What They Say
Digitimes Research said that Taiwan’s shipments of small- to medium-size LCD panels are expected to edge up 3.7% sequentially but decline 15% on year in the second quarter of 2021, after reaching 188 million units in the previous quarter. In Q1, volume was down 2.4% sequentially but up 12.1% on year.
For the second quarter, Taiwan’s LCD shipments for handset applications are forecast to grow 5.4% sequentially thanks to a ramp-up in the shipments by HannStar Display for feature phone panels.
Taiwan’s shipments of small- and mid-size LCD panels for tablets are expected to see a significant sequential decline in the second quarter due to shortages of related IC parts and reduced demand from some major clients, including Amazon.
For all of 2021, Taiwan’s shipments of small- and mid-size LCD panels are likely to fall 6.8% on year to 790 million units, Digitimes Research forecasts.
What We Think
Taiwan’s lack of strength in OLED is really going to impact the future of the small medium market for panel makers. (BR)
DR Put out this chart for Small/Medium before the Q1 result
