|1 2024 03 17()SAC S1110517070005 SAC S1110523110004 SAC S1110520110003 SAC S1110521070003 1-:AI 2024-03-11 2-:2024MWC AI AI 2024-03-03 3-:MWC 2024 TV 2024-02-28 24Q1 40%OLED 24Q1 40%LTPO AI DSCC 40%14pro 6999 14 Ultra 16GB+1TB 8799 Tandem OLED Magic6/Magic6 RSR iQOO Z9 Turbo 4 8s Gen 3 6.78 2800 x 1260 120 144Hz OLED Ace 3V 7+Gen 3 1.5K 120Hz 8T LTPO ace 3 2599 HMD Nokia G42 5G Nokia G42 5G 480 Plus 6.56 LCD 90Hz AI m oto X50 Ultra 8 Gen3 3/6 PC AI PC Surface Pro 10 S urface Lapt op 6 NPU AI NPU AI PC AI PC Su rface Pro 10 Surface Lap top 6 Intel Core Ultra Qualcomm Snapdragon X Elite NPU NPU AI AI NPU AI PC AI PC MacBook Air M3 M3 16 NPU MacBoo k Air AI 14 AI Ultra 9 185H Pro 14 2024 Ultra 9 185H AI NPU OLED 70W 6599 AI P C MagicBoo k Pro 16 AI PC Megaboo k T16 Pro 2024 Ultra Ultra 7 2024 AI PC AI 1300 PC 7%1 2023 2.01 49.3 RUNTO 2024 80%2 3 LCD TV OLED(Sigmaintel)2023 OLED 120 1.1 OLED 2024 OLED 5%SDC A1 RGB-QLEDQS Vision Pro XR Micro OLED 2&850 OLED iPa dpro OLED LG AI 8k AI 850 OLED OLED iPad Pro iPhone 17 LTP O TFT OLED AI Neo QLED NPU 2 LG 4 AI OLED AWE 2024 8K QD MiniLED TCL QD-Mini LED X11H Mini LED Q9K Micro LED 163 X11H Max 3 LGD OLED OLED 8.6 OLED 224 LGD 1.3 OLED 27 IT 8 OLED B16 44.8 9K MiniLED Mini LED AWE 2024 UB Cell mini LED 4k Micro OLED TCL OLED 1000 AWE 2024 Mix Flip A 2023 2.62%PCB PCB PCB PCB P CB 2022 2023 CCL,PCB HDI IC,&()PCB T CL A-20%-15%-10%-5%0%5%10%15%2023-03 2023-07 2023-11 300|2 1.24Q1 40%OLED.4 1.1.PC AI.4 1.1.1.24Q1 40%/AI 4 1.1.2.PC AI PC NPU AI PC.6 1.2.10 1.3.PCB PCB.18 2.18 2.1.18 2.2.19 3.3/113/15.21 4.3/113/15.24 5.24 1 23Q1-24Q1.4 2 Ace 3V.5 3 Nord CE4.5 4 Hexagon NPU.7 5 M3 MacBook Air AI.7 6 14.8 7 pro AI 2024.9 8 MagicBook Pro 16.9 9 Megabook T16 Pro 2024 Ultra AI.9 10 2023Y-2028Y AIPC.10 11 2014-2023.11 12 24Q1-24Q4 LCD.12 13 2019-2023.12 14 2019-2023.13 15 2020-2023.14 16 2020-2023.14 17 TCL Micro LED 163 X11H Max.18 18.18 19.18 20.19 21.19 22 300.21 23.21 0YFUyRnQoNnMsMnOqNsNmN6McM6MtRpPmOmQjMqQoNkPnMvNbRpOrRxNoOoMuOpOrP|3 24.22 25.22 26 3/113/15 A.23 27 3/113/15.23 1 2024 2 Smartphone&Tablet.19 2 2024 3 IT.20 3 2024 3 TV.20 4 3/113/15.23 5 3/113/15.24 VyDs6K/zicoFwQSk7BIpFrzkDSe1RnSOm2svFrHBRVlraxIi1bo8n41784eDf5k/|4 1.24Q1 40%OLED 1.1.PC AI 1.1.1.24Q1 40%/AI 24Q1 40%LTPO AI DSCC 40%14pro 6999 14 Ultra 16GB+1TB 8799 Tandem OLED Magic6/Magic6 RSR iQOO Z9 Turbo 4 8s Gen 3 6.78 2800 x 1260 120 144Hz OLED Ace 3V 7+Gen 3 1.5K 120Hz 8T LTPO ace 3 2599 HMD Nokia G42 5G Nokia G42 5G 480 Plus 6.56 LCD 90Hz AI moto X50 Ultra 8 Gen3 3/6 DSCC 40%Display Supply Chain Consultant DSCC 12 105%DSCC 40%20%DSCC mate X5 pocket 2 1 23Q1-24Q1 DSCC 14pro 6999 14 Ultra 16GB+1TB 8799 iPhone 15 Pro 14 Pro S24 Ultra Tandem OLED|5 Magic6/Magic6 RSR Tandem OLED 600%40%iPad Pro/LG Tandem OLED 3 18 Magic6 Magic6 RSR Magic6/Magic6 RSR LOFIC iQOO Z9 Turbo 4 8s Gen 3 6.78 2800 x 1260 120 144Hz OLED iQOO Z9 Turbo 8s Gen 3 4nm 1+4+3 3.01GHz Cortex-X4 4 2.61GHz A720 3 1.84GHz A520 GPU Adreno 735 6.78 2800 x 1260 120 144Hz OLED 5000 6000mAh Ace 3V 7+Gen 3 1.5K 120Hz 8T LTPO ace 3 2599 Ace 3V 7+Gen 3 7+Gen 3 8 Gen 3 7 Gen 3 1+4+3 2.9GHz Cortex-X4 4 2.6GHz A720 3 1.9GHz A520 GPU Adreno 732 5000 1600 1.5K 120Hz 8T LTPO 5500mAh 100W 16GB+1TB Nord CE4 4 1 7+Gen 3 Nord CE4 7 Gen 3 Ace 3V 2 Ace 3V 3 Nord CE4 HMD Nokia G42 5G Nokia G42 5G 480 Plus 6.56 LCD 90Hz 9999 868.29 RAM 6GB 4GB 9999 868.29 6.56+LCD 90Hz 60Hz Nokia G42 5G 480 Plus 0.1GHz 8nm CPU A76 2.2GHz+A55 1.8GHz GPU Adreno 619 Nokia G42 5G|6 50MP+2MP+2MP 5000mAh 20W 3.5mm HMD iFixit AI moto X50 Ultra 8 Gen3 3/6 AI X50 Ultra 8 Gen3 8 Gen3 4nm 1 3.3GHz Cortex-X4 3 3.15GHz Cortex-A720 2 2.96GHz Cortex-A720 2 2.27GHz Cortex-A520 Adreno 750 GPU Hexagon NPU X50 Ultra 3 X40 50MP 1/1.5 3/6 6.7 165Hz FHD+1.1.2.PC AI PC NPU AI PC AI PC Surface Pro 10 Surface Laptop 6 NPU AI NPU AI PC AI PC Surface Pro 10 Surface Laptop 6 Intel Core Ultra Qualcomm Snapdragon X Elite NPU NPU AI AI NPU AI PC AI PC MacBook Air M3 M3 16 NPU MacBook Air AI 14 AI Ultra 9 185H Pro 14 2024 Ultra 9 185H AI NPU OLED 70W 6599 AI PC MagicBook Pro 16 AI PC Megabook T16 Pro 2024 Ultra Ultra 7 2024 AI PC AI 1300 PC 7%AI PC Surface Pro 10 Surface Laptop 6 Intel Core Ultra Qualcomm Snapdragon X Elite NPU AI Explorer PC AI PC AI Explorer AI Explorer AI Windows 11 24H2 Surface Pro 10 HDR OLED NFC Surface Laptop 6 Copilot Intel 4 Snapdragon 6 NPU AI AI NPU NPU AI PC AI Kryo CPU Adreno GPU Hexagon NPU AI NPU AI 8 Hexagon NPU AI|7 AI 98%40%NPU-A1 Hexagon A INT4 Hexagon NPU A1 NPU SoC AI 2023 8 A1 SoC 4 Hexagon NPU AI PC MacBook Air M3 M3 16 NPU MacBook Air AI M3 MacBook Air 8 10 24GB 2TB M3 MacBook Air GPU M3 16 NPU MacBook Air AI macOS AI Apple MacBook Air AI(LLM)5 M3 MacBook Air AI|8 IT 14 AI Ultra 9 185H 14 2.8K 120Hz VRR 14 OLED 14 Ultra 9 185H 16 22 5.1GHz TDP 35W AI AI 6 14 Pro 14 2024 Ultra 9 185H AI NPU OLED 70W 6599 Pro 14 2024 AI Ultra 9 185H 6599 70W 32GB+1TB 3 12 2.8K 120Hz 600nits OLED 100%DCI-P3 CPU Ultra 9 185H 16 22 5.1GHz GPU ARC 2 XeSS AI AI NPU|9 7 pro AI 2024 IT AI PC MagicBook Pro 16 MagicBook Pro 16 AI Ultra 7 RTX 40 32GB MagicBook Pro 16 NPU 16GB AI MWC MagicBook Pro 16 AI AI 8 MagicBook Pro 16 AI PC Megabook T16 Pro 2024 Ultra Ultra 7 Megabook T16 Pro 2024 Ultra Tecno PC Manager Ultra 7 NPU AI 6 AI 9 Megabook T16 Pro 2024 Ultra AI|10 AIPC Sigmaintell 2024 AI PC AI 1300 7%2025 30%2026 50%2027 AIPC PC 80%10 2023Y-2028Y AIPC 1.2.1 2023 2.01 49.3 RUNTO 2024 80%2 3 LCD TV OLED(Sigmaintel)2023 OLED 120 1.1 OLED|11 2024 OLED 5%SDC A1 RGB-QLEDQS Vision Pro XR Micro OLED 2&850 OLED iPadpro OLED LG AI 8k AI 850 OLED OLED iPad Pro iPhone 17 LTPO TFT OLED AI Neo QLED NPU 2 LG 4 AI OLED AWE 2024 8K QD MiniLED TCL QD-Mini LED X11H Mini LED Q9K Micro LED 163 X11H Max 3 LGD OLED OLED 8.6 OLED 224 LGD 1.3 OLED 27 IT 8 OLED B16 44.8 9K MiniLED Mini LED AWE 2024 UB Cell mini LED 4k Micro OLED TCL OLED 1000 AWE 2024 Mix Flip A 2023 2.62%1 2023 2.01 49.3 RUNTO 2024 500 2.06 2.4%RUNTO Global TV Brand Market Shipment Quarterly Tracker 2023 2.01 2022 1.6%LCD 1.96 0.9%OLED 548 20.6%2023 49.3 2022 1.6 11 2014-2023 Runto 80%2 TV 3 80%2024 1|12 2 1 3 1 2 6,150 10.5%45 618 6 6 12 24Q1-24Q4 LCD OLEDindustry 2 3 LCD TV 2 COP 68 2023 2.1 7%1.9 2023 44%LTPS LCD 5870 66%28%2023 OLED 120 1.1 2023 Sigmaintell 2023 2.1 7%1.9 5%Sigmaintell 2023 44%2023 LTPS LCD 5870 66%28%LG TCL 2023 OLED 120 1.1 13 2019-2023|13 14 2019-2023 2023 2.41 7%a-Si LCD 86%OLED 2024 OLED 5%2023 2023 Sigmaintell 2023 2.41 2022 7%2024 2023 a-Si LCD 86%2022 0.1 LTPS LCD 6%1530|14 24%2023 Oxide LCD 7%2 Oxide LCD Oxide LCD 2023 OLED 2%2022 2%SDC EDO ROLED BOE FOLED Sigmaintell 2024 OLED 5%6 OLED 15 2020-2023 16 2020-2023 2023 12.1%11.66 2024 AI TrendForce 2023 8 12.1%3.37 2023 11.66 2.1%2024 2023 AI AI SDC A1 RGB-QLEDQS Vision Pro XR Micro OLED OLEDoS OLED 4-20(m)|15 OLEDoS RGB-OLEDoS W-OLEDoS RGB W-OLEDoS A1 RGB-OLEDoS A2 W-OLEDoS Sunic System Canon Tokki RGB-OLEDoS W-OLEDoS 2027 RGB-OLEDoS Vision Pro 2 8.6 OLED 224 8.6 2026 OLED 3 15 IT G8.6 OLED 2026 2026 4 2026 IT OLED 4.1 224 1000 OLED A6 2 Two Stack Tandem Hybrid OLED Tandem OLED Hybrid OLED Rigid OLED(+)LGD 1.3 OLED OLED 3 4 LG Display 1.2924 LG Display 4829 OLED LCD OLED LG Display OLED OLED IT OLED ipad OLED LG Display 450 11 12.9 OLED 60%LG Display LCD TCL LCD LG Display LOI LG Display LG Display 70%()20%10%BOE 27 IT 8 OLED B16 8.6 B16 B16 3 27 IT 8.6 B16 Sunic System 8.6 IT OLED IT 8.6 OLED IT OLED 8.6 IT OLED OLED 11 IT 8.6 630 4 4.1 8.6 32,000 32K 4 IT 8 OLED IT 8 OLED LG IT 8 OLED Sunic Systems 8 LG Sunic Systems 44.8 9K MiniLED 44.8 9K 90Hz Mini LED|16 Mini LED BOE 8K+100:1 6000+2000nit R4200mm 10 20 40 Mini LED AWE 2024 UB Cell mini LED 4k Micro OLED 3 14 AWE AWE 2024 BOE UB Cell 8K/4K VR/MR MLED Mini LED 4K 31.5 1200nits 1152 AR A1 MR PANCAKE 2 PANCAKE 2 Micro OLED 1.35 TCL OLED OLED 1000 OLED AWE 2024 TCL TCL OLED OLED AWE TCL OLED OLED TCL 12 DTC 2023 14 2.8K Hybrid OLED 14 2.8K PPI 240 100%DCI-P3 30120Hz VRR Oxide OLED OLED 1000 AWE 2024 Mix Flip 6.67 6.9 UFG 20 0.206 Mix Flip A 2023 2.62%2023 322.71 2.62%-20.98 39.58 1.15%33.45 10.37%2023 AMOLED TM18 250%LTPS 2023 31%LTPS 150%LTPS 40%5 3 850 OLED OLED iPad Pro 4 OLED iPad Pro 11 OLED 3 4 iPad Pro iPad Air 2 4 iPad Pro OLED OLED iPad Pro 850 3.9 LG 13 iPad Pro OLED 450 12.9 380390 17.55 126.36 11|17 OLED 400 11.6 83.52 LG 6 OLED iPad Pro iPhone 17 LTPO TFT OLED LTPO OLED TFT LTPO LTPS LTPO LTPS iPhone 16 iPhone 17 LTPO TFT OLED OLED iPhone SE4 iPhone SE4 2022 6.1 iPhone 14 OLED LTPO TFT OLED iPhone AI Neo QLED Neo QLED AI 8K SoC 512 8 NPU 2 LG 4 AI OLED NPU AI 13 LG 2024 AI 8K Neo QLED AI 8K SoC AI AI 8K 512 8 NPU 2 2024 OLED AI 4K 4K AI 4K LG OLED Evo M4 G4 Alpha 11 Alpha 9 70%30%Alpha 11 OLED Evo 2024 LG QNED Evo Alpha 8 Alpha 7 AI 1.3 QD LED AI 8500 LG 150 2024 LG 4 AWE 2024 8K QD MiniLED 3 14 AWE 2024 85 18.9mm QD MiniLED 2000+3000+nits DCI-P3 110%288Hz 493/288Hz 4G+128GB Wi-Fi7 5.3 AI AI CHiQ TCL QD-Mini LED X11H Mini LED Q9K Micro LED 163 X11H Max X11H 14112 TCL X11H XDR 6500nits X11H TCL Pro DCI-P3 98%10.7 X11H 95%E 0.99 X11H TSR TCL AI AI Q9K 4K 144Hz M2 TXR Mini LED 4GB+128GB 4 HDMI2.1 WiFi 6 X11H HDR 1200nits Q9K XDR 2400nits 163 X11H Max 163|18 Micro LED 2488 RGB 10000nits 10 22bit+17 TCL Micro LED 163 X11H Max CINNO 1.3.PCB PCB 2023 PCB PCB 2022 2023 CCL,PCB HDI IC,2.2.1.21 2021 OPPO Vivo 2021/02 2021 Q2 2021Q3/Q4 2022&2023/02 2023/06 7/8/9 35%2021 12 32M 2021/11 75%22 2023 2023/02 7/8/9 2021 2024 2024/01 18 19|19 20 21 2.2.2 FOLED a-Si LCD LTPS LCD ROLED FOLED FOLED FOLED Tablet 1 2024 2 Smartphone&Tablet Size Resolution Range Jan 24.Fe b 2 4.(L)Jan.VS Feb.Change($)Remark Smartphone 6.52 1600 720 Typical$1.7$1.7 0 a-Si cell 6.56 1612 720 Typical$7.8$7.8 0 V-Notch a-Si LCM in-cell 6.72 2400 1080 Typical$11.6$11.6 0 HIAA LTPS in-cell|20 6.67 2400 1080 Typical$16.8$16.8 0 HIAA ROLED 6.67 2400 1080 Typical$20.0$20.0 0 HIAA FOLED 2.5D Tablet 10.1 1280 800 Typical$19.1$19.1 0 a-Si LCM IPS IT Monitor 3 Open cell LCM 21.5FHD 3 Open cell 0.2$,LCM 0.1$23.8FHD 3 Open cell 0.2$,LCM 0.1$27FHD 3 Open cell 0.2$,LCM 0.1$Gaming model 0.30.5$Notebook 3 HD TN TN LCM 3 IPS FHD&FHD+3 16:9 0.1$16:10 0.20.3$TV 3 TV 32 2 2 3 1 50 2 2 3 2 55 2 3 3 3 3 3 2 2024 3 IT application Size Resolution OC/LCM Spec(IT)Feb24(A)Mar24(E)Mar.VS Feb.Change Monitor 21.5”23.8 23.8”23.8”19201080 19201080 19201080 19201080 Module Module Open Cell Open Cell TN IPS IPS VA 32.8 40.2 27.0 26.3 32.9 40.3 27.2 26.5 0.1 0.1 0.2 0.2 27 19201080 Module IPS 49.8 49.9 0.1 notebook 14.0”1366768 Module TN 26.2 26.2 0.0 14.0 19201080 Module Value-added IPS 46.3 46.2(0.1)14.0 19201080 Module Entry-level IPS 38.3 38.1(0.2)15.6 19201080 Module Entry-level IPS 38.0 37.9(0.1)3 2024 3 TV Size Resolution OC/LCM Range Feb24(A)Mar24(E)Mar.VS Feb.Change 32 1366768 OC High 38.0 39.0 1.0 Typical 35.0 36.0 1.0 Low 34.0 35.0 1.0 50 384021600 OC High Typical Low 112.0 106.0 103.0 113.0 108.0 105.0 1.0 2.0 2.0 55 38402160 OC High 134.0 137.0 3.0 Typical 129.0 132.0 3.0 Low 124.0 127.0 3.0 65 38402160 OC High 181.0 185.0 4.0 Typical 175.0 178.0 3.0|21 75”38402160 Low High Typical Low 169.0 245.0 238.0 232.0 172.0 249.0 241.0 235.0 3.0 4.0 3.0 3.0 2024 3 1-2 3-5 4 3 2024 2024 RUNTO 2024 3.3/113/15 3 15 3443.91 3/113/15 0.6%3 15 300 3569.99 3/113/15 0.5%3 15 43.83 3 15 300 12.43 22 300 Wind 3 15 38714.77 3/113/15 0.1%3 15 15973.17 3/113/15 0.3%3 15 16,720.89 3/113/15 0.8%3 15 3,549.84 3/113/15 1.9%3 15 19,682.50 3/113/15 0.2%3 1 1,026.84 3/113/15 0.9%23|22 Wind 24 Wind 25 Wind 3/113/15 3/113/15 1.57%-1.5%0.22%-0.51%|23-0.99%A-0.28%4 3/113/15%-0.33%-1.27%-0.45%-1.15%1.05%-2.66%0.23%-1.84%A 0.44%-2.05%:-1.60%Wind 26 3/113/15 A Wind 2.09%/0.36%/-0.01%/-0.11%/-0.59%/-0.85%/-1.60%27 3/113/15 Wind 3/113/15 10/C/-5.00%-4.00%-3.00%-2.00%-1.00%0.00%1.00%2.00%3.00%4.00%5.00%2.09%0.36%-0.01%-0.11%-0.59%-0.85%-1.60%-2.00%-1.50%-1.00%-0.50%0.00%0.50%1.00%1.50%2.00%2.50%|24 3/113/15 10/ST/*ST/5 3/113/15 10%10%(8.79)34.60(7.30)25.58(7.20)19.58(6.31)15.56 C(4.42)15.26(4.32)14.49(3.39)13.99(3.21)ST 13.41(3.10)*ST 13.12(2.56)10.60 wind 4.3/113/15 3 11 2023 2023 5,459,694.39 11.77%96,092.86 64.74%27,758.75 220.19%32,479.87 769.74%3 11 2019 214 3,578,439 274,402 3,587,635 3 12 2023 2023 3,206,604.78 11.45%357,131.09 36.45%328,695.32 34.41%321,747.66 34.12%3 12 2023 2023 77,395.75 11.42%7,255.07 24.77%8,090.03 27.15%14,980.12 25.79%3 14 2024 3 13 100%106,800,000 3 15 2023 2023 58,660.75 6.73%2,764.62 26.89%2,804.78 11 162.10 179.26%5.|25|26/6 300 6 300 20%10%-20%-10%-10%-10%5%-5%-5%-5%B 11 100088 3 A 23 2301 570102(0898)-65365390 6 4 200086(8621)-65055515(8621)-61069806 5033 71 518000(86755)-23915663(86755)-82571995