Market Status
Published Nov.22 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
Investigation on shipments of the Top 10 global LCD monitor brands have shown that total shipments have reached 11.65 million units in October 2011
Published Nov.16 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the survey on global LCD monitor SI shipment by WitsView, in October 2011 the total shipment of top 10 SI makers has reached 12.88 million units with MoM recession of 8.8%.
Published Nov.11 2011, 06:00PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
With the turning point of resignation announcement by President Papandreou of Greece this week, there has been increased hope for Greece to regain financial relief by EU. However, the uncertainty of E
Published Oct.25 2011, 06:00PM (GMT+8) - 11.Quarterly Panel Shipment Tracker
The global shipment of large-size panel in 3Q11 has reached 176 million units with QoQ regression of 0.5%
Published Oct.21 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
Investigation on shipments of the 10 largest global LCD monitor brands have shown that total shipments have reached 12.29 million units in September 2011, which was a 10.8% growth from the MoM of Augu
Published Oct.18 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the survey on global LCD monitor SI shipment by WitsView, in September 2011 the total shipment of top 10 SI makers has reached 14.12 million units with MoM growth of 7.6%.
Published Oct.18 2011, 12:44PM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the survey report on large-size panel shipment in September by the research institute WitsView under TrendForce, the large-size panel shipment in September 2011 has grown by 2.7% from Aug
Published Oct.14 2011, 12:03PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Debt crisis continues to spread in Europe and US. Although EU has been trying to stabilize the impending financial crisis through capital injection into European banks(EFSF), France and Italy have alr
Published Sep.21 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
Investigation on shipments of the 10 largest global LCD monitor brands have shown that total shipments have reached 11.09 million units in August 2011, which was a 2.4% reduction from the MoM of July.
Published Sep.16 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the survey on global LCD monitor SI shipment by WitsView, the total shipment of top ten OEM makers in August 2011 reached 13.12 million units with MoM growth of 9.2%.
Published Sep.13 2011, 05:24PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
The continuous effects of debt crisis in Europe and US have led to worries of secondary recession of global market. The latest US Michigan consumer confidence index announced in August has dropped to
Published Aug.23 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to the shipment survey of the world's top ten LCD monitor brands, in July 2011, the total shipments of the top ten brand vendors totaled 11.37 million units.
Published Aug.18 2011, 01:58PM (GMT+8) - 10.Monthly Panel Shipment Tracker
As indicated by the latest survey on shipment of large-sized panel in July announced by panel research institute WitsView under TrendForce, the large-sized panel shipment in July 2011 reaches 56.43 mi
Published Aug.16 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global monitor SI shipment survey, shipments from the Top 10 SIs reached 12.01 million units in Jul11, down by 5.1% MoM.
Published Aug.12 2011, 11:24AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Debt crises in Europe and US have not only severely hit global stock markets, but also crushed the confidences among enterprises and consumer markets. Depressed by slow economic recovery, high unemplo
Published Aug.03 2011, 06:00PM (GMT+8) - C3.Monthly China Top 6 TV Brands Panel Demand Tracker Report(Essential Version)
According to the report of complete unit shipment in June published by WitsView, the panel research arm of TrendForce, and Σintell, the shipment of complete TV unit continued to decline in June 2011,
Published Jul.22 2011, 10:15AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
According to the survey on global shipment of large-sized panel in Q2 by the research institute WitsView under TrendForce, there is a QoQ growth of 12.7% and YoY growth of 8% reaching 177 million unit
Published Jul.20 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to the shipment survey of the world's top ten LCD monitor brands, in June 2011, the total shipments of the top ten brand vendors totaled 11.84 million units
Published Jul.18 2011, 01:20PM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the survey announced by the research institute WitsView under TrendForce on latest shipment of large-sized panels in June, the total shipment of large-sized panels in June 2011 are 59.53
Published Jul.15 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global monitor SI shipment survey for Jun11, the total shipments among top 10 SIs in the world in June 2011 reached 12.66 million units.
Published Jul.13 2011, 08:21PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
The global market has suffered from debt crisis in Europe, slow economic recovery in Northern America, earthquake in Japan, and inflation issues all over the world leading to apparent lack of consumer
Published Jul.04 2011, 04:25PM (GMT+8) - C2.Monthly China Top 6 TV Brands Shipment Tracker Report
According to the latest TV set shipment and TV panel demand survey by WitsView research division of TrendForce and Σintell research company , China’s Top 6 TV brand vendors purchased a total of 3.174
Published Jun.22 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to the shipment survey of the world's top ten LCD monitor brands, in May 2011, the total shipments of the top ten brand vendors totaled 10.52 million units.
Published Jun.16 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the survey of SI shipments of global LCD monitors by WitsView, in May 2011, the shipments of the top ten SIs MoM continuously declined 7% to 12.3 million units.
Published Jun.15 2011, 12:36PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Demands in European and US markets in Q2 remain weak under the effect of off season such that channel sales volumes of LCD TVs, monitors or Notebook PCs have all been flat. The accounting pressures at
Published Jun.14 2011, 06:15PM (GMT+8) - 10.Monthly Panel Shipment Tracker
Based on the latest large-size panel shipment report published by WitsView, which is the panel study department under TrendForce, indicates the large-size panel shipment volume for May, 2011 was 60.98
Published May.23 2011, 06:00PM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
As indicated by the survey on shipments among top 10 LCD monitor brands in the world, the total shipment in April 2011 reached 11.19 million units with MoM regression of 13.3% in March.
Published May.16 2011, 06:00PM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global monitor SI shipment survey for Apr11, the total shipments among top 10 SIs in the world in April 2011 reached 13.23 million units with MoM regression of 7.7%.
Published May.16 2011, 04:32PM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest surveys conducted by WitsView, a subsidiary of TrendForce, large-size panel shipment in April to be 56.34 million units, a drop of 2.1% compared to March.
Published May.10 2011, 06:53PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Less-than-expected low season demand and the continue fall of panel prices, Samsung's DP department was in the red for the first time while LG Display had posted its second quarterly loss in a row. Ta
Published Apr.25 2011, 12:00AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
Demand at the terminal consumer market at the first quarter of 2011, a traditional low season, was further dented by the glooming factors such as European credit crises, turmoil in the Middle East, sk
Published Apr.21 2011, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to WitsView’s top ten monitor brand shipment survey, the aggregated shipments surged by 33.4% MoM to 12.91 million units in Mar11.
Published Apr.18 2011, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global monitor SI shipment survey for Mar11, the aggregated shipments from the top 10 SIs reached 14.34 million units.
Published Apr.13 2011, 08:00PM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest surveys conducted by WitsView, a subsidiary of TrendForce, large-sized panel shipment surged by 21% MoM to 57.57 million units in March.
Published Apr.13 2011, 07:39PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to the observation on market development trend in April by the research department WitsView under TRENDFORCE, the panel price has been supported by the greatly enhanced production and sales
Published Mar.22 2011, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
A survey by WitsView on the shipment of the world’s top ten LCD-monitor brands showed that the top ten brands shipped a total of 9.68 million monitors in Feb11, a 19.9% MoM drop.
Published Mar.16 2011, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global monitor SI shipment survey for Feb11, the aggregated shipments from the top 10 SIs reached 10.28 million units, down by a whopping 30.8% MoM.
Published Mar.15 2011, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest surveys conducted by WitsView, a subsidiary of Trendforce, large-sized panel shipments fell by 8.9% MoM to 47.59 million units in Feb11.
Published Mar.11 2011, 07:57PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to the latest observations in market development trend for March by WitsView, a research division of TrendForce, the decrease of working days in February and issues of labor and material sho
Published Feb.23 2011, 05:13PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to WitsView’s (a research division of TrendForce) latest survey regarding the market development in Feb11, the inventory pull-in from downstream clients has begun to weaken after the Chinese
Published Feb.21 2011, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest surveys conducted by WitsView, a subsidiary of Trendforce, large-sized panel shipments fell by 8.2% MoM to 52.23 million units in Jan11. As the year-end hot selling season drew
Published Feb.21 2011, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to WitsView’s top ten monitor brand shipment survey, the aggregated shipments jumped by 10.4% MoM to 12.09 million units in Jan11.
Published Feb.16 2011, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global monitor SI shipment survey, shipments from the Top 10 SIs reached 14.84 million units in Jan11. In line with WitsView’s previous projections, the monthly increase reache
Published Feb.01 2011, 12:00AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
Following the weaker-than-expected seasonality in the traditional strong third quarter, the large-sized panel shipments regained their upward momentum in 4Q10, as panel prices bottomed up during the q
Published Jan.24 2011, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to WitsView’s top 10 monitor brand shipment survey for Dec10, shipments fell by 10.4% MoM to 10.96 million units.
Published Jan.17 2011, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
Based on the latest survey by WitsView, the aggregated large-sized panel shipments dropped to 56.88 million units during Dec10, down by 2.4% MoM. As 2010 drew to a c
Published Jan.17 2011, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s survey, the monthly SI shipments from the global top ten SIs reached 13.8 million units in Dec10, down by 4.8% from Nov10.
Published Jan.10 2011, 12:08PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Based on the latest survey conducted by WitsView, a research division of TrendForce, because of the poor weather condition as well as the depreciation of the euro, 4Q10 retail sales in Europe and the
Published Dec.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
Based on WitsView’s latest survey, the worldwide top ten LCD monitor brand shipments fell by 1.5% MoM to 12.23M units in November. The growth was more substantial in 1HNov since it continued the shipm
Published Dec.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
Based on WitsView’s latest survey, shipments from the global top ten SIs continued to grow by 3.1% MoM to 14.5M units in November.
Published Dec.14 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest survey by WitsView, a research division of TrendForce, large-sized panel shipments rose by 9.5% QoQ to 58.32 million units in November. Since the inventory adjustment in the su
Published Dec.07 2010, 04:29PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Based on the latest survey by WitsView, a research division of TrendForce, the significant production cutback, coupled by the aggressive inventory adjustment among downstream customers in 3Q10, monito
Published Nov.22 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to the latest survey by WitsView, shipments from the global top ten brand vendors added by 1.2% MoM to 12.42M units in October 2010.
Published Nov.16 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the latest survey by WitsView, shipments from the global top ten SIs continued the momentum of September, and rose by 1.5% MoM to 14.06M units in October.
Published Nov.08 2010, 07:50PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to the latest survey conducted by WitsView, the research division of TrendForce, as we mentioned in October, IT panel prices fell below the cash cost in 3Q10, which impacted the profitabilit
Published Oct.20 2010, 12:00AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
The global large-sized panel shipments reached the record high in 2Q10. However, in the traditional hot season in 3Q10, the shipments fell by 4.6% QoQ to 156M units, having a 7.2% YoY increase, which
Published Oct.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to the latest survey by WitsView, shipments from the worldwide top ten LCD monitor brand vendors added by 16% MoM to 12.27 million units in September 2010
Published Oct.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the latest survey by WitsView, monitor shipments from global top ten SIs reached 13.85M units in September, surging by 15% MoM.
Published Oct.13 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest survey by WitsView, the research division of TrendForce, large-sized panel shipments increased by 3% MoM to 53.34 million units. Under the expectation of imbalance supply and d
Published Oct.06 2010, 01:53PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to latest survey by WitsView, a research division of TrendForce, the inventory level among panel makers gradually went down after panel makers reduced the input capacity; under the pressure
Published Sep.21 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
In August 2010, the global top ten LCD monitor brand vendors’ main strategy was to clear away the inventory which was piled up from 2Q10. In response to the continued decline in IT panel prices, panel
Published Sep.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView, shipments from the global top ten SIs rose by 2.3% MoM to 12.05 million units in August 2010, reversing the downtrend in the past four successive months.
Published Sep.14 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest survey by WitsView, large-sized panel shipment posted a 2% MoM increase to 51.79 million units in August. Downstream vendors restocked early in preparation, leading to the reco
Published Sep.07 2010, 06:28PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to latest survey by WitsView, a research division of TrendForce, due to the weak end-market demand as well as downstream inventory pile-up, the pressure of panel price decline persisted in S
Published Aug.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
In July 2010, LCD monitor shipment from global top ten brand vendors decreased by 4.2% MoM to 10.70 million units based on the latest survey by WitsView. The shipments from most brand vendors continue
Published Aug.16 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to the latest survey by WitsView, global LCD monitor shipment from top ten SIs dropped by 1.3% MoM to 11.77 million units, recording the shipment decline for four consecutive months.
Published Aug.12 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest survey by WitsView, the research division of TrendForce, panel shipment reached 50.87 million units in July, decreasing by 8% MoM. The material and labor shortage in 1Q10 resul
Published Aug.06 2010, 11:57AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Based on WitsView, a research division of TrendForce, amid inventory problem and weak demand, panel price appeared to post a larger decrease in August.
It was forecast that 3Q10 panel supply would be
Published Jul.20 2010, 12:00AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
Extending the growing momentum from 1Q10, global large-sized TFT-LCD shipment increased by 8.4% QoQ to a record high 161M in 2Q10 while its shipment rose by 30.2% YoY. The main attributions of the shi
Published Jul.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
In June 2010, LCD monitor shipment from global top ten brand vendors increased by 4% MoM to 11.17 million units according to the latest survey by WitsView. The shipment growth momentum was mainly from
Published Jul.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
Based on the latest survey by WitsView, in June, shipment of top ten LCD monitor SI dropped 8.3% MoM to 12.01millon units, recording three months of consecutive decline.
Published Jul.14 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest survey by WitsView, the research division of TrendForce, large-sized panel shipment posted a decrease by 3.2% MoM to 54.02 million units. In 1Q10, an imbalance in panel supply
Published Jul.07 2010, 03:26PM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Based on the latest survey by WitsView, a research division of TrendForce, sales performance in retail market was not as optimistic as anticipated in 1H10, and it mainly attributes to the following: f
Published Jun.21 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
In May 2010, LCD monitor shipment from global top ten brand vendors declined by 4.2% MoM to 10.75 million units according to a recent survey. Major brand vendors face the pressure of rising inventory
Published Jun.15 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to the latest survey from WitsView, a research division of TrendForce, large-sized panel shipments grew 9.6% MoM to 55.8 million units in May 2010. Downstream vendors restocked aggressively
Published Jun.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
Based on a survey by WitsView, in May 2010, global LCD monitor shipment from top ten SI declined by 3.4% MoM to 13.1 million units. In 1Q10, the rising of panel prices increased demand, leading to a g
Published Jun.08 2010, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to latest survey from TrendForce Corporation’s research division WitsView, market demand in 1Q10 was robust thanks to downstream customers’ aggressive restocking in preparation for LCD TV sa
Published May.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to WitsView’s top 10 monitor brand survey, total monitor shipments reduced by 2.6% MoM to 11.22 million units in April 2010. First, panel prices began to fall in March, hence, before prices
Published May.17 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global LCD monitor SI shipment survey in April 2010, top ten SI shipments declined by 1.9% MoM to 13.56 million units, mainly due to weaker-than-expected sales performance by..
Published May.12 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to WitsView’s latest survey, global large-sized panel shipments fell by 5% MoM to 50.93 million units in April 2010. This can be mainly attributed to the overinflated demand from high expect
Published May.07 2010, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
According to WitsView’s panel price survey in 1HMay, as market demand in April was underpinned by first-tier brands, and China’s local TV makers are still pulling in some small sized TV panels before
Published Apr.21 2010, 12:00AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
Extending the shipment growth momentum from 4Q09, global large-sized TFT-LCD panel shipments recorded another all time high at 148 million units in 1Q10. Although QoQ growth only reached 0.5%, YoY gro
Published Apr.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to WitsView’s top 10 monitor brand survey, total monitor shipments increased by15.2% MoM to11.51million units in March 2010. The main reason for the shipment growth, apart from shipments tha
Published Apr.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global LCD monitor SI shipment survey, shipments of top ten SIs reached 13.83 million units in March 2010, a 30% MoM increase compared to that of February, which had fewer work
Published Apr.14 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to WitsView’s latest survey, global large-sized panel shipments reached a new historic high in March 2010, surging by 20.9% MoM to 53.60 million units; its YoY growth rate reached...
Published Apr.07 2010, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
WitsView indicated in 1HMarch frontline, "Buyers to gain the upper hand over time". Indeed, based on our panel
price survey in 1HApril, panel makers and brand vendors had been gearing up for the C
Published Mar.19 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
According to WitsView’s top 10 monitor brand survey, total monitor shipments posted a double-digit decline of 13.9% MoM to 9.995 million units in February 2010. The main reason for the decline, apart
Published Mar.15 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s global LCD monitor SI shipment survey, shipments of top ten SIs plunged by 23.3% MoM to 10.65 million units in February 2010. This is mainly attributed to the Chinese New Year
Published Mar.11 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) slid by 12% MoM to 44.34 million units in February 2010. The decline was mainly due to the
Published Mar.05 2010, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
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
Published Feb.24 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
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
Published Feb.12 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
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.
Published Feb.11 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
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
Published Feb.06 2010, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
Published Jan.20 2010, 12:00AM (GMT+8) - 11.Quarterly Panel Shipment Tracker
Extending the growth momentum from the previous two quarters, global large-sized TFT-LCD panel shipments grew by 1.4% QoQ to 147.57 million units, YoY growth increased substantially by 61.2%. Among th
Published Jan.20 2010, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
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
Published Jan.17 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
According to WitsView’s survey, the monthly SI shipments from the global top ten SIs reached 13.99 million units in Dec10, down by 3.5% from Nov10.
Published Jan.15 2010, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
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
Published Jan.14 2010, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
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.
Published Jan.06 2010, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
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
Published Dec.25 2009, 12:00AM (GMT+8) - 13.Monthly Monitor Brand Shipment Tracker
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.....
Published Dec.17 2009, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
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
Published Dec.15 2009, 12:00AM (GMT+8) - 12.Monthly Monitor System Integrator Shipment Tracker
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.
Published Dec.09 2009, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
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
Published Nov.20 2009, 12:00AM (GMT+8) -
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
Published Nov.18 2009, 12:00AM (GMT+8) - 10.Monthly Panel Shipment Tracker
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.
Published Nov.10 2009, 12:00AM (GMT+8) -
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%.
Published Nov.09 2009, 12:00AM (GMT+8) -
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,
Published Nov.06 2009, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
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.
Published Nov.03 2009, 12:00AM (GMT+8) -
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.
Published Oct.21 2009, 12:00AM (GMT+8) -
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.
Published Oct.19 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) continued its growth momentum since February this year and reached 49.59 million units in September 2009, up by 2.1% MoM and 26.1% YoY. Thanks to the stable supply of upstream components and continued stocking by downstream customers for the traditional hot season, large-sized panel shipments hit a new record high with 17.2% QoQ growth in the third quarter.
Published Oct.14 2009, 12:00AM (GMT+8) -
In a consumer electronics market where LCD TV is the central focus, Samsung, the leading global TV manufacturer, managed to jump into the limelight with a new design concept – the ‘LED TV’. Even though this LED-backlit LCD TV cannot be considered a product with a total innovative concept, with the combination of features such as Samsung’s edge-type LED backlight, new ID design, and the ultra slim 2.99cm profile, a star product was born and its became an instant hit this year. Samsung intentionally coined the term ‘LED TV’ to differentiate this new model from all the existing LCD TV product lines available on the market, in an effort to establish a brand new market segment.
Published Oct.07 2009, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
In late September, panel prices of monitors and notebooks marked an earlier-than-expected turning point of a downward trend – this occurred after seven consecutive months of panel price hike, amid downstream customers’ increased set cost and rising inventory level of channels.
Published Sep.22 2009, 12:00AM (GMT+8) -
Backed by a six-month panel price hike, as well as panel makers’ efforts to reduce costs, panel makers’ profitability has reached its peak this year. According to forecast from WitsView, top-tier panel makers will witness excellent profitability across all three applications this quarter.
Published Sep.18 2009, 12:00AM (GMT+8) -
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) continued its seven consecutive month of growth, and reached 48.58 million units in Aug09, up by 2.6% MoM and 31.2% YoY1. Despite reduced glass supply due to the fire breakout at Corning’s furnace in Japan, optimism about the sales of the hot season in the second half of the year has fueled the growth momentum of panel shipment in August. Forecasts show that after the overall inventory reaches a relatively more sufficient level, compared to the previous months, panel prices may face a turning point, therefore, inventory adjustment of panel makers and their downstream clients is crucial. In light of the above, panel shipment performance will have to rely on end market sales performance during China’s National Day holiday and Christmas holiday.
Published Sep.09 2009, 12:00AM (GMT+8) - 05.Panel Price Book & Market Status Overview(5th,20th / M)
With gradual shift in market supply and demand, panel price trends in 1HSep reached another turning point – after seven consecutive months of price increase, downstream customers have indeed felt the pressure from rising set cost; this pressure has also taken its toll on second and third-tier brand customers and SIs. On the other hand, panel inventory level has been rising since the second quarter – in the first half of the year...
Published Aug.28 2009, 12:00AM (GMT+8) -
Thanks to substantial panel price rebound and cumulative material cost decrease over the past few quarters, panel makers have been witnessing a financial turnaround recently. In order to foster a healthy relationship in the supply chain, panel makers will be less aggressive in their price negotiation with component makers.
Published Aug.21 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) reached 46.39 million units in Jul09, up by 7.0% MoM and 36.7% YoY. As 2HAug marks the beginning of strong back-to-school demand, brand vendors have begun to pull in. Meanwhile, as US and European markets have gradually recovered, consumers are more inclined to increase their spending on electronic products, and therefore, both unit and area shipment in July maintained its growth momentum.
Published Jul.17 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
After two consecutive quarters of decline, the panel industry has finally escaped the gloom in 2Q09, global large-sized TFT-LCD panel shipments grew by a staggering 42.3% QoQ to 121.87 million units, YoY growth has also exceeded the historic high, up by 9.8%. All three main applications celebrated their double-digit QoQ growth, with outstanding shipment performance; in terms of area shipment, spurred by substantial volume growth, the aggregated area shipment reached 19.88 million square meters, an astonishing 37% QoQ growth. Therefore, in 2Q09, panel industry posted outstanding results in both unit shipments and area shipments.
Published Jul.13 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) reached 43.35 million units in Jun09, up by 6.8% MoM and 21.9% YoY. In Q2, shipments continue to exceed historic standards month after month. The issue of upstream component shortage continued to surface, especially after the repercussion of glass shortage, causing a supply gap for Taiwanese panel makers. This turned into a warning sign of panel short supply, and led to the steady panel price increase. In terms of demand, June was a traditionally slow season, therefore, robust shipments inadvertently created a stronger than usual traditional weak seasonality; weaker than usual traditional strong seasonality market phenomenon. After inventory replenishment, the strength of future supply and demand will have to stand the test of end-market sales. As for the outlook of 2H09, the market is under low visibility again, particularly after downstream inventory was restored to a healthy level, since most makers tend to be more conservative, it could imply that panel makers may not be able to set the stage for a continual price increase.
Published Jun.25 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9” and above) reached 40.59 million units in May09, up by 7.1% MoM and 4.6% YoY. For two consecutive months, shipments have steadily surpassed that of last year. The issue of invisible demand in the past has gradually cleared as robust domestic demand from China and deferred consumption spurred the upstream panel shipment, and prolonged the market momentum in 1Q09. Meanwhile, in order for panel makers to break-even in the second quarter, panel prices were on an upswing, resulting in simultaneous increase of price and quantity in May09. To avoid losing market share, the majority of downstream vendors have decided, at this stage, to suffer the difference of its cost and retail price rather than making adjustments following this wave of panel price surge. However, end market demand will be the key factor in the future, as it will affect panel pricing trend.
Published Jun.16 2009, 12:00AM (GMT+8) -
In recent months, the rapid utilization rate increases by panel makers has cleared away the previously accumulated glass substrate inventory. The current glass substrate output is now immediately consumed by eager buyers. As the capacity increases from the furnaces can not keep up with the rising glass substrate input, a shortage has occurred.
Published Jun.09 2009, 12:00AM (GMT+8) -
Due to the iPhone's popularity and multi-touch support from the upcoming Windows 7, touch screens have become a hot topic in the Taiwan IT industry. Before all this hype, Taiwan was already home to many touch screen makers, due to its strong TFT-LCD and system integrator supply chain.
Published May.21 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9” and above) reached 37.92 million units in Apr09, up by 6.6% MoM. Compared to the same period of last year, an increase was finally witnessed, where they inched up by 3.7%. Since the market rebound, it has led to more aggressive inventory replenishments and extra ordering by downstream clients. But amid the still existing macroeconomic woes, it should be noted a cautious market outlook persists. Beginning from Apr09, the demand visibility in 2Q09 has at least become clearer among the 3 main applications. China’s Labor Day holidays and the launch of new models in major markets helped drive up the TV and NB panel demand. As for monitor panels, it continued to follow the stable demand seen during Mar09. This allowed the panel prices of the 3 main applications to rise, as panel makers tried to narrow their losses.
Published Apr.27 2009, 12:00AM (GMT+8) -
Since the emergence of the rush order effect in Feb09, not only has it provided a much-needed boost to the utilization rates of Taiwan’s panel makers, it has also helped ease the growing operational pressure on upstream component makers.
Published Apr.20 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
Following the severe market downturn in 4Q08, the impact from the macroeconomic woes could still be notably felt in 1Q09, as global large-sized TFT LCD shipments fell by another 6.4% QoQ to 85.61 million units. On a yearly basis, this was equivalent to a 17.4% decline. Area-wise, they too fell by 4.4% over 4Q08 to 14.51 million square meters.
Published Apr.15 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9” and above) reached 35.56 million units in Mar09, up by 27.8% MoM, but still down by 4.2% YoY. Despite the influx of orders from downstream clients during Jan09 and Feb09, due to the panel makers’ low utilization rates and shortage of some components, the shipments during the two respective months were not notable. But in Mar09, panel makers were more capable in handling the orders, thanks to rising utilization rates and more stable component supply. Coupled by the scheduled launch of new end products in 2Q09, it helped further push up the aggregated panel shipments in Mar09. Meanwhile, as Mar09 marks the end of the first quarter, in light of the heavy losses incurred in 4Q08, the 1Q09 panel shipment performance and quarterly financial report will be under a lot of attention. Amid this pressure, it also spurred panel makers to more aggressively boost their shipments, thus resulting in a higher-than-expected growth.
Published Apr.07 2009, 12:00AM (GMT+8) -
According to WitsView's 1Q09 LCD TV retail price survey, prices for the mainstream 19~52" segment declined by an average of 7.5% QoQ, a smaller drop compared to the 8.9% QoQ drop in 4Q08. The 22" and 26" witnessed the biggest declines, while the 46" and 52" fell the least.
Published Mar.17 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, global large-sized panel shipments (including the 8.9” and above) reached 27.82 million units in Feb09, up by 25.1% MoM. But on a YoY basis, it still amounted to a 16.1% fall. After 5 consecutive monthly declines since Sep08, an increase was finally witnessed in Feb09. This was mainly attributed to the downstream vendors and retailers inventory restocking in the start of the new 2009 fiscal year. Coupled by China’s “Home Appliances to the Countryside” policy, the growth momentum behind monitor and small-sized TV shipments grew considerably. The current utilization rates can not catch up with the influx of rush orders. The previous uncertain panel order visibility has become clearer through April. Nevertheless, in the wake of last year’s sluggish market conditions, most panel makers are still conservatively observing the market demand after May. Despite the rush order effect and panel shipment increase, whether the market can more notably rebound will rest on how the confidence level of the entire TFT LCD supply chain develops.
Published Mar.03 2009, 12:00AM (GMT+8) -
Text Size: SML
Relative low and high point of WitsView's LCD market confidence index (MCI) projected to occur respectively in Mar09~Apr09 and Aug09~Sep09
Published 3/3/2009
Use of the Fourier Transform on WitsView’s monthly averaged MCI data (Sep03~Dec08) reveal that the next relative MCI low and high point are projected to occur during Mar09~Apr09 and Aug09~Sep09, respectively.
Published Feb.24 2009, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, global large-sized panel shipments (including the 8.9” and above) reached 22.23 million units, down by 16.9% MoM and a staggering 33.5% YoY. Looking at the recent industry development, amid the Chinese Lunar New Year holidays, there were fewer working days in January. Coupled by the sharp utilization cuts by the Taiwan, China and Japan panel makers, the average panel inventory levels have been maintained at less than 3 weeks. This has created a situation where not all of the downstream clients’ rush orders can be satisfied now. Nevertheless, the persisting macroeconomic woes continue to push up unemployment rates. The resulting tighter consumer spending remains as a huge obstacle to the downstream market demand. Faced with the unfavorable conditions both from an industry and market standpoint, the low confidence level has made the traditional weak seasonality even weaker.
Published Jan.23 2009, 12:00AM (GMT+8) -
As first tier TFT makers swing to huge financial losses in 4Q08, due to the impact from the faltering global economy, obtaining further material costdown is one of the most efficient ways to improve businesses. Thus, the component price war is expected to be exceptionally intense this quarter.
Published Dec.16 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, worldwide large-size panel shipments in November reached 25.83 million units, a 23.7% MoM and 26.4% YoY decline. The shipment drop during the traditional strong season stemmed from the brand vendors’ cut back in orders, as the persisting macroeconomic woes weighed on the end market demand. In the NB segment, only 7.86 million 12.1” and above panels were shipped. This was equivalent to a staggering drop of 28.4%. Aside from the sluggish end market demand, the sales momentum of such products were also affected by the growing popularity of the below 11” netbooks. Meanwhile, monitor panels fell by 23% to 10.46 million units, an indication of the continued difficulty in effectively clearing away the accumulated inventory. Finally, TV panels fell to 7.51 million units, down by 19.3% MoM. In contrast to the monthly change during the same period of last year, shipments fell by a mere 2%. Despite the arrival of the year-end Christmas sales, it can be seen that the market environment remains in a slowdown.
Published Nov.19 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s Survey, worldwide aggregated large-sized panel shipments in October reached 33.9 million units, a MoM decline of 9.2% and a YoY decrease of 8.9% as well. As the global financial storm forces consumers and enterprises to significantly tighten their belts, the demand is exceptionally weak this year. Traditionally, for the preparation of year-end Christmas sales, panel shipment should have reached the peak in October, but it seems that the shipment track of 2H 2008 would not follow the past pattern and the peak should be in September. With the sluggish end market demand, panel shipment declines were seen in all three applications during October. Even though TV panels usually have a big jump in year-end sales, it decreased 5.6% MoM to 9.3 million units. Monitors were most affected by the weak seasonality, dropping 13.2% to 13.6 million units. As for NB segment, it also showed a decrease of 6.9% MoM to 11 million units.
Published Oct.22 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
Global aggregated large-sized panel shipments in 3Q08 reached 105.3 million units, a QoQ decrease of 4.9% and a mere 3.4% YoY growth. Thanks to preparations for China’s National Day holidays and year-end sales promotions, TV panel shipments were up monthly during the third quarter. For 3Q08, they reached a new record high of 26.7 million units, up 12.7% QoQ. In the IT segment, in the wake of the sharp panel price falls in 3Q08, and the strong inventory pull-in during 1H08, it resulted in overly high inventory levels for both brand vendors and SIs during the beginning of 3Q08. In general, as the end market demand was severely impacted by the global financial turmoil, both consumers and enterprises tightened their belts. Due to the sluggish demand, NB panels instead fell by 3.7% QoQ to 34.1 million units. Monitors fell even more notably, down by 13.8% QoQ to 44.5 million units. On a yearly basis, this amounted to a decrease of 9.2%.
Published Oct.17 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, worldwide large-size panel shipments in September reached 37.3 million units, a 5.7% MoM increase and a 6.4% growth on year. Due to preparations for China’s National Day holidays and year-end Christmas sales promotions, growth was seen for the three main applications during September. Meanwhile, amid further deterioration in the global financial storm, both the corporate and consumer confidence has hit an all-time low, resulting in a much weaker-than-expected market demand during the second half of 2008 when compared to previous years. Growth evidently started to slow down in June. Beginning from July, the annual growth rate was only in the single digits. For September, TV panels were up by 7.7% MoM to 9.9 million units. In the IT segment, NB panel shipments grew sequentially by 6% to 11.8 million units. As for monitors, after a period of inventory adjustments, they grew by 4.4% MoM to 15.7 million units.
Published Sep.16 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, worldwide large-size panel shipments in August reached 35.3 million units, a 7.8% MoM increase and a mere 2.2% growth on year. Since SI makers and brand vendors started to adjust their inventory levels in June, panel shipments have fallen for two consecutive months. The market environment has been further battered by the slowdown in the global economy, weak end market demand and absence of a market boost from the Beijing Olympics. However, for August, panel shipments have at least returned to June’s levels. By observing the current panel orders placed by SI makers, due to the traditional strong seasonality (albeit much weaker than previous years), shipments are expected to continue increasing in the following months. Among the three main applications, TV panels experienced the biggest growth in August—a positive sign amid the current sluggish market conditions. With TV brand vendors starting to pull-in inventory for the year-end promotion sales, TV panels were up sharply by 18.6% to a new high of 9.2 million units. In the IT segment, NB panel shipments were relatively the same as last month, down by a mere 0.7% to 11.1 million units. As for monitors, due to the low base level in July, it grew by 8.5% to 15 million units
Published Aug.18 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
Published Jul.16 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, worldwide large-size panel shipments in June reached 35.5 million units, an 8.4% MoM decrease and a 13% growth on year. For 2Q08, shipments totaled 110.8 million units, up quarterly by 7%. As June simultaneously marked a quarterly end and the mid-year inventory accounting, both the seller and buyer were under accounting and inventory pressures. Panel orders were cut by some of the brand vendors in June, despite panel makers trying to secure orders via price reductions. The average panel price drop during June was between 2~3%. During 1H08, given the limited capacity increases and anticipation of panel prices rising again in the second quarter, downstream clients pulled-in their inventory earlier, resulting in stronger-than-expected panel shipments. However, as the retail channels were impacted by rising oil prices, inflation problems and the credit squeeze crisis, the end market was essentially weak. This had led to a build-up in inventory throughout the whole supply chain. Due to the higher inventory levels, brand vendors and SI makers experienced a tighter cash flow. Meanwhile, amid the lower-than-expected panel consumption, after a mere 2-month panel price increase, that began in April, they started to trend downwards again in June. Shipment-wise declines were seen in all three applications. The most notable drop occurred in the monitor segment, where it fell by 12.5% to 15.9 million units. Meanwhile, TV and NB panels were respectively down by 2.8% and 6% to 7.8 million and 11.7 million units.
Published Jun.12 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
According to WitsView’s survey, worldwide large-size panel shipments in May reached 38.7 million units, a 6% MoM increase and a 25.4% growth on year. Looking back at 2007, shipments began to notably increase in Mar07. Rising by a monthly average of 7%, growth only started to slow down in Nov07, as downstream vendors concluded their inventory preparations for the year-end Christmas sales. The same trend was witnessed in the panel price segment as well. Prices started to climb in Apr07, stabilized in Nov07 and started falling in Dec07. Due to last year’s market development, both the buyer and seller have adjusted their procurement and sales strategy in 2008. In 1H08, the demand and supply dynamics has been quite different when compared to 2007. Given the possibility of panel prices rising again in 2Q08, downstream vendors pulled in their orders earlier, resulting in a stronger than usual first quarter. Separately, panel makers maintained a near 100% production utilization rate. Unlike the capacity reduction seen during 1Q07, the output from the G6, G7, G7.5 and G8 continued to grow. Price-wise, panel makers raised the monitor price quotes in Apr08. Yet, the rise occurred at a time when prices were already at a relatively high base level. Coupled by the downstream vendors’ already sufficient inventory and weak market demand stemming from the traditional slow season, there was little momentum behind further price increases in May. Eventually, a 1~2% price increase was seen for some monitor sizes, while the remaining stood flat. Amid the weak price momentum, the global large-sized panel shipments still trended upwards during May. Notebooks jumped by 11% to 12.5 million units. TV and Monitor panels were respectively up 3.6% and 3.8% to 8.1 million and 18.2 million units.
Published May.16 2008, 12:00AM (GMT+8) - 07.Panel Price Forecast
In April, global aggregated large-sized panel shipments reached 36.6 million units, dropping slightly by 1.6% MoM, but equivalent to an annual increase of 29.7%. In March, given the smaller shipment base level in the preceding month, the monthly shipment growth still grew by 12%. The increase was mainly contributed by the IT panel segment. For April, the shipment performance was seen to be roughly the same as in March. Aside from the IT panel sales growth in the emerging markets, the overall market demand has become a bit more subdued. Coupled by the fact that the TV panel segment is still being affected by the slow season, its overall demand remains weak. In the 3 main applications, NBs inched up by a mere 0.2% to 11.2 million. As for the TV and monitor panels, they dropped respectively by 2.9% and 2.1% to 7.8 million and 17.5 million units.