Large LCD Supply – Page 17

AUO Chairman Predicts a Healthy Second Half of 2018 for Panel Industry

by Andrew Fenn

Digitimes reports that AU Optronics chairman Paul Peng has high hopes for the panel industry, as smartphone and TV brands bolster their inventories heading into the second half of 2018. The company is currently …

IHS: Super-Large TV Panel Market to Almost Quadruple in 10 Years

by Andrew Fenn

Demand for super-large TV panels (60″ and larger) is burgeoning and annual shipments will nearly quadruple, ten years after first topping 10 million units back in 2016, according to IHS Markit. Annual shipments of …

IHS: Large TFT LCD Shipments Hit Record Monthly High in July 2018

by Andrew Fenn

FT LCD panel shipments hit a record monthly high in July 2018 in terms of unit and area shipments. Unit shipments increased by 10% in July compared to a year ago, to reach 64.3 …

Tags:IHS Markit| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 33

Large Taiwan Panel Suppliers See Better July Sales

by Yvette Raikes

Monthly shipments of large panels for the four main Taiwanese suppliers were down 2.2% MoM but up 17.9% YoY to 21.11 million. AUO posted July sales of NT$25.8 billion ($841.8 million), down 8.5% YoY. …

Taiwan’s Large-Size LCD Panel Shipments Grew in 2018 Q2

by Andrew Fenn

According to Digitimes Research, LCD manufacturers in Taiwan (excluding Sharp) shipped 62.03 million panels of 9″ and above during the second quarter of 2018, a 5.5% growth quarter-on-quarter and 5.9% year-on-year. Analysts also found …

Tags:Large Display Monitor| Large LCD Supply| Vol 25 - Issue 30

Sigmaintell: Summary of the Global LCD TV Panel Market in the First Half of 2018

by Andrew Fenn

Sigmaintell Research of China has released its summary of the global LCD TV panel market in the first half of 2018. Trade friction between big countries and political and economic upheaval is on the …

Tags:Large Display Monitor| Large LCD Supply| Market Data| TV Set Market| Vol 25 - Issue 29

AUO Benefits from Value Added Strategy

by Bob Raikes

AUO presented its quarterly result and highlighted that its better result than ‘a Korean competitor’ (i.e. LG Display) was the result of its long term development of a more niche strategy, rather than chasing …

TV panel prices to rebound in 3Q18 as supply becomes tight

by Bob Raikes

Sigmaintell of China said that the TV panel business will have a surplus of supply over demand of 4.5% which means quite a tight supply situation. The company said that US channel inventory of …

Tags:Large Display Monitor| Large LCD Supply| Vol 25 - Issue 28

IHS: Oversupply of Large TFT LCD Panels to Prompt Restructure of Older Fabs

by Andrew Fenn

Large TFT LCD panel makers are expected to reduce production of comparatively smaller-sized 32″, 40″ and 43″ TV panels, helping to stabilise panel prices in the third quarter of 2018. In the longer term, …

Tags:IHS Markit| Large Display Monitor| Large LCD Supply| Market Data| Vol 25 - Issue 28

June Sees Rise in Large Panel Shipments

by Yvette Raikes

Large panel shipments were up 3.2% MoM and 11.8% YoY to 21.588 million for the top four suppliers. AUO reported June turnover of NT$24.83 billion ($812 million), down 3.5% MoM and 13.1% YoY. This …

IHS: South Korean and Chinese TV Makers to Increase Panel Purchases in 2018 Q3

by Andrew Fenn

Despite concerns about TV demand and falling profit margins, major South Korean and Chinese TV makers are expected to stock up on display panels in the third quarter to prepare for the seasonal year-end …

Tags:IHS Markit| Large Display Monitor| Large LCD Supply| TV Production| Vol 25 - Issue 27

IHS: Gap in LCD TV Set and Panel Shipments Expected to Hit 10-Year-High

by Andrew Fenn

Despite better-than-expected first-quarter demand for TFT-LCD TV sets and panels, market players would be well-advised to adopt a more conservative outlook in demand growth for the coming quarters, according to IHS Markit. Earlier market …

Tags:IHS Markit| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 25