Innolux Faces Loading Rate Shortfall

There is a gap of 20% between Innolux’s notebook panel supply and market demand, president JC Wang said at Touch Taiwan. The company expects to see 1% – 2% notebook panel shipment growth in 2014, although the current shortage is expected to last into Q4. A shortfall has also been identified in monitor panels, which is expected to last through Q3’14. Innolux’s shift to smartphone and tablet panels is thought to have caused this. 19.5″ and 28″ are experiencing the most significant shortages, Wang said. Strong TV panel demand, which normally falls off in September, is expected to continue into October. Again, supply constraints are affecting these products – especially 24″ and 39″ units.