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Optoelectronics/Displays??

June TFT LCD shipments hit 46.7M

Posted: 28 Jul 2009 ?? ?Print Version ?Bookmark and Share

Keywords:LCD? netbook? June shipments?

June 2009 has set a new record for monthly large-area TFT LCD shipments reaching 46.7 million units, up 8 percent month-on-month and 24 percent y-on-y.

This is according to the most recent DisplaySearch Monthly TFT LCD Shipment Database report, which stated that on a unit basis, LG Display took the top spot with 24.5 percent market share, followed by Samsung with 24.1 percent and AU Optronics (AUO) with 16.6 percent. Large-area TFT LCD revenues reached $5.3 billion, up 14 percent month-on-month, but 17 percent lower than June 2008.

In terms of shipment volume, June's shipment results indicate a continuation of the large-area TFT LCD industry's recovery. DisplaySearch forecasts that shipments will increase again in July, but at a slower rate because the glass substrate shortage is limiting panel makers' production. The panel supply situation will continue to tighten in July and August, which will result in higher revenues.

All three major applicationsnotebook PC, monitor and TVshowed month-on-month growth. The study found that LCD TV panels had the highest y-on-y growth at 57 percent, followed by notebook panels at 19 percent, and monitor panels at 12 percent. Also noteworthy, notebook PC and LCD TV panel shipments both reached monthly record highs, with 14.7 and 13.1 million units, respectively. The 18 million LCD monitor panels shipped is the most since May 2008.

In terms of area, large-area TFT LCD shipments reached 7.1 million square meters in June, up 7 percent month-on-month and 32 percent y-on-y, the largest amount yet. The growth in shipment area was mainly driven by TV panels. Samsung led in area shipments with a 27.2 percent market share, followed by LG Display at 24.9 percent, CMO at 16.5 percent, and AUO with 15.6 percent.

In addition to large-area TFT LCDs, the Monthly TFT LCD Shipment Database also tracks 5- to 11.6-inch mini-note (netbook) panel shipments. Netbook panel shipments were 3.5 million in June, also an all-time high. HannStar took back the lead from AUO with 956 thousand units, passing AUO's 920 thousand. HannStar started shipping 11-inch netbook panels.

According to David Hsieh, VP of DisplaySearch, "June results broke many monthly records, such as total large-area shipments, notebook PC and LCD TV panel shipments, shipment area, and mini-note shipments. This is representative of the strong recovery in end-market demand, which is not limited to TV, but also includes notebook PCs and desktop monitors."

Hsieh added, "We expect the limited supply of glass substrates will limit the shipment growth in July, and given end-market demand, we expect that shortage conditions will continue. However, this will encourage OEMs and brands to aggressively build inventories for the holiday season. As panel customers build inventories in Q3 09 after shortages in July and August, we believe it will be very important to scrutiny the supply chain inventory in September."





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