Display Supply & Demand – Display Daily

DSCC Downgrades Display Capacity Growth

by Bob Raikes

What They Say DSCC said that for the fourth consecutive quarter it has downgraded it display capacity forecast as more delays and cancellations are recognised in the face of weak demand and poor pricing. …

Tags:Display Supply & Demand| Forecasts| Large LCD Supply| Market Data| Supply Chain

Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED

by Milos Pavlovic

What They Say In its blog (registration required), DSCC highlighted the difference in financial results between LCD and OLED makers, with an increasing ‘chasm’ between OLED-focused makers and those making LCDs. Q3 was the …

LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4

by Bob O'Brien

After fifteen months of decreases, LCD TV panel prices finally hit bottom in September 2022 and prices for several sizes increased in October. We now expect to see a modest increase in prices through …

Tags:Display Supply & Demand| Large LCD Supply| LCD Panels| Pricing| Supply Chain

LCD TV Panel Prices Reach New Lows

by Milos Pavlovic

What They Say DSCC commented in its blog on the all time lows that are now being seen in LCD TV panels and forecast that the prices will continue to decline, with an expectation …

Tags:Display Supply & Demand| Large LCD Supply| Pricing

OLED Panel Revenues Increase 12% Y/Y in Q2’22

by Bob Raikes

What They Say DSCC published a blog article with extracts from its latest OLED shipment report and said that OLED panel revenues increased 12% Y/Y on 3% Y/Y unit declines as a result of …

Tags:Display Supply & Demand| Financial Data| OLEDs| Supply Chain

Sigmaintell Research｜TV Panel Price Trends in Aug. 2022 (Early August Version)

by Bob Raikes

What They Say Sigmaintell published its latest TV price data for early August and showed that all sizes continue to decline sharply. 32″ was down $1 but 65″ was down $5 and 75″ down …

Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)

LCD TV Panel Prices Headed for One “L” of a Recovery in Q4

by Bob Raikes

What They Say Earlier this week, DSCC published a blog article summarising the situation on LCD TV panel pricing, describing the situation as a ‘Perfect Storm’ with Continued oversupply Near-universally weak demand and excessive …

Tags:Display Supply & Demand| Large LCD Supply| Pricing| Supply Chain| TVs (TV Sets)

Samsung Battens Down the Hatches

by Bob Raikes

Yesterday, DSCC’s Bob O’Brien published a blog article that revealed that Samsung has told all its business groups to suspend purchases and control their inventory status. Samsung has informed flat panel display makers in …

Excess Inventory Acts as a Gale-Force Headwind for Display Industry

by Bob Raikes

What They Say Earlier this week, DSCC published a blog article characterising the inventory issues in the supply chain as acting like a “Gale-Force Headwind for Display Industry” and the Nikkey reinforced this idea …

Tags:Display Supply & Demand| Retailers| Supply Chain| USA

Keynote Session Summary – Bad Year for Display Financials, But Display Performance Continues to Improve

by Milos Pavlovic

What They Say In a blog article (registration required), Ross Young of DSCC picked out some highlights of his keynote talk at the SID/DSCC Business Conference of Display Week. (The Tragedy of the LCD …

When Can LCD TV Panel Prices Stop Declining?

by Sweta Dash

LCD TV panel prices have been declining since July 2021 and the trend is expected to continue throughout Q2 2022. With an improvement in the Covid19 situation and a shift away from STH (Stay-at-home) …

DSCC’s Display Capacity Outlook Falls Slightly on Cancellations/Delays/ Downsizing

by Milos Pavlovic

What They Say DSCC’s blog update pointed out a change in its capacity outlook with a switch to a reduction in the outlook after six quarters of increasing capacity forecasts after delays and cancellations …