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keyword:Anita Wang55 result(s)

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

2018/01/31

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

2018/01/03

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

Press Releases
3Q17 Shipments of Branded LCD Monitors Rose 8% from Prior Quarter Due to Bounce Back in Demand, Says TrendForce

2017/10/23

Display / Consumer Electronics

The latest research on the LCD monitor market by WitsView, a division of TrendForce, finds that product shipments were fairly subdued in the first half of 2017 In the beginning of the year, prices were high for small-size TN panels that are generally used in products suited for driving shipments Brand vendors working mainly on the consumer segment of the monitor market thus opted to focus on selling high-margin products rather than growing their overall shipments Their product mixes during the first half of the year favored large-size segments and niche applications The market dynamics has changed since the start of this August Anita Wang, senior research manager of WitsView, pointed out that with most monitor brands adopting similar strategies, prices of TN panels began to slide in the second quarter due to the sharp decline in demand “After several months of price and inventory adjustments, prices of small-size TN panels were again at the sweet spot for the brand vendors,” said Wang “Consequently, monitor shipments returned to growth in the third quarter as brand vendors want to meet or exceed their annual targets” Besides shipments being spurred by the lowering of TN panel prices, a surge of procurement contracts available for bidding in China during the third quarter has also given a big boost to monitor demand These factors, plus the second quarter being the shorter base period for comparison, led to an 8% shipment increase for the third quarter The monitor market has not achieved this level of quarterly shipment growth since 2009 Wang added that because of the low prices of TN panels and seasonal headwinds, consumer demand was focused on 215- and 195-inch monitors carrying TN panels At the same time, these models were the profitable ones for brand vendors to ship in greater volumes With prices for 215- and 195-inch TN panels starting to stabilize in October, WitsView expects monitor brands will continue to aggressively stock up these two panel products from now to the end of November

Press Releases
China With a Production Capacity Share of 35.7% Will Supplant South Korea This Year as Top Producing Region for Large-Size LCD Panels, Says TrendForce

2017/09/04

Telecommunications / Display / Consumer Electronics

The latest analysis by WitsView, a division of TrendForce, reveals that China is set to overtake South Korea this year as the leading producing region for large-size LCD panels In terms of area, China’s share of the global production capacity for large-size panels will surpass South Korea’s in 2017 By 2020, China’s share of the global capacity area may reach around 50% “Both domestic and foreign panel makers continue to build and expand their fabs in China because of the country’s enormous market and the financial support from the Chinese government, said Anita Wang, senior research manager of WitsView “At the same time, the capacity share of South Korea has shrunk Samsung Display (SDC) closed its Gen-7 fab L7-1 at the end of 2016, and both SDC and LG Display (LGD) have lowered their Gen-5 capacity” According to WitsView’s latest estimate, China’s share of global capacity area for large-size panels will reach 357% for 2017, up from 301% for 2016 Taiwan’s capacity share is projected to jump from 289% in 2016 to 298% in 2017, making the island the second-largest producing region South Korea will slide down to third place in the 2017 capacity share ranking with 288%, a significant drop from its leading share of 341% in 2016 Several major panel makers have invested heavily in Gen-105 capacity With the South Korean panel makers lowering their production capacity, the global production capacity in area for large-size panels is estimated to reach 2466 million square meters, representing an annual increase of just 13% This year’s capacity area growth rate is also the lowest within the recent two- to three-year period Over the next three years, however, six new Gen-105 fabs are expected to be in operation, and capacity area growth will again take off WitsView forecast that the global capacity area for large-size panels will expand by 8% to 9% annually from 2018 and 2020, totaling around 3178 million square meters per year by the end of the period Wang added: “Looking ahead, investments in production capacity among competing panel makers will reach a new level Next year, a Gen-105 fab in Hefei, China, owned by BOE Technology (BOE) will be entering mass production, thus replacing Sharp’s Gen-10 fab in Japan’s Sakai as the world’s largest-generation panel fab Nonetheless, other major panel makers are also planning to establish their own Gen-105 lines within the next several years” A survey of Gen-105 fabs that are under planning or construction shows that in China, domestic panel maker China Star Optoelectronics Technology (CSOT) will build a plant in Shenzhen, while BOE plans to set up another line in Wuhan There is also a Gen-105 facility that is being built in Guangzhou by Sakai Display Products (SDP) In the US, the Wisconsin project that was announced by Foxconn is expected to include a Gen-105 line as well As for South Korea, there are reports of LGD planning to build a plant Paju for processing Gen-105 glass substrates Rapid expansion of Gen-105 capacity will also increase the risk of oversupply in the future Comparatively, the area size of a piece of Gen-105 glass substrate is about 18 times as large as that of a piece of Gen-85 glass substrate Given the size difference, the risk of oversupply for large-size panels is going to be much greater as more Gen-105 capacity becomes available WitsView points out that the panel industry over the past several years has worked to raise the demand for large-size TV sets as to help consume the production capacity of fabrication lines of larger generations With more Gen-105 facilities entering mass production, the industry will be pushing panels sized 65 inches or larger as the main products for the TV market There will also be corresponding promotional activities from panel makers and TV brands to have consumer demand concentrate on that ultra-large size range as well WitsView furthermore anticipates that panel makers with Gen-105 capacity will be under pressure to lower their prices, and this in turn will affect prices of panels that come from fabs of smaller generations Currently, most 65-inch panels are made on Gen-6 lines, while 75-inch panels mainly roll out from Gen-75 lines When the new Gen-105 fabs enter operation, products made in Gen-6 and Gen-75 plants will be facing intense price competition and have slimmer profit margins WitsView also notes that a few panel makers still have not invested in a Gen-105 fab due to the potential financial burden Going forward, the generational divide in the manufacturing process will significantly influence the competition in the panel industry However, the ability to adjust product mix quickly will be key to the survival of panel makers in the future as they encounter oversupply resulting from the capacity expansion

Press Releases
TrendForce Reports First-Quarter Notebook Shipments Grew 6.1% Year on Year Against Seasonal Headwinds

2017/05/22

Display / Consumer Electronics

Global notebook shipments totaled around 3781 million units for the first quarter of 2017, reports TrendForce This figure represents a 156% decline from prior quarter’s result but also a 61% year-on-year increase The first-quarter shipments were augmented by some unfulfilled demand left over from the previous quarter There were also major deal opportunities related to bidding for business notebook contracts and releases of new product models Furthermore, channel distributors also increased their stock-up of notebook products in anticipation of price hikes from brand vendors later on As a result, notebook shipments were higher than expected for the traditional off season TrendForce notebook analyst Anita Wang stated that the second-quarter shipment outlook remains positive as demand is still being generated by the arrival of new products and biddings for business notebook contracts Total volume for the second quarter is projected to grow 1~3% year on year Whether shipments will continue to grow year on year in the third quarter is uncertain As for this year’s fourth quarter, shipments will likely fall compared with the same period a year ago “North America had a substantial wave replacement demand from government agencies in last year’s fourth quarter,” said Wang, “Without similar demand contribution, the global notebook market will be a bit cooler during this year’s second half TrendForce projects that the 2017 global shipments will fall by 2~4% compared with preceding year’s shipments” HP posted a strong year-on-year growth of 189% HP was firmly secured in its position as the notebook shipment leader The brand gained from the additional demand in North America’s enterprise market and won sizable orders for business notebooks In addition to these two major factors, HP’s new notebook models that were released this March saw strong shipments to channel distributors HP’s first-quarter shipments came to 862 million units While this result amounted to a 179% drop compared with the prior quarter, it also translated to a significant year-on-year growth of 189% Lenovo has retained second place in the global shipment ranking for four consecutive quarters “Lenovo stepped up shipments from January to March of 2017 because this period was also the final quarter of its 2016 fiscal year,” Wang pointed out “Additionally, the brand’s strategy for Europe has been very effective” Lenovo shipped about 8 million units this first quarter, down by 164% from the preceding three-month period but up slightly by 16% from a year ago Dell has experienced steady demand from the enterprise clients and benefitted from the stable North American market The brand was third place in the first-quarter ranking with shipments fell by 187% against last year’s fourth quarter to 54 million units Apple has enjoyed brisk sales of MacBook Pro with Touch Bar and will update its 12-inch MacBook device this second quarter ASUS shipped 365 million units, a decrease of 17% compared with the prior quarter and a drop of 99% year on year ASUS was affected by the high costs of key components and the wide currency exchange fluctuations that also exacerbated production costs besides denting sales revenue “Sales prices of the older notebook models from ASUS do not correspond to their high production costs,” Wang noted “Furthermore, channel distributors are reporting that their inventories of the brand’s products are piling up ASUS therefore will want to maximize its profits and clear out inventories of older models before trying to push up shipments again” Apple shipped 34 million units of MacBook devices this first quarter and claimed fifth place in the ranking The latest generation of MacBook Pro with Touch Bar, which was released in last year’s fourth quarter, was well-received by consumers and contributed significantly to the overall MacBook shipments As a result, first-quarter MacBook shipments, while representing a 158% decline versus the prior quarter, also showed a year-on-year increase of 154% Furthermore, TrendForce estimates that MacBook shipments for this second quarter will grow by more than 10% compared with the first quarter This projection is attributed to Apple’s plan to update its 12-inch MacBook with a new processor and the possibility of promotional pricing for some older models The sixth-place Acer shipped 333 million units, a decrease of 127% from the prior quarter but a large year-on-year increase of 286% Acer’s result was mainly based on its aggressive expansion into the Chromebook market and on channel distributors having low inventories of the brand’s products Channel distributors have also been anticipating the steady increase of device production costs, so they expanded their stocking of notebooks from Acer during this first quarter Consequently, Acer was able to pull closer to the fifth-place Apple

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