According to the survey for January 2014 by WitsView, the display research division of the global intelligence provider TrendForce, the large-sized panel shipment for January attained 64.07 million units, dipping 13% MoM with most makers’ panel shipments for January showing drops while only SDC, BOE, and SHARP having reverse growth. The demand for February is expected to soften constantly for all panel applications and the overall large-sized panel shipment will stumble 10%. The TV panel will continue to decline 5%, while the monitor and NB panel shipments trim 3% and 8% respectively and the tablet panel shipment still declines around 20%.
Taiwanese manufacturers hold conservative attitudes toward shipments after Chinese Lunar New Year due to the US-China trade war and the end of fiscal year in Japan. However, according to EnergyTrend, a research division of TrendForce, major Chinese and Taiwanese manufacturers still maintain regular shipment while some of them even accelerate shipments to the US and Japan. Thus, sales revenue can still be high in February. It’s projected that the US-China trade war’s impact on Taiwanese manufacutrers won’t begin to show until March.
