LCD and OLED Display Cost Model
January 21, 2020
Our bottoms-up research includes a Display Price Calculator, supplier capacity details, supplier financials, and detailed financial articles. ...
Financial
Research
Featured Updates
Should Cost
Financial Model
Should Cost Financial Model calculates the estimated cost for OLED and LCD display panels. The model calculates historical and forecasted manufacturing costs by component subsystem, labor, overheads, capital expenditures, yields, and profit margins. It calculates the panel costs at each supplier fab. Subscribers use the model to evaluate panel costs and profitability of display panel sizes. Additionally, the model includes full industry capacity analysis by generation substrate, panel type (a-Si, LTPS, Oxide), and supplier.
Customers obtain cost and supplier insights to challenge and potentially improve component quotes.
Average Sales
Price Trends
Subscription includes suppliers' yearly and quarterly average sales prices in the Model and as well as articles. Where applicable we analyze average prices by product type.
Customers get validation of market prices via the average prices suppliers charge by product type (Mobile, TV, Notebook, Desktop, etc.).
Capital
Expenditures
Subscription includes analysis of each fab’s investment costs and suppliers’ annual property, plant, and equipment (PP&E) spend. Where no costs have been provided, we have estimated the fab cost via a regression analysis. Subscription also includes articles on industry capex trends and fab financial analysis.
Customers can then challenge a supplier's quote by understanding what amount of depreciation the supplier is assuming. Additionally, customer understand what amount of capacity they are using at a manufacturing site.
Supplier
Health
Subscription includes analysis of the historical financial statements and a forecast. We model the Profit & Loss, Balance Sheet, and Cash Flow statements. Companies coverage includes LG Display, AUO, Samsung Display, BOE, Innolux, Sharp, CEC Panda, and JDI. We research all available company information, analyze key financial metrics, and provide insights for your sourcing and procurement teams. This includes cost drivers and quarterly impacts to a supplier’s free cash flow and profitability.
Supply Chain organizations use the research and Cost Models for component negotiations. Equity Analysts will find the free cash flow forecast for valuation analysis.
Subscribe
Individual
1 user
$7,500/year
Excel Cost calculator for OLED and LCD displays. Model includes historical and forecasted costs by input materials, supplier fab, display size, yield, overheads, and substrate type. Full research article access. The Model also includes industry capacity by supplier fab.
Enterprise
Up to 5 users
$12,500/year
Excel Cost calculator for OLED and LCD displays. Model includes historical and forecasted costs by input materials, supplier fab, display size, yield, overheads, and substrate type. Full research article access. The Model also includes industry capacity by supplier fab.