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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 - October 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 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 - July 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- September 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

December 2nd, 2024

The Lead

  • 2024 Black Friday Deals Set New All-Time Lows for Big TVs
  • LCD TV Panel Prices Have Flatlined in Q4
  • Foldable Smartphone Market Stalls in 2024 and 2025

Display-Related Technology Developments

  • Visionox's New OLED Material Structure F1, First Applied in Vivo's iQOO Neo 10 Series
  • Smartkem Partners with AUO to Develop Rollable Transparent MicroLED Display

Smartphones

US Trade Developments

  • US China Trade Developments – Week of November 23-29
  • Trump Calls for Tariffs on Mexico, Canada and China
  • US Government Announces Additional CHIPS Act Incentive Agreements with Intel, BAE Systems, Inc and Rocket Lab

MicroLEDs and AR/VR

  • Meta Offers Attractive Deals for Black Friday
  • Rokid Announce New Smart Glasses with MicroLED Display

Advanced Semiconductor Packaging

  • KIMM Announces Korea's First 600mm Large Area Semiconductor Packaging Technology Commercialization

Earnings

  • Dell’s FY Q3’25 Revenues Increase 10% Y/Y – FY’25 Y/Y Revenue Growth Lowered to 9% from 10% on Slower Refresh for PCs
  • HP Reports Flat Y/Y Revenue Growth for FY’24 – Personal Systems Group Revenues Increase 1% Y/Y

Display Equipment

  • Latest POs and Awards

Display Stocks and the Economy

  • Stocks Mostly Up as Rates Fall
Report Details