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The COVID-19 pandemic caused major disruptions in the TV supply chain in 1H20, including work stoppages and deferred deliveries throughout upstream, midstream, and downstream companies. Various retail outlets were also forced to halt operations due to pandemic-induced lockdowns, further affecting TV brands’ shipment performances. According to TrendForce’s latest investigations, total shipment of TV brands in 2020 is expected to reach a mere 214.11 million units, a 1.7% decrease YoY, but a 4% increase from the previous forecast in March, during which the outbreak’s spread was at its most aggressive. This increase in forecasted yearly shipment suggests that the stay-at-home economy generated by the pandemic is consistently gaining momentum.
Total shipment of AR/VR devices is expected to reach 5.12 million units in 2020, according to TrendForce. Thanks to the release of various glasses-like AR/VR devices, the AR/VR devices market is likely to rapidly expand from 2021 to 2022, with a forecasted shipment of 43.2 million units in 2025. This market is projected to reach a compound annual growth rate (CAGR) of 53.1% from 2020 to 2025.
The display panel industry is expected to see limited growth in large-sized panel input area in 2020 due to the COVID-19 pandemic’s impact and the continued reduction of LCD production capacity in Korea, according to TrendForce’s latest investigations. Even so, in 2020, polarizer manufacturers will be able to start mass production with two additional 2,500mm production lines, one added in 1H20 and the other one in 2H20. Compared to 2019, therefore, the polarizer industry is expected to be in a state of oversupply, with supply exceeding demand by about 12.3%.
Owing to excellent sales performances of curved gaming monitors and Samsung’s aggressive promotional push, curved monitor shipment is projected to reach 12.86 million units in 2020, a 24% increase YoY, according to TrendForce’s latest investigations.
According to the latest investigations by TrendForce’s Department of Display Research, the market demand for display panels has been surging in recent months. In particular, after the 2Q20 period of sluggish purchasing momentum as a result of the COVID-19 pandemic, the TV panel market has seen its demand rebound quickly, in turn resulting in a higher-than-expected spike in TV panel quotes in July. Other than 75-inch panels, prices for all sizes of TV panels are likely to go into a noticeable uptrend in July, with a projected 8-10% MoM increase in 32-inch and 55-inch panels. Prices for 43-inch, 50-inch, and 65-inch panels, which are panel sizes with equally strong demand momentum, are expected to see average hikes of 6-8%, resulting in a rarely seen bull market for the display panel industry in recent years.