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[Display Dynamics] LCD and OLED panel makers’ overall fab utilization rate falls by 7 percentage points in 2019November 15, 2019The LCD and OLED panel manufacturers’ production strategy appears conservative in the second half of 2019 because of concerns about low profitability and imbalance in supply and demand. The low utilization rate comes as another unfavorable factor affecting those panel manufacturers’ profitability.Subscribers Only
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[Display Dynamics] LG Display announces additional investment in Gen 10.5 OLED panel production fab for mass production in H1 2022August 09, 2019AMOLED revenues will be $49 billion in 2025, taking a 40% share of total flat panel display revenues.Subscribers Only
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Display panel suppliers’ fab utilization slightly increases in anticipation of demand recovery, but rates remain lower than last yearAugust 06, 2019Amid expectations of new demand growth due to the imminent arrival of the peak sales season, global display panel suppliers plan to increase their fab utilization rates slightly.
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[Display Dynamics] Panel makers plan to cut fab utilization rates and output at end of Q2June 26, 2019Amid growing uncertainty over end-market demand in the second half, high inventories are now a big burden for panel makers.Subscribers Only
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[Display Dynamics] Samsung Display to convert Gen 8 LCD fab into QD-OLED production linesApril 11, 2019Samsung Display’s initial production of QD-OLED panels will expedite the conversion of other lines at the company’s existing Gen 8 LCD fabs and reshuffle its major customers’ premium TV lineups.Subscribers Only
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[Display Dynamics] Panel makers revise down Q1 2019 utilization rate targetsMarch 05, 2019Panel makers have revised down the average fab utilization rate target for the first quarter of 2019 to 82%, 5 percentage points lower year over year and quarter over quarter.Subscribers Only
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Displays at CES 2019 - Special ReportJanuary 18, 2019CES (Consumer Electronics Show) is the world's gathering place for all those who thrive on the business of consumer technologies. It has served as the proving ground for innovators and breakthrough technologies for 50 years — the global stage where next-generation innovations are introduced to the marketplace.Subscribers Only
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[Display Dynamics] LG Display’s overall panel production capacity to remain mostly unchanged despite OLED expansionDecember 27, 2018LG Display is expected to undergo only a limited fall in total panel production capacity by area after an aggressive ramp-up in OLED panel production.Subscribers Only
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[Display Dynamics] Panel maker fab utilization and inventory trends in H2 2018November 16, 2018The average inventory level of panel makers is forecast to rebound in Q4 2018, but the average utilization will remain at the same level as the previous quarter.Subscribers Only
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[Display Dynamics] Samsung Display’s AMOLED fab utilization to recover to above 80% in Q3 2018July 18, 2018In Q3 2018, monthly glass input area at Samsung Display’s AMOLED panel fabs will top the previous record high.
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[Display Dynamics] LG Display’s fab restructuring status and outlookJune 01, 2018LG Display is trying to give a soft landing to its new business model by aggressively investing in OLED TV panel fabs and maintaining its LCD business profitability.Subscribers Only
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[Display Dynamics] Samsung Display’s fab restructuring strategy and outlookMay 21, 2018Samsung Display is expected to accelerate its efforts to restructure its fabs around premium LCD and flexible AMOLED panels.
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[Display Dynamics] Panel makers’ fab utilization and inventory forecast for Q2 2018May 17, 2018Large LCD panel inventory is expected to continue to increase in the second quarter. However, panel makers are reluctant to adjust utilization and o\utput significantly.Subscribers Only
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[Display Dynamics] Effect of Korean panel makers’ restructuring of product mix on large LCD panel shipmentsMay 11, 2018Over the last few years, Korean panel makers have reorganized their product mix with a focus on high value-added products. This trend will accelerate in 2018, driven by oversupply and intensifying competition from Chinese panel makers.Subscribers Only
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[Display Dynamics] Impact of panel makers’ fab restructuring on supplyNovember 22, 2017Price drop and oversupply will lead to restructuring of fabs and will have a significant impact on future supply.Subscribers Only
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[Display Dynamics] Panel makers’ fab utilization and inventory forecast for Q4 2017November 22, 2017Panel makers’ year-end inventory for 2017 will remain in the normal range, so they will be able to avoid a sharp fall in fab utilization in Q1 2018.Subscribers Only
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Panel Makers Forecast to Maintain High Fab Utilization Rates in Q3, IHS Markit SaysAugust 28, 2017The overall utilization rate of display panel fabrication (fab) plants is expected to remain high in the third quarter of 2017, recording similar levels for the fifth consecutive quarter, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics, and solutions.
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[Display Dynamics] Panel manufacturing fab utilization and inventory forecast for the second quarterMay 31, 2017Panel makers’ high utilization rates and healthy inventory levels will contribute to maintaining a balanced supply and demand.Subscribers Only
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[Display Dynamics] MMG affects panel supplyApril 26, 2017Rising demand for 43, 65, and 75-inch TV panels will lead to higher adoption of MMG, and the resulting loss in capacity area will significantly affect panel supply.Subscribers Only
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[Display Dynamics] Panel makers’ fab valuation to rise Y/Y in 2017April 26, 2017Panel makers will accelerate fab restructuring, leading to a rise in fab valuation. Fab restructuring, including shutting down some fabs, will become an important variable in capacity area and panel supply/demand.Subscribers Only
