Large-sized panel shipments slip by 16.9% MoM to 22.23 million units in January 2009, reports WitsView

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2009-02-24 18:25

Taiwan--(뉴스와이어)--According to WitsView’s survey, global large-sized panel shipments (including the 8.9” and above) reached 22.23 million units, down by 16.9% MoM and a staggering 33.5% YoY. Looking at the recent industry development, amid the Chinese Lunar New Year holidays, there were fewer working days in January. Coupled by the sharp utilization cuts by the Taiwan, China and Japan panel makers, the average panel inventory levels have been maintained at less than 3 weeks. This has created a situation where not all of the downstream clients’ rush orders can be satisfied now. Nevertheless, the persisting macroeconomic woes continue to push up unemployment rates. The resulting tighter consumer spending remains as a huge obstacle to the downstream market demand. Faced with the unfavorable conditions both from an industry and market standpoint, the low confidence level has made the traditional weak seasonality even weaker.
Among the 3 main applications, IT panels posted a double digit shipment decline. Aggregated shipments of the 8.9” and above netbook plus larger-sized NB panels reached 6.836 million units, down by a whopping 28.5% MoM. Due to the still weak downstream market demand, the shrinking amount of outsourcing orders continued to weigh on the overall supply chain. Meanwhile, monitor panel shipments slipped by 16.8% MoM to 8.694 million units. Despite the influx of rush orders, the market demand visibility remains unclear, thus explaining the still conservative market atmosphere. Finally, in the TV segment, the shipment fall was much more moderate, where it fell by a mere 0.8% MoM to 6.706 million units. The TV panel demand rebound, thanks to brand vendors’ preparations of new model releases and positive market effect from China’s electronic product subsidy program for rural areas helped boost January’s shipment volume.

In terms of area shipments, double-digit declines continued, where it slipped from 4.33 million to 3.94 million square meters, down respectively by 9.1% MoM and 26.5 YoY. Amid the increase in the consumption of large-sized TV panels, due to the reasons mentioned in the previous paragraph, the aggregated area shipment decrease did not deteriorate in January. Nevertheless, the MoM area shipments continued to trend downwards for the 3 main applications. For TV panels, they dropped by 1.9% to 2.44 million square meters. Meanwhile, in the monitor and NB segment they respectively declined by 15.2% and 26.2% to 1.06 million and 434 K square meters.

웹사이트: http://www.witsview.com