Since 2013, high-resolution products have been the focus in the LCD display industry with TV brands being the first to start the trend. The penetration rate in 2013 reached near 1%, and that in 2014 is likely to go up to 5%-6%.
The 32W-42W panel prices climb USD 1-2 in May 2014, the 46W and 48W see price increases USD 1-3, and the 50W and 55W prices are on par for the first time with some clients even accepting price increases, according to the latest survey by WitsView, the display research division of TrendForce.
The large-sized panel shipment decreased by 2% MoM to 65.29M units in April. With growing tablet panel demand, the large-sized panel shipment is expected to increase by 5% in May, according to the latest survey by WitsView, the display research division of TrendForce.
The sales result for the Labor Day holidays in China was weaker than previous projections, reaching a total of 3.738 million units and declining 10.2% YoY during the three weeks around Labor Day holidays, , according to WitsView, the display research division of TrendForce, and Σintell. Chinese brands’ inventory only rose slightly to 4.7 weeks. During Labor Day week, international brands’ sales performed well while Chinese top six brands showed a decline of 13%. From t2H2013, the ratio of 3D LCD TV has been dropping gradually with the penetration rate declining to below 30% during the Labor Day Holidays, while the UD LCD TV penetration rate surpassed 10% for the first time, with a sales volume of 42.2 million units.
Taiwanese LCD TV SI makers’ shipment reached 7.61 M units in Q1 2014, declining by 25.9% QoQ and growing by 1.9% YoY, exhibiting stronger than expected despite of the shipment declines, based on the latest survey by WitsView.