Insight
PR
Display
Display Equipment Capex to Fall 49% in 2027 as Sunic System Becomes Top Korean Supplier by Revenue
Global display equipment capex is projected to fall 49% YoY in 2027 to $5.5 billion, after a 61% YoY surge in 2026
Nov 4, 2026
Display
We provide a detailed view of the display market with global and regional coverage of key technologies and materials across smartphones, TVs, tablets, XR and more.
"Display" Data and Research
Key Features Display Materials
Key Features
Display Materials
- Complete coverage of critical display industry materials
- Analysis of technology developments
- Market tracking and forecasts
What is included?
Semi-annual AMOLED Materials Tracker and Insights
Tracker and insight report covering OLED stack material volumes and revenues. Includes stack profiles and supply chain matrix for all technologies and applications. Technology section covering major developments in materials R&D.
Quarterly Display Glass Tracker & Insights
Tracker and insight report covering display glass capacity, supply chains of glass to panel maker, historical and forecast utilization for every fab and line in the industry (>300 lines). Includes glass prices and revenues tracking and forecast.
Latest Research
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Display
Display Market Trends
PC
Qualcomm and Anduril Unveil BlueChip: A Strategic Push to Bring PC Manufacturing Back to the US
On October 27, 2026, Qualcomm Technologies and Anduril Industries introduced BlueChip, a new hardware project focused on rebuilding PC manufacturing in the US. This effort aims to reduce reliance on overseas production, strengthen supply chains and grow the domestic tech ecosystem for government, defense and other critical uses.
Nov 4, 2026
Insight
PR
Display
Display Equipment Capex to Fall 49% in 2027 as Sunic System Becomes Top Korean Supplier by Revenue
Global display equipment capex is projected to fall 49% YoY in 2027 to $5.5 billion, after a 61% YoY surge in 2026
Nov 4, 2026
Report
Display
Display Market Trends
PC
Qualcomm and Anduril Unveil BlueChip: A Strategic Push to Bring PC Manufacturing Back to the US
On October 27, 2026, Qualcomm Technologies and Anduril Industries introduced BlueChip, a new hardware project focused on rebuilding PC manufacturing in the US. This effort aims to reduce reliance on overseas production, strengthen supply chains and grow the domestic tech ecosystem for government, defense and other critical uses.
Nov 4, 2026
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Qualcomm and Anduril Unveil BlueChip: A Strategic Push to Bring PC Manufacturing Back to the US
Nov 4, 2026
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Automotive Displays
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Opinion Leaders
Vice President of Research
Yoshio Tamura
Vice President of Research
Yoshio Tamura
Research Director
Bob Obrien
Research Director
Bob Obrien
Associate Director
David Naranjo
Associate Director
David Naranjo
Associate Director
Guillaume Chansin
Associate Director
Guillaume Chansin
Associate Director
Jayden Lee
Associate Director
Jayden Lee
Senior Analyst
Tom Someya
Senior Analyst
Tom Someya
Vice President of Research
Yoshio Tamura
Vice President of Research
Yoshio Tamura
Research Director
Bob Obrien
Research Director
Bob Obrien
Associate Director
David Naranjo
Associate Director
David Naranjo
Associate Director
Guillaume Chansin
Associate Director
Guillaume Chansin
Associate Director
Jayden Lee
Associate Director
Jayden Lee
Senior Analyst
Tom Someya
Senior Analyst
Tom Someya
