Global large-sized panel shipment dropped QoQ by 1%, or 1.74 million units in 4Q11
Suffering from the stir of the European sovereign debt storm in financial markets, concerns towards the uncertainty of global economic recovery, 4Q hot-season restocking demand was weaker than expected.
As the penetration rate of LED TV continues to rise and the related LED technologies become more mature, global brand names’ product and price strategies will be more aggressive regarding the LED TV market.
According to DRAMeXchange, a research division of TrendForce, 2H Jan. 2GB DRAM contract price remained flat, with average price at US$9.25. However, 4GB deals have already been concluded at a high of US$17.25, greater than 1H Jan.’s US$17, while the average stayed the same at US$16.5.
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.