December New Size TV Panels Shipments Remains Strong


New TV sizes continue to be hot topics, while shipments of panels such as 39” and 50” continue to grow in December. Looking ahead into Q1 2012, the total shipment of these two sizes can be as high as 1 million units leading to rather significant benefit for the sales performance of CMI.


MoM regression of 2.3% for shipment of large-sized panel in December


  According to the latest survey on shipment of large-sized panels in December announced by WitView, TrendForce’s panel research department, the December shipment of large-sized panels has reached 57.06 million units with MoM regression of 2.3% and YoY regression of 8.7%.


  Along with the hot season stock preparations among downstream customers coming to an end, overall market demands for panels of all kinds of applications have began to slow down. In early December the LCD TV panel shipment in China market has supported by a small portion of demand of stocking preparation for Lunar New Year while reaching 15.81 million units with MoM regression of 15.6%. The shipment of monitor panel has reached 16.07 million units with MoM growth of 0.9%. The shipment of NB panel has reached 14.86 million units with MoM regression of 10.9%. As for the tablet PC, the panel supply for new Apple iPad3 remains limited due to continuous production yield issue. However, the demand for knock off tablet PC in southern China remains strong leading to overall tablet PC panel shipment reaching 8.01 million units with MoM growth of 61.9%. The shipment of Netbook panel has come to 2.3 million units with MoM growth of 11.2%.