Industry on Pace for 120% Growth in Advanced Laptop Displays: DSCC

Q1 shipments of displays for advanced notebook PCs declined 26% sequentially from Q4 to 3.6 million panels but were up 438% year on year, reported Display Supply Chain Consultants Monday. DSCC blames inflationary concerns, weakened consumer demand and supply chain disruptions amid COVID-19 lockdowns for the softening quarter-on-quarter demand but says shipments are on pace for 120% growth in 2022 to 18 million panels. Though consumer notebook demand is weakening, Dell and HP report commercial demand remains strong “as a result of the two-to-three-year replacement cycle and more employees returning to the office,” said DSCC.