According to WitsView, the display division of the global intelligence provider TrendForce, panel makers seek to optimize the utilization and lift value added on products in 2013 as they try to stop losses. Despite China’s subsidy policy and the continuously growing panel sizes in the current year cease makers’ long-term losses, the three G8.5 fabs belonging to SDC, BOE, and LGD in China getting operational in 2014 will aggravate the TFT-LCD capacity expansion race among makers.
According to WitsView, the display division of the global intelligence provider TrendForce, the 2013 global LCD TV shipment declines 1.7% to 203.1 million units due to the sluggish global economic recovery and China’s ending subsidy policy. The 2014 worldwide LCD TV shipment is likely to reach 209.1 million units, rising 3% YoY (table 1). WitsView points out five bright spots in the 2014 LCD TV market, including 1.Contineously growing TV sizes; 2.Penetration rates as high as 99-100% for LED LCD TVs and 65-70% for D-LED TVs; 3. Ultra high-resolution 4K2K TVs strongly promoted by brands; 4.Curve TVs targeting at top-class consumers; 5. Integration of smart-family system centered on smart TVs lifting the 2014 smart LCD TV penetration rate to 36%.
Based on the projection by WitsView, the display division of the global intelligence provider TrendForce, the tablet shipment is projected 229 million units for entire 2014, seeing an annual growth dipping to around 20%. As the expectation that Windows 8 encourages tablets’ commercial application in 2014 is shattered, the dominant Android damps the possibility the OS lifts the sales momentum. Besides, the hardware also is pressured by prices, making the spec launched by brands to gain little traction among consumers.
According to the global LCD TV brands’ shipment and the downstream quarterly report by Witsview, the display research division of the global intelligence provider TrendForce, the Q3 global LCD TV shipment reached 50.6 million units, rising 9.9% QoQ and damping 5.1% YoY. However, the global shipment for the entire year trims 1.7% for the first time to a volume 203.1 million units with a penetration rate 1% for 4K2K LCD TV, seeing a shipment of 2.1 million units.
According to the survey by Witsview, the display division of the global intelligence provider TrendForce, the global top ten LCD monitor brands’ shipment in October 2013 rose 0.2% from September and dipped from the same period last year. SI makers’ October shipment declined 4.4% from September but grew 5.1% YoY.