Market Status

According information in the market, LCD TV sales performance during Chinese New Year (CNY) fell below market expectations – although it posted growth compared to the same period last year, the sales

According to WitsView’s top 10 monitor brand survey, total monitor shipments declined by 3.9% to 11.61 million units in January 2010. Amid the anticipation of a labor shortage, panel restocking in pre

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) added 0.5% MoM to 50.38 million units in January 2010; its YoY performance was a sharp 125.

In January 2010, shipments of top ten SIs grew by 4.4% MoM to 13.88 million units, according to WitsView’s global LCD monitor SI shipment survey. As Chinese New Year is around the corner, with fewer w

According to WitsView’s top 10 monitor brand survey, total monitor shipments reversed the previous trends with 3.7% growth to 12.08 million units in December 2009; this figure outperformed WitsView’s previous projection. The main reasons behind this growth are: first, the price increase in monitor panels has been confirmed; hence, downstream custom

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) rose by 1.2% MoM to 50.15 million units in December 2009, and its YoY performance surged by 87.2%. In December, capacity of LCD monitor panels was constrained by the tight supply of several components. Meanwhile, downstream customers have be

According to WitsView’s global LCD monitor SI shipment survey in December 2009, shipments of top ten SIs grew by 3.8% to 13.29 million units. Although December 2009 was a slow period for shipments, market demand grew due to gradual recovery in the global economy and the confirmation of the price increase in LCD monitor panels during 1Q10.

It has been confirmed that panel prices will increase; and at the end of last month, several customers have accepted the monitor panel price increase. At this stage, as the market holds great expectations toward sales of LCD TVs during Chinese New Year, panel demand remains buoyant; this helps to stabilize panel price trends. Due to several manipul

According to WitsView’s top 10 monitor brand survey, total monitor shipment reached 11.65 million units in November 2009, which is fairly flat compared to that of October. Due to the high price-sensitivity LCD monitors.....

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) rose by 3.4% MoM to 49.53 million units in November 2009, and its YoY performance far-exceeded expectations, with a 74.2% surge. In a typical crystal cycle, panel shipments usually decline by November due to the slow season, and the global f

Top 10 SI shipments reached a total of 12.8 million units in November 2009, down by a moderate 3.6% MoM, according to WitsView’s global LCD monitor SI shipment survey. Overall, LCD monitor downstream market has not seen strong demand, therefore, brand vendors have become more conservative in placing orders, and their orders also reduced.

Amid gradual recovery of the global economic conditions and the boom of China’s domestic demand in 2009, TFT-LCD panel demand exploded in 2Q09, and triggered panel price hikes; panel makers have finally escaped from the red, with Korean panel makers as the first to slip back into the black in 2Q09. By 3Q09, global top-tier panel makers have all rep

In the wake of the merger of Innolux Display and Chi Mei Optoelectronics (CMO), there has been much speculation in the industry about the new panel giant’s market strategy, as well as the integration of both company’s upstream component supply chains. WitsView noted that as the merger is slated to take effect in May 2010

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) fell by 3.5% to 47.88 million units in October 2009. However, the 31.9% YoY growth indicated that the base period last year was exceptionally low due to the impact from the global financial downturn. As TV sales during China’s National Day holiday was in line with market expectations, it effectively cleared away the high inventory build-up in retail channels, and encouraged downstream customers’ early stocking-up for New Year sales and Lunar Chinese New Year sales in China during 1Q10; this buttressed TV panel demand in October. In the IT segment, however, as inventory replenishment of downstream customers had begun as early as 1Q09, the overall inventory status reached a relatively sufficient level, and after shipments peaked in 3Q09, demand for IT panels has weakened, and shipments showed slight declines in October, resulting in their price decline.

In October, the consolidated sales revenue in the LCD sector from the 4 major Taiwan panel makers reached NTD 76.65 billion, a 6.8% decrease on month but a increase of 34.25% during the same period of last year. The aggregate large-sized panel shipments in October were down by 7.7% to 17.84 million units. Compared to last year, they were up by 30.7%.

Toshiba Regza also joined the LED TV battlefield by promoting its SV670 series. Although Toshiba only offers two different sizes (46W and 55W), both are equipped with impressive features – since these models adopt direct-type light source,

China’s National Holiday TV sales performance was in line with market expectations, and consequently eased concerns of high inventory build-up, and boosted downstream customers’ confidence towards Chinese New Year TV sales during 1Q10.

At FPD International 2009, held in Yokohama, Japan, panel industry heavyweights around the globe have convened and showcased products on the themes of "Green innovations" and "3D touch display", noted Witsview analysts who attended the event.

Extending the growth momentum from 2Q09, global large-sized TFT-LCD panel shipments grew by 17.3% QoQ to 145.52 million units, YoY growth has also exceeded the historic high, up by 32.0%1; among three main applications, both LCD TV and notebook panels celebrated outstanding double-digit QoQ growth, whereas LCD monitor panels only showed moderate growth, with mediocre shipment performance in the peak season. In terms of area shipment, spurred by substantial increase in volume and panel size, the aggregated area shipment surged 18.3% QoQ to 23.77 million square meters. On the whole, panel industry posted historic high performance in both unit shipments and area shipments in 3Q09.