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Financial

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 […]
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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

February 19th, 2024


The Lead

  • DSCC Announces Call for Speakers for 2024 SID/DSCC Business Conference
  • DSCC Initiates Quarterly Micro OLED Equipment Spending and Fab Schedule Tracking, Added to Highly Popular Capex Report
  • OLED Panel Shipments Increased 9% Y/Y in 2023 on 2H’23 Growth for Smartphones, Smartwatches, Tablets and Notebook PCs

TVs

  • Walmart in Talks to Acquire Vizio

Smartphones

  • China’s December Smartphone Shipments Decreased 10% M/M and Flat Y/Y - 5G Share Decreases to 90%

Display Suppliers

  • Taiwan Panel Maker Revenues Fall in January

AR/VR

  • KDIA Establishes XR Related Council to Revitalize Korean XR Display Industry

IT Displays

  • OLED Monitor Manufacturers Expand OLED Burn-in Warranty

MicroLEDs

  • AUO Showcases 60” MicroLED Window Display

Display Equipment

  • Latest POs and Awards

Display Stocks and the Economy

  • Stocks Mostly Lower, Can’t Shake Off Hotter than Expected Inflation Data
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