Quantum Materials Corp. (fka QTMM)

[puravida19]

DSCC Releases Latest Display Equipment Spending and Capacity Forecasts?, $109B Spending Expected From 2017 to 2022 Led by China Despite Recent Fab Delays/Cancellations https://www.displaysupplychain.com/dscc-releases-latest-display.html

This DSCC insight article covers both OLED and LCD Capex spending.
Main takeaway is China is investing heaviest and will increase market share.

Quote-
From 2018 – 2021, we expect BOE to account for 25% of equipment spending at $19.2B with LG Display at $13B and a 17% share and China Star at $11B and a 15% share. 13 different display companies are expected to spend over $1B on equipment over these four years, 9 of them in China. BOE should reach #1 in display capacity in 2019 with a 17.5% share. While it will lead in LCDs from 2019, it will reach #3 in OLEDs and #2 in mobile OLEDs from 2020. If all of Foxconn’s display companies are considered a single entity, then Foxconn is the #1 supplier in 2017 and 2018 on a capacity basis before being overtaken by BOE in 2019.

Note- amounts are totals including both OLED and LCD projected spending for equipment. It does not reflect how many displays of OLED or LCD could be manufactured. My guess is that LCD displays are faster to produce and have a cost advantage.

Quote-
DSCC will also be organizing the SID Business Conference during Display Week on May 21st at the Los Angeles Convention Center where 3 Chinese display suppliers will be participating - BOE Technologies, Tianma Microelectronics and Visionox.