panel markets. This report looks at current and future OLED shipments and revenues by application, supplier and size. and forecasts the timing of OLED overtaking LCD in all major applications.
• Report Quarterly OLED and Mobile/IT LCD Fab Utilization Report
  
  With a number of equipment and materials suppliers’ financial results dictated by panel suppliers’ fab utilization, we developed this service to help companies, industry analysts and financial analysts assess the impact of OLED and mobile LCD suppliers’ fab utilization on company performance and the industry outlook.
• Report Counterpoint Display Weekly Review
  
  A weekly report of 35-65 pages per week that analyzes display equipment, display materials, TV and smartphone markets. It covers the stock price outlook for display companies, company financial analysis and outlook, analysis of news, market data, pricing data, editorials and more. A sample issue of the Counterpoint Weekly Review is available upon request for new subscribers.
• Report Semi-Annual Advanced TV Display Cost Report
  
  Given the price sensitivity of the TV market, costs play a big factor in determining which TV technologies are likely to dominate. This report quantifies and forecasts costs, prices and margins for panel suppliers at the high end of the TV market, covering 31" to 83" sizes . It covers costs from various regions of production for OLEDs, Quantum Dot (QLED) and LCD. It also examines new approaches to manufacturing OLED TVs including ink jet printing and their impact on costs.
• Report Semi-Annual AMOLED Materials Report
  
  This report tracks all OLED evaporation materials used in the production of AMOLED panels including Mobile/IT/TV & Other applications. it includes detailed stack diagrams for all the main configurations of AMOLED panels including White OLED/QD-OLED for TVs, RGB OLED for mobile devices, and tandem stacks for IT devices. Additionally, the report covers material suppliers and ASPs for these stack structures. OLED evaporation materials covered include small molecule and polymer emitter materials, and all common materials such as hole injection layers, hole transport layers, electron transport layers, block layers, and more. This report provides an overview of the current OLED evaporation materials market and offers insights into future trends based on this market information. It is combined with Counterpoint's deep knowledge of AMOLED capacity and panel shipments providing the industry's most accurate market size and market share results and forecasts. The report also includes a technology section that describes the main technologies behind AMOLED material performance, updates the latest developments and current technological issues. Furthermore, the report provides a scenario for the introduction of next-generation blue OLED emitters, covering the transition from fluorescent blue. In Excel format, market data for OLED evaporation materials (revenue and weight) is analyzed and simulated, providing market result and forecast data by materials, materials suppliers, panel makers, and configurations (applications and stack types) and more.
• Report 2019 Foldable Display Market Update and Outlook Report
  
  The 80-page 2019 Foldable Display Market Update and Outlook Report provides deep insight into the status and outlook of foldable smartphones, tablets and notebooks and their displays at leading brands and panel suppliers.
• Counterpoint in the News DSCC Seminar Samsung to Reveal Three Foldable Products Next Year - etoday.co.kr
  November 29, 2019
• Counterpoint in the News DSCC "Samsung and LG increase supply and demand for LCD panels made in China" - etnews.com
  November 29, 2019
• Event Sponsors Radiant Vision Systems
  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
• Event Sponsors Veritas et Visus
  November 26, 2019
• Event Sponsors OLED-info
  November 26, 2019
• Event Sponsors OLED Association
  November 26, 2019
• Event Sponsors MicroLED-Info
  November 26, 2019
• Event Sponsors LCD Association
  November 26, 2019
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  November 26, 2019
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  November 26, 2019
• Event Speakers Yoshio Tamura SID2020
  November 26, 2019
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  November 26, 2019
• Event Speakers Ross Young SID19 Investor
  November 26, 2019
• Event Speakers Dr. James Murphy SID19 Biz
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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  November 26, 2019
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• Event Speakers Ross Young SID19 Biz
  November 26, 2019
• Blog Motorola Finally Launches Foldable Razr Smartphone, Hinge Design Improves Display Lifetime
  November 18, 2019
  As expected, Motorola launched its foldable clamshell smartphone on November 13th and it received an enthusiastic response from most media and reviewers.
• Blog Singles Day TV Sales
  November 18, 2019
  On China’s (and the world’s) most important online shopping day “11.11” or Singles Day, online channels reported sales revenues of CNY 410 Billion ($58.6 billion) with 30.1% Y/Y growth.
• Blog Tariffs Impact US TV Imports
  November 18, 2019
  The Trump Administration tariffs have started to cut into TV Imports from China, and there are signs that monitor imports are surging ahead of potential tariffs to be imposed on December 15th, 2019.
• Page About
  November 12, 2019
• Counterpoint in the News LGD outraces Samsung Display to become top OLED panel supplier for smartwatches - DigiTimes.com
  November 11, 2019
• Team Member ​Jayden Lee
  November 8, 2019
• Team Member Satoshi (Sam) Matsuno
  November 8, 2019
• Team Member Yoshio Tamura
  November 8, 2019
• Team Member Robert J (Bob) O’Brien
  November 8, 2019
• Team Member Chris Chinnock
  November 8, 2019
• Page Consulting
  November 6, 2019
• Page Why Counterpoint Research?
  November 6, 2019
• Event Landing Event Landing
  November 6, 2019
  Counterpoint Research participates and puts on display related events all over the world. To inquire regarding a Counterpoint presentation at your event or company, please contact [email protected].
• Forms Contact
  November 5, 2019
• Blog Samsung Display Achieves Record OLED Earnings in Q3’19
  November 4, 2019
  Highlights of Samsung’s latest earnings call from a display perspective.
• Blog Another Great Quarter for Universal Display
  November 4, 2019
  Universal Display Corporation (UDC) released their Q3 financial report Thursday and, following a strong first half, reported another quarter of revenue and profit Y/Y, and again increased their revenue guidance for the full year 2019.
• Press Release New DSCC Weekly Database Provides Complete Toolset at China Display Fabs from 2015-2020 and Beyond​
  November 2, 2019
  Display Supply Chain Consultants (DSCC) has released a first of its kind database which provides the complete toolset and components used in all display fabs in China, from 2015-2020 and beyond.
• Team Team
  October 31, 2019
• Blog Fab Delays and Cancellations Reduce Our Display Equipment Spending Forecast
  October 29, 2019
  We have been alluding to some fab delays and cancellations in some recent articles in the DSCC Weekly Review, so in this article, we will try and quantify it. Why is this happening?
• Blog LGD Posts Another Loss in Q3
  October 29, 2019
  As the flat panel display industry struggles with oversupply, LGD reported another big loss in its Q3 earnings release this week, kicking off what it likely to be a grim earnings season for panel makers.
• Home Home
  October 15, 2019
• Blog Samsung Q3’19 Guidance and OLED Results Preview
  October 14, 2019
  Samsung released its guidance for Q3’19 and is expecting its 4th straight quarter of a Y/Y revenue decline.
• Blog SDC Makes $11B QD-OLED Investment Official – What We Learned
  October 14, 2019
  On September 30th, we published that SDC would spend around $11B on its QD-OLED fabs. On October 10th, they made it official at an agreement ceremony held at its Asan 2 campus.
• Blog Sharp Delays G10.5 Guangzhou Fab by 6 Months
  October 14, 2019
  Recently, we reported that Sharp placed the second 45K substrate per month of input capacity of its G10.5 fab on hold. Now, they announced that they have delayed the start of volume production on the initial 45K by 6 months.
• Blog DSCC’s Latest Long-Term OLED Forecast in OLED Shipment & Fab Utilization Report
  October 1, 2019
  Mobile OLED panel shipment revenue will increase to nearly $36 billion by 2023 and OLED TV and monitor panel revenue will add another $10 billion by that year, according to the Q3 update of the DSCC Quarterly OLED Shipment and Fab Utilization Report.
• Blog LCD TV Panel Fab Utilization Falling in 2H’19
  October 1, 2019
  The display market turned in Q3’19 from healthy to oversupply as utilization dropped from 89% to 85% and is expected to keep falling in Q4’19 to 80%. What happened?
• Blog Highlights from Our Q2’19 Display Equipment Supplier Comparisons
  September 24, 2019
  In our Quarterly Display Supply Chain Financial Health Report, we compare the financial results of all panel and equipment suppliers.
• Blog Q3 OLED Supply/Demand Update – Oversupply in Phones to Persist to 2023
  September 24, 2019
  We have updated DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report for Q3, with DSCC’s latest capacity outlook for the industry and our forecast for OLED panel demand.
• Blog Highlights from DSCC’s Latest Display Capacity Forecast
  September 16, 2019
  In our latest Quarterly Display Capex and Equipment Report, we extended our capacity forecasts out to 2025 which produced a number of interesting results.
• Blog Panel Maker Comparison Shows Winners and Losers in Q2
  September 16, 2019
  With all the financial results of panel makers for Q2 2019 now available, we have compiled a comparison view as part of DSCC’s Quarterly Display Supply Chain Financial Health Report.
• Counterpoint in the News How a Chinese accountant turned a dying state-owned factory into BOE Technology Group – world’s No 1 display maker supplying Apple, Huawei - South China Morning Post
  August 29, 2019
• Counterpoint in the News Report: Display capex down, but will rebound as mobile OLED market grows - FierceElectronics.com
  August 27, 2019
• Blog Tianma Profits Roll On in Q2
  August 27, 2019
  The display industry has been plagued by oversupply, in both LCD and OLED, and panel maker margins have suffered as a result.
• Blog DSCC Releases Q3’19 Quarterly Display Capex and Equipment Report – Forecasts Extended to 2024 as Visibility Improves
  August 26, 2019
  DSCC has released the latest issue of its popular Quarterly Display Capex and Equipment Report. In this issue, forecasts were extended to 2024 as we were able to include a healthy increase in new fabs where probabilities have recently improved.
• Counterpoint in the News Nanosys Expands Production Capacity of Quantum Dots - Printed ElectronicsNow.com
  August 14, 2019
• Press Release DSCC Releases 2019 Foldable Display Market Update and Outlook Report – Foldable Displays Are Down, But Not Out
  August 6, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce the immediate availability of its 2019 Foldable Display Market Update and Outlook Report. This 80-page report provides great insight into the status and outlook of foldable smartphones, tablets and notebooks and their displays at leading brands and panel suppliers.
• Blog US-China Trade War Will Hit Display Industry
  August 6, 2019
  When the news this week hit on President Trump’s tweets about raising tariffs on $300 billion in imports from China, I knew it deserved mention in this blog.
• Blog Foxconn Looking to Sell New Gen 10.5 Plant?
  August 6, 2019
  Reuters reported this week that Foxconn is in discussions to appoint banks to find a buyer for its LCD factory that is being built in Guangzhou.
• Counterpoint in the News Even fixing Wisconsin’s Foxconn deal won’t fix it, says state-requested report - TheVerge.com
  August 6, 2019
• Counterpoint in the News 13 Takeaways on Foxconn’s Birthday - UrbanMilwaukee.com
  August 2, 2019
• Counterpoint in the News Japan Plans to Curb South Korea Exports Over Colonial-Era Claims - Bloomberg
  July 30, 2019
• Videos What Foxconn - Apple's Largest Manufacturer - Is Up To In Wisconsin
  July 27, 2019
  CNBC got a rare chance to sit down with Foxconn and the Wisconsin official who helped broker the deal to ask: what's really going on with the project? Watch the video to learn more about the international giant trying to build one of the world's largest factories - in the United States.
• Counterpoint in the News Wisconsin hires outside expert to advise it on Foxconn and the flat-panel display industry - Milwaukee Journal Sentinel
  July 26, 2019
• Blog UDE Shanghai Highlights Hisense Dual Cell TV U9E
  July 15, 2019
  ​During the 2019 UDE in Shanghai this week, TV brands demonstrated their TV products with two major mainstream technology camps covering OLED TV and 8k QLED TV.
• Blog OLED Materials Market to Double in Four Years
  July 15, 2019
  Sales for OLED stack materials for all applications are expected to grow at a 17% annual CAGR from $1.04 billion in 2018 to exceed $2 billion in 2022 and reach $2.28 billion in 2023, according to the latest update of DSCC’s Quarterly OLED Material Report, written in cooperation with the OLED Association.
• Blog Outlook for Flexible, Foldable and Rigid OLED Yields and Unyielded and Yielded Capacity
  July 2, 2019
  Nameplate or unyielded capacity is the most common, but often least useful way to look at OLED capacity. In LCDs, it is more acceptable to focus on unyielded capacity as yields are in a relatively tight range. However, in OLEDs, yields span a wide range. So, yielded capacity is a better snapshot of a company’s production capability.
• Press Release DSCC Announces Agenda for IMID Display Industry Forum
  July 1, 2019
  On the heels of its successful conferences during SID, DSCC is organizing the 2019 Display Industry Forum during the International Meeting on Information Display (IMID) on August 29th at HICO in Gyeongju, Korea.
• Counterpoint in the News One Year After Trump's Foxconn Groundbreaking, There Is Almost Nothing To Show For It - The Verge
  June 29, 2019
• Counterpoint in the News Chinese state-supported display makers target Samsung - Financial Times
  June 29, 2019
• Blog Nikon Was the Top Display Equipment Supplier in Q1’19
  June 24, 2019
  In DSCC’s Quarterly Display Supply Chain Financial Health Report, we analyze and compare all publicly traded display equipment suppliers’ financial results and include insights from our Quarterly Display Capex Report where appropriate.
• Blog Foxconn Gets Approval for Wisconsin Plans, Starts Construction
  June 24, 2019
  Foxconn this week submitted plans for construction of its first major manufacturing facility at its Wisconn Valley complex and received a recommendation for approval by the Mount Pleasant village Plan Commission.
• Counterpoint in the News 8K and the quest to express the 'real' - ZDNet.com
  June 19, 2019
• Counterpoint in the News Corning is building more Gen 10.5 glass plants, just not in Wisconsin Company announces two new plants in China - BizTimes.com
  June 18, 2019
• Blog More Highlights from Our Latest Quarterly Capex Report
  June 17, 2019
  I recently finished our Q2’19 Quarterly Display Capex and Equipment Service Report which was expanded by 21 additional categories this quarter to 64 different equipment segments.
• Counterpoint in the News Moving the 8K Needle: Continuing Education, More Efficient Video Codecs, Fatter Broadband Pipes - CEPro
  June 14, 2019
• Counterpoint in the News The Incredible Shrinking Foxconn Plant - UrbanMilwaukee.com
  June 12, 2019
• Counterpoint in the News SID and DSCC Announce the Immediate Availability of Their Business, Foldable Display and Automotive Display Conference Proceedings - Yahoo Finance.com
  June 11, 2019
• Blog Rigid OLED UT% Continues High, Flexible UT% Recovering in June
  June 10, 2019
  DSCC has updated its Quarterly OLED and Mobile LCD Fab Utilization Report with results for May and the latest estimates for June.
• Blog Introducing DSCC’s New Quarterly All Display Fab Utilization Report
  June 10, 2019
  DSCC announces the arrival of our latest report, the Quarterly All Display Fab Utilization Report, available immediately.
• Blog Foxconn to Start Production in Wisconsin in Q4 2020
  June 10, 2019
  We’ve seen a few developments on the Foxconn – Wisconsin project in the last few weeks. Here’s an update of the latest.
• Press Release DSCC Releases Latest Display Equipment Forecast Showing Strong Rebound in 2020 on 30% Growth to $21B – 21 New Equipment Segments Added
  June 10, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce the immediate availability of the Q2’19 issue of its Quarterly Display Capex and Equipment Service deliverables.
• Press Release SID and DSCC Announce the Immediate Availability of Their Business, Foldable Display and Automotive Display Conference Proceedings
  June 10, 2019
  The Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) are pleased to make available the proceedings for the recently held: SID/DSCC Business Conference SID/DSCC Foldable Display Conference SID/DSCC Automotive Display Conference
• Press Release SID/DSCC Business Track Proceedings Now Available
  June 5, 2019
  The Society for Information Display (SID), together with Display Supply Chain Consultants (DSCC), is pleased to announce that the proceedings for the highly successful Business Track events are now available for sale.
• Press Release Gerry McGinley Joins DSCC as Director of Sales
  June 2, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce that Gerry McGinley has joined the firm as Director of Sales for the US market.
• Counterpoint in the News TV Session at Display Week Business Conference Shows Prescience - ​Display Daily
  May 31, 2019
• Blog Sony Investor Day – Smartphone Business Will Stay
  May 29, 2019
  Sony held its Investor Relations Day this week in Tokyo, Japan, and the company is riding high, with earnings in its most recent fiscal year (FY 2018 ended March 31, 2019) nearly doubling to ¥916 billion ($8.2 billion) and improvements in multiple businesses.
• Counterpoint in the News MicroLEDs: The Next Revolution In Displays? - Semiconductor Engineering
  May 29, 2019
• Counterpoint in the News OLED tech developer Cynora secures $25M Series C funding - Optics.org
  May 23, 2019
• Counterpoint in the News Does This Foldable Screen Work? There’s a Machine to Test It - The Wall Street Journal
  May 13, 2019
• Blog Foxconn - Wisconsin Groundbreaking Set for June 28th
  May 10, 2019
  We've been waiting for this for a few months, and now we know we've got another seven weeks to wait but not longer. I received today a "Save the Date" e-mail announcing the date of the Groundbreaking Ceremony of the Wisconn Valley Science & Technology Park. The Ceremony will be held on June 28th, 2018 at the Foxconn site in Racine County, Wisconsin.
• Counterpoint in the News CLEARink To Showcase ePaper 2.0 At DisplayWeek 2019 - Yahoo Finance
  May 9, 2019
• Counterpoint in the News DSCC Launches New Quarterly Display Glass Substrate Market Report - Yahoo Finance
  April 30, 2019
• Press Release DSCC Launches Display Glass Report
  April 29, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce a new report covering the market for display glass substrates.
• Counterpoint in the News Foxconn jobs, tax credits could be renegotiated in Wisconsin - San Francisco Chronicle
  April 26, 2019
• Counterpoint in the News The Tortoise and the Hare – A Tale of Emissive Display Technology - DisplayDaily.com
  April 23, 2019
• Press Release MicroLED CEOs to Update Market/Technology Outlook and Investment Opportunities at SID/DSCC Investor Conference​
  April 22, 2019
  The Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) will be hosting a display investor conference which will feature CEOs from three of the leading microLED companies.
• Press Release Expert Analysts and Executives to Share Insights in TV Market Roundtable at SID/DSCC Business Conference
  April 22, 2019
  The TV Market Roundtable at the Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) Business Conference on Monday, May 13th during DisplayWeek at the San Jose McEnery Convention Center will feature some of the most respected analysts of the TV market sharing their perspectives on technology and market developments.
• Counterpoint in the News Wisconsin Governor Rethinks State's $3 Billion Foxconn Contract - Governing.com
  April 18, 2019
• Counterpoint in the News Speaker Vos predicts changes to Foxconn contract won't win approval, stands by claim company will create 13,000 jobs - The Journal Sentinel
  April 18, 2019
• Counterpoint in the News Foxconn Chairman Terry Gou will reduce his role at the company, report says - The Journal Sentinel
  April 15, 2019
• Counterpoint in the News Japanese Supplier to Apple Gets a Lifeline From Taiwan-Led Investor Group - The Wall Street Journal
  April 12, 2019
• Press Release SID/DSCC/OLED Association/ Veritas et Visus Announce Display Week Immersive Experience Conference
  April 11, 2019
  The Society for Information Display (SID), Display Supply Chain Consultants (DSCC), OLED Association, and Veritas et Visus are proud to announce the completed agenda for the 2018 Display Week Immersive Experience Market Focus Conference, designed to give delegates a glimpse at some of the amazing developments that are dynamically involving users within the visual experience, not just as observers of a static screen.
• Counterpoint in the News Foxconn Is Confusing The Hell Out Of Wisconsin - TheVerge.com
  April 11, 2019
• Blog Panel Maker Comparison Shows A Rough Q4
  April 9, 2019
  We the long-awaited earnings releases of CPT and CEC Panda this week, we now have almost all the financial results of panel makers for Q4 2018, and we have compiled a comparison view as part of DSCC’s Quarterly Display Supply Chain Financial Health Report.
• Blog Q4’18 and 2018 Equipment Supplier Summary – AMAT Leads as Market Falls
  April 9, 2019
  Q4’18 equipment supplier financial data is often not released until the last day of March in Korea which causes a delay in releasing our aggregated look at quarterly results for equipment suppliers in our Quarterly Display Supply Chain Financial Health Report.
• Press Release SID and DSCC to Host Industry’s First Foldable Display Conference During DisplayWeek - Participants Include Leading Brands, Panel Suppliers, Analysts, Materials Suppliers and Equipment Suppliers​
  April 9, 2019
  The Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) will be hosting the world’s first Foldable Display Conference on May 15th at the San Jose McEnery Convention Center as part of SID’s DisplayWeek.
• Blog Foxconn Re-commits to LCD Production in Wisconsin
  March 26, 2019
  Foxconn this week issued a press release announcing its intentions to break ground on manufacturing facilities at its complex in Mount Pleasant, Wisconsin, in what may have been an effort to deflect criticism that company efforts on the project are not progressing.
• Blog OLED Panel Revenues to Exceed $50 Billion by 2023
  March 26, 2019
  DSCC has updated its Quarterly OLED Shipment and Fab Utilization Report for Q1, and the report contains a treasure trove of data for analyzing and understanding the OLED industry, some of which we will share here.
• Press Release Leading Display Industry and Financial Analysts from 11 Different Firms to Present at SID/DSCC Conferences During Display Week
  March 26, 2019
  Attendees of the upcoming Society for Information Display (SID)/Display Supply Chain Consultants (DSCC) Business Track conferences during Display Week will hear from the top display industry and financial analysts from the leading firms in the display market.
• Press Release DSCC Automotive Display Market Focus Conference During SID Display Week 2019 Features Leading Innovators in Automotive Displays​
  March 19, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce the agenda for the Automotive Display Market Focus Conference.
• Counterpoint in the News Foxconn: Searching for a clear vision Will the Taiwanese tech giant fulfill its promises? - BizTimes.com
  March 18, 2019
• Counterpoint in the News DNR Finds Foxconn's Environmental Permits Pass Muster in Review Ordered by Tony Evers - JSOnline.com
  March 7, 2019
• Counterpoint in the News Wisconsin Might Not Get a Foxconn Plant of Any Size, Analysts Say - JSOnline.com
  March 6, 2019
• Press Release DSCC Releases Q1’19 Capex and Capacity Forecasts - Fab Delays Impact 2019 Spending
  March 4, 2019
  Display Supply Chain Consultants (DSCC) has distributed its latest capex and capacity forecasts to its Quarterly Display Capex and Equipment Service customers.
• Press Release DSCC Adds Equipment and Materials Analyst in Korea
  March 4, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce that the hiring of a new display equipment and materials analyst in Korea.
• Blog DSCC Releases Q1’19 Capex and Capacity Forecasts - Fab Delays Impact 2019 Spending
  March 4, 2019
  DSCC has distributed its latest capex and capacity forecasts to its Quarterly Display Capex and Equipment Service customers.
• Blog Huawei Impresses with the Launch of the Foldable Mate X
  March 4, 2019
  As expected, Huawei announced its first foldable smartphone, which it calls the Mate X, on Sunday February 24th, the day before the Mobile World Congress (MWC) started.
• Press Release SID/DSCC Investors Conference During SID DisplayWeek 2019 Features Thirteen CEOs Discussing Game-Changing Display Innovations​
  February 26, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce the agenda, speakers and panelists for the annual Society for Information Display (SID) Week 2019 Investor Conference.
• Counterpoint in the News Samsung Quietly Losing To LG In Smartwatch, TV OLED Panel Supply Markets - International Business Times
  February 26, 2019
• Blog Samsung Launches Its First Foldable Smartphone, You Can’t Touch It Yet, and the Future of Foldables
  February 24, 2019
  Samsung wisely got the jump on the rest of the smartphone industry by holding a product launch in San Francisco on February 20th, 5 days ahead of the Mobile World Congress (MWC) show which starts on February 25th in Barcelona. Called Samsung Unpacked, Samsung wanted to make sure it introduced its foldable smartphone before Huawei and others and also got all the media’s attention on its S10 launch.
• Blog China Display Stocks Surge on Foldable Hopes and Trade Optimism, PSSI Jumps a Record 19%!
  February 19, 2019
  It was a record week after the Chinese Lunar New Year for Chinese display stocks with: BOE rising 42% Tianma rising 36% Visionox rising 47% (will be added to our index next week) and TCL which includes CSOT rising 12%.
• Blog OLED and Mobile LCD Fab Utilization Data Updated through March
  February 19, 2019
  We have updated our monthly and quarterly OLED and Mobile LCD fab utilization data through March and distributed pivot tables and Powerpoint slides.
• Blog OLED Panel Revenues to Grow 8% in 2019 to $29 Billion
  February 19, 2019
  OLED panel revenues will increase by 8% in 2019 to $28.6 billion, according to the latest update of the DSCC Quarterly OLED Shipment and Fab Utilization Report for Q1 2019, with double-digit growth in area and units, as OLED continues to take a larger share of smartphone and TV shipments.
• Press Release DSCC Annual International SID Business Conference Features Influential Keynote Sessions by Intel, LG Display, Corning, Applied Materials and Universal Display
  February 13, 2019
  Display Supply Chain Consultants (DSCC) is pleased to announce the keynote lineup for the annual Society for Information Display Week 2019 Business Conference.
• Blog What Did We Learn from Samsung Display’s Q4’18 Results
  February 5, 2019
  It was an unusual quarter for Samsung Display in that OLEDs suffered their largest Y/Y decline to date, while LCD margins improved significantly.
• Blog Panel Maker Q4 Earnings Show Diverging Results
  February 5, 2019
  LG Display is usually the first flat panel maker to release earnings each quarter, and in many ways they have been a bellweather for the industry. They always give guidance on the upcoming quarter, and historically their guidance has not always been accurate. For Q4, though, LGD’s guidance given at the end of October was spot on, and included a phrase that captured the industry dynamic in Q4, and perhaps for some time to come.
• Counterpoint in the News No one seems to know what Foxconn is doing in Wisconsin - TheVerge.com
  February 1, 2019
• Blog Foxconn: No LCDs in Wisconsin?
  January 31, 2019
  According to a flurry of news reports this week, Foxconn will not be building LCD panels at its complex in Wisconsin.
• Counterpoint in the News Foxconn details construction plans for next 18 months - Biztimes.com
  January 30, 2019
• Counterpoint in the News Foxconn changes focus of massive Wisconsin project - LacrosseTribune.com
  January 30, 2019
• Blog TV Cost Report Provides First Look at QD OLED, MMG
  January 28, 2019
  DSCC has released its Q4 2018 update of our Advanced TV Display Cost Report, with updates to all of the OLED and LCD cost outlines plus the first cost model for Samsung Display’s quantum dot OLED (QD OLED) product, as well as analysis detailing the cost advantages LG Display will realize in implementing Multi-Mode Mother Glass (MMG) technology.
• Blog Fab Utilization Data Updated for January, DSCC Releases Lower Cost Fab Utilization Report
  January 28, 2019
  DSCC has been publishing OLED and mobile LCD fab capacity, input and utilization as part of its Quarterly OLED Shipment and Fab Utilization Report for over a year. The utilization data is extremely useful for anyone assessing the health of these companies, their suppliers, the capex outlook and the mobile and OLED TV markets in general.
• Counterpoint in the News BOE catching up with Samsung Display in AMOLED panels - DigiTimes.com
  January 24, 2019
• Counterpoint in the News BOE surpases LG as main supplier of AMOLED panels for the Huawei Mate 20 Pro - GSMAreana.com
  January 24, 2019
• Blog DSCC’s Latest Smartphone Display Cost Report Adds Foldable, New Models and Quantifies Significant BOE Yield Improvements
  January 22, 2019
  The Q4’18 update of DSCC’s Quarterly Smartphone Display Cost Report adds the panels used in the upcoming Samsung Galaxy S10 models and the Galaxy Foldable smartphone. Foldable smartphones have the potential to dramatically change the smartphone landscape and it is critical to understand their costs and cost reduction potential to estimate their impact on smartphone prices and likelihood of success.
• Events 7th China International OLED Summit
  December 30, 2018
• Events Electronic Displays Conference
  December 30, 2018
• Events Flexible and Foldable Display Market and Technology Update
  December 30, 2018
• Blog DSCC Shows Record Equipment Spending, Capex and Equipment Supplier Revenues for Q3’18
  December 10, 2018
  DSCC released its latest Quarterly Display Capex and Equipment Service suite of products.
• Blog OLED Panel Revenues to Grow 19% in 2019
  December 10, 2018
  Revenues from the sales of OLED display panels will increase 19% in 2019 to $31 billion, according to the latest update of DSCC’s Quarterly OLED Shipment and Fab Utilization Report. OLED panel units in all applications will grow 22% to 610 million, and shipment area will grow 35% to exceed 9 million square meters.
• Blog FLEx Lighting Sets Out to Transform Reflective LCD
  December 4, 2018
  Reflective LCDs have been around for a long time but have never made much of an impact on the display industry. FLEx Lighting, a US- based startup, is looking to change that with some fascinating technology that greatly improves the performance of reflective LCDs, and just might make this display technology a big part of the industry landscape in a few years.
• Press Release DSCC Announces Call for Speakers for DisplayWeek 2019 SID/DSCC Business Track Events
  December 4, 2018
  DSCC has set preliminary agendas for the 2019 DisplayWeek SID Business Track Conferences to be held May 13th – May 15th, 2019 at the San Jose Convention Center.
• Blog Panel Maker Comparison Shows Winners and Losers
  November 27, 2018
  We now have all the financial results of panel makers for Q3 2018, and we have compiled a comparison view as part of DSCC’s Quarterly Display Supply Chain Financial Health Report. The comparison highlights big discrepancies in results between some of the major players in the industry. While Q3 was in general a positive quarter for display makers, it was especially good for Samsung, and not so good for some of the smaller players.
• Blog LTPS LCD and Flexible OLED Fab Utilization to Overtake Rigid OLED Utilization in Q4’18
  November 26, 2018
  DSCC has updated its LTPS LCD and OLED fab utilization results through November with a 1-month forecast for December. This data is compiled based on surveys of glass and materials suppliers and appears in our Quarterly OLED Shipment and Fab Utilization Report. The results are quite interesting.
• Blog Samsung’s Showcases Its First Foldable Smartphone, What We Learned
  November 12, 2018
  After years of development dating back to 2012 when Samsung trademarked YOUM for its unbreakable, flexible display, Samsung finally announced its first foldable display which it trademarked on October 29 as the Infinity Flex Display at its Developer Conference on November 7th in San Francisco, CA. It did not formally announce the name, timing or price of its foldable smartphone however, which many people believe will be called the Galaxy F for foldable.
• Blog OLED Panel Shipment Revenues up 80% in Q3 2018 to $8.0 Billion on Smartphone Recovery and TV growth
  November 12, 2018
  The third quarter of 2018 saw a strong recovery of OLED panel shipments, with total revenue up 80% Q/Q and 45% Y/Y to $8.0 billion, according to the latest update of DSCC’s Quarterly OLED Shipment and Fab Utilization Report. The revenue increase was paced by an even more impressive 92% increase Q/Q in OLED smartphone panel revenue, which grew 43% Y/Y to $6.9 billion.
• Press Release SID Awards Display Week 2019 Business Track to DSCC
  October 23, 2018
  The Society for Information Display (SID) has awarded the organization and execution of its highly popular series of business conferences during its annual Display Week conference and exhibition to Display Supply Chain Consultants (DSCC) for the 3rd consecutive year.
• Blog DSCC Partnership with Meko – Announcing the DSCC Weekly Review
  October 22, 2018
  DSCC has agreed to a partnership deal with UK-based display research firm Meko, whereby DSCC will transition its weekly Display Supply Chain Monitor (DSCM) into a new publication, to be called the DSCC Weekly Review. The Weekly Review will form a successor publication to Meko’s Large Display Monitor (LDM) and Mobile Display Monitor (MDM) weekly newsletters, and we expect that the Weekly Review will come to be seen as the premier source of news and analysis in the display industry.
• Blog Quantum Dots Highlight DSCC Future of Display Technologies and Markets Conference​​
  October 17, 2018
  On November 6th, DSCC will bring 3 of the most influential speakers on the future of quantum dot technology and its market outlook at the upcoming Future of Display Technologies and Markets Conference. Quantum dots have the opportunity to become a significant part of the LCD, OLED and microLED markets as those technologies strive for improved color performance. In addition, as quantum dot material performance improves, it has the potential to become its own emissive display technology.
• Blog TV Cost Report Shows LGD Turning the Corner on OLED Profitability
  October 17, 2018
  LG Display has had remarkable success in its OLED TV panel business for years, in all areas except one – profits. Based on new analysis in DSCC’s Quarterly Advanced TV Display Cost Report, the combination of higher prices and lower components costs have allowed LGD to turn the corner on this business and become profitable in Q3 2018, and LGD likely has a strong runway of profits in the coming quarters and years.
• Press Release DSCC Releases Annual Foldable Display Technology and Market Report: Rapid Growth Expected as Costs and Prices Fall and Availability Improves
  October 3, 2018
  Display Supply Chain Consultants (DSCC) has released the industry’s first report dedicated to foldable display technology and the foldable display market.
• Blog OLED Materials Report Brings New Insight on QD OLEDs
  October 2, 2018
  Sales for OLED stack materials are expected to grow at a 20% annual CAGR from $829 million in 2017 to $2.04 billion in 2022, according to DSCC’s Quarterly OLED Material Report for Q3 2018, written in cooperation with the OLED Association. The report details all aspects of OLED materials, including multiple applications, supplier matrices, and cost comparisons.
• Blog DSCC Finalizes Agenda for its Future of Display Technologies and Markets Conference
  October 2, 2018
  The agenda for our Future of Display Technologies & Markets Conference on November 6th in Santa Clara is now final as seen below. The first talk will be by Ross Young and will detail DSCC's latest forecasts for OLED shipments, revenues, prices, supply/demand, fab utilization, LCD and OLED equipment spending, etc. as well as our view on technology roadmaps and inflection points.
• Blog Samsung OLED Fab Utilization Updated for August and September
  September 24, 2018
  In today's issue of our weekly report, the Display Supply Chain Monitor, we updated Samsung's OLED fab utilization at its A2 and A3 fabs for August actuals and the September forecast. There were some surprises vs. prior forecasts. Please contact [email protected] if you would like to see the Samsung results in our weekly report or gain access to all manufacturers' LTPS LCD and OLED fab utilization in our Quarterly OLED Shipment and Fab Utilization Report.
• Blog New Apple iPhone Line-up Will Test the Value of OLED
  September 17, 2018
  Unless you’ve been under a rock for the last week, you’ve heard about Apple’s new iPhone line-up, announced in an enthusiastic product launch this week. The Apple events these days seem to rival the “Everything is Awesome” scene in the Lego movie for over-the-top fandom, with an abundance of “amazing” and “incredible” features listed. The main iPhone products were just as expected, but the prices will push the limit of what consumers are willing to pay, especially considering the price premium for the models with OLED displays.
• Press Release DSCC Forecasts OLED Revenue to Grow to $50 Billion in 2022
  September 6, 2018
  A 33% growth peak is expected in 2020 as flexible OLED capacity booms and prices drop from increased competition.
• Press Release DSCC Forecasts Reduced Display Capex from 2019-2021 after Record 2016-2018 Spending Causes Surge in Capacity Growth
  September 6, 2018
  Display Supply Chain Consultants (DSCC) has released its latest LCD and OLED equipment spending, capacity and supplier market share results and forecasts as part of its Quarterly Display Capex and Equipment Service (Q3’18 issue).
• Blog IMID Industry Forum Brings New Technology Insights
  September 5, 2018
  In cooperation with the Korean chapter of SID, DSCC organized a one-day Display Industry Forum at the 18th International Meeting on Information Display (IMID) conference last week in Busan, Korea. The conference brought many of the key players in the Korean part of the display industry and provided insights for industry professionals.
• Blog China TV Imports Increased in Q2 Despite Threat of Tariff
  August 20, 2018
  Imports to the US of TVs from China increased in Q2 of this year despite the Trump administration’s threat of tariffs imposed on TV products. The industry has shown few signs of shifting its supply patterns, based on data from the US International Trade Commission (ITC) database. The tariff threats, though, seem to have claimed their first victim in US TV assembler Element Electronics, as the US-China trade war shows no signs of abating.
• Press Release TV Drives 30 Percent Area Growth in OLED Panel Shipments in the First Half of 2018
  August 13, 2018
  Strong growth in TV units as well as 98 percent year-over-year growth in OLED TV area powered the OLED panel market in the first half of 2018 to 30 percent year-over-year, according to the latest Display Supply Chain Consultants (DSCC) Quarterly OLED Shipment and Fab Utilization Report.
• Press Release DSCC Releases Latest Display Equipment Spending and Capacity Forecasts​, ​$109B Spending Expected From 2017 to 2022 Led by China Despite Recent Fab Delays/Cancellations
  August 10, 2018
  Display Supply Chain Consultants (DSCC) has released its latest LCD and OLED equipment spending, capacity and supplier market share results and forecasts as part of its Quarterly Display Capex and Equipment Service.
• Blog What Impact on TV for Next Wave of Tariffs?
  July 10, 2018
  If TVs get hit with a 10% tariff as part of the Trump administration’s next round of $200 billion of product affected, what would be the likely impact? Because of the steep declines in LCD TV panel prices in the last twelve months, a 10% tariff would merely slow down the price declines for TVs in the 2018 holiday season. The figure below shows the pattern of TV panel prices since 2015; overall prices are down nearly 40% Y/Y in July 2018.
• Blog Highlights of Foxconn Groundbreaking Celebration in Wisconsin
  June 28, 2018
  In a glitzy and gala ceremony today in Mount Pleasant, Wisconsin, Foxconn broke ground on the first large-scale TFT LCD fab outside of Asia, and the first in the USA, in a ceremony highlighted by the appearance of President Trump.
• Blog Trump Celebrates Launch of Wisconn Valley
  June 28, 2018
  After the ceremonial groundbreaking at Foxconn’s “Wisconn Valley” complex in Mount Pleasant, Wisconsin (see my last blog post), President Trump visited a nearby Foxconn pilot TV production site where, with leaders from the Wisconsin political scene and from Foxconn, Trump celebrated the launch of the first LCD manufacturing site in the USA (and the first outside of Asia).
• Blog Flat Panel Display Industry Grew in a Free-Trade Era, What Does Trump Mean for Displays?
  June 22, 2018
  I wrote this piece originally for our weekly newsletter, the Display Supply Chain Monitor, right after the 2016 election. Originally published on November 14th, 2016, it holds up pretty well and is likely interesting to DSCC blog readers.
• Blog Foxconn Groundbreaking Date Changed to Accommodate President Trump
  June 21, 2018
  The date for the Foxconn Groundbreaking Ceremony is again set for June 28th, and several changes in the schedule have occurred in order to accommodate the schedule of President Trump, according to this article from the Milwaukee Journal Sentinel.
• Press Release DSCC Updates OLED Panel Shipments After Slow Q1 2018
  June 12, 2018
  Display Supply Chain Consultants (DSCC) is pleased to announce the latest issue of its Quarterly OLED Shipment and Fab Utilization Report detailing the industry slowdown in Q1 2018 and with a forecast for a robust recovery throughout the rest of the year and a revised forecast out to 2022.
• Blog Samsung’s OLED Fab Utilization Rebounds, Dramatic Revenue Growth Expected in Q3’18
  June 5, 2018
  The Q2’18 issue of DSCC’s Quarterly OLED Shipment and Fab UtilizationReport shows that Samsung Display’s utilization has begun to improve significantly as the build has started for new smartphones from Apple, Samsung and other brands.
• Press Release DSCC Releases Latest Display Equipment and Capacity Forecasts – LCD Overtakes OLED Spending in 2018 and 2019
  June 5, 2018
  Display Supply Chain Consultants (DSCC) has released its latest LCD and OLED equipment spending, capacity and supplier market share results and forecasts as part of its Quarterly Display Capex and Equipment Service (Q2’18 issue).
• Press Release IMID Awards 2018 Display Industry Forum to DSCC, Announces Sessions
  May 3, 2018
  The International Meeting on Information Display (IMID) has awarded the organization and execution of its Display Industry Forum to Display Supply Chain Consultants (DSCC) for the 2018 conference.
• Press Release Automotive and Display Industries Converge at SID/DSCC Automotive Display Market Focus Conference, Display Week 2018 MFC to Feature Senior Automotive Experts from General Motors, BMW, JD Powers, Strategy Analytics and More
  May 3, 2018
  The Society for Information Display (SID), together with Display Supply Chain Consultants (DSCC), today announced the full conference agenda for the upcoming Automotive Display Market Focus Conference (MFC), to be held on Tuesday, May 22nd, at the Los Angeles Convention Center during Display Week 2018.
• Blog Key Takeaways from 6 Leading Panel Suppliers' Q1’18 Results
  April 30, 2018
  Last week we saw 6 different display suppliers release their earnings results. In general, we saw Chinese suppliers outperform Taiwan and Korean suppliers helped by government subsidies, lower labor and fab costs and the exclusion of interest payments in odd quarters. We saw flexible OLED smartphone panel shipments drop rapidly and LTPS LCDs take share from OLEDs. Smartphone panel volumes were weak, especially at the high end, which boosted blended unit ASPs and reduced area ASPs as smartphone panels carry higher prices on an area basis. While OLED volumes fell faster than LTPS volumes, OLED margins continued to outperform LCD margins. Panel makers are optimistic about TV volumes in the rest of 2018 despite experiencing above average channel inventories in Q1’18. We did see LG reporting OLED TVs in shortage and reveal they may convert even more LCD capacity to OLED TV capacity. Let’s start with some comparisons.
• Press Release Leading Display Analysts to Present at SID Display Week Events – Cowen & Company, DSCC, JD Power, Mizuho Securities, Sigmaintell, Roland Berger, Strategy Analytics, Susquehanna, The NPD Group and Yole All Presenting Their Latest Insights
  April 26, 2018
  Many of the display industry’s top market, technology and financial analysts will be presenting at SID’s Display Week Business Track events which will be held at the Los Angeles Convention Center from May 21st – May 24th.
• Press Release DSCC Launches Smartphone Display Cost and Forecast Report
  April 18, 2018
  Display Supply Chain Consultants (DSCC) is pleased to announce the launch of its Quarterly Smartphone Display Cost and Forecast Report.
• Blog US Tariffs on TVs from China Will Disrupt Display Supply Chain
  April 9, 2018
  Last week, I gave an outline of the possible impact that Trump administration actions on US-China trade could have on the display industry, and on Tuesday, April 3rd, the Trump administration released the list of products subject to a new 25% tariff. Of the 1,333 different product categories included in the trade action, the single largest category by value is TVs. The new tariffs on TVs will have companies on both sides of the Pacific scrambling to redirect the display supply chain.
• Press Release DSCC Opens New Office in Korea, Expands in Japan
  April 5, 2018
  Display Supply Chain Consultants (DSCC) has responded to strong demand for its syndicated display market research reports and consulting services by expanding operations in Korea and Japan.
• Press Release SID and DSCC Announce Display Week Investor Conference Agenda and Speaker Line-Up - 20+ Companies Discussing Investment Opportunities in OLEDs, MicroLEDs and New Material
  April 4, 2018
  The Society for Information Display (SID) is collaborating with Display Supply Chain Consultants (DSCC) for its Annual Investors Conference at Display Week, which runs from May 20 – May 25, 2017 at the Los Angeles Convention Center.
• Blog US – China Trade War Could Slam Display Industry
  April 2, 2018
  In the latest round of an emerging trade conflict between the world’s two largest economies, China initiated tariffs on specific US goods, in retaliation to the US imposing tariffs on steel and aluminum products from China. While these moves have not yet affected display products, the potential impact of a trade dispute could be a huge disruption in the display industry value chain and has caused the Consumer Technology Association (CTA) to mobilize its members to lobby the US government to try to avert a trade war.
• Press Release SID and DSCC Announce DisplayWeek 2018 Business Conference Agenda and Speaker Line-Up
  March 21, 2018
  The Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) today announced the complete agenda for the SID Display Week 2018 Business Conference.
• Press Release DSCC Starts Operations in Korea - Calvin Lee Joins as Director of Korea Operation
  March 20, 2018
  In response to rapid growth in the demand for its display market and technology reports and consulting services, Display Supply Chain Consultants (DSCC) is pleased to announce the opening of a Seoul, Korea office and the hiring of Calvin Lee as Director of Korea Operations.
• Blog DSCC Releases Latest OLED Forecast
  March 19, 2018
  DSCC released the forecast slides for the Q1’18 issue of its Quarterly OLED Shipment and Fab Utilization Report last week. Given the lower than expected iPhone X shipments, reduced fab utilization at Samsung and related fab delays, we have lowered our outlook for 2018 by 22% and now expect 30% growth to $30.3B as shown in Figure 1. From 2017 to 2022, we now expect 23% CAGR instead of 27% CAGR with the 2022 market reaching $64.3B instead of $79.6B. It is still a rapidly growing market as most consumers prefer OLEDs and OLED capacity is still growing rapidly. It is just growing slower than previously expected.
• Press Release The World’s Leading Event for Electronic Display Innovation, Display Week 2018, May 20-25, Announces Automotive Display Market Focus Conference
  March 9, 2018
  Building on the first successful conference in 2017, the Society for Information Display (SID) and Display Supply Chain Consultants (DSCC) today announced the second Automotive Display Market Focus Conference.
• Blog OLED Fab Delays
  March 6, 2018
  With flexible OLEDs struggling in the market despite being named the best smartphone displays ever made, we are starting to see some fab delays which will be quantified in terms of equipment spending in our upcoming Quarterly Display Capex and Equipment Service update.
• Blog Samsung Introduces S9 - Highest Screen to Body Ratio and a Lower Price
  February 27, 2018
  Samsung formally introduced the Galaxy S9 and S9+ on Sunday February 25th during the opening of 2018 Mobile World Congress and the Closing Ceremonies of the 2018 Winter Olympics. As shown in Figure 1, relative to the iPhone X it features higher resolution, a higher screen to body ratio, lighter weight despite a larger battery and a significantly lower price. Hardware differences between the S9 and S8 appear to be limited to the S9 being slightly shorter and thicker and heavier than the S8. Relative to the 8+, the S9+ appears to have a slightly higher screen to body ratio of 84.2”, a second 12MP camera and is slightly shorter, wider, thicker and heavier. It is also $10 cheaper.
• Blog Will Samsung Return to OLED TV?
  February 26, 2018
  Several reports this week indicated that Samsung may be contemplating a new effort to make OLED TV, but a statement late in the week seemed to dispel these rumors, at least for now. The world’s biggest TV maker will continue to push for innovative technologies in TV displays, and since Samsung is the dominant player in OLED displays for phones, rumors about their participation in OLED TVs are about as common as Russian athletes doping at the Olympics.
• Blog Do Flexible OLEDs Have a Differentiation Problem?
  February 19, 2018
  I recently gave a talk at the 2018 Flex Conference where I discussed the current utilization challenges faced by Samsung’s flexible OLED fab. Of course, many of these challenges have been caused by the introduction of full-active or bezel-less LTPS LCDs. Until full-active LCDs were introduced, it was easy to tell which smartphones were flexible OLEDs. They were the ones without a bezel.
• Press Release OLED Revenues Establish New Record in Q4'17: OLED Revenues Rose 62% Q/Q and 120% Y/Y in Q4'17 to Record $8.8B
  February 12, 2018
  Display Supply Chain Consultants (DSCC) has published Q4’17 OLED shipment, revenue and market share results.
• Press Release DSCC and Insight Media Launch 8K TV Report
  February 12, 2018
  Display Supply Chain Consultants (DSCC) and Insight Media announce the launch of a new report titled “Outlook on 8K TV”, covering the latest developments in the next stage of TV technology.
• Blog Takeaways from DSCC’s Latest Display Supply Report
  January 29, 2018
  Last week we delivered our latest Powerpoint report dedicated to the findings from our Quarterly Display Capex and Equipment Service.
• Press Release DSCC Display Analysts Speaking in 5 Events Across 3 Countries In Next 60 Days
  January 18, 2018
  Display Supply Chain Consultants (DSCC) is pleased to announce that three of its analysts will be speaking all over the world over the next 60 days in response to strong demand for its outlook on all aspects of the display market.
• Press Release DSCC Shows 2017 Display Equipment Market Rose 30% to a Record High $25B; 2018 Expected to Fall 9% on Samsung Delays with 2019 Expected to Rise 10% to a New Record High
  January 18, 2018
  isplay Supply Chain Consultants (DSCC) has released the latest issue of its Quarterly Display Capex and Equipment Service which tracks the display equipment market for 40 segments.
• Blog Are OLED Phones Worth the Premium?
  January 3, 2018
  Perhaps the most important development in the display industry in the last few years was the decision made by Apple to shift to OLED displays for its flagship iPhone. That decision, made in the first quarter of 2016, set off a chain of expansions in OLED capacity that has driven the display equipment industry to new heights, and sorted the display industry into ‘haves’ and ‘have-nots’ depending on each company’s OLED capabilities. Now that Apple has released its iPhone X at a substantial price premium, we’ve seen and heard a few signs that suggest that Apple might be asking for too much, so it’s worth considering: is the OLED display worth the price?
• Events International TADF Symposium
  December 30, 2017
• Events IESA TechTronics 2017
  December 30, 2017
• Press Release DSCC Reports Quarterly OLED Revenues Surpass $5B for the First Time in Q3’17 - Expected to Grow 88% in Q4’17 to $10B and Approach $80B in 2022
  December 21, 2017
  Display Supply Chain Consultants (DSCC) has released the first issue of its Quarterly OLED Shipment and Fab Utilization Report that raises the bar on OLED market insights.
• Press Release DSCC PO/Award Database Now Available, Latest Awards and POs ​​
  December 13, 2017
  Display Supply Chain Consultants (DSCC) has released its Weekly Equipment PO & Award Database for a $2995 annual price.
• Press Release DSCC Produces Total Display Equipment Spending Results and Forecast – 2017 to Reach $25B
  December 5, 2017
  Display Supply Chain Consultants (DSCC) is pleased to announce that it has developed a breakthrough report on the display equipment market that raises the bar on insights and coverage and is sure to become an industry standard.
• Blog Is QDOG the Future of LCD TV?
  December 4, 2017
  DSCC has learned that the product plans of TV makers and display makers are working at making a combination of two intriguing technologies to improve LCD TV: Quantum Dots and Glass Light Guide Plates (LGP).
• Press Release DSCC and OLED Association Launch First Issue of Quarterly OLED Materials Report – Revenues Expected to Surge to Over $2.2B in 2022
  November 15, 2017
  DSCC is pleased to announce the first issue of their New Quarterly OLED Materials Report.
• Press Release DSCC Launches 6 New Display Reports, Ties Up with the OLED Association on OLED Materials and Insight Media on 8K
  October 10, 2017
  DSCC is pleased to announce the introduction of six syndicated new reports which enable customers to better track the evolution of the display market.
• Press Release DSCC’s Latest Quarterly OLED Supply/Demand and Capital Spending Report Upgrades OLED Shipments, Revenues and Equipment Spending​
  October 9, 2017
  DSCC released its latest Quarterly OLED Supply/Demand and Capital Spending Report last week which included significant upgrades to a number of OLED markets.
• Press Release SID Awards Display Week 2018 Business Track to DSCC
  September 20, 2017
  The Society for Information Display (SID) has awarded the organization and execution of its highly popular series of business conferences during its annual Display Week conference and exhibition to Display Supply Chain Consultants (DSCC) and its partners the OLED Association and Veritas et Visus for the 2nd consecutive year.
• Press Release DSCC's Latest Quarterly OLED Supply/Demand and Capital Spending Report Shows Rapid OLED Supply, Demand and Revenue Growth
  July 26, 2017
  DSCC released its latest Quarterly OLED Supply/Demand and Capital Spending Report in the first half of July.
• Press Release Display Supply Chain Consultants (DSCC) Opens Shanghai Office - Rita Li Joins as Director of China Operations
  July 25, 2017
  In response to growing demand for its reports and consulting services, DSCC is pleased to announce that it has opened a Shanghai office and hired Rita Li as Director of China Operations.
• Press Release DSCC Reports Display Equipment Market Up Over 90% in Q1’17 on OLED Capex, Canon Led with a 16% Share
  June 6, 2017
  Display Supply Chain Consultants (DSCC) has begun tracking and forecasting the overall display equipment market as part of its recently launched Quarterly Display Capex and Equipment Service.
• Press Release Display Industry Leaders to Discuss Technology Trends Disrupting the TV Market during Annual Display Week Business Conference Jobs Ohio to Debut as Event Sponsor
  May 11, 2017
  The Society for Information Display (SID), together with Display Supply Chain Consultants (DSCC), announced today that leading display industry executives and analysts will be gathering in Los Angeles at the Display Week Business Conference (May 22) to discuss the outlook for TV markets and technologies such as OLED, quantum dots (QD) and QLED, High Dynamic Range (HDR), ultra-high definition (UHD) and more.
• Press Release Automotive And Display Industries Converge At First-Ever SID/DSCC Automotive Display Market Focus Conference
  May 4, 2017
  Display Week 2017 MFC to Feature Keynotes from Senior Automotive Experts at General Motors, HARMAN International and Strategy Analytics
• Press Release Display Week's Annual Investors Conference Delves into Opportunities Surrounding Advanced Materials, Emerging Display Technologies and AR/VR
  May 2, 2017
  The Society for Information Display (SID) is collaborating with Stifel Financial Corp. (NYSE: SF) and DSCC for its' Annual Investors Conference at Display Week, which runs from May 21 - May 26, 2017 at the Los Angeles Convention Center.
• Press Release DSCC Announces New Quarterly Capex and Display Equipment Service
  April 24, 2017
  Display Supply Chain Consultants (DSCC) is pleased to announce a new service that includes all of DSCC’s content on new fabs, existing fabs, the rapidly growing display equipment market and the financial performance and health of equipment and panel manufacturers.
• Press Release Leading Display Industry Executives to Address Flexible OLED Challenges and Opportunities during Display Week Business Conference
  April 19, 2017
  The Society for Information Display (SID), together with Display Supply Chain Consultants (DSCC), announced today that leading display industry executives will be convening at the Display Week Business Conference on May 22nd to debate the outlook for flexible OLEDs, which have the opportunity to completely replace LCDs in the mobile phone market and take a significant share in tablets, automotive applications, notebooks and other sectors.
• Press Release DSCC Releases Latest Quarterly OLED Supply/Demand and Capital Spending Report and Model – Tight Supply and Record Capital Spending Expected
  April 18, 2017
  Display Supply Chain Consultants (DSCC) has released its latest quarterly report on OLED supply, OLED demand and the OLED equipment market.
• Press Release DISPLAY WEEK PROMISES TO IMMERSE ATTENDEES IN THE EXCITING WORLD OF AUGMENTED AND VIRTUAL REALITY
  April 12, 2017
  Dedicated Event on AR/VR, Together with Dozens of Exhibitors and Technical Symposium Talks, to Focus on Market Opportunities within Reach Over Next Few Years
• Press Release SID Business Conference Features Presentations from Seven Leading Display Analysts at Five Firms Surrounding the State of the Global Display Market
  March 29, 2017
  Based on the need for insight on various market, technology and investment trends impacting the display industry, the Society for Information Display (SID) together with Display Supply Chain Consultants (DSCC) announce their impressive line-up for the highly popular Business Conference.
• Press Release DSCC Launches Quarterly OLED Materials Report
  March 2, 2017
  With the OLED materials market set to grow rapidly given the record OLED fab spending expected in 2017 and 2018, DSCC has been approached by numerous supply chain participants to develop a report that tracks shipments, revenues and pricing for the OLED materials market and forecasts these parameters out at least 4 years.
• Press Release SID and DSCC Launch New Market Focus Conference, Reflects Displays' Escalating Global Role in Automotive Innovation
  February 7, 2017
  First of its Kind Conference to Bring Together Professionals from Both Display and Vehicle Markets During Display Week 2017
• Press Release DSCC Releases Quarterly OLED Supply/Demand Report and Model - Massive Growth Predicted
  December 28, 2016
  Display Supply Chain Consultants (DSCC) has released a new quarterly report on OLED supply, OLED demand and the OLED equipment market.
• Press Release DSCC Releases New Report on Health and Performance of 60 Companies In $2 Trillion Display Supply Chain
  December 9, 2016
  Display Supply Chain Consultants (DSCC) has released a new report that takes a deep dive into the health and financial performance of all publicly traded companies in the display supply chain.
• Blog Samsung Buys QD Vision’s IP for $70M and the Future of Quantum Dots
  December 3, 2016
  In a strategic move to support the long-term vision of its display, TV and possibly other businesses, Samsung has reached an agreement to acquire QD Vision’s intellectual property for approximately $70M.
• Press Release DSCC Updates Display Supply Chain Financial Health Report-12 More Companies Added
  November 14, 2016
  Display Supply Chain Consultants (DSCC) has updated its report covering the financial health of all publicly traded companies in the display supply chain with twelve additional companies.
• Press Release DSCC Launches Display Supply Chain Financial Health Report – Highlights Revealed for 13 Players
  November 1, 2016
  Display Supply Chain Consultants (DSCC) has launched a new quarterly report covering the financial health of all publicly traded companies in the display supply chain.
• Press Release SID Awards Display Week 2017 Business Track to Display Supply Chain Consultants (DSCC)
  October 25, 2016
  The Society for Information Display (SID) has awarded the management of its highly popular series of business conferences during the 2017 Display Week to Display Supply Chain Consultants (DSCC).
• Press Release Sam Matsuno Joins Display Supply Chain Consultants (DSCC) as Co-Founder and VP of Japan Sales, Events and Operations
  October 19, 2016
  Satoshi (Sam) Matsuno, a 30+ year display industry veteran, has joined Display Supply Chain Consultants (DSCC) as Co-Founder and VP of Japan Sales, Events and Operations.
• Press Release Yoshio Tamura Joins Display Supply Chain Consultants (DSCC) as Co-Founder and Asia President
  October 3, 2016
  Yoshio Tamura, a 26-year veteran of liquid crystal display (LCD) market research and consulting, has joined Display Supply Chain Consultants (DSCC) as Co-Founder and President of Asia Operations.
• Press Release Experienced Flat Panel Display Analysts Form New Consulting/Market Research/Events Firm - Display Supply Chain Consultants
  June 15, 2016
  Two experienced flat panel display analysts have formed a new consulting/market research/events firm.