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keyword:Winnie Chen8 result(s)

Press Releases
TrendForce Reports Panel Shipments Recovered in March with Large-Size Panels Seeing 17.3% Increase over Prior Month

2015/04/16

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The latest large-size panel shipment report from WitsView, a division of TrendForce, shows that the March shipments of large-size panels totaled 6882M units This figure represents a 173% increase over the prior month and a 34% year-on-year increase The large-size panel market is recovering from February’s shipment slump as vendors stock up in preparation for the Chinese Labor Day sales International brand vendors are also readying to roll out new TV models, further strengthening the demands for large-size panels These rising demands increased LCD TV panel monthly shipments by 206%, totaling 2351M units  As for IT panel shipments, demands started to pick up in March because of the short shipment period in February and the arrival of new products on the market Monitor panel shipments in March reached 1236M units, an increase of 84% compared with the prior month but still under the expected growth of 116% The shipment growth of notebook panels was affected by some brand vendors that were still clearing their inventories Moreover, the arrival of new models on the market had limited contribution to the stock-up demand The March shipments for notebook panels sized 101 inches and above totaled 161M units, an increase of 47% over February  The March shipments of tablet panels increased by 358% compared with the previous month and totaled 1683M units The growth in tablet shipments was also due to February’s short shipment period and rising demands in southern China Tablet panels sized 7 inches and 101 inches in particular saw significant shipment growths  A breakdown of shipments based on applications indicates that the sum of TV panel shipments for this year’s first quarter was 6509M units, representing a 08% decrease over the previous quarter but a 172% increase when set against the same period of the prior year Panels sized 32 inches and under were the main source of the growth Innolux’s 236-inch and 32-inch from Korean and Chinese manufacturers had best shipment results, with quarterly increases up to 20% for some products  The first quarter shipments of monitor panels totaled 3687M units, a 66% decline set against the prior quarter and a 28% year-on-year decline compared with the same quarter of the prior year The market for monitor panels of mainstream sizes still shows signs of depression as quarterly shipments for 185-inch, 195-inch, and 215-inch fell respectively by 192%, 73%, and 65% The first quarter shipments of notebook panels amounted to 4663M units, showing a 14% drop compared with the prior quarter but a year-on-year increase of 8% Notebook panels of mainstream sizes, such as 116-inch, 125-inch and 14-inch, all posted positive quarterly shipment growths The increases in the first two size categories were driven by the launching of new notebook models, while the 14-inch category benefitted from Microsoft’s subsidy scheme and being the model size from India’s state contracts Tablet panels, by contrast, saw negative shipment growths across all mainstream sizes for the first quarter 469M units of tablet panels were shipped, a 29% decline compared with the prior quarter and year-on-year decline of 8%  In her panel shipments outlook for the second quarter, WitsView’s Assistant Research Manager Winnie Chen said Chinese Labor Day sales, an event which has propped up demands since 2010, will not be able create the same level of market drive as before The reason behind this is promotional sales activities in China has become more frequent and spread out throughout the year, so the enormous shipment growths of the past years will not be reproduced this year Nonetheless, panel demands from international brand vendors remain as their new products will be coming out soon Based on WitsView’s projection, the second quarter’s TV panel shipments will have a 12% quarterly growth and a 52% year-on-year growth The demands in the second quarter is going to be even stronger than the sales season at this year’s end  In other applications, there are no particular demands that will stimulate shipment growths for monitor panels during the second quarter, but new products will still drive the market WitsView estimates monitor panel will post a 66% quarterly increase and a 28% year-on-year decline The overall demands will stay stagnant As for notebook panels, their shipments will rise as vendors start to get ready for the back to school sales and the new Intel CPU platform, which will arrive in the third quarter Apple will also be launching its new MacBook with the next generation Intel Core i7 processor in the near future Hence, WitsView predicts notebook panel shipments in the second quarter will increase by 104% over the previous period as well as having a 9% year-on-year growth Tablet panel shipments, on the other hand, will see a quarterly decline of 8% and a steep 24% year-on-year fall as the scheduled launches of new product models have been delayed   

Press Releases
Large-Size Panels Saw a 13.6% Decline in February’s Shipments While Notebook Panels Prospered, TrendForce Reports

2015/03/18

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The newest display panel shipment report from WitsView, a division of TrendForce, states that the February shipments of large-size panels totaled 5671M units This a 13% drop compared with the previous month and a 19% drop compared with the same period of the prior year TV panel shipments in particular fell by 118% compared with the previous month, at 1949M units Compared with the previous year’s month, however, it is an increase of 137% Attributing factors to the declining TV panel shipments include the reduction of work days due to the Chinese New Year holidays, the seasonality influences, and clients adjusting inventory levels  The demands for IT panels are weak in February Monitor panel shipments totaled 114M units, a decrease of 129% when set against January For notebook panels sized 101 inches and above, some January shipments had been delayed and carried over to February Consequently, the monthly shipments grew by 82% compared to the same month of the previous year, totaling 1536M units Weak tablet shipments continued to affect tablet panel shipments, which reached 1239M units in February, or a monthly decrease of 298%  According to WitsView’s Assistant Research Manager Winnie Chen, the shipments of LCD TV panels will increase in March by 10% due to the short shipment period in February The March TV panel shipments will also benefit from the pickup demands from the Chinese Labor Day sales New stock-up demands from international brand vendors as they roll out new TV models will be an additional positive influence during that period Among applications, monitor panel shipments will have a monthly increase of 4% in March Meanwhile, notebook and tablet panel shipments are estimated to have monthly increases of 9% and 28% respectively  In the company of the six major panel makers, LGD was still number one in terms of units shipped in February, but it suffered a monthly decline of 8% SDC followed at number two thanks to the increase in its IT panel shipments Its total number of panels shipped in February is roughly the same as January’s Innolux was at the third place in February shipments Although Innolux enjoyed a double-digit growth in the shipments of 185-inch monitor panel, the reduction of work days led to a fall in shipments of mainstream sizes The total panel shipments therefore suffered a monthly decline of close to 20% The fourth place was occupied by AUO, with its overall February shipments fell by 10% compared with the prior month This performance was mainly attributed to a plunge of nearly 30% in tablet panel shipments  A breakdown of size categories shows that the TV panel shipments of mainstream sizes posted negative growths in February The exception was the new 43-inch TV panels, which were released to the market and had a double-digit growth in the monthly shipments At the same time, the increases in the shipments of 156-inch and 173-inch panels benefitted the notebook application The notebook panel shipments went against the trend and grew with LGD, SDC, and Chinese makers posting double-digit performances The shipments of monitor panels, on the other hand, were visibly affected by seasonality Brand vendors furthermore had entered a period of inventory adjustment Thus, monitor panels of mainstream sizes (185, 195 and 215-inch) all saw double-digit negative growth The off-season affected tablet panels as well Tablet panels of all sizes saw shipment decline except the 116-inch, which showed a two-digit performance   

Press Releases
TV Panels’ Shipment Demands Unaffected by Seasonality as January’s Shipments for Large-Size Panels Fell by 3%, TrendForce Reports

2015/02/25

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The newest panel shipment report from WitsView, a division of TrendForce, states that the total shipments for January amounted to 6795 million units, a drop of 3% compared with the previous month All six major panel makers experienced decline in their shipments Based on applications, only TV panels ran counter to the negative trend and posted a monthly shipment growth of 12% The biggest decrease in January’s monthly shipments occurred in the tablet application with a drop of 78% The IT panel shipments were affected by seasonality Monthly shipments for monitor and notebook panels fell by 48% and 15% respectively  Moving on to February, WitsView’s Assistant Research Manager Winnie Chen noted that Chinese New Year reduces the number of workdays for this month, so the overall shipments of large-size panels are expected to fall by around 66% TV panel shipments for February are projected to fall by nearly 10% for the first time after eight straight months of strong demands Recovery is expected to happen as early as March, when several new models of big brand television sets are introduced to the market As for IT panels, demands remain weak due to seasonal factors Monitor panel shipments for February is estimated to fall by roughly 35%, while the level of notebook panel shipments will stay just about the same Likewise, the monthly shipments of tablet panels will see a considerable drop of 10% in February  The shipments of large-size TV panels increased in January, reflecting strong demands in a supposedly weak market season For the TV shipments among the six major panel makers, only LGD and Innolux posted positive monthly growths of 77% and 14% respectively Innolux benefited from the Mexican government’s huge order for LCD TVs With the shipping of Mexico-bound TV sets scheduled to begin in March, the shipments of 236-inch panel reached to nearly 18 million pieces in January, resulting in a double-digit monthly growth WitsView anticipates this wave of strong panel demands will continue to May, and this means that Innolux’s G85 fab will keep operating at full capacity As for LGD’s performance in January, its monthly shipments of 32-inch TV panels grew by nearly 9%, and its shipments of TV panels sized 40 inches and above had the best results with the 43-inch shipments seeing double-digit growth According to Chen, strong demands for the 43-inch will go on as Chinese TV brands start their verification process on LGD’s 43-inch RGBW panels and prepare to launch their new TV models during the Chinese Labour Day sales in May in China  WitsView’s breakdown of panel size categories shows that the prices of 32-inch TV panel have gone up significantly since last year Aiming to boost their margins and get rid of excess production capacities, Chinese and Korean panel makers have also started to expand their scales of production for the 32-inch As a result, the January shipments of this panel size grew by 2% compared with the previous month However, the steady increase in the supply of 32-inch panels will result in pricing uncertainties and foreseeable supply-demand inversion  In the area of notebook panels, Microsoft’s subsidies in 2014 managed to expand the market share of the 156-inch notebook panel to 46% Microsoft’s new subsidy scheme for 2015 targets notebook with screens sized 14 inches and below Thus, the 14-inch saw a monthly growth of 2% in January  In the area of tablet panels, Apple, which has been the leader of the tablet market, is expected to experience a dramatic decrease in shipments of products belonging to the iPad series in the first quarter of 2015 WitsView estimates iPads’ quarterly decline will get to 52% The contraction of the iPad shipments will continue to affect shipments of panels sized 79 and 97 inches Compared with the prior month, the January shipments of the 79-inch fell by 5% and 97-inch fell by 65% Even if the new iPad models with 129-inch screens had a successful launch in the third quarter of 2015, their contribution to the overall iPad shipments for the entire year would be limited since they will be on the market for less than half a year On the whole, WitsView expects negative growth for total iPad shipments in 2015 because of insufficient marketable features and lack of tablet replacement demands     

Press Releases
TrendForce Reports Prolonged Strong Growth for TV Panel Shipments in Dec. 2014, Reaching 21.83 Million Units

2015/01/16

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WitsView, a research division of TrendForce, reports that BOE and CSOT led the pack in shipments for large-size LCD panels for Dec 2014, with each having about 5% increase compared to last month’s performance Winnie Chen, Assistant Research for WitsView, stated that BOE has been very proactive in developing its IT market since 2014 With the exceptional performance of its 215 and 236-inch panel, BOE managed to resist the pessimism of the off-peak season and prosper BOE and CSOT also did very well with their 32 and 55-inch panel shipments Korean and Taiwanese firms, such as LGD, AUO, and Innolux, conversely faced the unavoidable decline in the same period LGD in particular had a sharp 20% fall in monthly shipments caused by weak demands for tablets SDC was the only exception to the negative trend with its monthly shipments staying the same as November  WitsView’s panel shipment forecast for January 2015 indicates that brand name TV vendors will stock up on TV panels in response for an unexpected rise in demands during the supposedly off-peak season The month-on-month shipments is estimated to fall slightly by 13% The oversupply of IT panels will continue to impact negatively on monitor and notebook panel shipments The former is projected to fall by 6% while the latter by 4% Tablet panel too is expected to take a hard 16% fall in monthly shipments as there is no noticeable replacement trend of older tablets Tablets also faced additional challenges as consumer demands are partially shifting towards large-size smartphones and small-size, 2-in-1 notebooks     

Press Releases
TrendForce: 2015 Panel Industry Shows Cautious but Optimistic Trend

2014/12/16

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2014 is undoubtedly a fruitful year for the panel industry In addition to the overall increase in panel price, even though the industry has already entered the mature stage, the four major applications (TV, monitor, notebook and tablet) still reached a total panel shipment of 8268 million units, showing a stellar performance of 22% annual growth rate This is considered as a rare performance of increases in both price and shipments Winnie Chen, Assistant Manager at WitsView, a research division of TrendForce, indicates that the 2015 panel industry supply/ demand balance will not be as tight as 2014 With the basis of not considering the panel maker’s production capacity adjustment, the glut ratio will increase from the -04% of 2014 to 54% in 2015  In 2015, the overall supply and demand situation is healthy, but it is not one without concerns “Even panel demand might not be bad in the first quarter of 2015, which is considered as slow season, the inventory will keep accumulating and might hit a relatively high level in the second quarter At the same time, the start of three whole-new Generation 85 product lines in China will be joining the production Both factors will possibly harm the industry’s confidence,” said Chen Therefore, one of the key points to observe in next year is whether or not the hot season will be hot in the second half of 2015  TV panel will keep uplifting in terms of quantity, size and area  WitsView forecasts the 2015 TV panel shipment annual growth rate to be at 34% With the popular trend of larger panels, the average size of shipped panel grew by 05 inches and the area was also enlarged by 63% In addition to the overall increase in quantity, size and area, the market’s focal point on the 4K penetration will also grow continuously Therefore, for the TV Panel Market, 2015 is still a year with a lot of expected chatter and buzz  Monitor and notebook panels challenged by declining shipments  Even though in 2015, the monitor and notebook panel shipments may both face the challenges of falling shipments, the developments for specification upgrades remain hopeful “Following the footsteps of increase TV panel sizes, monitors are also aggressively expanding their large-sized product ratio; the 2015 monitor panel shipment’s area is expected to grow by 26%,” said Chen On the other hand, while the notebook panels are lacking in size increases, Taiwanese panel makers, AUO and Innolux are focused on high resolution products to battle against Korean panel makers, Samsung and LGD’s wide-viewing angle panels strategy The dual development engines will instill new momentum into the 2015 notebook panel market  Tablet panels to see 13% decline in shipment  Tablet panel’s performance is relatively weak Due to the gradual product maturation, this year’s slowing demand climate will be likely to continue into 2015, dragging down the panel to show a 13% of decline in shipment Even though large-sized panel continues to be launched, small-sized products has not been affected to remain still as the main stream Therefore, the area may also encounter a 09% annual decline   

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