Quarterly FPD Supply/Demand Report

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The Quarterly FPD Supply/Demand Report provides its users with some of the most valuable content that DSCC offers including deep insights into market turning points, price forecasts, panel margins and more. The report is divided into four parts. The first covers display demand by application with units, revenues, area and ASPs provided for eight different applications for both LCDs and OLEDs including:

• TVs
• Monitors
• Notebook PCs
• Tablets
• Smartphones
• Automotive
• Large-area Other
• Small/Medium Other

The second section covers display investment and capacity data and trends. Provided are:

• DSCC’s latest capex forecasts
• LCD input capacity forecasts
• OLED input capacity forecasts

The third section covers fab utilization and supply/demand revealing:

• LCD fab utilization and forecasts
• LCD supply/demand and forecasts
• LCD supply/demand scenarios
• Mobile OLED fab utilization and forecasts
• Mobile OLED supply/demand and forecasts
• OLED TV supply/demand forecasts
• OLED TV fab utilization and forecasts

The fourth section covers forecasts for display prices, cost and margins revealing:

• LCD TV panel price forecasts
• LCD TV panel price vs. cost forecasts
• LCD component cost forecasts
• 65” 4K panel cost comparisons – LCD vs. QD LCD vs. miniLED vs. WOLED vs. IJP OLED
• 15.6” 4K notebook cost comparison – OLED vs. miniLED vs. LCD