Display Supply & Demand – Page 3

DSCC Reports Display Equipment Market Up Over 90% in Q1’17 on OLED Capex, Canon Led with a 16% Share

by Isaac Oburu

Display Supply Chain Consultants (DSCC) has begun tracking and forecasting the overall display equipment market as part of its recently launched Quarterly Display Capex and Equipment Service. As shown in Figure 1, the Q1’17 …

Tags:Display Supply & Demand| Supply Chain

BC15 Tamura Looks at LCD vs OLED

by Bob Raikes

Yoshio Tamura is from DSCC and said that the OLED supply demand could follow a similar path to the LCD business. However, he said, there are many challenges in engineering and patents. DSCC has …

BC03 Corning Looking for Boost from LGPs

by Bob Raikes

John Zhang introduced his company, Corning, where he is a VP and General Manager. The company sees itself as a centre of glass science, optical physics and ceramic science – with unique fusion drawing …

BC01 DSCC Business Conference is Successful

by Bob Raikes

Yong-Seog Kim, the President of the SID, opened the Business Conference, which took place on the day before the main exhibition and Symposium, by saying that the industry is in a great period of …

DSCC Releases Quarterly OLED Supply/Demand Report and Model – Massive Growth Predicted

by Bob Raikes

DSCC has released a new report on OLED equipment and both the supply and demand sides of the market. The firm said that the input capacity for OLED supply is expected to rise at …

Tags:Display Supply & Demand| Large Display Monitor| Mobile Display Monitor| OLED Fabs| Vol 23 - Issue 51

FPD Revenues to Increase in 2017 – IHS Markit

by Bob Raikes

IHS Markit said that the flat panel industry will grow by 9.3% in 2017 to $110 billion, after two years of decline. Firmer pricing will be the key factor as supply has become tighter …

Tags:Display Supply & Demand| IHS Markit| Large Display Monitor| Mobile Display Monitor| Vol 23 - Issue 46

Panel Makers Increase Fab Utilization Rate to 90% in Q4

by Bob Raikes

The overall utilization rate at fabrication plants (fabs) used for display panel production is expected to reach 90% in the Q4 of 2016, up 7 percentage points from the same period in the previous …

Tags:Display Supply & Demand| IHS Markit| Large Display Monitor| Mobile Display Monitor| Vol 23 - Issue 45

Apple Will be World’s Top OLED Customer

by Tom Allen

UBI Research has predicted that Apple will become the world’s largest OLED customer. UBI president Lee Choong-hoon expects a new curved-screen iPhone to take a 30% iPhone market share in 2018, rising to 80% …

Panel ASPs Hit the Bottom

by Bob Raikes

This week we have the NAB report as a separate issue to add to our newsletter, with lots of news on HDR and some interesting explanation of the importance of the ATSC 3.0 developments. …

Hendy Highlights “Race to the Bottom”

by Bob Raikes

The final speaker that we heard was Ian Hendy of Hendy Consulting which looks at the finances and development of the supply side of the display industry. His talk was entitled “Race to the …

Are Chinese Companies Gaining Control of Displays?

by Bob Raikes

Paul Gray of IHS then gave a display market overview which he called “Chinese Companies Gaining Control”. He said that the current “spreading unhappiness” is a logical consequence of the events of recent years. …

IHS: FPD Revenue Will Reach 4-Year Low

by Tom Allen

Global flat-panel display (FPD) revenue will shrink by 6% YoY this year, to $120 billion, according to estimates from IHS. This represents the lowest result since 2012. “The industry has begun to question whether …