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TrendForce reports that while the immediate impact on this year's supply will be minimal, the closure will significantly affect the TV panel market in 2025. The facility, dedicated entirely to LCD TV panel production, is expected to reduce the total available market supply by nearly 5 million units next year, representing 2% of the global supply.
TrendForce’s latest report reveals a robust start to 2024 for OLED monitors, with shipments reaching approximately 200,000 units in the first quarter—marking a YoY growth of 121%.
However, these advancements come with a price increase; the next-generation iPad Pro will be priced $200 higher than its predecessor. Furthermore, the introduction of a 13-inch iPad Air could potentially dilute consumer interest, affecting demand for other models. As a result, TrendForce estimates the combined shipment of the 11-inch and 13-inch AMOLED iPad Pro models will only reach between 4.5 to 5 million units in 2024.
An earthquake with a magnitude of 7.2 occurred off the eastern coast of Taiwan at 7:58 AM on April 3rd. Continuous aftershocks have left most machinery at AU Optronics and Innolux in a state of shutdown. According to the latest investigation by TrendForce.
TrendForce estimates that shipments of LCD TV panels will reach 55.8 million units in the first quarter—a 5.3% QoQ increase.