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Impact of the April 3rd Earthquake on Taiwan’s Display Panel Industry Is Expected to Bolster Panel Prices, Says TrendForce

3 April 2024

An earthquake with a magnitude of 7.2 occurred off the eastern coast of Taiwan at 7:58 AM on April 3rd. Continuous aftershocks have left most machinery at AU Optronics and Innolux in a state of shutdown. According to the latest investigation by TrendForce.

Q124 LCD TV Panel Shipments Estimated at 55.8 Million Units, Expected to Continue Growing in Q2, Says TrendForce

1 March 2024

TrendForce estimates that shipments of LCD TV panels will reach 55.8 million units in the first quarter—a 5.3% QoQ increase. 

Global Foldable Phone Shipments to Reach 17.7 Million in 2024, Yearly Increase Slows to 11%, Says TrendForce

21 February 2024

TrendForce reports that global shipments of foldable phones reached 15.9 million units in 2023, marking a 25% YoY increase and accounting for approximately 1.4% of the overall smartphone market.

Global Monitor Market Set for Recovery in 2024, with Shipments Projected to Increase by 2%, Says TrendForce

6 February 2024

TrendForce’s latest findings reveal global monitor shipments declined 7.3% in 2023 down to 125 million units—a figure below pre-pandemic levels. Looking ahead to 2024, given the low shipment base in 2023, alongside the potential for a gradual economic recovery and the typical 4 to 5-year PC replacement cycle, PCs purchased during the pandemic are expected to be upgraded between the second half of 2024 and 2025. This is anticipated to drive a 2% increase in global monitor shipments in 2024, reaching approximately 128 million units.

2024 Apple Vision Pro Shipments Estimated Between 500–600 Thousand Units, Micro OLED Key to Cost and Volume, Says TrendForce

18 January 2024

As Apple prepares to open pre-orders for the Vision Pro, TrendForce reports that this device is a key strategic move by Apple to expand the virtual head-mounted device market and to mark its entry into the VR/AR market as a pioneer in technological innovation. If initial sales are strong, Vision Pro shipments could reach between 500–600 thousand units in 2024.

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