DSCC – Page 2 – Display Daily

What Do We Know About the Market for MicroLEDs?

by Emory Kale

Something and nothing and a whole lot of obvious.

Tags:DSCC| MicroLED| showcase| Yole Group

OLED Panel Shipments See Strong Q3 Growth

by Shawnee Blackwood

OLED smartphone panel shipments grew 25% YoY, while OLED TV panels declined 40% versus last year.

LCD Panel Makers Tap Brakes on Production as Demand Slows

by Joseph Bryans

LCD fab utilization jumped to 83% in Q3’23, up from just 65% a year earlier during the depths of the downturn.

Tags:DSCC| LCD| Market Data| Production Capacity| showcase

Taiwan’s Display Industry Begs for Consolidation

by Omid Rahmat

Consolidation should be the mantra of some companies.

Tags:AUO| DSCC| financials| Hannstar| Innolux

The OLED IT Market Doesn’t Speak With One Voice

by Omid Rahmat

Depending on who you talk to, 2024 will see a surge in OLED shipments into the IT market or it may be 2025, or 2026, or 2027.

Advanced TV Market Declining in 2023 With Ongoing Price Drops and Holiday Promotions

by Shawnee Blackwood

The advanced TV sector is anticipated to grow at a 5% CAGR between 2023 to 2027

OLED Smartphone Panel Revenues Expected to Decline by 11% in 2023

by Shawnee Blackwood

Declines are attributed to the slower-than-expected recovery in China post-pandemic, elevated inventories in the first half of 2023, and prevailing macroeconomic conditions.

Tags:DSCC| Flexible Displays| foldables| OLED| Smartphones

Premium TV Shipments Show Modest Recovery, Led by Chinese Brands

by Emory Kale

Chinese companies dominated the $500 to $1,000 segment, but trailed Samsung and LG in the premium range exceeding $1,000.

OLED Panel Revenues Projected to Fall in 2023

by Shawnee Blackwood

While OLED TVs are expected to comprise 44% of the market area in 2023, down from 51% in 2022, OLED smartphones are anticipated to grow to 48%, driven mainly by a 29% unit increase for the 6.6” to 8” category.

The Conundrum of Inventory Levels for the Panel Industry

by Omid Rahmat

Feast or famine, the tech industry as a whole is running a little blind right now.

LCD TV Panel Prices Surge While Industry Eyes Potential Oversupply

by Emory Kale

Profitability challenges and oversupply risks haunt the industry.

Tags:DSCC| LCD| UHD

Foldables Need to be 20% of the Smartphone Market by 2027

by Omid Rahmat

There is no scenario where foldable phones can be below 20% of the smartphone market within the next 5 years.

Tags:DSCC| foldables| OLED| Samsung| smartphone