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Robust shipment drives growth for plasma panel market

Posted: 13 Aug 2008 ?? ?Print Version ?Bookmark and Share

Keywords:plasma panel market? robust 1? 080p shipment?

Plasma display panel (PDP) shipment showed strong growth in Q2 08, up 54 percent y-on-y to 3.5 million unitsthe third straight quarter of 50 percent y-on-y growth on healthy 1,080p and 46-inch growth. This is according to the latest DisplaySearch Plasma and LCD TV Panel Shipment Module of the Quarterly Global TV Shipment and Forecast Report.

Q-on-q growth was up just 1 percent on typically soft Q1 to Q2 seasonality. Demand was high for 1,080p (Full HD) models which saw shipments more than double from Q1 08 to Q2 08, reaching 730k units. Due to the rapid growth of 1,080p, but balanced by a 17 percent y-on-y blended ASP decline. Overall PDP revenue went up 28 percent y-on-y and 6 percent q-on-q for the same period.

In the report, DisplaySearch highlighted 1,080p now accounts for 21 percent of PDP panel shipments. New 46-inch models and 1,080p share gains in 42-inch and 50-inch size categories caused a significant increase in 1,080p shipments, which lead to an overall increase in 1,080p volume, up 89 percent q-on-q and 333 percent y-on-y.

Over 43 percent of Matsushita's PDP panel shipments were 1,080p and overall Matsushita accounted for over 70 percent of all 1,080p PDP panel shipments. Matsushita was also the only supplier of 1,080p PDP panels at 42-inch and 46-inch.

Meanwhile, weaker demand and increasing inventory in China from late March through April led to a 25 percent q-on-q decrease in 32-inch PDP panel shipments in Q2 08, a previously rapidly growing size category.

"As the 1,080p penetration of 40-inch+ LCD TVs rose to 72 percent in developed countries and 47 percent in emerging regions in Q1 08, it is important for PDP panel makers and PDP TV brands to be competitive in 1,080p, especially in 50-inch and larger size categories," said Hisakazu Torii, DisplaySearch VP of TV Market Research.

Table 1: Plasma panel revenue share and growth by supplier, reported DisplaySearch.

Matsushita regained the rank 1 position for PDP panel supplier in Q2 08, as the company's revenue share surged more than 7 points to 36.8 percent on 23 percent y-on-y growth. Matsushita is also capitalizing on the decision to launch 46-inch 1,080p PDP, which continued to grow in Q2 08 and does not appear to be significantly cannibalizing 42-inch or 50-inch growth. LG Electronics dropped from second to the third spot with a large sequential decline in 32-inch shipments a primary factor. Samsung SDI fell from first to second but enjoyed 49 percent y-on-y growth, the largest of any supplier, driven by its 50-inch shipment growth. Unit shipments for Hitachi and Pioneer fell by 22 percent and 8 percent y-on-y, respectively.

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