Based on the survey by WitsView, the display research division of the global intelligence provider TrendForce, the global top ten LCD monitor brands’ shipment in December 2013 declined sharply 11.8% MoM and grew slightly from the same period last year as LCD monitor brands had distributed goods in advance to retailers in October and November for the year-end holidays and held conservative procurement for the following slow season in the U.S. and Europe. SI makers’ December shipment dipped 5.8% MoM and trimmed 6.9% YoY due to SI makers’ inventory level adjustment for the year-end financial inventory settlement and some panel makers’ delayed panel shipment.
EnergyTrend indicates that orders haven’t been cut substantially after China-USA solar trade war took place. ITC estimates to announce the result by the end of February. If the case is established, the US Department of Commerce (DoC) will continue to investigate regarding subsidy and product dumping. EnergyTrend projects that it’s not going to affect Taiwanese manufacturers until this March.
