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keyword:Anita Wang60 result(s)

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



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



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



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

Press Releases
Gaming Monitor Shipment Projected to Grow 37% YoY in 2020, with IPS Monitors Seeing Noticeably Increased Market Share, Says TrendForce



According to the latest investigations by TrendForce’s Department of Display Research, the shipment of gaming monitors (defined as having frame rates of 100Hz or higher) is projected to reach upwards of 122 million units in 2020, a 37% increase YoY, owing to the wider variety and market availability of models with consumer-friendly prices TrendForce analyst Anita Wang indicates that, in 2H19, affordably priced IPS gaming monitors began entering the market, while manufacturers adopted fast-response liquid crystals for some of their IPS gaming display panels in an effort to address the persistent issue of slow response times As such, IPS monitors are projected to reach a 25% share in the gaming monitor market this year AOC/Philips takes first place in the ranking of gaming monitor shipment in 2020 The gaming monitor market has been hypercompetitive in recent years In particular, AOC/Philips is expected to rank first in terms of shipment in 2020, thanks to their portfolio of highly cost-effective curved gaming monitors and affordable IPS models, in addition to AOC/Philips’ existing cost advantage ASUS is likely to reach second place; not only is the company focused on the high-end professional gaming market, but it is also looking to raise its sales performance via a line of affordable products Finally, Acer, which is likely to be ranked third on the list, is sticking with its strategy of maintaining a comprehensive product range On the other hand, curved gaming monitors are still projected to reach a 54% market share in 2020 despite the growing market share of flat IPS monitors In the curved gaming monitor segment, this year’s highlight is the release of new monitors with 1000R curvature radiuses, which are expected to bring about a breakthrough for the curved monitor market In particular, Samsung and MSI are showing the most aggressive product planning efforts These two manufacturers are projected to have similar shipment numbers As panel manufacturers gradually release their 165Hz panels, there is a rapid increase in gaming monitors’ frame rates as well Case in point, from 1Q19 to 1Q20, the share of 165Hz monitors in the overall gaming monitor market increased from 4% to 21% As well, out of the top five gaming monitor brands, MSI leads the pack in terms of product planning, with 165Hz monitors accounting for 40% of its total gaming monitor shipment in 1Q20, followed by ASUS, whose 165Hz monitors accounted for 30% of its 1Q20 gaming monitor shipment

Press Releases
As Samsung Speeds Up Effort to Shutter Large-Size LCD Production Lines, Korean Manufacturers’ Market Share of Large-Size Panel Capacity by Area Projected to Fall Below 10%, Says TrendForce


Display / Consumer Electronics

As Samsung Display Co (SDC) buckles under the pressure of oversupply and pandemic-induced operating difficulties, the company has made the decision to exit the LCD panel manufacturing business According to the latest investigations by the WitsView research division of TrendForce, the rapid decline of Korean manufacturers’ large-size panel glass capacity by area in 2020 is projected to result in a drop in market share from 284% in 2019 to 204% this year The production capacity of Chinese panel manufacturers is expected to continue expanding in 2021 This growth, combined with the capacity shortfall from SDC’s discontinued LCD manufacturing, is expected to lead to Korean panel manufacturers’ large-size panel capacity by area to drop below 10% market share TrendForce Senior Research Manager Anita Wang indicates that SDC planned to terminate all of its LCD production lines, including the Suzhou fab, by 4Q20 Similarly, LGD intended to close down its Gen 75 production lines in 4Q20, in turn resulting in a 197% decrease YoY in total Gen 75 glass capacity by area in 2020 and a 422% decrease in 2021, with only two suppliers, AUO and Innolux, remaining as the sole Gen 75 glass suppliers TV panels supplied by SDC’s Gen 75 fabs are primarily 75-inch and 82-inch panels Therefore, clients have preemptively shifted their demand for 82-inch panels to 85-inch panels, since the latter has a healthier supply level; orders for 85-inch panels are fulfilled by AUO and CSOT On the other hand, LGD’s Gen 75 fabs primarily manufacture 43-inch IPS TV panels Following the closure of LGD’s Gen 75 fabs, orders for 43-inch IPS TV panels will be fulfilled at BOE and HKC’s Mianyang fabs SDC’s closure of its Gen 85 LCD fabs is projected to lead to a 32% decrease YoY in total Gen 8x production capacity by area in 2020 This figure is likely to further expand to a 63% decrease in 2021 In any case, the magnitude of these reductions is still relatively minor compared to reductions in Gen 75 production capacity, since newly added capacity from HKC is expected to shore up the decline in Gen 8x capacities Despite the newly added large-size panel glass capacities by non-Korean panel manufacturers, the massive capacity reduction of Korean manufacturers means total panel glass capacity by area in 2020 and 2021 will not see a continuation of the 2018/2019 growth surge, with 2020 keeping flat with 2019 figures, and 2021 undergoing a 09% decrease YoY

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