WitsView:October TV Panel Shipments Witnessed Growth in the Down Cycle

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2009-11-12 08:38

Taipei--(뉴스와이어)--According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) fell by 3.5% to 47.88 million units in October 2009. However, the 31.9% YoY growth indicated that the base period last year was exceptionally low due to the impact from the global financial downturn. As TV sales during China’s National Day holiday was in line with market expectations, it effectively cleared away the high inventory build-up in retail channels, and encouraged downstream customers’ early stocking-up for New Year sales and Lunar Chinese New Year sales in China during 1Q10; this buttressed TV panel demand in October. In the IT segment, however, as inventory replenishment of downstream customers had begun as early as 1Q09, the overall inventory status reached a relatively sufficient level, and after shipments peaked in 3Q09, demand for IT panels has weakened, and shipments showed slight declines in October, resulting in their price decline.

Looking at shipments of the 3 main applications – LCD TV was the only one that witnessed growth in the down cycle because its panel shipments continue to benefit from China’s National Day Holiday sales, and inched up 1.2% MoM to 15.01 million units; TV panel shipments surged 61.4% YoY. For notebook panels, as demand from stocking-up for Windows 7 models gradually draws to a close, its shipments fell by 1.8% MoM to 17.69 million units; however YoY growth rate still reached 31.9%. Demand for LCD monitor panels remained weak, total shipments recorded the third consecutive month of decline since Aug09, down by 9.3%MoM; but still posted growth of 11.6% YoY.

According to panel makers’ outlook announced during investor conferences, as 4Q09 marks the beginning of the traditional slow season, demand from downstream customers will weaken, therefore, the market holds a conservative outlook towards performance in 4Q09.

About WitsView

Founded in the year 2004, WitsView, a subsidiary brand of DRAMeXchange, is composed of a team of TFT-LCD industry experts. The research field covers the development and market trend of upstream components, mid stream panels and downstream system integrators and retailers.

For more about WitsView, please visit www.witsview.com

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