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keyword:Anita Wang53 result(s)

Press Releases
Curved Monitor Shipment Projected to Exceed 12 Million Units in 2020 Thanks to Surging Gaming Demand, Says TrendForce



Owing to excellent sales performances of curved gaming monitors and Samsung’s aggressive promotional push, curved monitor shipment is projected to reach 1286 million units in 2020, a 24% increase YoY, according to TrendForce’s latest investigations TrendForce analyst Anita Wang indicates that the curved monitor market is both hypercompetitive and highly concentrated, in terms of having very few monitor brands and display panel suppliers Furthermore, since the manufacturing process is more complex for curved monitors than for flat screen monitors, enormous experience in the industry is required to achieve a high yield rate Regarding the ranking of manufacturers’ curved monitor shipment in 2020, Samsung ranks first, supported by its in-house manufacturing facilities and by SDC’s panel capacities AOC/Philips ranks second in shipment, due to the companies’ in-house manufacturing competencies and vast experience in the industry, as well as high sales performances of their curved gaming monitors Third-ranked MSI is focused on the high-end curved gaming monitor segment Despite the lack of in-house manufacturing capacities, MSI’s curved monitors are equipped with high-performance specs and features; as well, the company offers a comprehensive line of gaming products MSI also released its products to coincide with the start of curved gaming monitors’ popularity in the market MSI and Samsung are neck and neck in curved gaming monitor market share The above three competitors (Samsung, AOC/Philips, and MSI) are projected to occupy almost 70% market share collectively in 2020 With regards to display panel suppliers, SDC’s recent efforts in expanding its presence in the curved monitor and gaming monitor markets have been successful In 2019, Samsung reached an 81% share in the VA curved monitor market, but the company subsequently decided to exit the market despite its leading performance The curved monitor supply chain is expected to be impacted in 2021 as a result of Samsung’s exodus On the other hand, second- and third-ranked curved panel suppliers AUO and CSOT are gearing up to dominate the market left by Samsung, while emerging panel supplier HKC has expressed its intention to do the same TrendForce believes that, as SDC drastically reduces its supply of curved display panels in 2021, whether other suppliers can step up to meet the market demand remains to be seen As such, TrendForce expects curved monitor shipment to undergo its first decrease in 2021

Press Releases
Gaming Monitor Shipment Projected to Grow 37% YoY in 2020, with IPS Monitors Seeing Noticeably Increased Market Share, Says TrendForce



According to the latest investigations by TrendForce’s Department of Display Research, the shipment of gaming monitors (defined as having frame rates of 100Hz or higher) is projected to reach upwards of 122 million units in 2020, a 37% increase YoY, owing to the wider variety and market availability of models with consumer-friendly prices TrendForce analyst Anita Wang indicates that, in 2H19, affordably priced IPS gaming monitors began entering the market, while manufacturers adopted fast-response liquid crystals for some of their IPS gaming display panels in an effort to address the persistent issue of slow response times As such, IPS monitors are projected to reach a 25% share in the gaming monitor market this year AOC/Philips takes first place in the ranking of gaming monitor shipment in 2020 The gaming monitor market has been hypercompetitive in recent years In particular, AOC/Philips is expected to rank first in terms of shipment in 2020, thanks to their portfolio of highly cost-effective curved gaming monitors and affordable IPS models, in addition to AOC/Philips’ existing cost advantage ASUS is likely to reach second place; not only is the company focused on the high-end professional gaming market, but it is also looking to raise its sales performance via a line of affordable products Finally, Acer, which is likely to be ranked third on the list, is sticking with its strategy of maintaining a comprehensive product range On the other hand, curved gaming monitors are still projected to reach a 54% market share in 2020 despite the growing market share of flat IPS monitors In the curved gaming monitor segment, this year’s highlight is the release of new monitors with 1000R curvature radiuses, which are expected to bring about a breakthrough for the curved monitor market In particular, Samsung and MSI are showing the most aggressive product planning efforts These two manufacturers are projected to have similar shipment numbers As panel manufacturers gradually release their 165Hz panels, there is a rapid increase in gaming monitors’ frame rates as well Case in point, from 1Q19 to 1Q20, the share of 165Hz monitors in the overall gaming monitor market increased from 4% to 21% As well, out of the top five gaming monitor brands, MSI leads the pack in terms of product planning, with 165Hz monitors accounting for 40% of its total gaming monitor shipment in 1Q20, followed by ASUS, whose 165Hz monitors accounted for 30% of its 1Q20 gaming monitor shipment

Press Releases
As Samsung Speeds Up Effort to Shutter Large-Size LCD Production Lines, Korean Manufacturers’ Market Share of Large-Size Panel Capacity by Area Projected to Fall Below 10%, Says TrendForce


Display / Consumer Electronics

As Samsung Display Co (SDC) buckles under the pressure of oversupply and pandemic-induced operating difficulties, the company has made the decision to exit the LCD panel manufacturing business According to the latest investigations by the WitsView research division of TrendForce, the rapid decline of Korean manufacturers’ large-size panel glass capacity by area in 2020 is projected to result in a drop in market share from 284% in 2019 to 204% this year The production capacity of Chinese panel manufacturers is expected to continue expanding in 2021 This growth, combined with the capacity shortfall from SDC’s discontinued LCD manufacturing, is expected to lead to Korean panel manufacturers’ large-size panel capacity by area to drop below 10% market share TrendForce Senior Research Manager Anita Wang indicates that SDC planned to terminate all of its LCD production lines, including the Suzhou fab, by 4Q20 Similarly, LGD intended to close down its Gen 75 production lines in 4Q20, in turn resulting in a 197% decrease YoY in total Gen 75 glass capacity by area in 2020 and a 422% decrease in 2021, with only two suppliers, AUO and Innolux, remaining as the sole Gen 75 glass suppliers TV panels supplied by SDC’s Gen 75 fabs are primarily 75-inch and 82-inch panels Therefore, clients have preemptively shifted their demand for 82-inch panels to 85-inch panels, since the latter has a healthier supply level; orders for 85-inch panels are fulfilled by AUO and CSOT On the other hand, LGD’s Gen 75 fabs primarily manufacture 43-inch IPS TV panels Following the closure of LGD’s Gen 75 fabs, orders for 43-inch IPS TV panels will be fulfilled at BOE and HKC’s Mianyang fabs SDC’s closure of its Gen 85 LCD fabs is projected to lead to a 32% decrease YoY in total Gen 8x production capacity by area in 2020 This figure is likely to further expand to a 63% decrease in 2021 In any case, the magnitude of these reductions is still relatively minor compared to reductions in Gen 75 production capacity, since newly added capacity from HKC is expected to shore up the decline in Gen 8x capacities Despite the newly added large-size panel glass capacities by non-Korean panel manufacturers, the massive capacity reduction of Korean manufacturers means total panel glass capacity by area in 2020 and 2021 will not see a continuation of the 2018/2019 growth surge, with 2020 keeping flat with 2019 figures, and 2021 undergoing a 09% decrease YoY

Press Releases
Monitor Panel Oversupply in 2020 Means Potential for Price Trend to Mirror 2019 TV Panels, Says TrendForce


Consumer Electronics / Display

In consideration of profitability, panel manufacturers have decreased their TV panel shipment targets in 2020 The supply of monitor panels in 2020 exceeds demand by nearly 20%, meaning a price rebound is unlikely in the short-run The latest analysis from the WitsView research division of TrendForce shows potential for a small price hike in TV panels under (and including) 65 inches at the end of January, as demand rises and supply falls In contrast, due to an increase in panel manufacturers’ shipment target and the continued capacity expansion in China, the supply of monitor panels in 2020 is projected to exceed demand by nearly 20% In the short term, the price drop of monitor panels is unlikely to stop According to TrendForce, the continued capacity expansion of large-sized panels (Gen 105 and Gen 86) in 2019 resulted in a significant oversupply and rock-bottom TV panel prices For instance, the price of 32-inch panels, with a 25% overall market share in 2019, fell to US$30 in December of the same year, a 25% decrease YoY compared to 2018 levels As the prices of over 80% of TV panels are lower than their cash costs, many panel manufacturers respond by aggressively reducing their production capacities The most effective way to address the oversupply of TV panels is to reduce glass input, including in the short-term, and to permanently shut down production capacities In 2H19, SDC and LGD led the way by shutting down certain production lines Starting from September 2019, panel manufacturers such as SDC, LGD, and CSOT began reducing their utilization rates in an effort to minimize the price drop of TV panels; this wave of capacity reduction lasted well into 4Q19 The 3Q19 capacity reduction was the equivalent of an 8% reduction in Gen 85 production capacity, which subsequently expanded to a 16% equivalent capacity reduction in 4Q19 The magnitude of these consecutive reductions, in addition to the excellent sales figures from Double 11 in China and Black Friday in North America, enabled the prices of TV panels under 65 inches to maintain a constant level and even rebound in November and December 2019 Secondly, panel manufacturers set their 2020 shipment target with two goals in mind: raise profit or diversify the allocation of production capacity As such, the overall 2020 sales target of TV panels has dropped because manufacturers are focused on selling large-sized TV panel products while decreasing the production of small-sized panels On the other hand, monitors with higher margins have become the primary sales focus of panel manufacturers, most of whom have raised their shipment target for this product in 2020 As well, HKC has joined the fray on the supply side Therefore, the supply target of monitor panels in 2020 is projected to exceed demand by nearly 20%, which creates pressure to reduce monitor panel prices even further The prices of monitor panels will likely not see any signs of rebound before hitting cash cost levels

Press Releases
2019 Gaming Monitor Shipment Reaches 57% Growth YoY, While Curved Monitors Take 60% Market Share, Says TrendForce


Display / Consumer Electronics

The global shipment of gaming monitors will exceed 11 million units in 2020 VA panels are the current mainstream, while fast-response liquid crystals will raise the technology penetration of IPS panels According to the latest research from the WitsView research division of TrendForce, the 2019 shipment of gaming monitors (defined by WitsView as monitors with frame rate over 100Hz) is estimated at up to 85 million units, a 57% growth YoY, compared to 2018 figures With the diversification of panel types and monitor models from different brands, the growth momentum of this industry is expected to continue well into the next few years, with projected shipment of 11-12 million units in 2020 Anita Wang, senior research manager at TrendForce, indicates that the number of gaming monitor panel suppliers grew in 2019 In addition to existing mainstays such as SDC, LGD, AUO, Innolux, and BOE, new entrants CSOT and CEC Panda began mass production in 2019 and became part of the gaming monitor supply chain The increase in the number of suppliers represents a corresponding increase in the supply of gaming monitor panels, which brought the panel and retail price down to more consumer-friendly levels and subsequently increased product adoption rates In terms of LCD panel types, owing to the popularity of curved gaming monitors in 2019, the market share of VA panels grew significantly On the other hand, the development of fast-response liquid crystals enabled IPS panels to have improved response times and become more widely adopted in gaming monitors As fast-response IPS panels gain traction in the market, the technology penetration rate of IPS panels is projected to reach 15-20% in 2020, an increase from the 10% rate in 2019 An analysis of gaming monitors shows that curved gaming monitors rose to prominence in 2018 because of their excellent cost-performance ratio Brands such as AOC/Philips, Samsung, and MSI made a proactive push to expand the gaming hardware market through their curved gaming monitors in 2019 This raised the share of curved gaming monitors in the overall gaming monitor market to about 60% and successfully increased the three brands’ shipment of gaming products in 2019 In particular, MSI continued to expand and diversify its mid-sized and large-sized product lines in an effort to maintain its high growth momentum in 2020 Aside from maintaining shipment growth, another area of focus for panel manufacturers and monitor brands is quality improvement For instance, the smallest curvature of curved gaming monitors currently available is 1500R, with 1000R products to be released in 2020 MSI and Samsung are the two brands with the most active efforts in developing curved gaming monitors; the two companies are expected to release curved gaming monitors at CES 2020 In addition, gaming monitor brands are ramping up product lines in the high-end gaming market For instance, Dell beat its competitors to market with OLED gaming monitors, while Asus and Acer focus on developing Mini LED gaming monitors HP – along with Asus and Acer – has released BFGD products as well The product development and market acceptance in the high-end gaming monitor segment remains an important area of concern in the future

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