Top 10 SI shipments slipped by 3.6% MoM in November 2009

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. On the other hand, with the coming year-end promotion, downstream vendors face the harsh challenge of weakening demand, as it is difficult to raise retail prices. However, the upstream panel market have been preparing for a price increase in LCD monitor panel, in order to ease its heavy financial pressure. Therefore, with market demand and price trends out of sync in December, downstream customers’ attitude towards stocking up for 1Q10 will determine the supply and demand trends.

As for the dynamics of individual SIs: while most of the SIs only declined by 3~6% MoM, Jean’s shipments fell substantially by 33.7% MoM due to reduced demand from customers and poor panel delivery. On the other hand, of the SIs that posted growth in shipments, LGE’s shipments increased by 2.6% MoM as its maintained its in-house production; second, Greatwall’s shipments also grew by 4.1% MoM as channel inventory from 3Q09 gradually cleared away, and shipments resumed; third, Compal’s shipments increased by 9.1% MoM as its major customers are Japanese vendors whose shipments are stable, though in smaller quantities; finally, Tatung’s shipments surged by 35% MoM, thanks to increased shipment pick-up from its major customer HP.

Worldwide top 10 SI shipment by unit in Nov

Remark: shipment unit-K pcs 

 

 

 

 

 


Top 10 SI shipments slipped by 3.6% MoM in November 2009

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. On the other hand, with the coming year-end promotion, downstream vendors face the harsh challenge of weakening demand, as it is difficult to raise retail prices. However, the upstream panel market have been preparing for a price increase in LCD monitor panel, in order to ease its heavy financial pressure. Therefore, with market demand and price trends out of sync in December, downstream customers’ attitude towards stocking up for 1Q10 will determine the supply and demand trends.

As for the dynamics of individual SIs: while most of the SIs only declined by 3~6% MoM, Jean’s shipments fell substantially by 33.7% MoM due to reduced demand from customers and poor panel delivery. On the other hand, of the SIs that posted growth in shipments, LGE’s shipments increased by 2.6% MoM as its maintained its in-house production; second, Greatwall’s shipments also grew by 4.1% MoM as channel inventory from 3Q09 gradually cleared away, and shipments resumed; third, Compal’s shipments increased by 9.1% MoM as its major customers are Japanese vendors whose shipments are stable, though in smaller quantities; finally, Tatung’s shipments surged by 35% MoM, thanks to increased shipment pick-up from its major customer HP.

Worldwide top 10 SI shipment by unit in Nov

Remark: shipment unit- K pcs


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