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.
TrendForce reports that global shipments of foldable phones reached 15.9 million units in 2023, marking a 25% YoY increase and accounting for approximately 1.4% of the overall smartphone market.
TrendForce’s latest findings reveal global monitor shipments declined 7.3% in 2023 down to 125 million units—a figure below pre-pandemic levels. Looking ahead to 2024, given the low shipment base in 2023, alongside the potential for a gradual economic recovery and the typical 4 to 5-year PC replacement cycle, PCs purchased during the pandemic are expected to be upgraded between the second half of 2024 and 2025. This is anticipated to drive a 2% increase in global monitor shipments in 2024, reaching approximately 128 million units.
As Apple prepares to open pre-orders for the Vision Pro, TrendForce reports that this device is a key strategic move by Apple to expand the virtual head-mounted device market and to mark its entry into the VR/AR market as a pioneer in technological innovation. If initial sales are strong, Vision Pro shipments could reach between 500–600 thousand units in 2024.