What They Say
Digitimes Research said that Taiwan-based makers shipped only 6.26 million LCD TVs globally in the first quarter of 2021, down 34.2% sequentially, due mainly to shortages of panels, display driver ICs and SoC chips. The firm expects shipments to drop by 8.3% in Q2 compared to Q1 and may be 8.6% down on last year. There was a slight shift from the US as the destination to Europe in Q1. The top makers from Taiwan were TPV Technology, Foxconn Technology, Amtran Technology and Innolux.
Shipments of over 50-inch TVs accounted for 45.1% of Taiwan’s total TV shipments in the first quarter, and the ratio for those sized 32- to 39-inch dropped to 23.7% from 28%. Meanwhile, the proportion of 4K models declined to 47.7% in the quarter.
What We Think
Digitimes published the data in the chart in March and it looks as though the actual result was higher than forecast. (BR)
