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PDP shipment, sales up, reports Displaytech

Posted: 31 Oct 2006 ?? ?Print Version ?Bookmark and Share

Keywords:DisplaySearch? flat panel display? PDP? LCD TV? 1080p?

Plasma panels shipments climb 47 percent in the third quarter of 2006 to 2.8 million units with revenues up 10 percent quarter-on-quarter (q-o-q) and 29 percent year-on-year (y-o-y) reaching a record-high of $2.02 billion, reported DisplaySearch, a market research and consulting firm on flat panel display (FPD).

The Quarterly PDP Module and TV Shipment and Forecast Report also stated that plasma panel ASPs were down 6 percent q-o-q and 12 percent y-o-y to $724.

Despite the records and seemingly healthy growth, this year's third quarter growth was significantly slower than any other quarter to date with y-o-y growth over the past 12 quarters ranging between 73 percent and 170 percent, the report found.

Meanwhile, plasma panel suppliers are expecting even slower growth in Q4, up 20 percent y-o-y to 3.2 million units. Assuming plasma panel suppliers hit their Q4 targets, 2006 panel shipments will rise 49 percent y-o-y in 2006 to 10.7 million units which is less than half the growth of previous years.

Several factors were cited in the report regarding the slower plasma panel unit growth. This year, PDP's growth reached 46 percent only compared with 92 percent in 2004 and 66 percent in 2005. Another factor cited was the migration of panels to larger sizes which reduces the number of panels that can be produced per substrate. The 50inch-plus share of worldwide plasma panel shipments has doubled from 12 percent in Q3 2005 compared to 24 percent in the same quarter of this year.

Meanwhile, tighter supply due to the slower capacity growth, which has reduced pricing pressure and impacted demand for panels, said the report. For example, 42-inch ED and HD prices fell 29 percent from Q3 2004 to until Q3 of the following year. However, only 23 to 24 percent from the Q3 2005 to the same quarter of 2006 on tighter supply. Furthermore, due to the emphasis on larger sizes, the blended PDP module ASP declined 12 percent from Q3 2005 to the same quarter of 2006, compared with 28 percent from Q3 2004 to Q3 2005.

Additionally, the increased competition from LCD TVs below 50-inches also impacted PDP demands. The 40- to 47-inch LCD TV panel shipments have risen 560 percent from Q3 2005 to the same quarter of 2006 to 2.4 million units, taking significant share from plasma as 720p prices approach parity while 1080p LCDs offer increased differentiation.

LCD TV panel shipments were larger than plasma TV panel shipments at 37inch-plus for the first time in Q3 2006 and are poised to overtake plasma at 40inch-plus as early as Q4 2006.

This year, HDTV formats continued to drive plasma panel shipments with the HD share rising from 73 percent in Q2 to 79 percent in Q3 on 28 percent growth and expected to reach 86 percent in the fourth quarter on 23 percent growth.

1080p shipments also surged in Q3, rising 183 percent q-o-q in Q3 2005 to 21,000 shipments and a 1.1 percent share. By Q4 of this year, 1080p panels are expected to rise 78 percent to 38,000 units and a 1.5 percent share.

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