Q2's Large-sized TFT-LCD Shipments Hit Record High of 170 M. Units: DisplaySearch
2010/08/19 | By Quincy LiangTaipei, Aug. 19, 2010 (CENS)--Shipments of large-sized (9.1-inch and larger) thin film transistor-liquid crystal display (TFT-LCD) panels hit a quarterly record high of 170 million units in the second quarter, with 9% quarter-on-quarter (QoQ) and 31% year-on-year (YoY) growth rate, according to DisplaySearch.
The revenues reached US$22.9 billion, which was the second-highest quarter on record, the worldwide leader in display market research and consulting said. Panel makers are aiming to continue shipment growth in the second half of the year despite the recent drop in panel prices and supply-chain inventory adjustments.
David Hsieh, Vice President, Greater China Market of DisplaySearch, attributed the indsutry's new heights in the second quarter to strong purchasing and inventory preparation by downstream customers. "Despite this, over-optimism throughout the supply chain in the second quarter is causing adjustments in the third quarter as panel prices have fallen amid cuts in panel orders and unclear demand forecasts," he added.
All TFT-LCD applications experienced QoQ growth in the second quarter, with the exception of the public display panels. Growth in LCD monitor panel shipments, which started to slide in June, was the smallest among the three major TFT-LCD applications. Shipment of panels for notebook PCs, including mini-notes (netbooks) and slate-type PCs, was the strongest, with 15% QoQ growth. Meanwhile, panels for LCD TVs, including 26-inch and smaller LCD monitor panels used for TVs, reached 55 million units-a new record.
| Large-sized TFT-LCD Shipments by Application (Millions unit) | |||||
| Original Specification* | Application | Q1'10 Shipments | Q2'10 Shipments | Q/Q Growth | Y/Y Growth |
| LCD Monitor | LCD Monitor | 49.5 | 50.9 | 3% | 8% |
| LCD Monitor | LCD TV | 4.1 | 4.1 | -1% | -1% |
| Notebook PC | 42.5 | 49 | 15% | 48% | |
| Mini-Note PC/Slate** | 10.4 | 12 | 15% | 51% | |
| LCD TV | 46.7 | 50.9 | 9% | 47% | |
| Public Display | 0.5 | 0.4 | -14% | 82% | |
| Others | 2.5 | 2.9 | 15% | 24% | |
| Total | 156.3 | 170.2 | 9% | 31% | |
| Source: DisplaySearch Quarterly Large-Area TFT LCD Shipment Report. * Original specification indicates the panel specification at the time of shipment. Some panels specified for LCD monitors are used for LCD TVs. ** Includes 9.1-inch and larger panels | |||||