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LCD monitor shipments go from red to black

Posted: 11 Apr 2012 ?? ?Print Version ?Bookmark and Share

Keywords:LCD monitor? shipment? brand vendor? SI?

WitsView has revealed that both global top 10 LCD monitor brands and SIs' shipments rebounded from rock bottom in February this year. The panel research division of TrendForce Corp. found that shipments of brand vendors amounted to 11.07 million units with 11.1 percent MoM growth resulting from recovered pull-in momentum in China after the Lunar New Year and lower base period in January. Likewise, SI shipments reached 11.35 million units with an increased MoM of 9.9 percent, aided by the employees' returning to work in February that caused the capacity to resume. However, due to fewer working days in February and extra time needed for labor and material to resume after the long holidays, SI shipments showed a slower uptrend, added the market research firm.

LCD shipments

Estimated shipments for global top 10 LCD monitor brands and SIs for 1Q12

Anita Wang, WitsView's analyst at WitsView, indicated that the shipments in 2Q12 is projected to grow by 4-6 percent, benefitting from three factors: 1) lower base period in 1Q12, 2) some brand vendors targeting business markets are launching new models in 2Q12, and 3) business market orders are mostly projected to gradually begin shipping in 2Q12.

However, the overall shipments in 1H12 are expected to be weaker than last year since downstream vendors' purchase momentum was pushed forth by panel price rebounding from rock bottom in 1Q11. Prior to the European debt crisis, the downstream vendors held positive attitude toward the full-year shipments. As a result, the inventory stocking was higher in 1Q11. However, affected by a full-year lackluster end-market demand, downstream vendors' attitude toward stock preparations turned conservative, causing the expected shipments in 1H12 to slightly decline by 3-5 percent YoY. Differed from the 50/50 to 1H/2H in previous years, the shipments this year are seen to increase in the next quarters.

According to WitsView, an increased YoY in 2012's LCD monitor shipments depends on the 2H12 shipments. The shipment performance will be affected by the following factors: 1) a recovered macroeconomic environment, 2) introductions of Ultrabook and Windows 8, and 3) the rebounded point for panel price.

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