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Global large-sized panel shipment dropped QoQ by 1%, or 1.74 million units in 4Q11
New TV sizes continue to be hot topics, while shipments of panels such as 39” and 50” continue to grow in December. Looking ahead into Q1 2012, the total shipment of these two sizes can be as high as 1 million units leading to rather significant benefit for the sales performance of CMI.
In 2011, the LCD panel industry was hit hard by the aftermath of the March 11 earthquake and tsunami in Japan, worsening credit crisis in Europe and the US, and China’s economic growth slowdown. Not only did this put panel makers’ businesses in the red, it also dealt a severe blow to the consumer market confidence.
MoM regression of large-sized panel shipment by 1.6% in November
According to WitsView, a research division of TrendForce, LED backlight design focus in early 2011 centered on reducing the number of LED lightbars required in order to close the price gap with their CCFL counterparts.
