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keyword:Eric Chiou25 result(s)

Press Releases
TV Panel Market Propped Up by Demands for 4K and Large-Size Products, According to TrendForce

2015/05/21

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WitsView, a division of TrendForce, reports TV sales during the Chinese Labor Day holidays posted a yearly decline of 6% However, TV brand vendors are moving away from strategies that are based on quantity to ones based on quality because of exchange rate fluctuations and shrinking margins This steady shift in their operation focus is reflected in their increasing demands for the 48-inch and 49-inch panels as well as the 4K panel products Large-sized TV panels will help consume more panel capacity overall Additionally, the panel makers are still having inconsistencies with their 4K panel yield rates, so the rising demand for 4K panels will inversely raise the attrition rate of the 4K panel fabrication Therefore, the effects from the additional Gen 85 capacities in China will be moderated indirectly by the inconsistent yield rates, which have become a major stabilizing factor in the panel market Regarding the TV panel market for May, WitsView’s Senior Director Eric Chiou said the 32-inch panels have remained in an oversupply situation However, Chiou also noted the 32-inch panel are not seeing a bigger drop in their prices because the main Chinese suppliers of this product are having fab-related issues Thus, their average price decline has been limited within US$2 The quote prices stay generally unchanged for panels sized 395, 40, 42, and 43 inches The situation is likewise for the 50-inch Full HD panel products These product segments are still enjoying strong demands Prices for panels sized 48, 49, and 55 inches have fallen by US$1~2, which is comparable to April’s situation Demands for the 65-inch and 4K products have risen, but the panel makers are still aggressively contesting over these two segments Hence, the prices for both products have dropped by US$2~4 in May Compared with the TV market, the IT panel market has become more challenging Facing dropping client demands and excess capacities, monitor panel makers have been using price incentives in order to sell more products As a result, the prices for monitor panels have kept on falling during May The 215-inch and 238-inch products have fallen by US$1~15 due to the high inventory level and new suppliers entering the market Products of other sizes, including the 195-inch, the 23-inch, and the 27-inch are posting an average price decline of US$08~1 Overall, this general downward trend in May does not seem to be abating As for the notebook panel market, there is no sign indicating that notebook brand vendors are stocking up panels for their Windows 10 models, which will be launched in the second half of this year The first quarter’s short base shipment period and the arrival of new models at the market in the second quarter are expected to raise the second quarter notebook shipments by 7~8% At the same time, however, the shipments of notebook panels may have a quarterly increase of over 10% On the whole, the notebook panel market has to contend with supply glut and overstock problems in the short term Based on WitsView’s projection, prices for the notebook panels of mainstream sizes, including the 116-inch, the 14-inch, and the 15-inch, are going to slide downwards by US$05~09 in May because of inventory issues Other size segments will see a decline of US$03~05  Please visit WitsView’s website at http://wwwwitsviewcom/ to get the latest information on price quotes for display panels

Press Releases
TrendForce Sees More Worries than Hope in Q2 Panel Market

2015/04/21

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The latest panel price report from WitsView, a division of TrendForce, finds the prices for TV panels of mainstream sizes will hold steady in April as Chinese brand vendors are stocking up for Chinese Labor Day sales Though panel prices are kept to a certain level, brand vendors have revised their shipment downwards and may later face inventory pressure Therefore, the second quarter outlook after the month of May is more worrisome than upbeat  WitsView’s Senior Research Director Eric Chiou said though in the first quarter, TV panel shipments dropped by just 1% compared with the previous quarter, TV set shipments plummeted by 26% quarterly due to seasonality This means that a part of shipments will be carried over to the second quarter, creating inventory pressures on the channels as TV sets Though the current inventory levels for both panels and TV sets seem healthy, the pressure is building up TV sales are further affected by lowering spending power in Europe, Russia, and other emerging markets as these countries are experiencing currency depreciation Samsung, LG Electronics, and other major TV vendors therefore are revising their TV shipments downward for this year Whether purchases of TV panels will also be corrected is going to be an important factor influencing the development of the panel market in the second quarter  The 32-inch TV panel saw an average price decline of US$2~4 in April China’s Gen 85 LCD panel fabs are entering mass production, and this has increased the downward price pressure on economical panel sizes Panels sized 48, 49, and 55 inches thus have an average price decline of US$1~2, indicating their state of surplus in the market By contrast, prices of TV panels in the mainstream sizes (395, 40, 42, 43, and 50-inch) remain stable Gen 6 and 75 fabs have yet to expand their capacities, so mainstream-size panels have become the last segment in which supply has no bearing on price negotiations  In the IT application, the market for monitor panels in April is still very weak due to the lack of replacement demand Moreover, the newly expanded capacities of Gen 85 fabs will be used to crank out monitor panels As a result, prices for panels sized 195 and 215 inches are kept down with the average price decline staying possibly between US$08 and $1 Other sizes have also seen an average price decline of US$07~08 These encompass the 185, 195, and 236-inch as well as the increasing supply of the 238-inch IPS models  Notebook panels likewise have been experiencing high inventory level in April According to WitsView’s research, notebook vendors of major brands currently have 7 to 8 weeks’ worth of panel inventory, so prices will continue to fall The price drop-offs for notebook panels have been greater than expected Quotes for the mainstream 156-inch panels, for example, are near the production costs in some extreme cases On the whole, the quote price for the 156-inch has fallen by $US1 and the 14-inch by US$07~08 As for other sizes, such as the 116 and 173-inch as well as the 125-inch IPS products, the drop-off of their quote prices is between US$06 and $07   Please visit WitsView’s website at wwwwitsviewcom to get the latest information on price quotes for display panels

Press Releases
The Outlook for TV Panel Market Still Uncertain but Quotes for Major Sizes Hold Steady, According to TrendForce

2015/03/20

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The newest panel price report from WitsView, a division of TrendForce, shows the TV market outlook for the upcoming second quarter is optimistic, but there are some jitters as well A positive indicator is that as the market enters the second quarter, new product models will be launched, and retailers are expected to stock up, initiating a wave of demands The Chinese Labor Day sales in May also encourage an upbeat attitude Additionally, a new subsidy program for energy-efficient appliances is also under discussion, with the potential of triggering a wave of replacement demand On the other hand, some TV brand vendors have become conservative in their decision-making and begun to reduce the scales of their panel purchases Furthermore, the depreciation of Euros and currencies from the emerging markets continues to affect vendors’ margins, and this in turn hurt TV sales and the demands for panels  “The prices of large-size TV panels such as the 55 and 65-inch have kept falling in March,” says WitsView’s Senior Research Director Eric Chiou, “the price of the 32-inch has also certainly experienced a drop in the range of US$1~2 because the supply-demand inversion has put an enormous price-reduction pressure on this size category” The quotes for the 48 and 49-inch panels have yet to see a general reduction, but noises in price dealing are increasing in China and other regional markets Panel demands from the 40 to 43-inch sizes have not been visibly affected, so their prices all together have remained steady in March The future developments in the TV panel market for the second quarter will depend on whether there will be changes in quotes for sizes 395, 40, 43, and 50-inch  Weak demands still afflict monitor panels In the first quarter, monitor vendors might see a significant decline in their shipments by around 85% A bounce-back recovery is expected in the second quarter but it will be a miniscule 08% Monitor panel prices are hurt by weak demands and high level of panel inventory Also, the promotions of large-size, wide-viewing angle, and other new monitor products have achieved limited results in the market According to WitsView, the prices for monitor panels in March will keep falling by US$05~07 Sizes with large inventory level, such as the 215-inch, will have an even bigger drop-off range of US$07~08  As for notebook panels, WitsView anticipates a decline of nearly 18% in the first quarter in shipments Brand vendors furthermore are not having strong willingness to introduce many new machines in the second quarter Notebook panel shipments from American brands are slowly returning to positive results, while the outlooks for the shipments of Asian brands are becoming more cautious The notebook shipments in the second quarter is estimated to grow slightly around 5~6% WitsView’s March price report for notebook panels states that the price drop-off range for mainstream sizes will mostly be around US$05~07 

Press Releases
TrendForce Reports Greater Flexibility in TV Panel Price Dealings as Chinese New Year’s Production Cut Has Limited Impacts on Panel Sufficiency

2015/02/25

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The newest panel price report from WitsView, a division of TrendForce, indicates that Chinese New Year had some effects on panel module production and reduced pressures on the supply side in February However, the extent of positive support on panel prices driven by the holiday period has been quite limited Demands for notebook and monitor panels in particular have been weaker than expected, and consequently IT panel prices are in a general decline Demands for TV panels have been steady compared with IT panels While the prices for TV panels sized 60 inches and above have kept falling, quotes for other panel sizes are becoming more flexible with wider price ranges  According to WitsView’s Senior Research Director Eric Chiou, the prices for mainstream TV panels have remained more or less constant in February, but there have been significant fluctuations in the 32-inch market Chiou explained, “With the Chinese companies in lead, panel suppliers intend to increase their scales of production for the 32-inch panel this year in order to boost their margins and reduce excess production capacities” As the market responds to this news, worries about 32-inch panels in short supply have gradually receded and are replaced with ongoing and more flexible price negotiations The present condition is not yet set for an overall price drop for the 32-inch panels, but WitsView forecasts a turnaround in the market in the near term Another panel size that is worth paying attention to is the 55-inch With three new Gen 85 production lines entering service in the second quarter, the market anticipates an increase in supply Though price quotes for 55-inch panels have stayed constant this month, different suppliers expect price-reduction pressure to grow and are preparing for a more flexible and demanding negotiating environment  Monitor panels are facing weak demands, and excess panel production capacities have been shifted from notebook and TV applications to monitor during the product mix adjustment process Therefore, prices will remain weak due to oversupply Among the mainstream monitor panel sizes, the 215-inch has the weakest performance this month with the projected price drop-off range between US$08 and $09 In addition, the price drop-off range is between US$04 and $06 for other sizes, including 195-inch, 20-inch, 23-inch and 236-inch panels This is due to the fact that a few among the numerous suppliers can create a knock-on effect in the market by offering competitive prices  American notebook brands are again revising their shipment volume downward, and WitsView anticipates worldwide notebook shipments in 1Q15 to fall sharply by 20% compared with the previous quarter This decline in shipments will not only directly impact panel purchasing volume, but it will also prolong the time needed to consume the stock carried from the previous quarter According to Chiou, the 156-inch widescreen notebook panel, which has the largest trade volume, will see a price drop of US$07, and the 14-inch widescreen will see a drop ranging from US$05 to $06 Panels of other sizes will see a price drop of just over or under US$05, which is comparable to the previous month The trading of notebook panels based on projects and contracts continues to be strong in the current market, with buyers and sellers negotiating behind closed doors instead of following the market prices 

Press Releases
End of Price Upturn for TV Panels as Large-Size and 4K Panels Face Underquote Pressure, TrendForce Reports

2015/01/21

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The panel price for each panel application has been constant for January 2015, akin to last month’s market environment, according to the newest price report by WitsView, a research division of TrendForce The prices for IT panels are weak relative to prices for TV panels, which temporarily remain constant  “At current phase, panel makers are not going to adjust their capacity utilization,” said WitView’s Senior Research Director, Eric Chiou, with regard to the market forecast “The IT panels’ oversupply problem persists,” Chiou continued, “so prices for monitor and notebook panels will continue to fall for a while” As for TV panels, the shipment decline during the off-season is having a negative price impact that should be not taken lightly even as particular brands are being stocked Hence, the next focus should be on possible changes to quotes on large-size panels (55 inches and above) and 4K panels  For TV panels, most brands presently have kept a healthy stock level at around two weeks However, the global LCD TV market may fall in shipments by about 25% in the first quarter of 2015 Besides seasonal factors, brands will slow down shipments as a way to adjust their inventories in the retailers “The current price stability that TV panels enjoy does not mean it won’t be affected by off-season,” said Chiou, “and this month’s price rise is coming to an end” Prices will flatten as exceeding demands for panels sized 50 inches and below start to subside and the market reaches an equilibrium As for extra large-size TV panels, prices will continue to fall because the demands for extra large-size TVs have been relative weak and limited This price slide affects panels sized 60 and 65 inches, showing a fall of US$ 5~8 Panel manufacturers also seem to lower their quotes on 4K panels as a means to increase the level of market acceptance  Regarding monitor panels, WitsView projects the first quarter monitor set shipments to decline by 6% Monitor panels are unable to dispel signs of oversupply due to weakening demands and lack of marketable products The production capacity released by the Generation 6 line means that panels sized 195 and 215 inches will be the firsts to be affected by the price drop, ranging from US$ 07~08 for January Panels sized 27 inches and above will continue to drop their prices, at around US$ 1 Monitor panels of other sizes will have an average price fall ranging US$ 5~7  The sharply depreciated currencies of emerging markets such as Russia and Brazil is having a direct impact on the notebook market in these countries Brand names with large shares in these emerging markets will see a drastic decrease in shipments in the first quarter of 2015, possibly surpassing 20% This wave of currency depreciation adds another variable to the off-season price projections for display panels The mainstream 14 and 156-inch notebook panels have the most noticeable price drop in January, averaging around US$ 06 to US$ 07 Panels of other sizes also have their prices fallen at least by an average of US$ 05 One thing worth mentioning is that in addition to trading based on monthly prices, the number of contract-based negotiations on notebook panels has seen an increase in the recent months This trend indicates that the extent of the actual price decline may be more severe behind closed doors 

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