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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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