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keyword:Anita Wang57 result(s)

Press Releases
Monitor Shipment for 2021 Expected to Reach 150 Million Units Due to Strong Demand Generated by COVID-19 Pandemic, Says TrendForce

2021/05/12

Display

Owing to high demand generated by the proliferation of WFH and distance education, monitor shipment for 2020 reached 140 million units, an 86% growth YoY, which represents the highest growth in about 10 years, according TrendForce’s latest investigations With demand persisting through 1H21, monitor shipment for 1Q21 underwent a staggering YoY increase of 341%, and this figure is projected to exceed 10% for 2Q21 Total monitor shipment for 2021 will likely reach 150 million units, a 73% growth YoY Gaming monitors, which have been gaining attention in the monitor market, are expected to make up 173% of this total and reach 259 million units in shipment in 2021 In addition to being one of the most in-demand applications in the stay-at-home economy, this product category has long been a resource-intensive focus of monitor brands and panel suppliers alike TrendForce indicates that, among the top 10 largest monitor brands, Samsung Electronics and Asus are expected to record the most remarkable shipment growths in 2021 Although Samsung is drastically cutting down on the panel supply of its subsidiary Samsung Display this year, it has also been aiming to expand its share in the monitor market since last year Samsung therefore already has preparations in place regarding the procurement of panels and monitors from third-party manufacturers Samsung’s monitor shipment for 2021 is expected to undergo a 20% growth YoY, the highest among the top 10 brands On the other hand, Asus is expected to post a more than 10% growth YoY this year thanks to high demand in the consumer markets as well as skyrocketing sales of its gaming monitors Monitor brands are likely to raise their products’ retail prices in 2Q21 in light of surging panel prices caused by shortage In spite of the strong upward momentum in the monitor market, the supply chain of panels and other key components has been unable to meet the demands of monitor brands, in turn partially inhibiting the potential growth of monitor shipment in 1H21 TrendForce further indicates that panel supply fell short of panel demand by as much as 11% in 1Q21, and the resultant shortage caused panel prices to enter a gradual upward trajectory Prices of panel modules increased by about US$35-45 on average in both March and April As the shortage of panels remains unaddressed in May, TrendForce expects panel prices to continue their climb throughout the month On the whole, TrendForce believes that certain brands are starting to experience financial losses in 2Q21 since panel prices have been increasing for nearly nine months Brands will thus start raising the retail prices of their monitors in 2Q21 in response to rising costs As such, whether the high demand for monitors in the consumer markets will persist going forward remains to be seen For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom

Press Releases
Given 105% YoY Growth in 2020, Gaming Monitor Shipment Expected to Exceed 25 Million Units This Year, a 41% Growth YoY, Says TrendForce

2021/03/02

Display

Yearly gaming monitor (defined as having a refresh rate of at least 100Hz) shipment reached 184 million units in 2020, a 105% increase YoY, according to TrendForce’s latest investigations This growth took place because monitor brands and panel suppliers poured considerable resources into this product category and because the stay-at-home economy generated a high demand for gaming monitors TrendForce expects the gaming monitor market to remain in an upward trajectory in 2021, with a forecasted yearly shipment of about 259 million units, a 41% increase YoY TrendForce analyst Anita Wang indicates that, among the top five largest gaming monitor brands in 2020, MSI registered a remarkable 114% YoY growth in its gaming monitor shipment for the year Although the company had primarily focused on curved gaming monitors, it began diversifying its offerings and expanding its lineup of flat IPS monitors in 2020 MSI’s 114% YoY growth far exceeded the market average and was the highest among the top five brands Thanks to Asus’ large-scale expansion of its gaming product lineup and an aggressive effort to procure components since early 2020, Asus’ yearly shipment of gaming monitors reached a 108% increase YoY At the same time, Asus’ performance in the gaming monitor segment also resulted in the highest total yearly monitor shipment in the company’s history In terms of monitor shipment (which includes both gaming and non-gaming monitors), Asus’ YoY % growth was the highest among the top 10 brands AOC/Philips saw a 102% YoY growth in their gaming monitor shipment for 2020, due to the high sales of their mainstream curved gaming monitors and flat IPS monitors, both of which contributed to an increase in AOC/Philips’ market share At the same time, AOC/Philips is set to release high-end Mini LED models this year, giving them a more comprehensive monitor portfolio On the other hand, with regards to gaming monitor panels, SDC (Samsung Display Co) led the field with a 35% market share in 2020 However, as SDC makes a gradual exit from the panel manufacturing business this year, the gaming monitor panel market has become a hotly contested sector for the remaining suppliers In particular, AUO, which was ranked second in terms of market share in 2020, is expected to leapfrog its competitors and score the highest share in the gaming monitor panel market this year as it continues to expand the volume of panels that it supplies to gaming monitor manufacturers For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom

Press Releases
Limited IC Supply to Bottleneck Monitor Panel Shipment in 2021, Says TrendForce

2021/01/12

Display

The stay-at-home economy generated by the COVID-19 pandemic has resulted in persistent demand for IT products such as monitors, according to TrendForce’s latest investigations However, the shortage of monitor panels has been increasingly severe since non-IT panels have been occupying most of manufacturers’ production capacities, while foundries’ wafer capacities dedicated to IC products have also become increasingly strained Furthermore, Samsung Display (SDC) is set to shutter its panel manufacturing operations within 2021, during which its monitor panel market share is expected to drop to 1% from last year’s 12%, and as the ownership of CEC Panda’s Gen 85 production line transfers to BOE, other panel suppliers are likely to benefit from these events Looking ahead to the activities of various panel suppliers throughout 2021, TrendForce analyst Anita Wang indicates that CSOT will be the main beneficiary of SDC’s exodus from the panel manufacturing business By acquiring SDC’s Suzhou-based Gen 85 production line, maintaining its capacity expansion efforts, and taking additional orders for curved VA panels this year, CSOT is likely to double its monitor panel shipment in 2021 compared to the previous year HKC, on the other hand, is currently preparing to enter the monitor panel market Not only does HKC have sufficient production capacity for VA, IPS, and TN products, but the company is also primarily focused on offering open cell panels, meaning HKC’s business model coincidentally complements both monitor ODMs and Korean monitor brands, which primarily manufacture their products in-house Should HKC’s mass production schedule proceed as planned, its monitor panel shipment for 2021 may exceed 10 million units Nonetheless, in spite of the massive planned increase in panel production by both CSOT and HKC, the shortage of IC components remains a major bottleneck constraining the two companies’ shipment this year Thanks to the acquisition of CEC Panda’s Gen 85 production line, as well as BOE’s existing panel capacity, BOE, the largest monitor panel supplier in the world by shipment, is expected to raise its market share from 26% in 2020 to 31% in 2021, thereby widening its lead over second-ranked LGD Going forward, BOE will attempt to maximize its competitive advantage in the industry by fully integrating and optimizing the Gen 85 production line it acquired from CEC Panda Apart from efforts by CSOT and HKC to increase their respective panel supplies, SDC is also planning to extend its panel manufacturing operations In 2021, SDC is expected to produce about 11 million units of panels, all of which will be supplied to the other Samsung subsidiaries Similarly, LGD will increase its production capacity for monitor panels in response to increased profits from these panels, along with the fact that its clients have been redirecting their orders for IPS panels from SDC to LGD LGD is expected to revise up its targeted shipment of monitor panels for 2021 to 38 million units, although the power outage at NEG’s glass fab at the end of 2020 may cause LGD to defer its scheduled capacity expansion plans in 1Q21 AUO is currently focused on increasing its production capacity for curved panels owing to high demand from monitor brands AUO’s market share in this product category is expected to close in on 50% this year Likewise, the company is expected to raise the market share of its monitor panels to 18% because demand for gaming monitors and curved monitors has been strong, and because AUO is expected to invest more resources in monitor production Finally, Innolux (INX) will focus on improving the product structure of its monitor panel offerings this year, while increasing the per-area price of its panels Hence, Innolux has been making an aggressive push to raise the allocation of large-sized, IPS, and gaming products within its overall product shipment For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom

Press Releases
Monitor Shipment Expected to Grow by 5.4% YoY in 2020, While Asus Undergoes Highest % Growth and Samsung Rises in Ranking, Says TrendForce

2020/11/04

Display

Global monitor shipment is projected to grow by 54% YoY this year owing to strong shipment performances against the downtrend by monitor brands that primarily focus on the consumer markets; as of 2020, these brands have experienced three consecutive years of YoY shipment growth, according to TrendForce’s latest investigations This strong shipment performance can be attributed to several pandemic-related factors, such as the rise of WFH and distance education as well as increasing monitor demand from the stay-at-home economy, and also to persistent purchasing momentum in the North American consumer markets TrendForce analyst Anita Wang indicates that the COVID-19 pandemic has fundamentally transformed the way consumers make purchases this year For most members of the general public, this transformation entails a switch to WFH and distance education for work and study, respectively, and the ensuing demand for end-devices, whether purchased out-of-pocket or subsidized by employers, has been wholly reflected in the consumer market Therefore, brands that primarily focus on the consumer market have performed considerably better in terms of shipment than brands that focus on the commercial market With regards to the ranking of monitor brands by shipment volume, Dell remained the industry leader, while AOC/Philips took second place in the rankings thanks to demand from the gaming and consumer markets On the other hand, HP fell to third place due to sluggish demand in the commercial market Of the top 10, Samsung and ASUS benefitted from strong consumer market demand and thereby scored the highest shipment growth Samsung has been particularly active in cultivating its presence in the monitor market In addition to its range of high-end products, the company also integrated mainstream products in high demand, such as 238-inch IPS FHD monitors, into its monitor product mix Furthermore, thanks to the high demand for curved VA monitors and Samsung’s aggressive product strategy in the North American market, the company has been able to improve its shipment performance substantially For 2020, Samsung is expected to reach a 30% YoY increase in monitor shipment, thus raising its rank from sixth place last year to fourth place this year ASUS is expected to reach a 40% YoY increase in monitor shipment, which is far superior to the industry average This YoY growth rate is the highest among the top 10 monitor brands for 2020 ASUS’ remarkable shipment performance derives from its longstanding effort in cultivating the consumer market, in which it has established a positive brand image and clear product positioning ASUS’ successful product planning also means its gaming monitors have been wildly popular with consumers in the European and US markets

Press Releases
Curved Monitor Shipment Projected to Exceed 12 Million Units in 2020 Thanks to Surging Gaming Demand, Says TrendForce

2020/07/16

Display

Owing to excellent sales performances of curved gaming monitors and Samsung’s aggressive promotional push, curved monitor shipment is projected to reach 1286 million units in 2020, a 24% increase YoY, according to TrendForce’s latest investigations TrendForce analyst Anita Wang indicates that the curved monitor market is both hypercompetitive and highly concentrated, in terms of having very few monitor brands and display panel suppliers Furthermore, since the manufacturing process is more complex for curved monitors than for flat screen monitors, enormous experience in the industry is required to achieve a high yield rate Regarding the ranking of manufacturers’ curved monitor shipment in 2020, Samsung ranks first, supported by its in-house manufacturing facilities and by SDC’s panel capacities AOC/Philips ranks second in shipment, due to the companies’ in-house manufacturing competencies and vast experience in the industry, as well as high sales performances of their curved gaming monitors Third-ranked MSI is focused on the high-end curved gaming monitor segment Despite the lack of in-house manufacturing capacities, MSI’s curved monitors are equipped with high-performance specs and features; as well, the company offers a comprehensive line of gaming products MSI also released its products to coincide with the start of curved gaming monitors’ popularity in the market MSI and Samsung are neck and neck in curved gaming monitor market share The above three competitors (Samsung, AOC/Philips, and MSI) are projected to occupy almost 70% market share collectively in 2020 With regards to display panel suppliers, SDC’s recent efforts in expanding its presence in the curved monitor and gaming monitor markets have been successful In 2019, Samsung reached an 81% share in the VA curved monitor market, but the company subsequently decided to exit the market despite its leading performance The curved monitor supply chain is expected to be impacted in 2021 as a result of Samsung’s exodus On the other hand, second- and third-ranked curved panel suppliers AUO and CSOT are gearing up to dominate the market left by Samsung, while emerging panel supplier HKC has expressed its intention to do the same TrendForce believes that, as SDC drastically reduces its supply of curved display panels in 2021, whether other suppliers can step up to meet the market demand remains to be seen As such, TrendForce expects curved monitor shipment to undergo its first decrease in 2021

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