DSCC Shows 2017 Display Equipment Market Rose 30% To A Record High Of $25B

Display Supply Chain Consultants (DSCC) has released the latest issue of its Quarterly Display Capex and Equipment Service which tracks the display equipment market for 40 segments by:

  •     Equipment supplier
  •     Panel manufacturer
  •     Frontplane technology
  •     Backplane technology
  •     Generation (backplane and frontplane size)
  •     Country
  •     Units
  •     Revenues
  •     ASPs
  •     Bookings basis
  •     Billings basis
  •     Quarterly basis
  •     Annual basis

Highlights of the report include:

  •     2017 was a record year for the display equipment market, with revenues up 30% to a record high $24.7B as shown in Figure 1. Capital-intensive OLED fabs drove the spending up 143% to a record $15.5B or 63% of display equipment spending, up from 34% as shown in Figure 2. LCD fab spending was down 27% to $9.2B and a 37% share, down from 66%. Samsung Display was the largest customer on 54% growth to over $7.5B or a 31% share of display equipment spending. Samsung’s share of OLED equipment spending was 48%. BOE was the 2nd largest display equipment customer on 229% growth to $6B and a 24% share. China was the #1 region in 2017 with a 51% share of spending compared with Korea at 42% as shown in Figure 3. 6G was the dominant glass size with a 55% share, up from 52%.
  •     In 2018, display equipment spending is expected to fall 9% to $22.5B, although equipment bookings are expected to rise 5% to a record $24.8B as 2019 spending is expected to rise Y/Y. OLED spending is expected to fall 11% in 2018 with LCD spending down 6%. Driving the decline in OLEDs is slower than expected capacity growth at Samsung’s next fab for many different reasons with Samsung’s equipment spending expected to drop by 64% in 2018. BOE is expected to replace Samsung as the #1…

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