What They Say
Sigmaintell said that demand for monitors by consumers remains firm although supply has been hit by shortages of components and rising monitor panel prices. However, the firm thinks that demand will be the key factor as component supply did improve in Q2. Brands continued to re-stock actively. Volumes were down 3.3% from the boom in Q2 last year, but were still good and the first half were 8.5% up at 79.87 million.
The firm forecasts volumes of 43.43 million in Q3 and over 45 million in Q4, up 1.9% year on year.
The firm also reported sales by panel manufacturer with BOE in top position ahead of LGD and in line with its business plan. The firm saw a ‘significant’ boost in sales at 27″ and above. AUO is reported to have tripled its volume of 31.5″ over the last year. CSOT more than doubled its output from last year with a focus on gaming. Samsung is almost completely out of the market.
In terms of sizes, the larger sizes have been reasonably stable in share but up well on last year. The entry level market continues to shrink. Panel prices for monitor panels will peak between August and October and decline slightly at the end of the year.
What We Think
Apologies, this article from Sigmaintell was misfiled, but we thought that the data was useful, though a week late! (BR)
