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keyword:Anita Wang53 result(s)

Press Releases
Suffering from Increasing Loss of Money, TV Panel Makers Began to Massively Reduce Capacities in Sep., Says TrendForce

2019/10/07

Display

According to WitsView, a division of TrendForce, its latest survey showed that TV panel prices generally have been lower than the cash costs Thus, panel makers' loss of money has continually expanded Korean, Taiwanese and Chinese panel makers all started to lower their utilization rates (UT) of TV panel products from September on, in order to improve the severely unbalanced supply and demand and stabilize the prices Anita Wang, a senior research manager of TrendForce, pointed out, in this wave of capacity reduction, Korean panel makers decreased their capacities the most among panel makers In particular, for Samsung Display (SDC), because TV brands' procurement demand has suddenly dropped in 4Q19, SDC has massively moved down its UT of Korean Gen 7 and Gen 85 fabs in September and October SDC's Gen 7 input is predicted to drop by more than 50% in September and October, and input of its Gen 85 fabs is expected to fall by 30%~40% LG Display (LGD) plans to shut down some capacities of Gen 75's Fab P7 and Gen 85's Fab P8 The Fab P8 is projected at only have 25% of capacity by the end of 2019, and its Fab P7 is rumored to shut down one-third of capacity in October A Taiwanese panel maker, AUO began to reduce its input in Gen 85's Fab 8A and Gen 6's Fab 6B Particularly, the Fab 8A's input is estimated at only 50% remained in 4Q19 primarily because of the 55" panel prices and bad demand Its Fab 6B is predicted to reduce by 20% of input in 4Q19 because it moved down the input of 65" China's panel makers also suffered from TV panel segment's loss of money However, their capacity reduction scales have been lower than that of their rivals CSOT modified its machinery in Gen 85's Fab T2 Therefore, from September to the end of 2019, the input of Fab T2 is expected to drop by 20% Gen 105's fab in Hefei of BOE Technology (BOE) and CEC-CHOT's Gen 86 fab both reduce their input by around 20% until the end of 2019 Sharp's Gen 105 fab in Guangzhou temporarily paused its plan to enter mass production phase in 2019 because TV's market demand has been weak China's large-sized panel input by area surpassed that of Korea, and China's share might reach nearly 50% in 2020 By regional large-sized panel input by area, Korean panel makers massively shut down several fabs in 2019 By contrast, China's panel makers increase their capacity Therefore, China's share of large-sized glass input by area grows to 423% China is now the region whose input by area is the largest in the world This figure is projected at nearly 50% in 2020

Press Releases
Prices for Mid- and Large-sized LCD Panels Keep Falling in 3Q, Says TrendForce

2019/07/11

Display

According to  WitsView, a division of  TrendForce, prices for mid- and large-sized LCD panels are unlikely to stop falling in 3Q19, mainly due to the trade war that raged on in 2Q Some LCD brands have already stocked up beforehand as well as raised inventory levels of completed devices in North American regions Adding the fact that brands are stuck with relatively high inventories of both panels and completed devices as a result of low demand, brands are reducing panel procurement for 3Q, causing restocking momentum to weaken “As panel production capacity for 2019 builds up, panel manufacturers are looking to LCD monitor products to help use up the ever growing panel capacity Among these panels, 238-inch sizes have seen a significant increase in supply capacity, but end demand is finding a hard time catching up with that capacity, causing prices for 238-inch panels to see a continual descent As new production capacities continue to appear in 3Q, we forecast that prices for panels of this size may still fall by US$03-05 MoM under downward pressure,” says TrendForce Senior Research Manager Anita Wang 27 inches, on the other hand, form the main size of choice for many panel manufacturers and brands, with many high-end devices using panels of this size Therefore, all products using panels of this size give panel manufacturers a lot of leeway to cut profits 27-inch IPS panels are forecast to drop by US$05-1 MoM in 3Q In contrast, prices for small sized TN panels 215 inches and below have already neared cash costs, and panel manufacturers aren't that willing to lower prices any further Furthermore, 3Q signals the beginning of a peak season for commercial markets in China, bringing 215-inch TN panel demand up and presenting the best chance of seeing an end to falling prices

Press Releases
Gaming Monitor Shipment Growth for 2018 Hits 112%, with the Big Three to Battle It Out in 2019, Says TrendForce

2019/05/21

Display

According to the latest research by WitsView , a division of TrendForce , gaming monitor (which WitsView defines as displays with a frame rate of 100Hz or above) shipments reached 54 million units in 2018, a 112% growth from 2017 Due to the continually expanding presence of LCD monitor brands in the gaming market and the joining of latecomer brands, gaming monitor shipments are expected to grow by leaps and bounds in 2019, looking upwards of 79 million units, a YoY growth of 46 % TrendForce Senior Research Manager Anita Wang explains that gaming monitors started to shine in the LCD market from 2017 onwards Thus as the gaming market continues to expand in scale, now everyone wants a slice of the market, be it upstream panel manufacturers or downstream monitor brands, or even the multitude of brands who have never sold LCDs before, causing this market to bustle like never before MSI Grabs First Place in Gaming Monitor Market Growth, 2018 First place went to ASUS, the alpha in the industry, while second place went to Acer, who has gone all in and is following closely behind Samsung took home third place thanks to its high cost-performance ratio curved gaming monitors, which formed 98 % of all its products Fourth place was AOC/Philips, the company which took a greater interest in and capitalized on curved gaming products in the fourth quarter MSI, a dark horse among gaming monitor brands, had its humble beginnings in curved gaming devices, but acquired a stellar shipment performance, thanks to the advantages cultivated during its long period in the gaming business Besides jumping all the way up to fifth place in the gaming monitor market, 2018, it managed to seize first place in growth Not only that, but it even snatched second place in the curved gaming monitor market, which formed over 60% of the entire market in scale ASUS, Acer and AOC/Philips Fight for Shipment Dominance in 2019 2019 will see the three warring brand giants, ASUS, Acer and AOC/Philips, fighting for the throne, all of which have a chance to break the million unit threshold in gaming monitor shipments Among the three, ASUS will seek to maintain its lead by extending its gaming monitor production lines; Acer is actively expanding in the High resolution and HDR sector and enforcing its hold on related peripheral products; and AOC/Philips will be rolling out gaming monitor models this year with an emphasis on curved products and an eye to an enlarged presence in China's gaming market

Press Releases
Stock-up Demand May Arrive Earlier Than Expected, TV Panel Price Decline May Stop in 2Q19, Says TrendForce

2019/01/17

Consumer Electronics / Display

LCD panel makers have continued to bring new production capacities to the market, and the increasing pressure from oversupply has resulted in a sharp decline in panel prices, according to the latest report by WitsView, a division of TrendForce Therefore, Samsung Display has strategically decided to allocate more capacity to QD-OLED TV production in advance As the result, the stock-up demand for TV panels may arrive earlier than expected in 2Q19 SDC has recently decided to cut the L8-1-1 LCD capacity of its Gen 85 fab in Korea this June, and allocate the capacity to the production of OLED backplane A further reallocation of its L8-2-1 capacity has also been scheduled in this September According to Anita Wang, senior research manager of WitsView, SDC will prepare for the 8-1-1 capacity reallocation in advance, and equipment adjustments may result in lower output for 2Q19 Therefore, branded TV makers may start to stock up panels in advance On the other hand, TV Panel prices would be approaching the lowest point in 1Q19, and the earlier stock-up demand in 2Q19 may help stop the price fall WitsView notes that the growth in the world’s total glass input area for large size LCD panel would be 129% if SDC did not plan for the capacity reallocation With the reallocation, the growth is expected to be only 112% this year, 17 percentage points lower In terms of product applications, 49-inch and 55-inch panels will be mainly affected by SDC’s capacity reallocation this time The global output of 49-inch panels in 2019 will be 40% less than that in 2018, since there is no alternative supplier Meanwhile, Chinese panel makers will continue to ship more 50-inch panels, making 49-inch less popular among all the mid-range TV panel sizes WitsView estimates that the total demand for 49-inch and 55-inch panels will be around 37 million pieces this year, remaining flat compared with 2018, but the portion of 49-inch panels will decrease from 50% in 2018 to 30% in 2019

Press Releases
Global Shipments of Gaming Monitors Doubled in 2018, Market Share of Curved Models to Surpass 50% in Gaming Sector, Says TrendForce

2018/12/05

Display / Consumer Electronics

According to the latest report by WitsView, a division of TrendForce, the shipments of gaming monitor (with a frame rate above 100Hz) would reach 51 million units in 2018, an annual growth of 100% Anita Wang, senior research manager of WitsView, points out the gaming market has been expanding, with video games included in Asian Games this year as a demonstration sport The gaming sector has provided new momentum to the PC industry, and has driven the upgrade and replacement demand for peripherals Particularly, a wave of replacement purchase among Internet café in China after PlayerUnknown's Battlegrounds, a popular video game, suggests using monitors with a frame rate over 144Hz for playing in 2017 Since then, gaming monitors with high frame rates have been gradually favored by common game players In the global shipment raking of gaming monitor makers, ASUS and Acer retained their first and second spot respectively, while other manufacturers in the ranking have undergone a market shuffle This year, many LCD monitor makers have entered the gaming monitor market which has high gross margins The market has also witnessed growing sales of curved gaming monitors with a high performance-price ratio ASUS remains the leader in gaming monitor market, with the highest shipments and market share The company continues to develop innovative products and to increase its investment in the gaming market to retain its leading position Acer is in the second spot, with a wide range for gaming products, covering both professional players and general players The layout has enabled Acer to catch up with its rivals since 2017 although the company started later than ASUS and BenQ Acer, whose shipments surpassed BenQ and ranked in the second in 2017, will retain its 2nd position this year with shipments even closer to Asus AOC/Philips, ranking the third, has been building its brand in the gaming sector The results turned out to be positive, with rising sales of its gaming products In addition, the company’s comprehensive product range and the popularity of curved products also helped drive sales In terms of overseas market, AOC/Philips has also made breakthroughs in Europe and the Asia Pacific in addition to the Chinese market Samsung has moved to the fourth in the ranking, one spot upward from last year Samsung’s gaming monitors are mainly curved models with a high performance-price ratio, providing a comprehensive product line of curved models covering all screen sizes More than 95% of the gaming products shipped by Samsung this year are curved ones For the whole gaming market, the market share of curved models has surpassed 50% in 2018, due to the strong demand for SDC curved gaming monitors from China On the supply front, SDC is also willing to offer attractive prices to drive demand and shipment further Other than leading brands, MSI and HKC have also benefited from the trend of curved gaming monitors this year, registering impressive shipments The share of curved models in the gaming sector is expected to be 54%, up from 23% last year In comparison, the share of flat LCD models is projected to be 46%, down from 77% last year

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