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keyword:Iris Hu38 result(s)

Press Releases
Large-Size LCD Panel Shipments Were Strong Across All Applications in May and Posted Monthly Growth of 6.5%, According to TrendForce

2016/06/22

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The latest LCD panel shipment report from WitsView, a division of TrendForce, finds large-size panel shipments totaled 6025 million units in May, up 65% from the prior month The strong monthly shipments across all applications were attributed to the anticipation of rising prices and increased inventory-replenishment efforts Among the applications, the notebook panel market had the best shipment performance Looking at June, WitsView Research Manager Iris Hu said that panel prices have been on the rise, so branded device vendors are stocking up earlier for the coming peak season in order to lower their procurement costs TV and monitor panel shipments are expected to grow by 3~4% on a monthly basis, respectively Notebook panel shipments in June will either remain steady or dip slightly by 1% monthly because some orders for this month have been shifted to May Furthermore, US-branded vendors will also be making season inventory adjustments As for tablet panels, demand is gradually returning and shipments are projected to expand 6~7% monthly SDC posted a 175% monthly increase in TV panel shipments while BOE’s monitor panel shipments reached a historic high of 248 million units TV panel shipments in May grew 14% monthly to 211 million units Samsung Display (SDC) in the second quarter switched to the Color Filter on TFT Array (COA) process and raised its yield rate significantly The South Korean panel supplier shipped 383 million units of TV panels, representing a monthly increase of 175% Innolux’s fabs in southern Taiwan had fully recovered from earthquake damages and were fully operational in May In addition, the panel maker has replaced the 395-inch panel with the 65-inch as the main product for its Gen-6 fabs While Innolux’s overall TV panel shipments grew only 37% monthly in May to 36 million units, the panel maker posted its largest shipment increase for the 65-inch TV panel since June last year, totaling at 150,000 units Monthly monitor panel shipments reached 1199 million units in May, up 7% from the prior month Branded monitor vendors have experienced low inventory recently because panel makers on account of low margins have scaled back their production of monitor products sized 215 inches wide and under Furthermore, panel prices have started to recover after hitting bottom, and they are anticipated to go up even further in July, when the Energy Star Version 70 standards become effective Hence, monitor vendors are spurred to replenish their inventories in advance Monitor panel shipments from BOE Technology (BOE) reached a record high in May, registering a monthly growth of 88% at 248 million units Other Taiwanese and South Korean panel makers have adjusted capacities to focus on more profitable size segments, so a lot of monitor panel orders were transferred to BOE Notebook panel shipments surged 379% monthly for Innolux; SDC and LGD saw declines in tablet shipments due to poor sales of the 97-inch iPad Pro After SDC announced it will cut back the production of HD TN panels of all sizes, branded notebook vendors moved their purchasing schedule forward to second quarter in order to avoid possible supply shortage in the peak season later on Hence, May’s notebook panel shipments grew 177% monthly to 1388 million units Innolux in particular shipped 347 million units, amounting to a huge monthly increase of 379% The Taiwanese panel maker had to postpone its FHD panel deliveries after the February earthquake and instead relied on HD TN products to maintain its capacity utilization rate for a short duration This move produced an unexpected shipment growth as HD TN panel orders that Samsung could not fulfill were redirected to Innolux Likewise, BOE benefitted from the surge of HD TN panel orders since FHD panels account for a relatively small share of the panel maker’s product mix May’s notebook shipment result was also a historic high for BOE as it delivered 252 million units, up 275% from April In the tablet panel market, SDC and LG Display (LGD) faced serious challenges in May The two South Korean panel makers were the main suppliers for Apple’s 97-inch iPad Pro, which hit its peak shipments soon after the market release Shipment forecasts of this product were then significantly lowered following the brief market success, and SDC’s and LGD’s respective tablet panel shipments fell over 30% monthly as a result Conversely, panel orders from other branded and white-box vendors were steady in May because they have already adjusted their inventories in the first quarter Also, prices of low-end panel products for tablets have been on a stable trend as non-Apple branded vendors upgraded the display resolution specs of their devicesThe overall tablet panel shipments in May therefore grew 4% monthly to 1328 million units

Press Releases
TrendForce Reports April’s TV Panel Shipments Saw 7.2% Monthly Drop as Restocking Demand for Chinese Labor Day Sales Tapers Off

2016/05/23

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According to the latest large-size panel report by WitsView, a division of TrendForce, TV panel shipments arrived at 2082 million units in April, translating to a 72% drop from March and 5% drop from a year ago Branded TV set vendors began to replenish their inventories for the Chinese Labor Day sales earlier in March This resulted in weaker panel shipments for April, when vendors had just about completed this phase of inventory activities  WitsView Research Manager Iris Hu said branded TV set vendors have been stocking up on TV panels sized 43 inches and under for some time, and prices of these size segments have also been rising in May due to tight market supply Vendors are also more willing to increase their purchases of panels sized 48 to 50 inches as these products experienced a significant price decline that led to the rebalance of their supply and demand  In other size categories, prices of 55-inch TV panels are anticipated to rise as TV brands have concentrated on this size bracket for promotion and new product releases, while the South Korean and Taiwanese panel makers will be focusing on the 65-inch segment this year Based on these trends, WitsView expects TV panels shipments in May to post a small monthly increase of 2~3%  Innolux rapidly expanded 4K panel shipments by over 70% while recovering from the February earthquake LG Display (LGD) was still the leading TV panel supplier in April, though the panel maker’s shipments were down 8% from a month ago to 440 million units LGD plans to shift some of its IT panel products from one of its Gen-6 fabs to a Gen-85 fab before the end of June, and this in turn is having an impact on the company’s TV panel capacity The panel maker also decided to cut the production of the 32-inch TV panel In sum, the activities related to production planning, together with the end of restocking activities for Chinese Labor Day sales, have resulted in weaker TV panel shipments for LGD in April Known for pursuing high shipment volumes, BOE Technology (BOE) posted a disappointing result in April after its excellent performance in March The Chinese panel maker shipped 363 million units of TV panels, representing a 204% monthly decline Shipments of 236-inch panels in particular fell by more than 80% because the inventory for this size had already been depleted in March BOE lost additional momentum in April when TV brands began to cease filling their inventories for the Chinese Labor Day sales Taiwanese panel maker Innolux shipped 347 million units of TV panels in April, up just 68% from the prior month While Innolux gradually put its fabs back to operation following the February earthquake, aftershocks had affected the fabs’ yield rates, causing shipments to fall below market expectations To improve the revenue situation, Innolux has stepped up shipments of large-size 4K panels for high-end TVs Consequently, the panel maker grew its 4K product shipments by over 70% monthly, almost reaching last year’s peak of 700,000 units Innolux’s shipments will again surge ahead in May when its fabs are likely to be fully recovered from the earthquake Samsung Display (SDC) saw a monthly drop of 65% in its TV panel shipments, amounting to just 326 million units SDC continues to have issues with its new manufacturing process and is now considering shutting down a Gen-7 fab after posting a poor first-quarter financial report This Gen-7 fab mainly produces 40-inch panels that make up nearly 40% of the panel maker’s total TV product shipments Hu said SDC has been losing money making this product for some time due to its uncompetitive cost structure, so the company may be contemplating abandoning this size category to prevent further losses China Star Optoelectronics Technology (CSOT) has cut the production of its 32-inch product and shifted its production capacity to making larger TV panels, including the 43-, 49- and 55-inch CSOT’s shipments in April fell 6% monthly to 245 million units TV panel shipments from AU Optronics (AUO) reached its peak for the 24-month period in March as TV vendors’ reloaded their inventories and prepared for the launch of new models While AUO continued to enjoy strong demand for its popular panel sizes in April (eg the 43-, 50- and 55-inch), it lacked capacity to fulfill all of its customers’ orders AUO’s shipments for the month totaled 233 million units, representing a monthly decline of 69%

Press Releases
BOE Grew Its Monthly TV Panel Shipments by 1.2% in Feb. and Surpassed Innolux to Take No. 3 Supplier Spot Despite Seasonality, Says TrendForce

2016/03/17

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The latest large-size panel shipment report by WitsView, a division of TrendForce, says TV panel shipments for this February totaled 1788 million units, representing a monthly decline of 87% and a year-on-year decline of 83% In addition to seasonal influence, the Chinese New Year holidays and the earthquake that struck Taiwan on February 6 all contributed to the shipment slump Iris Hu, WitsView research manager, expects TV panel shipments to recover during March as Innolux’s fabs in Taiwan resume normal operation and panel makers begin to fulfill orders left from February Another driving force will be TV brands stocking up panels for new product models According to WitsView’s latest estimates, March’s TV panel shipments will grow by almost 20% compared with February However, first-quarter shipments are projected to suffer a near 15% drop compared with the previous quarter as the market for TV sets remains generally weak Off-peak season and delivery delays led to poor shipment results for panel makers in February LG Display (LGD) still topped the TV panel shipment ranking in February, but the panel maker has strategically cut its 32-inch panel production to avoid incurring a loss Currently, the average price of the 32-inch panel is close to the product’s cash cost Also, the Chinese New Year holidays had reduced the number of work days in February and caused delay in some orders Consequently, LGD’s TV panel shipments fell 81% monthly to 383 million units Samsung Display Corp (SDC) posted a marginal monthly decline of 18% in its February shipments of TV panels, amounting to 338 million units SDC’s January shipments were lower than expected due to delays in the client verification process for new panel products As a result, the South Korean panel maker had a shorter base period for February shipments Moreover, Taiwan’s earthquake disrupted the supply of 395-inch panels from Innolux, forcing TV brands to use SDC’s 40-inch panels as the alternative This shift in orders helped keep up SDC’s overall TV panel shipments during February BOE Technology (BOE) was the only supplier that increased its TV panel shipments against the seasonal headwinds in February with a monthly growth of 12% at 324 million units BOE’s shipments were driven by the rising yield rates for large-size panel manufacturing and the demand for 32-inch panels, which helped the Chinese panel maker to maintain a high capacity utilization rate At the same time, Innolux’s shipments were sharply reduced by the earthquake in Taiwan This allowed BOE to move up to the No 3 spot in the shipment ranking, with a volume difference of less than 150,000 units compared with the second-placed SDC Innolux’s Fab 5 and Fab 6 in southern Taiwan suffered serious damage caused by the earthquake and were almost completely out of commission during February Fab 6 in particular is a major production facility for the 395-inch TV panels Besides the earthquake, Innolux’s shipments were also impacted by the seasonality and the absence of orders for the 236-inch panels Overall, the Taiwanese panel maker delivered 266 million units of TV panels in February, resulting a significant monthly decline of 219% TV panel shipments of China Star Optoelectronics Technology (CSOT) fell 89% monthly to 229 million units Besides being affected by seasonality, CSOT had to cut its 32-inch panel shipments as the margin of this product was no longer profitable for the supplier   AU Optronics (AUO) shipped 176 million units of TV panels in February, down 81% from the previous month Fewer work days in February meant that AUO had to delay fulfilling some of its customers’ demand until March

Press Releases
TrendForce Reports Monthly Large-Size LCD Panel Shipments in Every Application Posted Decline Exceeding 10% in January Due to Seasonal Effects

2016/02/26

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WitsView, a division of TrendForce, reports that large-size LCD panel shipments for this January totaled 5747 million units, down 168% from a month ago Most panel makers posted declining results, but Panasonic LCD and Sharp were able to grow their shipments against market headwinds because they had shorter base periods “Looking at February, large-size panel shipments have been scaled back because of the Chinese New Year holidays that resulted in fewer work days during the month,” said Iris Hu, research manager for WitsView “The earthquake that struck southern Taiwan on the 6th also disrupted the operation of Innolux’s fabs Hence, the total monthly shipments will drop by about 3% from January” Hu added that demand remains weak in all applications TV panel shipments are expected to fall by 5~6% monthly in February, while notebook and tablet applications will respectively register shipment declines of 3~4% The overall inventory level of monitor panels has been low versus other applications, so monitor panel shipments in February are expected to hold steady Seasonal influences and inventory adjustments caused shipment decline for all applications in January TV panel shipments for January totaled 1959 million units, down 138% from the prior month Innolux and CEC-Panda suffered the largest monthly declines in their TV panel shipments, respectively by 223% and 42% Innolux’s poor performance was due to the absence of 236-inch TV panel orders from the Mexican government, while CEC-Panda pulled back their TV panel shipments to minimize the profit loss resulted from price competition and having an inadequate product strategy Monitor panel shipments for January fell to 1018 million units, representing a monthly drop of 175% However, Chinese panel maker BOE Technology (BOE) limited the decline for this application to 21% and became the No 2 monitor panel supplier worldwide for the first time, overtaking Taiwanese competitors AU Optronics (AUO) and Innolux BOE’s success was attributed to its aggressive pricing and extensive product lineup January’s shipments of notebook panels arrived at just 1197 million units, down 198% compared with December On the other hand, AUO grew its notebook panel shipments by 22% against the market headwinds by raising the share of twisted nematic (TN), FHD products for this application The Taiwanese panel maker was also able to take advantage of its close relations with long-term clients Acer and ASUS Seasonal effects caused monthly tablet panel shipments to fall 177% to 1573 million units in January Innolux’s monthly decline was over 40% due to the panel maker’s decision to reduce shipments to the white-box tablet market Sharp by contrast registered a massive 471% monthly growth in its tablet panel shipments as the Japanese panel maker continued to supply the panel of the 129-inch iPad Pro to Apple

Press Releases
TrendForce Reports TV Panel Shipments Were Near 270 Million Units Worldwide in 2015 with BOE Having Explosive Growth of 148.5%

2016/01/15

Display

The latest large-size LCD panel shipment report by WitsView, a division of TrendForce, says a total of 2273 million units of LCD TV panels were shipped in December 2015, down 002% from November and up 41% year on year Iris Hu, WitsView assistant research manager, said that even though TV vendors had finished stocked up for the peak season, shipments remained strong throughout the fourth quarter due to high capacity utilization by panel makers and falling prices Fourth-quarter TV panel shipments totaled 684 million units, down just 096% from the previous quarter Among the large-size panel applications, the TV market had the best shipment performance for 2015, growing by 89% year on year to 2698 million units in total This significant increase in TV panel shipments was attributed to new Chinese Gen-85 fabs entering operation during the year and contributing to the supply  LGD won back the title of top TV panel supplier for 2015 and Innolux took No 2 in the worldwide ranking with its remarkable performance Last year, LG Display (LGD) made the strategic decision to reduce its reliance on orders from its group company, LG Electronics (LGE), and instead committing to the long-term development of the Chinese market This strategy paid off handsomely despite Chinese competitors putting up a formidable challenge LGD retook the title of top TV panel supplier worldwide in 2015 by maintaining growth in its shipments, which went up by 64% year on year to 553 million units  Innolux also had a stellar 2015 owing to the procurement of 236-inch TV panels by the Mexican government and its cost advantage in the manufacturing of the 395-inch TV panels The increase in the production of 395-inch panels in turn helped the panel maker capture more market share Innolux’s annual TV panel shipments for 2015 reached a record high of 5173 million units, representing a 31% year-on-year growth Innolux was able to overtake Samsung Display Corp (SDC) to become the No 2 supplier in the annual worldwide ranking for the first time  SDC’s TV panel shipment performance suffered in 2015 as its group company Samsung Electronics sell-in shipments were lower than anticipated With the sharp drop in procurement orders, SDC’s annual TV panel shipments retreated by 8% to 509 million units After a hard struggle to become the world’s top TV panel supplier in 2014, SDC was forced to yield the title and moved down two spots to third place Shipments began to soar for major Chinese panel makers BOE Technology (BOE) in March last year, when its new Gen-85 fab in Chongqing entered operation In addition to its overwhelming capacity advantage, BOE has also been receiving government subsidies Hence, it was able to step up its shipments through 2015 even as prices of TV panels were plummeting BOE saw an explosive annual growth of 1485% for its 2015 shipments of TV panels, and it held its position firmly as the fourth-largest TV panel supplier in the annual ranking AU Optronics (AUO) had made the decision to reduce the share of panels under 40 inches in its shipments and focus on developing high-margin products, such as UHD panels and 55- and 65-inch panels As a result, its TV panel shipments for 2015 totaled just 2718 million units, down 56% year on year China Star Optoelectronics Technology (CSOT) also added a new Gen-85 fab last year, but the fab did not achieve the expected production volume Also, the panel maker’s shipments of 32-inch panels were affected for a while due to floor cracks in another fab Nonetheless, CSOT managed to make a recovery at the end of third quarter and increased its annual TV panel shipments slightly by 35%, totaling 2552 million units The Chinese panel maker held the sixth spot in the ranking for 2015

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