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LCD TV Panel Prices Increasing in May

May 6, 2024

The rally in LCD TV panel prices which started in February is continuing in the second quarter, a favorable sign for panel makers. While the price increases are far from […]
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MicroLED

Apple Cancels MicroLED Project

March 4, 2024

Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone […]
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Press Releases

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Featured Reports

Display Trends OLEDs

The Future of OLED Manufacturing

January 2024

Although active matrix OLEDs have become a $40B market, they are far from a mature technology. OLEDs have significant potential for more growth and are still evolving in terms of cost and performance. In addition, now that MicroLEDs are emerging, OLEDs are under greater pressure to boost performance and lower cost and […]
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Quarterly Smartwatch Shipment and Technology Report

Latest Edition - January 2024

This report tracks OLED and MicroLED smartwatch panel shipments by panel supplier, brand, form factor, display size, panel ASPs and panel revenues as well as forecasts for OLED and MicroLED smartwatches. In addition, it provides insight into technology and innovation trends in OLED and MicroLED display technologies, which are applicable to smartwatches […]
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Display Technology TV

MicroLED Display Technology and Market Outlook

Latest Version - November 2023

MicroLEDs have garnered a lot of interest because of the potential advantages over other flat-panel display technologies, most notably in high efficiency, high brightness, high color saturation, faster response rate, and longer lifetime. This unique combination of features would make MicroLED the superior display for many applications, ranging from super large TVs […]
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Display Materials OLEDs

Biannual AMOLED Materials Report

Latested Version - January 2024

This report tracks all the major materials used to produce flexible AMOLEDs, rigid AMOLEDs and OLED TVs. It combines DSCC's deep knowledge on AMOLED capacity and panel shipments with insight on AMOLED device structures and AMOLED material prices providing the industry's most accurate market size and market share results and forecasts. Organic […]
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Display Technology Display Materials Display Costs TV IT Displays MiniLEDs

Quarterly MiniLED Backlight Technologies, Cost and Shipment Report

Latest Version - January 2024

MiniLED backlights in LCDs can potentially offer numerous advantages over other flat panel display technologies, most notably in high brightness, high contrast ratio, lower power consumption than WOLED TV and higher efficiency. The superior performance makes MiniLED backlights attractive for use in a variety of applications, ranging from large TVs to IT […]
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Weekly Review Headlines

May 6th, 2024

The Lead

  • SID/DSCC Business Conference Keynotes to Discuss their Vision for Future Display Markets and Technologies
  • LCD TV Panel Prices Increasing in May

Earnings

  • Apple Reports 4% Y/Y Revenue Decrease for FY Q2’24 - iPhone Revenues Decreased 10% Y/Y & China Revenues Decline 8% Y/Y
  • Samsung Profit Increased in Q1’24 on Semi Recovery, but Display Business Slumped
  • Chinese Panel Maker Q1’24 Earnings: BOE, CSOT, CHOT, EDO, Tianma and Visionox - Large Screen Makers in the Black While Small Screen Makers in the Red
  • AUO Starts 2024 Like It Finished 2023 - With Another Net Loss
  • Corning Starts 2024 With a Soft Q1 But Expects Growth Throughout the Year and an Increase in Display Glass Prices
  • UDC Starts 2024 with a Strong Q1
  • AMD Beats on Revenue in Q1’24 - Client Segment Increases 85% Y/Y – AI Revenues Now Expected to Exceed $4B in 2024
  • Qualcomm Revenues Increased 1% Y/Y in Q1’24 – Handset Revenues Expected to Decline Sequentially in Q2’24

Smartphones

  • Honor and Vivo Announce New OLED Smartphones

MicroLEDs and AR/VR

  • Aledia Claims New Efficiency Record for MicroLED
  • K&S Reallocates Resources After Winding Down MicroLED Project
  • DigiLens’ Manufacturing Partner Upgrades Waveguide Production Line

Korea and OLEDs

  • LG Display Supplies Korea's First Railway Transparent OLED to GTX
  • Expanding the Gap in the OLED Industry, South Korean Ministry of Industry to Invest $140M in 2024

Display Fabs and Equipment

  • Latest POs and Awards

Display Stocks

  • Stocks Gain on Healthy Earnings, Slower Job Growth and Powell’s Reluctance to Raise Rates Further
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