TrendForce – Page 2 – Display Daily

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

LED Market to Witness Rebound in 2023 Amid Pricing Adjustments and Changing Supply Chain Dynamics

by Shawnee Blackwood

The recent price increases are seen as a short-term strategy to enhance profitability

Tags:LED| Market Data| TrendForce

Global New Energy Vehicle Sales Reach 2.656 Million Units in Q1, Tesla Reclaims Market Share

by Artem Alekseenko

Tesla, which made a strategic move to reduce prices., had its strategy pay off, with the company reaching a record-breaking 423,000 units sold in the first quarter.

LCD Panel Market Adjusts to Post-Pandemic Slowdown: Rising Utilization Rates and Prices Amid Balanced Supply-Demand

by Emory Kale

A recent rise in TV panel demand and increasing TV prices are expected to push utilization rates for Gen 5+ LCD production lines up to 77% in the second quarter of 2023.

Tags:LCD Panels| TrendForce

Global OLED Material Market to Reach $3 Billion by 2025 with 30% YoY Growth

by Shawnee Blackwood

The latest market research sees more Chinese vendors entering the market leading to greater competitiveness.

Tags:AMOLED| China| OLED Materials| TrendForce

Chinese TV Brands Pull Panel Orders Forward, so Non-Mainstream Brands Will Be First to Encounter Hikes in Panel Prices

by Artem Alekseenko

Global TV shipments are projected to drop by 24.3% QoQ to 41.99 million units for 1Q23. This shipment figure represents a new low for first-quarter result in almost a decade. TV brands on the …

Tags:Analytics & Tools| China| TrendForce

Osram Gets the Better of Apple Adopting MicroLEDs

by Omid Rahmat

Whether Micro LED is incorporated into smartwatches, AR headsets, or smartphones, two major factors will determine the market competitiveness of this technology. The first factor involves lowering the costs of Micro LED chips. A …

Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 Due to Slow Inventory Consumption and Falling Wafer Input from Customers

by Artem Alekseenko

TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will …

Tags:Analytics & Tools| Forecasts| TrendForce

Q1’23 Notebook Shipments Projected to Reach 10-Year Low, and 10% of Global Notebook Computer Shipments for 2023 Will Come from Vietnam

by Artem Alekseenko

According to TrendForce, due to the various major events that affected the global economy and politics, the overall demand for consumer electronics made a sharp downward turn in 2022, and global shipments of notebook …

Tags:Analytics & Tools| Notebooks| TrendForce