OLED and LCD Supply Demand & Equipment Intelligence Service

V1 of the 2Q23 OLED & LCD Supply Demand & Equipment Tracker is published on Sept 21, 2023. It includes multiple enhancements. V2 (with updated demand, supply/demand, etc.) will be published in the first half of October when new data becomes available.

The Display Fab Equipment Design Wins Database tracks manufacturing machine types and units by factory and equipment vendor. Content is updated and expanded quarterly. 7,819 units were added in the 2Q23 report. The total is now 157,412 units. 

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.

Part of the OLED and LCD Supply Demand & Equipment Intelligence Service. Because of the variety of financial report release schedules, the database will be updated multiple times during a quarter. This is the final supplement this quarter.

The April-June quarter was one of continuous recovery of many key metrics such as factory utilization and panel prices, but it was also uneven and still far from healthy in many ways. 3Q23 will likely trend similarly, up but uneven.

Version 2 (v2) of the 1Q23 OLED and LCD Supply Demand & Equipment Tracker Excel is being published on July 14, 2023. It includes the usual updates based on Omdia’s recently released demand data. There are no other edits.