DSCC’s Latest Display Capacity Forecast Shows LCD Capacity to Remain Tight

Austin, TX USA -

Last week DSCC issued the display capacity chapter of its Quarterly Display Capex and Equipment Market Share Report. Highlights include:

• We have upgraded our 2025 display capacity forecast by 3% which is mostly a result of pulling in a number of OLED fabs, the addition of LGD E6-3 and small expansions at a few LCD fabs. We now show display capacity growing at just a 2.7% CAGR.
• By application:
  • LCD TVs continue to dominate capacity, but are only growing at a 1.4% CAGR with their share falling from 72% in 2020 to 67% in 2025.
  • OLED TVs are expected to enjoy the fastest growth, rising at a 32% CAGR with their share rising from 2% in 2020 to 7% in 2025.
  • Mobile OLEDs are expected to grow at an 11% CAGR, up from 10%, and reach a 7% share, up from 5% in 2020.
    
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