The iPhone 15 series has now been available for over two months. DSCC’s latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 series were 16% higher than the iPhone 14 series and 21% higher than the iPhone 13 series during the same time period through October.Read More
The challenging oversupply environment for the display industry in 2023 will continue into 2024, according to DSCC’s Quarterly FPD Supply/Demand Report, released last week. According to DSCC Principal Analyst and CFO Bob O'Brien, “Although we expect a modest recovery in demand for display products, and this recovery in demand will reduce the gap between supply and demand, there will continue to be excess capacity for both OLED and LCD in 2024.”Read More
The market for MicroLED displays is expected to surpass $1.4B by 2028, according to DSCC’s latest MicroLED Display Technology and Market Outlook Report. MicroLED will slowly appear in a few applications, such as smart watches, AR glasses and automotive displays, where superior performance can justify a higher price for the display.Read More
As revealed in DSCC’s latest release of the OLED Shipment Report – Flash Edition, OLED panel shipments increased 18% Q/Q and 14% Y/Y in Q3’23 to 205M units (Q2’23 saw a 1% Y/Y increase). The Y/Y growth for several applications is a welcome sign indicating that inventory has started to rebalance for some categories after Y/Y declines in 2022 and in the first half of 2023. In Q3’23, by select OLED applications, OLED smartphones panel shipments increased 12% Q/Q and 25% Y/Y in units and OLED TV panel shipments decreased 14% Q/Q and 40% Y/Y in units. More categories and details can be found in the report.Read More
DSCC’s fourth annual Global Display Supply Chain Dynamics and Technology Outlook Conference, begins today, November 1st, 2023. The conference features tens of thousands of dollars’ worth of market research at a fraction of the price with 11 talks from two different leading market research firms. All presentations are pre-recorded and available on-demand. Therefore, presentations can be viewed in any order, allowing attendees to spend their time more efficiently by viewing the subjects that are most important to them.Read More
At DSCC’s upcoming Global Display Supply Chain Dynamics and Technology Outlook Conference, DSCC CEO Ross Young will discuss the latest developments in display manufacturing. He will add color to the latest LCD and OLED fab schedules recently produced in DSCC’s Q4’23 Quarterly Display Capex and Equipment Market Share Report and also present the latest equipment spending results and forecasts segmented by backplane and frontplane technologies among other parameters. He will also discuss any significant supplier market share changes by equipment segment and reveal the top overall display equipment companies as well as the top buyers of display equipment. In addition, he will provide insight into the latest Micro OLED and MicroLED fab schedules. Ross will show that Apple’s latest OLED product roadmap is driving new fab investments and will present opportunities to those that invest. He will also show that LCD demand growth will significantly outpace LCD supply growth over the next five years, which should result in new LCD investments over time.Read More
The smartphone market will be a big focus of DSCC’s Global Display Supply Chain Dynamics and Technology Outlook Conference taking place on November 1st with presentations from three DSCC and one Counterpoint Research analyst. It will include the latest shipment and panel procurement results and forecasts, regional trends, cost and price results and forecasts, product and brand roadmaps and much more. Smartphone related presentations include:Read More
The impact of sluggish global demand continued to influence MiniLED shipments in Q2’23. DSCC’s latest Quarterly MiniLED Backlight Technologies, Cost and Shipment Report reveals that MiniLED shipments fell 5% Q/Q and 32% Y/Y in Q2’23 to 41.3M units, the lowest total since Q3’21. However, the MiniLED market is expected to have rebounded in Q3’23 with inventory approaching normal levels and demand responding, rising 26% Q/Q to 52.1M units, but still down 33% Y/Y. MiniLED backlight shipments fell 1% Q/Q and 15% Y/Y to 3.94M in Q2’23 and are believed to have risen 16% Q/Q while falling 24% Y/Y to 4.6M in Q3’23.Read More
The increase in display fab utilization that started in Q1’23 accelerated in the second and third quarters but has come to an end and utilization is declining in the fourth quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. The big increases in utilization by LCD makers have stocked the display supply chain with sufficient product for the holiday selling season, and panel makers are tapping the breaks in an effort to make a “soft landing” and avoid an oversupply.Read More
DSCC’s fourth annual Global Display Supply Chain and Technology Outlook Conference will be held virtually on November 1st, 2023, and its experts from around the world will provide attendees with the latest display market results, forecasts and key display market and technology trends while also discussing key issues facing the display supply chain. David Naranjo, Sr. Director will present “The IT Display Market Outlook”.Read More
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