DSCC: sales of QD films and diffuser plates grew 42% in 2024, growth to continue in 2025
According to Counterpoint Research (DSCC), Quantum Dots film and diffuser plate sales grew 42% in 2024, driven by demand from QD-LCD and MiniLED TVs. In the notebook segment, revenues grew 228%, mostly due to Apple's first adoption of QDs in MacBook Pro devices.
Counterpoint expects revenues to continue rising, and in 2025 the growth is forecasted to be 27.5% from 2024. The company acknowledges that the US tariffs and trade war may curb demand for premium displays, and Counterpoint has no clear visibility on that issue.