In Q1 2025, global Advanced TV shipments increased 44% YoY and revenues increased 35% YoY. TCL and Hisense increased their shipments by triple-digit percentages YoY. Both companies are gaining share driven by their emphasis on MiniLED TVs and ultra-large (>75”) screens. Samsung still leads the Advanced TV category, but its share has decreased as the Chinese brands gain.Read More
The global flat panel display market’s revenues grew 11% YoY in 2024 after bottoming in 2023. Strong revenues across a broad range of applications including tablets, TVs, monitors, notebooks and automotive reflect improved dynamics across a variety of metrics. We expect overall 2025 revenue growth to remain comparatively flat, weighed down by shrinking smartphone unit sales. We remain bullish on automotive displays with both short-term and long-term revenue growth expected to be in the high single digits to low double digits.Read More
While display unit shipments grew slowly along with vehicle shipments, display revenues and display area grew much faster due to vehicle displays becoming bigger and more advanced. In particular, electric vehicles (EVs) and hybrids are driving display growth as they adopt significantly larger displays on average than internal combustion engine (ICE) vehicles. Toyota remained the #1 brand on a display revenue basis for at least the third straight year, while Tesla’s Model Y remained the #1 car model on a display revenue basis for the second straight year. Counterpoint Research has released its latest shipment report on automotive displays for passenger vehicles on a model-by-model basis, covering the Q1 2022-Q4 2024 period. The report covers the digital information cluster (DIC) and center information displays (CID). Prices are provided for each panel used in passenger vehicles.Read More
Global XR display shipments are expected to rise 6% in 2025, with shipments for AR glasses growing 42%. The growth will be a partial recovery, following a significant drop in display shipments in 2024. LCD will represent an 87% share of VR panel shipments, while OLED-on-Silicon will have a 75% share in AR. The recovery is projected to continue next year, but US tariffs on China bring a high level of uncertainty.Read More
The 2025 SID Business Conference, powered by Counterpoint Research, will be held on May 13 and 14 at the San Jose Convention Center. It will feature numerous insightful talks about the IT market and the various innovations that will continue to fuel growth. The session on IT displays will feature talks from:Read More
The TV industry is undergoing a period of transition, with both display technologies and business models evolving rapidly. These developments will be the focus at the 2025 SID Business Conference, powered by Counterpoint Research and to be held from May 13 to 14 at the San Jose Convention Center. The conference will see industry executives reviewing the business landscape of the industry and highlighting new technologies driving premium TV products.Read More
The 2025 SID Business Conference, powered by Counterpoint Research, will be held on May 13 and 14 at the San Jose Convention Center. Besides other topics, it will also cover the latest developments in the automotive display sector, one of the fastest-growing applications for displays. Automakers are launching models with larger displays and more form factors. Automotive display sizes and resolutions continue to increase as advanced displays make their way from premium to mid-tier vehicle models.Read More
MicroLED will be a major topic at the 2025 SID Business Conference, powered by Counterpoint Research, on May 13 and 14 at the San Jose Convention Center. Several high-profile companies will present innovative solutions for the successful commercialization of MicroLED displays in multiple applications.Read More
The 2025 SID Business Conference, powered by Counterpoint Research and sponsored by Applied Materials, Edison Innovations, InZiv, OTI Lumionics, Pixel-Flo, Smartkem, Tianma, Universal Display and VueReal, will feature over 20 presentations from some of the leading minds in the display industry. Taking place at the San Jose Convention Center on May 13 and 14, the event will feature three keynotes with unique insightsRead More
The market for quantum dot films and diffuser plates increased 42% YoY in 2024. The key driver was QD-LCD and MiniLED TVs which accounted for the bulk of the market. We expect double-digit growth to continue in 2025, despite controversy over low-concentration films in some TVs. Notebooks and monitors to grow at an even steeper rate but will remain a small segment of the QD market. However, the new US tariffs will curb demand for premium displays if they become permanent. Material revenues in QD-OLED panels increased 38% YoY but are expected to decline in 2025 as Samsung Display improves quantum dot ink utilization.Read More
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