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MicroLED

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 […]
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2024 SID/DSCC Business Conference at Display Week May 13, 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.

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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 - January 2024

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

MicroLED Display Technology and Market Outlook

Latest Version - November 2023

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

Biannual AMOLED Materials Report

Latested Version - January 2024

This report tracks all the major materials used to produce flexible AMOLEDs, rigid AMOLEDs and OLED TVs. It combines DSCC's deep knowledge on AMOLED capacity and panel shipments with insight on AMOLED device structures and AMOLED material prices providing the industry's most accurate market size and market share results and forecasts. Organic […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Quarterly MiniLED Backlight Technologies, Cost and Shipment Report

Latest Version - January 2024

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

April 8th, 2024


The Lead

  • After the Post-Pandemic Downturn, Recovery for Advanced TV Market Expected to Start in 2024 with Long Term Growth Projected
  • OLED Panel Revenues Declined 4% Y/Y in 2023 – Growth Expected for Smartphones, TVs and IT Applications in 2024
  • Advanced Notebook PCs Declined 31% Y/Y in 2023 – 2024 is Expected to See 34% Y/Y Growth
  • Advanced Monitor Market Rose 106% Y/Y in 2023 – Continued Growth Expected in 2024 Fueled by New Models

Earnings

  • Q4’23 Panel Maker Earnings: BOE Reports a Strong Profit While Everdisplay Struggles with Another Loss
  • Samsung Earnings Improved in Q1 on Semi Strength While LGE Continues Its Earnings Streak

Smartphones

  • Huawei, Motorola and Samsung Xiaomi Announce New OLED Smartphones

AR/VR

  • Sony Pauses PSVR2 Production

Medical Monitors

  • LG Electronics Accelerates B2B Medical Diagnostic Monitor Business

OLED Materials

  • Xiaomi and Lumilan Cooperate to Build a Joint Laboratory for OLED Key Materials and Devices

Display Equipment

  • Latest POs and Awards

Display Stocks and the Economy

  • Stocks Mostly Lower on Rising Bond Yields, US Jobs Report Comes in Hot
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