OLED and LCD Supply Demand & Equipment Intelligence Service

V1 of the OLED and LCD Supply Demand & Equipment Tracker – 4Q22 Database, published on March 23, 2023. V2 with data on updated demand, supply/demand, etc. will be published in the first half of April, when the new numbers become available.

Part of the AMOLED and LCD Supply Demand and Equipment Intelligence Service. Owing to the variety of financial report release schedules, this file will be updated multiple times during a quarter. This is the first release for this quarter.

Part of the AMOLED & LCD Supply Demand and Equipment Intelligence Service. Provides quarterly financial updates of all public FPD makers. Includes key operating results and in-depth analysis of Chinese panel makers’ financial performance.

The Display Fab Equipment Design Wins Database tracks manufacturing machine types and units by factory and equipment vendor. Content is updated and expanded quarterly. 56,062 units were added in the 4Q22 report. The total is now more than 118,000 units.

With more design in and qualification of the Apple’s iPhone, BOE expects to ship 55 million units of flexible OLED for iPhone in 2023, a leap from 30 million units in 2022.

Although the FPD industry is amid one of the worst downturns in its history, the key metrics tracked in this report indicate that the cycle bottomed in 3Q22, and the market is slowly trending toward recovery from 2H23 into 2024.