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keyword:Anita Wang55 result(s)

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

2020/01/15

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

2020/01/02

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

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

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