According to the latest investigations from the WitsView research division of TrendForce, issues with the NB (notebook computer) panel supply chain, such as material shortage, labor shortage, and logistic disruptions, were gradually resolved starting in April. The resolution of these issues, combined with rising WFH and distance education demand brought about by the COVID-19 pandemic, resulted in a strong wave of panel demand in 2Q20. TrendForce projects 2Q20 NB panel shipment to reach 53.3 million units, a 17.7% increase YoY and 33.6% increase QoQ.
According to the latest investigations by the WitsView research division of TrendForce, as panel demand begins to rebound in 2Q20, panel quotes are expected to stabilize as a result. Therefore, panel makers are projected to see improved revenues in spite of the limited magnitude of cost reduction for upstream panel components in 2Q20.
The latest investigations from the WitsView research division of TrendForce shows that, owing to the COVID-19 pandemic, global TV shipment is expected to undergo a 5.8% decrease YoY and reach 205.21 million units in 2020. In the shrinking TV market, brands are vying for business growth by demonstrating their technical superiority, and this may be achieved through either improving specifications or differentiating their products. In particular, thanks to the marketing push of leading manufacturer Samsung VD, QLED TV shipment is projected to grow by 41.8% YoY, reaching 8.27 million units this year.
According to the latest investigations by the WitsView research division of TrendForce, the spread of the COVID-19 pandemic has diminished the global production of smartphones and also affected the market shares of different display panel technologies used in smartphones. As smartphone brands are proactive in adopting AMOLED panels for their phones, the penetration rate of AMOLED phones in the overall smartphone market is still projected to increase from 31.0% in 2019 to 35.6% in 2020. On the other hand, the penetration rate of TFT-LCD phones (including those with LTPS or a-Si panels) is projected to undergo a yearly decrease.
According to the latest report on TV panel shipment by the WitsView research division of TrendForce, the end of the fiscal quarter in March and the near-resolution of TV panel material shortages have induced manufacturers to proactively step up their shipments, in turn raising TV panel shipment in March to 23.371 million pieces, a 16.4% increase MoM compared to February figures.
