TrendForce – Page 2 – Display Daily

Samsung Foundry Revenue Up 14% on Smartphone Demand

by Joseph Bryans

Samsung Foundry’s revenue grew 14.1% quarter-over-quarter in Q3’23 to $3.69 billion, driven by strong orders for mobile phone chips and display components, according to market research firm Trendforce. The demand was fueled by Qualcomm …

Ultra-Thin Glass Market Set to Boom Thanks to Foldable Phones

by Shawnee Blackwood

UTG has secured over 90% market share in the newest foldable models.

Tags:foldables| Market Data| TrendForce| ULTRA THIN GLASS

Global TV Shipments Fall in 2023

by Emory Kale

Hisense and TCL gained share thanks to low-cost export strategies and localized production.

Premium OLED Monitors, PC Doldrums, and AI PCs With Smart Displays

by Joseph Bryans

OLED monitors have nowhere to go but up. The computer market, on the other hand, has been consistently going down.

Aftermarket Smartphone Display Sales Fueling Growth in 2023

by Shawnee Blackwood

Samsung is the only top five company predicted to have a drop in shipments in 2023, primarily due to decreasing demand for rigid AMOLED panels.

OLED Automotive Panel Market Growing

by Shawnee Blackwood

The supply of automotive display panels will, by 2026, exceed 240 million units.

Tags:Automotive| OLED| TrendForce

The Hisense ULED X TV has 8K resolution and 2,500 nits brightness. (Image source: Hisense)

TV Market in Doldrums: Prices of 50, 55, and 65-Inch Panels to Surge by Over 50% This Year

by Shawnee Blackwood

8K TVs, plagued by limited content and high prices, are on track for a -25.4% YoY dip in shipments.

MICROLED ON A 300MM WAFER. PHOTO: ALEDIA

MicroLED Market Surges

by Shawnee Blackwood

Projections are for a compounded annual growth rate of approximately 136% from 2022 to 2027.

Tags:Market Data| Micro OLED| MicroLED| TrendForce

OLED Panels Set to Dominate Smartphone Market by 2023, Encouraging Advances in Other Applications

by Emory Kale

As the current AMOLED capacity is oversupplied and future production capacity is projected to increase, companies exclusively focused on OLED production may face financial pressures.

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.

US Soars to Become Second-Largest EV Market While Chinese Automakers Eye Global Expansion in 2023

by Artem Alekseenko

The global EV market is set to witness a robust competition between the established US brands and the emerging Chinese automakers in the coming years. What’s good for the EV market is good for the display market.

Tags:Automotive| Counterpoint| TrendForce

LCD Monitor Shipments Experience Decline, Looking for a Rebound Soon

by Shawnee Blackwood

Dell’s shipments fell by 15.6%, while HP and Lenovo experienced declines of 22.8% and 19.2% respectively.

Tags:LCD monitor| Market Data| TrendForce