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DSCC 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 […]
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Press Releases

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Ross Young, Apple-leaker e CEO da Display Supply Chain Consultants (DSCC)

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Featured Reports

Display Trends OLEDs

The Future of OLED Manufacturing

January 2024

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 […]
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Quarterly Smartwatch Shipment and Technology Report

Latest Edition - February 2025

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 […]
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Display Technology TV AR/VR

MicroLED Display Technology and Market Outlook

2024

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 […]
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Display Materials OLEDs

Semi-Annual AMOLED Materials Report

Latest Edition - December 2024

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 […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Semi-Annual MiniLED Backlight Technologies, Cost and Shipment Report

Latest Edition - January 2025

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 […]
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Weekly Review Headlines

February 3rd, 2025

The Lead

  • LCD TV Panel Prices Rising in Q1 2025
  • Flat Panel Display Fab Utilization Increasing in Q1 2025

Earnings

  • Apple Reports 4% YoY Revenue Increase for FY Q1 2025 – iPhone Down 1% YoY, China Revenues Decline 11% YoY
  • Meta Reports Record Revenue and Profit
  • Intel Revenues Decrease 7% YoY in Q4 2024 – AI PCs on Track to Ship More than 100M Units by the End of 2025
  • Higher Display Glass Prices and Fiber Optics Lift Corning Q4 2024 Earnings

AR/VR/MR

  • VueReal Raises $40.5 Million in Series C

Display Equipment

  • Latest PO and Awards

US-China Trade

  • US-China Trade Developments – Jan 24 – Feb 2, 2025

Correction

Display Stocks and the Economy

  • Stocks Fall on DeepSeek AI Surprise
Report Details