What They Say
DSCC has released its 10 Predictions for the display industry in 2022. You can download the predictions here (registration required). The prediction topics are:
- LCD TV panel prices
- OLED TV panel shipments
- Samsung Display’s Quantum Display or QD OLED
- US-China Trade War impact on the display supply chain
- Apple’s AR/VR headset
- Blue OLED emitter technology
- LCD capacity expansions
- Inflation in semiconductors and other display components
- Display industry consolidation
- OLED vs. MiniLED in IT applications
What We Think
DSCC remains unconvinced that a substantially better blue OLED material will arrive in 2022. I certainly wouldn’t argue with that as development seems to have slowed. Having been through the predictions, I wouldn’t argue with any of them. There are, as usual, some useful charts in the document. (BR)
