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Overall 3Q23 report revisions to the forecast were relatively minor. The end of 2023 failed to meet expectations, but demand is still forecast to recover considerably from 2Q24, and 2H24 is currently modeled to be relatively healthy.
Version 2 of the 4Q23 OLED and LCD Supply Demand & Equipment Tracker version 2 is published on April 9. Omdia’s latest demand data is applied to the demand and supdem sheets. The utilization sheet has been extended by 1 month, and the data has been updated.
Practice Leader, Display Manufacturing, Technology, Components & Cost
Charles Annis leads the manufacturing, technology, components, and cost team within Omdia’s flat panel display research group. He is responsible for analyzing emerging technologies, tracking capacity, forecasting investments, and researching equipment, materials, and process trends.
Annis is the primary contributor and editor of the AMOLED and LCD Supply Demand & Equipment Intelligence Service, has authored numerous technology and market reports, and has conducted hundreds of consulting projects.
He has worked continuously as a display analyst since 2003 at multiple companies that have now all been integrated into Omdia. Before that, he served as strategic marketing manager at Photon Dynamics (now Orbotech) and as business development manager for SAMCO International.
Annis holds a master's degree in business law from Ryukoku University in Kyoto, Japan, and a bachelor's degree from Pomona College in Claremont, California, US.
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