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.
For 2011, the evolution in the tablet PC market can essentially be characterized into 4 key stages: (1) upbeat market outlook; (2) aggressive product promotions; (3) worse-than-expected sales; (4) comprehensive year-end sales review. The drastic market change took everyone by surprise.
In the second half of 2011, the tablet market business has been slightly rocky. Aside from the dismal sales reported by most brand vendors in the third quarter, even No.1 leader Apple has lowered its projected sales for the fourth quarter. In light of the weaker-than-expected market sales, touch module makers have been especially keen in controlling costs.