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CSOT Secures Priority Negotiation for LG Display's Guangzhou Deal; Poised to Boost Top Three Manufacturers' LCD TV Panel Supply Area to Nearly 70%, Says TrendForce

2 August 2024

TCL Group officially announced on August 1st that it has become the priority bidder for LG Display's Guangzhou plant equity deal. Following this, TCL CSOT will engage in exclusive negotiations with LG Display to finalize the transaction agreement. TrendForce reports that if the acquisition is successfully completed, it will boost CSOT's market influence and increase the supply area market share of the top three LCD TV panel makers to nearly 70%.

Sharp Announces Closure of Sakai Gen 10 Line, Supply Cut of 5 Million TV Panels Expected in 2025, Says TrendForce

14 May 2024

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.

Shipments of OLED Monitors Hit 200,000 Units in 1Q24, Annual Forecast to Reach 1.34 Million, Says TrendForce

14 May 2024

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%.

2024 Apple iPad Pro Estimated to Ship Between 4.5 to 5 Million Units, Says TrendForce

8 May 2024

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.

Impact of the April 3rd Earthquake on Taiwan’s Display Panel Industry Is Expected to Bolster Panel Prices, Says TrendForce

3 April 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.


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