DSCC – Page 6 – Display Daily

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Apple A15 Bionic Continues to Lead Flagship Smartphone Chipset Market in June

by Artem Alekseenko

The much-anticipated iPhone 15 Pro and iPhone 15 Pro Max, equipped with the A17 Bionic chipset, are projected to become the leading models on a panel shipment basis during August.

Tags:Analytics & Tools| Apple| DSCC| Qualcomm| Smartphone Market

Display Fab Utilization Shows Recovery in 2023, But Oversupply Risks Loom

by Shawnee Blackwood

The drive for higher utilization must be carefully managed to prevent potential oversupply and its subsequent impact on the industry in the second half of 2023.

Tags:DSCC| LCD Fabs| Market Data| OLED Fabs

AMOLED Stack Materials Revenue Expected to Grow 4% in 2023, Reaching $1.40B

by Artem Alekseenko

Universal Display Corporation (UDC) continues to hold the top position in terms of revenue contribution.

Advanced TV Shipments Decline in 1H’23, but Forecast Shows Potential Growth in 2H’23 and Beyond

by Artem Alekseenko

LCD TVs, including both MiniLED and standard backlit models, are projected to maintain a unit share of over 50% in the advanced TV segment.

Tags:Analytics & Tools| DSCC| Forecasts| TV shipment

LCD TV Panel Makers Enjoy Profit Margins, for Now at Least

by Omid Rahmat

In terms of panel sizes, 65″ panels experienced the largest price increases in Q2, with a monthly increase ranging from 7% to 11%.

Tags:DSCC| Flat Panels| LCD TV| Pricing

Call for Speakers: AR/VR Display Forum Live 2023

by Artem Alekseenko

The live virtual event will enable speakers and attendees from across different continents to discuss the key challenges for commercialization and manufacturing.

Tags:Augmented Reality| DSCC| Virtual Reality

Apple Delays Production of MicroLED Apple Watch; Reduction in Mixed Reality Vision Pro Production Targets

by Shawnee Blackwood

Apple’s transition to MicroLED technology for its Apple Watch has been delayed from Q2’25 to Q1’26.

OLED Smartphone Panel Shipments Expected to Rise in 2023 Amid Declining Revenues, with Apple and Samsung Dominating Market

by Emory Kale

In 2023, Apple is predicted to get to a 37% unit share and 55% panel revenue share, while Samsung is projected to have a 21% unit share and a 19% panel revenue share.

iPhone 14 Panel Shipments Outpace iPhone 13, iPhone 15 Shows Strong Start

by Artem Alekseenko

BOE overtook SDC in March 2023 with a 39% share, driven by iPhone 14 and iPhone 13 growth. SDC regained leadership in April with a 63% share in May.

Tags:Analytics & Tools| DSCC| iPhone| Smartphones

Nikon Takes Lead Among Display Equipment Suppliers Amid Declining Revenues and Capex

by Shawnee Blackwood

Despite the rough quarter, bookings rose 28% QoQ for eight companies, hinting at potential future revenue growth.

Tags:Canon Tokki| display manufacturing| DSCC| FPD| Nikon

Display Industry Takes a Hit: Diminished Forecasts Indicate Prolonged Recovery

by Omid Rahmat

The global display industry is witnessing a prolonged downward trend, with reduced display capacity for six consecutive quarters.

Tags:China| DSCC| India| LCD| OLED

Pressure on Panel Prices Should Intensify

by Omid Rahmat

Demand is softening, and there is not a great deal to be optimistic about the second half of the year, even if there is a seasonal pick-up in the sale of TVs, computers, and smartphone.