As Google’s Chromebook market expansion accelerates constantly in 2014, its penetration rate possibly rises to 3-4% in 2014, according to WitsView, the display research division of the global intelligence provider TrendForce.
According to WitsView, the display research division of the global intelligence provider TrendForce, as major panel makers started to boost the LTPS capacity in 2013 and added the Gen 5.5 and Gen 6 for mass-production, the overall LTPS capacity will rise from 6.74Mn m2 in 2013 to 14.89Mn m2 in 2016. The capacity by area is expected to more than double within three years.
According to the survey by WitsView, the display research division of the global intelligence provider TrendForce, as LCD monitor brands boosted shipment in Q4’13 and lifted the inventory level at the retailer end, and the procurement momentum was impacted on some brands’ advanced pull-in at the end of last year before the Lunar New Year labor shortage, the SI makers’ January shipment declined 10.3% MoM and dropped sharply 13.1% YoY and one of them saw the panel inventory higher than four weeks because of the sudden drop in brands’ procurement.
According to the survey for January 2014 by WitsView, the display research division of the global intelligence provider TrendForce, the large-sized panel shipment for January attained 64.07 million units, dipping 13% MoM with most makers’ panel shipments for January showing drops while only SDC, BOE, and SHARP having reverse growth. The demand for February is expected to soften constantly for all panel applications and the overall large-sized panel shipment will stumble 10%. The TV panel will continue to decline 5%, while the monitor and NB panel shipments trim 3% and 8% respectively and the tablet panel shipment still declines around 20%.
Based on the survey of Taiwanese LCD TV SI makers’ shipment by WitsView, the display research division of the global intelligence provider TrendForce, Taiwanese SI makers’ LCD TV shipment for Q4 2013 surged 17.5% QoQ to 10.28 million units, dipping 6.4% YoY. The full-year shipment was weaker than expected, only 35.85 million units, declining 5.4% YoY. Due to the traditional slow season in Q1, the SI shipment drop is comparable to brands’ shipment decline, further trimming by 23-25%.
