Large-Area Shipments Rising, Says MIC

By Tom Allen
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According to Taiwan’s MIC, large-area LCD panel (defined as those used in notebook PCs, monitors and TVs) shipments rose 1.7% QoQ in Q3’15, to 148.4 million units. LCD TV panels had the highest growth at 3.1%, followed by LCD monitors (0.9%) and notebook PCs (0.1%).

As well as enjoying the highest growth rate, LCD TV panels also experienced a slight (1.4%) increase in average size, to 41.3″, said MIC’s Brian Chen. He added, “This is mainly due to an increased share of 48″ and 49″ panel shipments, which accounted for 10.1% in the third quarter, up from 9.3% in the previous quarter. This has boosted the average size of LCD TV panels shipped worldwide.”

The largest growth in average panel size was seen amongst Chinese panel vendors. In Q2’15, the average size of shipped panels was 24.8″ – which rose to 35.9″ in Q3. LuxNet had the highest growth of all Chinese brands, at 4.8%, with an average size of 37.7″.

Worldwide Large Area TFT-LCD Panel Shipments by Application, Q3’13 – Q4’15
Q3’13 Q4’13 Q1’14 Q2’14 Q3’14 Q4’14 Q1’15 Q2’15 Q3’15 Q4’15
Notebook PC 46,660 46,265 44,874 48,468 50,589 48,351 46,845 43,795 43,841 42,900
LCD Monitor 41,037 40,281 38,661 40,607 39,366 41,297 36,677 34,606 34,920 34,100
LCD TV 56,516 58,882 55,623 62,692 65,394 65,545 65,271 67,474 69,598 65,950
Notebook PC Growth -2.2% -0.8% -3.0% 8.0% 4.4% -4.4% -3.1% -6.5% 0.1% -2.1%
LCD Monitor Growth -3.0% -1.8% -4.0% 5.0% -3.1% 4.9% -11.2% -5.6% 0.9% -2.3%
LCD TV Growth -3.2% 4.2% -5.5% 12.7% 4.3% 0.2% -0.4% 3.4% 3.1% -5.2%
Source: MIC