According to the latest update of DSCC’s Biannual AMOLED Materials Report, revenue for AMOLED evaporation materials for all applications is expected to increase 24% Y/Y to $2.12B in 2024 and expected to grow at a 6% CAGR from 2024-2028.Read More
As revealed in the Advanced Smartphone Display Shipment and Technology Report, Q1’24 had a 50% Y/Y improvement in units and a 3% Y/Y improvement in revenues versus Q1’23.Read More
DSCC, a Counterpoint Research Company has updated its Quarterly OLED Supply/Demand and Capital Spending Report for Q2’24, with DSCC’s latest capacity outlook for the industry and the forecast for OLED panel demand. DSCC now sees demand growth for OLED for mobile and IT applications exceeding supply growth, and oversupply gradually declining throughout the five-year forecast period.Read More
DSCC, a Counterpoint Research Company and Counterpoint Research are pleased to announce a call for speakers for the 2024 DSCC/Counterpoint Tech Market Research Conference which will cover Displays and AI. The event will feature all-day parallel tracks covering the latest technology and market developments in both Displays and AI. It will take place on October 2nd at the Fremont Marriott and will follow DSCC’s 4th annual AR/VR Display Forum.Read More
Display shipments for AR/VR headsets are expected to increase by 12% Y/Y in 2024, according to the latest update of the Biannual Augmented and Virtual Reality Display Technologies and Market Report. DSCC has revised its estimates and now expects panel shipments in 2024 to be much lower than the 19M units previously forecasted.Read More
Q1’24 OLED revenues rose 13% Y/Y on 50% Y/Y unit growth. 2024 OLED revenues are expected to increase 12% Y/Y on 4% unit growth helped by a richer mix. OLED tablets are expected to rise at triple-digit rates on a unit and revenue basis thanks to Apple’s 11.1” and 13” OLED iPad Pro’s.Read More
Q1’24 OLED tablet panel shipments rose 131% Y/Y in Q1’24 to a record high and are expected to jump another 127% Q/Q and 333% Y/Y in Q2’24 to another record high as Apple ramps OLED iPad Pro production and shipments. Apple led in Q1’24 OLED tablet panel procurement with a 47% share and is expected to widen its lead to 72% in Q2’24. The 13” M4 iPad Pro is expected to lead in procurement volume in both Q1’24 and Q2’24. OLED tablets are expected to continue to gain share through 2028 and beyond as the price gap with LCDs narrow. OLED tablets are currently projected to reach a 16% unit share and 55% revenue share in 2028 as more brands offer more OLED tablets.Read More
Q1’24 foldable smartphone panel shipments rose 46% Y/Y. Huawei dominated panel procurement with a 55% share, its highest ever, and led for the second consecutive quarter. BOE led in foldable panel shipments for the second consecutive quarter with a 48% share, up from 43%. The Huawei Mate X5 and Pocket 2 were the top two models on a foldable panel procurement basis.Read More
After a lackluster 2023, the Advanced TV market returned to growth in Q1’24 with a 16% Y/Y increase in Advanced TV shipments and an 11% Y/Y increase in TV revenues, according to the latest update of DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers.Read More
After falling 59% in 2023, display equipment spending is expected to rebound in 2024, growing 54% to $7.7B. LCD spending is expected to outpace OLED equipment spending at $3.8B vs. $3.7B accounting for a 49% to 47% advantage with Micro OLEDs and MicroLEDs accounting for the remainder.Read More
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