The Display Supply Chain Consultants (DSCC), a research firm specializing in display industry analysis, has released a comprehensive forecast report on the MicroLED market, projecting significant growth and market shifts by 2028. This report outlines the emerging trends and challenges in the MicroLED display sector, highlighting its potential impact on various industries.

Emerging Dominance of MicroLED in Wearables

MicroLED technology is set to revolutionize the display market with its superior attributes compared to conventional LED displays. Known for its energy efficiency, microLED displays significantly reduce the risk of burn-in and promise a longer lifespan. These displays are distinguished by their individual pixel light sources, which enable superior contrast, faster response times, and more vibrant colors. This makes microLED technology particularly suitable for devices where high-quality display performance is essential.

One of the key predictions in DSCC’s report is the expansion of the MicroLED market to $1.46 billion by 2028. This growth is expected to be driven primarily by its adoption in wearable devices like smartwatches, AR glasses, and automotive displays. Wearables, in particular, are poised to benefit from the high brightness and efficiency of microLED displays. The smaller display sizes and lower pixel counts in these devices help mitigate the initial challenges of low production yields that have been a concern for larger displays.

Despite its potential, the MicroLED market faces some hurdles. The slow penetration of AR/VR applications and the risk of delays in anticipated products like Apple’s MicroLED smartwatch have led DSCC to adjust its forecasts slightly. The first MicroLED smartwatch, targeting the high-end market, is expected to launch next year, but the manufacturer remains undisclosed.

Apple is a key player in this evolving market. The company is expected to launch its first Apple Watch (Ultra model) with a microLED screen in the fall of 2025, with mass production beginning in early 2026. Additionally, there are plans to upgrade Apple’s Vision Pro headset from micro-OLED to microLED technology. Samsung also plans to use Micro LED displays in its smartwatches, potentially starting with the “Galaxy Watch Ultra,” aiming to replace OLED technology within a year.

There’s another good news for Apple as DSCC reports that the iPhone 15 series has seen a significant increase in panel shipments, with a 16% growth compared to the iPhone 14 series and 21% compared to the iPhone 13 series. The iPhone 15 Pro models, especially in October, have become increasingly popular, securing a 71% share of total panel shipments. The higher starting price of the iPhone 15 Pro Max and consumer preference for higher-storage variants have driven a 5% increase in the Average Selling Price (ASP) for the iPhone 15 series. Samsung Display remains a major supplier, but LG Display and BOE have also entered the supply chain, contributing to the series’ growing demand.

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(Via)

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It’s been almost six months since the iPhone 14 lineup made its debut in September of last year, and it has been regarded as one of the best phones to purchase in 2023. As with any flagship launch, there was some controversy surrounding Apple’s decision to replace the iPhone 13 mini with the iPhone 14 Plus. The question on everyone’s mind was whether or not this was the right move for the tech giant. However, recent reports from Display Supply Chain Consultants (DSCC) shed light on the panel shipments for the iPhone 14 series, giving us an idea of the relative commercial success of each model. The findings are definitely interesting.

The first observation is that the iPhone 14 lineup is slightly more popular than its predecessor, with a 2% increase in the year-on-year display shipments as of April. Second, it is not surprising that the Pro models are outperforming the regular ones, as this trend has been established over the years since Apple prices its newer models at the same price as its predecessors (usually).

Furthermore, the report suggests that revenue from this year’s lineup is likely to be higher as Apple sells even more high-end models at the expense of lower-end ones. Sales of the regular model are down by 36%, while those of the Pro and Pro Max have increased by 22% and 23%, respectively.

Interestingly, the report settles the “mini versus Plus” debate once and for all, revealing that the display shipments for the iPhone 14 Plus are up by 59% compared to the iPhone 13 mini. However, despite this surge, the iPhone 14 Plus is still the least popular model in the iPhone 14 lineup. The report concludes with a somewhat bleak forecast for the coming months leading up to the iPhone 15 announcement. Nevertheless, it is safe to say that Apple’s latest iPhones are a commercial success, given the results so far.

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The smartphone market has been experiencing a remarkable surge in recent years, with the emergence of new technologies and innovative designs captivating consumers around the world. Among the most talked-about advancements is the foldable smartphone, which has seen steady growth in shipments over the past year. However, a recent report by Display Supply Chain Consultants (DSCC) indicates a decline in sales during the fourth quarter of 2022.

According to the report, foldable smartphone shipments fell by 48% compared to the previous quarter and 26% compared to the same period in 2021, with a total of 3.1 million units shipped from October to December 2022. Despite this setback, foldable phone shipments for the entire year rose by an impressive 62%, reaching 12.9 million units.

Samsung continued to dominate the foldable phone market in 2022, with an 83% market share. This was a slight dip from the third quarter’s 86% and a significant drop from the 96% share that the company held in the fourth quarter of 2021. The decline was attributed to a 50% drop in the shipment volume of the Galaxy Z Fold 4 and Galaxy Z Flip 4, which were released during the previous quarter.

The report also noted that Apple’s recently released iPhone 14 series overshadowed Samsung’s foldable phones in the fourth quarter of 2022. Huawei and Oppo followed Samsung in the global foldable phone market, while the Galaxy Z Flip was the top-selling foldable phone worldwide, with a 47% market share.

DSCC predicts a continued soft trend in foldable shipments during the current quarter, with a 3% decline in year-over-year deliveries of foldable handsets worldwide. However, this trend is expected to reverse in the second quarter of 2023, with the release of new foldable phones from Samsung and Vivo. Additionally, Oppo and Vivo are set to launch clamshell models in more markets at more affordable prices later this year. DSCC anticipates total foldable shipments to surpass 17 million units worldwide in 2023.

Samsung Display remains the leading display supplier in the foldable phone market, responsible for 81% of foldable displays used in the fourth quarter of 2022, followed by Chinese supplier BOE at 17%. Despite this, DSCC predicts Samsung will maintain or grow its share of foldable display shipments in 2023, with a forecasted growth of over 20 million units in the upcoming year.

In conclusion, while there was a dip in foldable phone sales in the fourth quarter of 2022, the market is expected to bounce back in the coming months, with new models set to be released by major manufacturers. The foldable phone market remains an exciting and rapidly evolving space that will undoubtedly continue to captivate consumers in the years to come.

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Apple recently unveiled the flagship iPhone 14 lineup of smartphones, and now the rumors about the next-generation iPhone SE, which will be the fourth version in the series, have started surfacing online.

In the latest development, Ross Young of Display Supply Chain Consultants (DSCC) has revealed what the upcoming iPhone SE model would feature in terms of display.

According to Ross Young, the Apple iPhone SE 4 will come with a 6.1-inch LCD display and will have a notch on top of the screen. He says that he has revised his expectations from what he previously suggested.

Earlier, he indicated that the next-generation iPhone SE could come with a display between 5.7-inch and 6.1-inch and feature a punch-hole cutout on top of the screen for the front-facing camera sensors.

It is not yet known if the notch of the upcoming iPhone SE will contain TrueDepth camera array for Face ID feature similar to what other models in the lineup offer. There are some reports which indicate that Apple will stick with the Touch ID for SE model and not offer the Face ID feature.

There are also several reports which suggest that Apple is planning to add Touch ID Side button to the next-generation iPhone SE as there will not be much space on the front side of the device for a capacitive Touch ID Home button.

Since Apple has used design of the older iPhone models for the SE series phones, it appears that the iPhone SE 4 will be similar to the iPhone X in terms of design, which was launched around in five years ago.

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The recently launched Galaxy Z Flip3 and Galaxy Z Fold3 are the best foldable smartphones to date. They are expected to make the foldable category mainstream. It is evident from the initial sales numbers. According to a report by DSCC, this niche category of phones will explode in the coming quarters.

According to DSCC (Display Supply Chain Consultants), a record 819K foldable smartphones were sold in Q2 2021. The numbers were up by 147% QoQ and 0.8% YoY. The research firm predicts massive growth in the remaining two quarters of this year.

The newly published report by DSCC says that the sales of foldable smartphones will increment by 215% QoQ and 480% YoY to 2.6M units. The growth figures will stand at 46% QoQ, 450% YoY, and 3.8 million units in Q4 2021.

The firm’s updated estimation comes from the launch of Galaxy Z Flip3 and Galaxy Z Fold3 with features like water resistance, stylus support, UPC (Under Panel Camera), and more. As per the report, Samsung reportedly spent a whopping $2 billion for marketing and promotions of these phones to create awareness regarding foldables among consumers.

The new estimated figures also account for upcoming foldable smartphones from OEMs like Google, HONOR, HUAWEI, OPPO, vivo, and Xiaomi in Q4 2021 and Q1 2022. The numbers also take account of cost reduction in the production of foldable panels and UTG (Ultra Thin Glass).

DSCC now predicts the shipments of foldable smartphones to increase 232% in 2021 to 7.5 million units. In 2022, these numbers will be 112% and 15.9 million units, followed by 51 million units in shipments in 2026.

The firm anticipates Samsung to hold a lion share of 85% in the foldable smartphone category in 2021, followed by HUAWEI with a 10% share. Further, the Galaxy Z Flip3 will be the best-selling foldable smartphone of 2021.

Lastly, Samsung Display’s market share in the foldable display market is projected to increase from 83.5% in 2020 to 83.9% in 2021. The panel shipments will surge from 3.2 million units in 2020 to 10.4 million units in 2021.

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DSCC (Display Supply Chain Consultants) has released its new report on foldable displays for March 2021. According to the report, Samsung and Samsung Display will continue to remain dominant throughout this year, just like 2020. However, unlike the previous year, the shipments will see momentum only in the second half of 2021.

Foldable and Rollable Smartphones Performance Q4 2020

As per DSCC’s latest report, shipments of foldable smartphones grew 54% QoQ and 242% YoY in Q4 2020. Samsung Electronics was the leading brand in the fourth quarter of last year with a whopping 91% market share based on units.

Samsung Electronics led the foldable smartphone market throughout 2020 with an 87% unit market share. The overall market shipped 2.2 million units, which is 1000% more, compared to 2019.

Unsurprisingly, the Galaxy Z Flip was the most-shipped foldable smartphone with a 50% market share, followed by Galaxy Z Fold2. South Korea accounted for more than 50% share of Galaxy Z Flip and Galaxy Z Flip 5G worldwide.

Foldable and Rollable Smartphones Forecast 2021

According to Ross Young, the CEO of DSCC, Samsung Electronics has delayed the launch of its next-generation foldable smartphones until Q3 2021. The South Korean tech giant is expected to release at least three foldables. 

The Galaxy Z Fold series could replace the Galaxy Note series as the company’s second flagship series after the Galaxy S series. Additionally, the firm is also expected to launch a more-affordable Galaxy Z Flip clamshell foldable smartphone.

Further, Samsung Display, the sister company of Samsung Electronics will start selling foldable displays with UTG (Ultra-Thin Glass) to other brands in H2 2021. A total of at least 12 different foldable and rollable smartphones from 8 brands are expected to release in the market in the second half of this year.

Samsung Electronics is forecasted to lead the foldable and rollable smartphone market with an 81% unit share and a 76% revenue share in 2021. On the other hand, Samsung Display’s unit market share will increase from 83.5% in 2020 to 87% in 2021 since it will be selling displays to other brands in H2 2021.

However, the shipments of the entire foldable smartphone market are expected to surge by only 1% YoY and 40% YoY in Q1 2021 and Q2 2021 respectively. But the shipments should shoot up over 100% in the remaining quarters (Q3, Q4).

More than 5.1 million foldable and rollable smartphones are expected to be shipped this year. More than 3 million of these shipments are said to happen in Q4 2021. In other words, unit shipments could grow up to 128% while revenue may increment up to 137% to $8.6 billion, as compared to 2020.

Foldable smartphones with Galaxy Z Fold-like form factor (book-type) are expected to account for 49% of foldable and rollable smartphone revenues in 2021, up from 39% in 2020. That’s because new entrants in this category, like Google, Oppo, Vivo, and Xiaomi are reported to release phones with the said form factor.

Last but not least, as per Ross Young, the devices from new entrants will feature in-folding displays as small as 7.1-inch and as large as 8.2-inch, in addition to sub-7-inch clamshell foldable phones.

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Display revenues have hit a new high due to LCD panels according to the latest DSCC report. China’s BOE trails behind Samsung Display in the second spot in overall sales for Q3 2020. Similarly, CPT China reported a Net Profit despite an operating loss for the said quarter.

According to the report(via TheElec), the industry revenues for Display sit at $30.5 billion for Q3 2020. This is reportedly a 21% QoQ, and 11% YoY increase. Apparently, this is an all-time high since Q4 2017, and DSCC believes that an increase in LCD TV panel prices is the reason. In terms of revenue share, Samsung leads the pack yet again but Chinese companies like BOE and CSOT managed to grab a place in the top 10. This development comes at a time when China’s display panel sales are expected to reach $42.5 million in 2020.

In fact, BOE outperforms LG display in the overall revenue share to take the second spot. These two are the only non-Samsung companies to have double-digit shares. That said, the list has others like AUO, Innolux, CSOT, and Sharp who’s share percentages are between 5-8%. Besides, the Gross profits of display panels, as per the report, has grown 106% QoQ(Quarter over Quarter) from Q2.

Precisely, the Gross profits(profit-making & selling costs) of Q3 2020 are at $2.7 billion which is a 182% YoY(Year on Year) growth compared to 2019. Accordingly, every panel maker except CPT China reports positive gross margins in Q3. However, as mentioned earlier, CPT China reported a net profit albeit having operating loss.

That is, it gained close to $211 million by selling long term assets. This meant that the entire industry(except Samsung, CSOT, Sharp) posted a net profit of $545 million in Q3 2020. As per the report, this is a first after losses for seven consecutive quarters in the industry. Also in terms of area shipments, BOE is very close to LG with a shipment of 8.1 million square meters followed by Innolux, and CSOT.

In any case, China is trying hard to overpower the South Korean counterpart at least in the LCD segment. The recent acquisition of fabs by BOE, and CSOT from CEC-Panda and Samsung respectively in China means it will likely have 28% of the World’s Large-sized panel capacity. As a result, it will probably hold 70% of Global LCD panels production capacity soon.

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The Galaxy S20 series did not sell well as a result of the global pandemic and higher price tags. Therefore, Samsung introduced a cheaper version in September called Galaxy S20 FE (Fan Edition). According to a report, the company may launch the Galaxy S21 series in January itself. Hence, the devices in the series have already started leaking in the form of renders. Now, their color options and production countries have also been tipped.

The Galaxy S21 series is said to include a total of three devices just like its predecessor Galaxy S20 series. The design of all these three phones has leaked already in the form of 3D CAD renders, courtesy of @OnLeaks and MySmartPrice.

Those renders revealed Galaxy S21 and Galaxy S21+ to arrive with flat panels. On the other hand, the Galaxy S21 Ultra will feature a slightly curved display. However, all of them will come with a new camera array design.

That said yesterday, Ross Young of DSCC (Display Supply Chain Consultants) tweeted that Galaxy S21 seris will be available in the following color options.

• Galaxy S21

  • Gray
  • Pink
  • Violet
  • White

• Galaxy S21+

  • Black
  • Silver

• Galaxy S21 Ultra

  • Black
  • Silver
  • Violet

In the same tweet, he also mentions that these smartphones will be manufactured in Brazil, Indonesia, Korea and Vietnam. Interestingly, Samsung’s largest smartphone manufacturing plant (also the world’s largest) located in India is still not capable of producing flagship Galaxy S series yet.

Having said that, the above-mentioned colors may not be the final list. Because Samsung has a habit of introducing new colors months after the initial launch.

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At the Time Flies event in September, Apple only unveiled new tablets (iPad Air 4th Generation & iPad 8th Generation) and smartwatches (Apple Watch Series 6 & Apple Watch SE). The Cupertino-based tech giant is yet to announce the iPhone 12 series. In fact, the company is yet to even reveal the date for its launch event. Ahead of it, a massive report on iPhone 13 and iPhone SE 3 has come up.

The information about the upcoming iPhone 13 and iPhone SE 3 was shared by Ross Young of DSCC (Display Supply Chain Consultants) on Twitter. These details come from his company as well as Mizuho Securities.

Apple iPhone 13 Specifications

According to Ross’s tweets and a shared image, the iPhone 13 models will come with same-sized displays like the iPhone 12 devices. Also, all four phones in the forthcoming series will have integrated touch (Y-Octa) panels. The exact sizes of their panels are as listed below.

• iPhone 13 – 5.42-inch
• iPhone 13 – 6.06-inch
• iPhone 13 Pro – 6.06-inch
• iPhone 13 Pro Max – 6.67-inch

Though all the models will have OLED panels, their suppliers will be different. For instance, SDC (Samsung Display Co., Ltd.) will be supplying panels for Pro Max as well as the smaller model, which could be called as Mini.

Whereas, LGD (LG Display) will be providing panels for all the models except the top variant. Lastly, BOE will be supplying panels for the Pro and standard iPhone 13.

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Further, all of them will come with ProMotion technology (high refresh rate) but only the Pro Max model will feature LTPO for variable refresh rate like the Galaxy Note20 Ultra.

As for cameras, the regular iPhone 13 models (5.4”/6.1”) will come equipped with a dual-camera setup. The 1.7µm primary sensor on these devices will be the same one that will be debuting in iPhone 12 Pro Max.

On the other hand, the two Pro models will be featuring a triple camera setup with an upgraded 1.9µm primary senor with SensorShift. These iPhones will also have ToF camera.

Lastly, all the four iPhone 13 series handsets will come with Face ID and therefore, we can also expect them to feature notch once again. Also, although all of them will be 5G-ready, only the Pro models will have support for mmWave.

Apple iPhone SE 3 Specifications

Apart from iPhone 13, the specs of iPhone SE 3 has also emerged. According to the report, this phone will be releasing in Spring 2022 and not next year.  It will sport a larger 6.06-inch in-cell LCD panel supplied by either Sharp or JDI, compared to the smaller 4.7-inch screen on the current-gen model.

Further, it will arrive with the same dual-camera setup as found on the iPhone 11. That means it will feature a 1.4µm primary sensor. Since it will be launching almost after one and a half years, it will include support for 5G but only sub-6GHz like the regular iPhone 12 and iPhone 13 models.

Most interestingly, it will come equipped with Touch ID (fingerprint sensor). We expect it to be either side or top mounted like the new iPad Air. Above all, it could be the first Apple iPhone with a full-screen display without a notch (speculation from our end).

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Foldables are said to take over the world of smartphones in the next few years. We can already witness their success, thanks to devices from Samsung, Motorola, and Huawei. The South Korean giant is clearly a market leader in this segment. A new report by Display Supply Chain Consultants (DSCC) also confirms the same providing more insights into this new breed of mobile devices for the year 2020.

The report by DSCC says that Q2 of 2020 is expected to be the record period for foldable panel shipments this year. The firm also forecasts Galaxy Z Flip to the top-selling foldable of the entire 2020, followed by Galaxy Z Fold2, Motorola razr, and Galaxy Z Flip 5G.

Talking about brands, Samsung will account for more than 80% of the market by the end of 2020.  The report adds that this is due to Huawei’s inability to launch the Mate X2, no thanks to the US ban.

Further, clamshell foldable smartphones will cover 60% of the market, again due to the absence of Mate X2 with an in-folding screen. As for display cover, UTG (Ultra Thin Glass) will lead with more than 80% share.

Whereas, Nitto and Colon have a dominate share in foldable polarizers and CPI (Colorless Polyimide) respectively over Sumitomo Chemical. Lastly, Qualcomm has over 95% market with Snapdragon 855+ leading the chart, followed by Snapdragon 865+.

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