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keyword:Anita Wang55 result(s)

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

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

2018/10/03

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

2018/07/05

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

2018/04/30

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

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