DSCC has published a blog that highlights that FPD capex is growing very strongly this year, with over 100% growth between Q3 2015 and 2016. The firm believes that the high level in Q3 2016, of $5.7 billion, will be beaten in Q4 2016 and Q1 2017. The blog points out that Samsung alone is planning $9.4 billion capex in 2016.
OLED spending is also growing rapidly with more than 100% growth expected in 2016 and 2017, with the deposition market alone rising to more than $2.5 billion.
