OLED panel revenues decreased 3 per cent y-o-y in Q4’/2022 to $12.6 billion as a result of a 7 per cent y-o-y shipment decline. But analysts say there’s worse to come in 2023 according to Digital Supply Chain Consultants’ (DSCC) latest OLED Shipment Report. The numbers are spread across the complete industry including OLED-based laptops. […]
Modern TV sets start with panels. Sometimes high-end and still fairly expensive OLED devices, and other times slightly lower-specified alternates. But Display Supply Chain Consultants (DSCC) says that manufacturers are not maintaining their Capital Expenditure when 2023 is compared with 2022 and earlier, and forecast a dramatic drop in CapEx this year. DSCC has downgraded […]
A report from Display Supply Chain Consultants (DSCC) says that MiniLED panel production grew last year and that rapid growth is expected in 2023 and 2024. MiniLED backlights in LCDs can offer numerous advantages over other flat panel display technologies, most notably in higher brightness, high contrast ratio, lower power consumption than WOLED TV and […]
Display Supply Chain Consultants (DSCC) in its latest quarterly industry study, says that the Advanced TV Market will expand by some 14 per cent CAGR between now and 2027 and be worth $34 billion (€32.2bn). However, DSCC says it has cut back on its forecast for OLED TVs has been reduced in 2022-2026 due to […]
China-based OLED panel producers BOE Technology Group and TCL China Star Optoelectronics Technology have steadily boosted their output of high-end OLED panels. By next year they’ll control some 43 per cent of global demand for OLEDs. Analysts at Display Supply Chain Consultants (DSCC) say that South Korea’s technology giants LG Display and Samsung currently have […]
The ‘big three’ TV and smartphone panel makers have reported larger net losses for Q3 2022, and reflecting weak demand and lower prices for panels. A report from Display Supply Chain Consultants (DSCC) looks in details at LG Display, AUO and Innolux, and says each of the three reported the “worst quarter in years”. For […]
A report from Display Supply Chain (DSCC) predicts that shipments of advanced televisions will grow at a CAGR of 17 per cent in the period to 2026. Advanced TVs, as far as DSCC is concerned, include WOLED, QD-OLEDs, QDEF, MicroLEDs and MiniLEDs units with 4K and 8K resolutions. That suggested growth curve will mean 34.6 […]
A report from Display Supply Chain Consultants (DSCC) warns that “robust” demand for new TV sets from the US and China and combined with capacity reductions out of South Korea is leading to price rises in LCD panels during Q3. However, the price rises are helping panel manufacturers improve their profit margins which have been […]