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OLED panel revenues will increase by 49% sequentially to an all-time high of almost $12 billion in the 4th quarter of 2020, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q4 2020, as increased panel shipments for smartphones are joined with revenue growth in TVs, smartwatches and other applications. The … Read more
What They Say DSCC has put out a blog post with a range of data on OLED sales which had an incredibly strong result in Q4, driven by the Apple iPhone 12, which is all OLED for the first time. The Samsung S21 launch will also be earlier, so volume started in November. Revenues are … Read more
What They Say The Elec reports that Apple is expected to ship 160 million to 180 million iPhones using OLED in 2021, quoting sources in Samsung Display (SD). Around 100 million will be iPhone 12. Of the total, SD hopes to supply 140 million, with LG Display at 30 million and BOE at 10 million. … Read more
What They Say DSCC put out its new forecast report that foldable panel shipments will hit 3.1 million units, with revenue rising 394% to $462 million, but below earlier expectations because Huawei could not launch its Mate X2 due to US trade restrictions. Samsung completely dominates the market with 88% share for 2020. Other items … Read more
After a difficult Q1’20 and Q2’20 as a result of COVID-19 related travel restrictions to customers in China, the display equipment market rebounded in Q3’20, enjoying Y/Y growth for the first time since Q4’18 and higher margins. In a survey of 36 publicly traded display equipment companies, we found that their display equipment revenues rose … Read more
What They Say Well, if feels like DSCC Daily, today, but the firm has put out a lot of good, free data this week! The firm reports that Nippon Electric Glass (NEG) has had a power outage that will affect its capacity, adding to tightness in the glass market. An unrelated tank problem at one … Read more
Creating an AR solution that meets the many requirements for performance, ergonomics and cost has been a major challenge for all in the field – let alone finding killer applications that can drive large volumes and cost reductions. A new Israeli-based company called EyeWay is now coming out of stealth to offer their solutions to … Read more
What They Say TikTok is launching a TV service in Europe with Samsung. TikTok’s most-liked and viewed content will be available on a pre-installed app exclusive to Samsung’s most recent smart TVs. Content is organised into 12 categories including gaming and comedy and food. Users will not have to have a TikTok account to watch … Read more
What They Say Oppo has shown a concept phone based on a folding design, the Oppo X Nendo, a collaboration with the design company Nendo of Japan. There are three hinges and the device folds out from short and stubby to long and thin. There is also a video on Twitter. What We Think At … Read more
Give us a hint, please? What are all the market analysts and experts measuring when they track Warner’s Tenet in theaters and Disney’s Mulan streamed in the US and in select overseas theaters? Or how about Warner’s Wonder Woman 1984 and Netflix The Midnight Sky? “They’re after the place. They don’t know why; they just … Read more
We’ve been tracking GPU and before that graphics controller shipments for decades, and we think we have a sense of their trends and seasonal behavior. Most recently, our Market Watch report for Q3 2020 reveals unusual buying patterns for graphics boards and we naturally wondered, what’s up? We’ve been tracking GPU and before that graphics … Read more
What They Say Germany’s Federal Cartel Office, or Bundeskartellamt, said it initiated formal “abuse proceedings” over Facebook’s requirement that new Oculus device owners register and sign in with a Facebook account. The company started requiring a Facebook account to use its Oculus Quest 2, which launched in October. It’s also ending support for previous Oculus … Read more
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