Key Features
Display Capex/Equipment
Detailed fab schedules by key technology
Display equipment market sizing by 70+ market segments covering key technologies
Supplier and manufacturer market share tracking and forecasts
Forward views on capacity and supply/demand by substrate, technology, supplier, region and more
Weekly updates on equipment maker POs and China bid awards
What is included?
Quarterly Display Capex and Equipment Market Tracker & Forecast
Detailed fab schedules and equipment spending for LCDs, OLEDs, Micro OLEDs and MicroLEDs. Covers more than 70 different equipment segments with market share by supplier and manufacturer. Also includes capacity forecasts by manufacturer, frontplane, backplane, gen size, substrate type and more.
Quarterly OLED Supply/Demand and Capital Spending Tracker & Forecast
Includes all OLED content from our Capex tracker plus OLED fab yields and supply/demand forecasts for mobile/IT and TVs. Also includes OLED demand forecasts by application.
Weekly Advanced Equipment PO and Award Tracker
Provides complete toolset for every China fab by number of units and supplier. Also included is a comprehensive list of Korean equipment company POs with order size, tool ASPs.
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Coverage Areas
AI
Automotive
Consumer Electronics
Display
eSIM
IoT & cIoT
Location Platform
Macro & Geopolitics
Manufacturing
Networks
Robotics
Semiconductors
Smartphones
