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keyword:Anita Wang53 result(s)

Press Releases
LCD Monitor Shipments to See 1.5% YoY Growth in 2018 After Seven Years of Decline, Says TrendForce


Consumer Electronics / Display

The shipments of LCD monitor are projected to reach 126 million units in 2018, a YoY growth of 15%, after seven years of decline, according to WitsView, a division of TrendForce The main drivers of shipment growth include the falling panel prices and rising demand from North America The strong sales in niche segments like gaming and borderless monitor also offer growth momentum North American market records strong demand, with Dell and HP taking the lead in monitor shipments The LCD monitor panel prices have been falling since April 2017, says Anita Wang, senior research manager of WitsView With the panels approaching a mid to low price level, the branded monitor vendors have enhanced their profitability across their product ranges, and will continue to increase their shipment volumes Particularly, benefited from the expansion in gaming segment, acer is expected to increase its monitor shipment by 152% YoY in 2018, the highest growth rate among the brands In the global ranking of monitor shipments, acer will remain the 7th The strong economic performance in North America has boosted both consumer and commercial demand Hence, Dell, HP, and ViewSonic are expected to record remarkable shipments, with the annual growth rates of 75%, 106%, and 92% respectively Dell would also achieve a new record market share of 196% HP would surpass AOC/Philips to take the second place in the shipment ranking, with a market share of 138% In addition, LGE would outperform Samsung, who dropped to the sixth in the ranking Samsung witnesses a decrease in shipment because it has allocated more capacity to products with higher profits and thus shipped fewer monitors smaller than 215 inch “Borderless monitors also offer growth momentum to the shipments this year,” says Wang In addition to a modern look, borderless monitors suit large-size products and provide more comfortable viewing Brands like Dell, HP, and Lenovo have taken initiatives to adopt borderless design in IPS products For 238-inch panels, the price gap between bordered ones and borderless ones has been largely narrowed this year, driving the penetration rate of borderless LCD monitors in the global monitor market to 30~35% in 2018 and to about 50% in the next two years (2019~2020)

Press Releases
Adjustment Strategies for Product Mixes and Capacities Effectively Triggered TV Panel Price to Rise in July, Says TrendForce


Consumer Electronics / Display / Semiconductors

According to the latest statistics of WitsView, a division of TrendForce, after TV panel price significantly dropped in 2Q18, panel makers aggressively adjusted product mixes and conducted annual maintenance Then, because of decreased supply and peak season, 32" panel price is predicted to rise in July Some large-sized panel price might stay flat or even slightly move up from June Because Chinese panel makers' capacities continued expanding, in 2018, large-sized panel glass input by area is projected to grow 87% YoY In 2018, there are three newly-added fabs, including BOE's Gen 105 fab in Hefei, the Gen 86 fab of CEC-CHOT, and CEC-Panda Chengdu's Gen 86+ fab They all reached mass production phases in 1H18, during off seasons Besides, these new capacities are totally used to make TV products Thus, TV panel price rapidly fell Particularly, 65" panel price fall scale was remarkable in March 32" panel price dropped more than US$10 within two months (April and May) Anita Wang, a senior research manager of WitsView, pointed out, various panel makers took different actions, to tackle the sudden TV panel price fall For Innolux, AUO and LG Display (LGD), they all modified product mixes of Gen 6 fabs in 1Q18, dropped the glass input of 65" TV panels, and increased small-sized TV panel's input or LCD monitor panel's input As for BOE and CSOT, they reduced glass input for the 32", and increased input of larger-sized TV products Regarding CSOT and Samsung Display (SDC), each of them conducted annual maintenance in March and in April, respectively For 32" panel price, it stopped falling in July In particular, some panel makers proactively asked for more than US$3 rise in July for four reasons below First, 32" panel supply decreased Next, panel makers have cleared its inventory in April and May Third, short-term rush orders surfaced Fourth, a peak season is coming, so some panel makers began to slow down the price downtrend Each panel segment's price trend tightly links to one another's Thus, after 32" panel price started to increase, 40"~43" panel price might stay flat or even slightly rise In view of 55" panel price, it is expected to remain constant in August after the peak season's stocking-up demand develops and mid-and-small-sized panel price rebounds The stocking-up demand surfaced, so in June, some IT panel price stayed unchanged Speaking of LCD monitor price, small-sized TN panel price didn't change much in June because of the supply shortage for driver IC and passive components, and the strike of AUO's fab in Songjiang, Shanghai When it comes to LCD monitor IPS panel price, on the one hand, brands' borderless panel demand has been currently well Particularly, 238" demand considerably shifted from general border panel to the borderless On the other hand, panel makers' current borderless panel capacity has been limited, so their supply intensified Combination of the two reasons above led to 238" borderless panel price stop dropping in June With regard to the NB panel price, mostly because of the lasting shortage issue of driver IC, the majority of NB brands procured panels ahead of time in June, in order to prepare for the coming peak season Accordingly, most of NB panel prices have been flat in June 

Press Releases
Demand for Curved Gaming Monitor is Climbing, Shipments of LCD Monitors Return to Positive Growth in 1Q18, Says TrendForce


Consumer Electronics / Display

According to WitsView, a division of TrendForce, the shipments of LCD monitor recorded a positive year-on-year growth of 03% in 1Q18 Over the whole quarter, the demand saw drop in January and February, before showing a significant quarterly rise of 409% in March Anita Wang, senior research manager of WitsView, points out that LCD monitor market in 1Q18 has been more positive compared with 1Q17 Branded monitor makers were less motivated to ship products in 1Q17 due to the high prices of small size panels In contrast, prices of LCD monitor panels appeared to be lower in the beginning of 2018, and then dropped further in March The price drop has increased the profitability of companies, who have all become highly motivated in this quarter Apart from prices, the growing demand for curved gaming monitors has been another growth momentum in the market The curved gaming monitor market has been expanding rapidly since 2017 due to the products’ high performance-price ratio and the popularity of video games Nearly 40% of all the LCD gaming monitors are curved ones in 2017, and the figure is expected to reach 60% this year due to the high demand This will further boost the annual shipments of gaming monitors to around 4 to 5 million units Based on the remarkable shipment performance in 1Q18, WitsView forecasts that the annual decline of LCD monitor shipments in 2018 will be 04%, lower than previous forecast of above 25% The market decline even has a chance to become positive growth if the brands’ stocking up continues to boost the market

Press Releases
The Video Game Market Continues to Expand, Driving Shipments of Gaming Monitors to Grow by 40% in 2018, Says TrendForce


Display / Consumer Electronics

Highlights Shipments of gaming monitor (with a frame rate above 100Hz) are estimated to reach around 35 to 37 million units in 2018 ASUS, Acer, BenQ, AOC/Philips and Samsung are top five gaming monitor makers by shipments in 2017 According to the latest report by WitsView, a division of TrendForce, the shipments of gaming monitor (with a frame rate above 100Hz) recorded about 25 million units in 2017, an annual growth of 80% TrendForce forecasts that the shipments will increase by another 1 million units this year, totaling around 35 to 37 million units in 2018 Anita Wang, senior research manager of WitsView, points out that traditional LCD monitor market has shrunk year by year since 2010 So vendors have turned to more profitable niche products to maintain or increase the overall revenue In particular, the gaming monitors have been a niche product with high gross margin With continuing expansion of video game market and the presence of curved gaming monitors with high performance-price ratio, many LCD monitor makers entered the gaming monitor market In 2018, due to the continuing expansion of video game market, the hot sales of first-person shooter games, growing investments from brands, and the emergence of curved gaming monitor, manufacturers have set positive goals for their gaming monitor shipments In particular, those with small shipments in 2017 are targeting at doubled shipments this year ASUS remains the leader in gaming monitor market, with a share of nearly 30% At present, the gaming monitor market is dominated by Taiwanese brands, which account for more than 70% of the global shipments in 2017 The top five gaming monitor makers by shipments are ASUS, Acer, BenQ, AOC/Philips and Samsung, four of which are based in Taiwan Taiwan's video game industry has been developing for a long time, with ASUS, BenQ etc dedicating to the industry for many years Together with Taiwan’s strengths in computer hardware manufacturing and AUO’s leading role in high frame rate panel supply for LCD monitor, Taiwanese makers remain competitive in the industry As for Korean makers, Samsung recorded significant shipment growth of gaming monitors in 2017 The main momentum came from curved gaming monitors with high performance-price ratio, pushing up the market share of Korean-branded gaming monitors from 5% in 2016 to 13% in 2017 It is worthy to note that Micro-Star International (MSI) emerged to be a dark horse in the 2017 gaming monitor market It is known for gaming laptops, with a very complete product line of gaming hardware except for monitors MSI has gradually improved the product acceptance of its gaming monitors in 2017, and is expected to show strong growth momentum in the future

Press Releases
TrendForce Forecasts a Supply-Demand Balance in TV Panel Market in 2018 with New Gen Fabs‘ Yield Rate and Production Capacity to Increase


Semiconductors / Display / Consumer Electronics

LCD panel market is expecting several new large generation fabs in 2018 BOE has launched the world’s first Gen 105 fab, while CEC-CHOT’s Gen 86 fab and Gen 86+ fab of CEC-Panda Chengdu will also go into operation this year WitsView, a division of TrendForce, says that there was a 20-40% downward correction in TV panel prices during 2017 While the price decline in the TV panel market will be easing in this year's first half, this first quarter will still see the price trend on a gradual downward slope Falling panel prices will spur promotions in the end product market Therefore, stock-up demand from TV brands will be warmer in this year’s second half compared with the second half of 2017 The supply and demand of TV panels are also expected to reach a more balanced state Our latest analysis indicates that the risk of serious oversupply in the TV panel market will most likely to happen later in 2019 Anita Wang, senior research manager of WitsView, points out that the new fab will have limited input in early stages, and will need time to improve field rate and production capacity Therefore, Wang estimates that they will only contribute to 3% of the global glass input for large-size LCD panels And the figure is expected to raise to 6-8% in 2019 Going into operation on December 20th, 2017, BOE’s Gen 105 fab in Hefei is expected to enter mass production in March 2018 The major products will be large-size TV panels of 65" UHD 60Hz and 75" UHD 60Hz, intensifying the competition in large-size (65" or greater) TV panel market In the production of 65" TV panels, for instance, current Gen 6 fab cuts per glass substrate into 2 panels, while Gen 85 fab cuts into 3 In Gen 105 fab, however, the number rises to 8, increasing the productivity of 65" TV panels significantly WitsView forecasts that BOE’s Gen 105 fab will target at more than 2 million pieces for the production of 65" panels, but whether this goal can be achieved still depends on the improvement in yield rate The Gen 105 fab will not have large-scale influences on the overall supply in the industry this year, but BOE will impact the market in 2019 with its shipments expected to reach 3 to 4 million pieces In 2020, BOE is even predicted to surpass panel makers in South Korea and record the highest shipments for 65" panels, with its market share reaching around 37% In comparison, the market share of Taiwanese panel makers for 65" panels will drop to 18% in 2020 without any capacity expansion

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