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    Latest analyst opinions View all

    Display Dynamics – October 2025: Panel makers’ fab utilization is forecast to drop by 5 percentage points in October 2025

    Panel makers plan to reduce fab utilization to below 80% starting in October, including production control measures during China’s National Day holiday season. They forecast maintaining low monthly fab utilization through the end of the year.

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    Display Global

    Display Dynamics – October 2025: The display photomask market is now expected to beat expectations and grow by 8–12% in 2025

    The display photomask market, propelled by high demand for OLED smartphones and IT, Gen 10.5, VR, higher specification/price masks, as well as increasing process complication, is enjoying record demand in 2025.

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    Global Display

    Display Dynamics – October 2025: Xiaomi unveils the first smartphone featuring an S-stripe OLED display with 9.38 million subpixels

    China Star supplied a S-Stripe OLED with 419 PPI for Xiaomi 17 Pro max, and it is the first time that a S-Stripe OLED used on a smartphone OLED.

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    Global Display

    Open Rack enclosures set to become the de facto standard in AI data centers by 2030

    The rack market faces a major shift by 2030: 21-inch Open Rack Enclosures will constitute over 70% of annual shipments as major data center operators adopt them, while 19-inch EIA-310 racks remain mostly for enterprises. This report discusses the factors that influence this accelerated transition.

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    Global Enterprise IT

    Display Dynamics – October 2025: In August 2025, smartphone panel shipments increased rapidly as the market entered its peak season

    In August 2025, smartphone panel shipments increased rapidly as the market entered its peak season.

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    Global Display

    Connected Britain 2025 covered major UK regulatory developments, including spectrum, cybersecurity, AI, sovereignty, and consolidation

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    Connected Britain 2025, which took place between September 24

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