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Financial

Q3 Earnings: Panel Maker Comparison

November 23, 2020

Display industry revenues in Q3 2020 increased to their highest level since Q4 2017 at $30.5 billion, up 21% Q/Q and up 11% Y/Y. The first chart in this section shows revenue share. Samsung has continued to hold the top position in revenue share, but is closely followed by BOE and LGD as the only other companies with double-digit shares. Then there is a cluster of four companies between 5% and 8% share: AUO, Innolux, CSOT and Sharp, with JDI falling out of that tier and also trailing Tianma.
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TV

TV Sales Jump in Q3, per DiScien Report

November 14, 2020

TV makers can join the ranks of companies benefiting from the stay-at-home trend forced by the pandemic. Shipments of TVs jumped by 16% Y/Y in Q3 2020, according to the latest update of the DiScien Major Global TV Shipments and Supply Chain Report, available to subscribers through DSCC. The report covers shipments of the top 15 global brands: Samsung, LGE, TCL, Hisense, Sony, Skyworth, TPV (Philips), Sharp, Xiaomi, Vizio, Haier, Panasonic, Changhong, Konka, and Toshiba.
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TV

MicroLED TV Revenues to Reach $228M by 2026

November 10, 2020

Revenues for microLED TVs will increase to $228 million by 2026, according to the newly released MicroLED Display Technology and Market Outlook Report from DSCC. Although consumers are very enthusiastic about microLED technology, the report finds that microLED will only have a small share of the TV market due to a high retail price.
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Display Equipment

Display Fab Utilization Continuing Strong in 2H 2020

November 2, 2020

After a slowdown in Q2 2020 that was less severe than expected, display industry fab utilization recovered in Q3 and is continuing at high levels in Q4, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2020, total TFT input for all display makers was up 9% Q/Q and Y/Y at 76.4 million square meters, and in the current Q4 2020 we expect total TFT input to be down less than 1% Q/Q up 10% Y/Y at 76.1 million square meters.
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Display Equipment

DSCC Releases Latest Capex Forecast – Improved Market Conditions Boost 2020-2023 Display Equipment Spending by 9%

November 2, 2020

Strong LCD panel demand from the work-from-home and education markets, steady LCD TV demand along with declining LCD panel capacity in Korea as the result of excessive losses from government subsidized Chinese competition has led to tight supply, higher LCD prices, consolidation in China, a return to profitability for most LCD suppliers and now rising future LCD capex.
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Financial

LGD Returns to Profitability in Q3

October 26, 2020

Rising LCD TV panel prices and a seasonal increase in shipments helped LG Display (LGD) turn the corner on profitability in Q3 2020, as the company reported net profits for the first time after consecutive quarters of losses for the Korean flat panel display maker. While LGD held to its long-term strategy of shifting to OLED, the company indicated that it would be flexible in its plans for LCD.
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Events

DSCC 2020 Display Market Outlook Virtual Conference Now Open for Registration, Early-Bird Pricing Available

October 26, 2020

The DSCC 2020 Display Market Outlook Virtual Conference will feature timely updates on: • Market forecasts for all major applications; • Panel pricing; • Display costs and profitability for all major applications; • Capex/equipment spending forecasts; • Foldable/rollable forecasts and technology developments; • Our views on which companies are likely to underperform and outperform.
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Financial

Wisconsin Denies Foxconn Tax Subsidies

October 19, 2020

The state of Wisconsin has denied Foxconn’s application for tax subsidies related to the Gen 10.5 LCD fab project which was planned for that state. In a letter to Foxconn Technology Group Vice Chairman Dr. Jay Lee, the Wisconsin Economic Development Corporation (WEDC) told Foxconn that it is not eligible for credits under the agreement signed in November 2017.
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TV

DSCC TV Cost Report Brings Comparison of OLED vs. MiniLED

October 19, 2020

DSCC has released its Q3 2020 update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes new costs models for LCDs with MiniLED backlights, which will compete with OLEDs for the premium TV space.
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