DSCC says that Q3 2018 was a record quarter for display equipment spending, as sales reached $7.8 billion billion in the quarter - up 13% from Q3 2017. In the quarter five new 6-Gen OLED lines were installed in addition to a 10.5-Gen LCD fab.The top 5 equipment vendors, according to DSCC, were Canon (13.1%), Applied materials (9.6%), Tokyo Electron, Nikon and SFA Engineering.
Despite the record quarter, total display spending will fall 9% in 2018 (to $21.6 billion). OLED equipment spending is expected to drop 44% in 2019 to $7 billion as mobile OLED spending slows. DSCC says that OLED spending will rebound in 2020, and will increase by 50% to reach $10.5 billion. In 2021, DSCC sees OLED spending declining again, and then rebound in 2022.