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TrendForce indicates, overall utilization rate of LCD large generational fabs of Gen.5 and above (in terms of wafer starts) slipping to 60% in 4Q22 cannot be ruled out, which would be the lowest level in the past ten years. Sluggish panel demand and the fact that most panel makers have officially turned from profit to loss in 2Q22 are the key factors forcing panel makers to take a more rigorous approach to production control in 2H22.
According to TrendForce's latest panel price report, TV panel pricing is expected to arrest its fall in October after five consecutive quarters of decline and the prices of certain panel sizes may even be poised to move up. The price decline of IT panels, whether notebook panels or LCD monitor panels, has also begun showing signs of easing and overall pricing of large-size panels is developing towards bottoming out.
According to the latest TrendForce research, shipments of gaming monitors are in decline for the first time since the product category was launched to market, with 2022 estimates lowered to 20.5 million units, a 10% drop YoY. The primary reasons for this downgrade are intensifying inflation in Europe and spiking interest rates in North America which have upset and displaced demand for consumer electronics products. In addition, delays in launching high-end graphics cards has also led some e-sports consumers to consider postponing purchases.
According to the latest TrendForce research report, the proportion of OLED in the mobile phone market is expected to exceed 50% in 2023, up from 42% in 2021. As the penetration of OLED in the mobile phone market gradually expands, IT products will be the next battlefield for key OLED developments. In order to further expand the IT market, panel manufacturers have increased capital expenditures for the construction of IT panel production lines and shifted planning to higher generational fabs to achieve more effective and economical sectioning but also taking on increasingly technical challenges.
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon, an earthquake with a magnitude of 6.8 on the Richter scale occurred in Chishang Township, Taitung. Following up on these recent powerful earthquakes, TrendForce’s investigation into their impact on Taiwan's semiconductor and panel industries is as follows: