Monitor Revenues Rise as Shipments Fall

Revenue from desktop monitor sell-in was up 7% YoY in Q3’14, thanks to an ASP rise of 10%. Meanwhile, shipments were down just over 3%, to 34 million units, says DisplaySearch.

Manufacturers are trying to reverse the trend of declining monitor margins with larger sizes and improved features, justifying higher prices, said DisplaySearch’s Hidetoshi Himuro. Demand is shifting towards high quality and resolution in the face of tablets and notebook PCs with integrated displays.

To improve PC display penetration rates, average screen sizes have been steadily increasing. The market share of 20″+ monitors rose from 60% in Q3’13 to 64% in Q3’14. The penetration of monitors with 1920 x 1080 and higher resolutions has also risen, with share growing from 48% to 55% over the same period. Desktop displays with wide viewing angles have seen their share rise from 17% to 19%.

Display Daily Comments

I have written on the proliferation in monitor categories as panel and monitor makers try to keep ASPs firm. The Meko DisplayCast desktop monitor service has gone from 4 categories when we started tracking CRTs, to probably more than 20 categories from early 2015. (BR)