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Optoelectronics/Displays??

Tablet panel shipments hit 7.5% MoM in June

Posted: 16 Jul 2012 ?? ?Print Version ?Bookmark and Share

Keywords:WitsView? iPad? Surface and Nexus 7? tablet? panel shipment?

According to WitsView, large-sized panel shipments in June reached 63.22 million units with MoM decline of 1.9 percent. As downstream vendors started inventory adjustment in response to the release of mid-year financial statements, coupled with the fact that Taiwan panel makers altered their product strategy by sharply reducing 32in panel production, TV panel shipments in June came to 17.63 million units with MoM drop of 7.3 percent, the market research firm noted.

Monitor panel shipment downtrend persisted with MoM decline of seven percent and a total shipment volume of 13.67 million units in June. Despite certain PC brand vendors' conservative attitude toward the outlook for 2H12, shipments of regular notebook (NB) panels above 12.1in amounted to 17.59 million units with MoM increase of 3.1 percent in June as Win8 by Microsoft will be officially launched in October.

Spurred by robust shipments of new iPad, Surface and Nexus 7 from their supply chains, tablet panel shipments achieved 10.95 million units with MoM growth of 7.5 percent in June, while netbook panel shipments came to 3.37 million units and fell by 2.8 percent MoM.

Jeffy Chen, WitsView's research manager, noted that regarding to the shipments of individual five major application categories in 1H12, LCD TV panel and regular NB panel shipments increased by four percent and nine percent YoY, respectively, while tablet panel shipments soared by 71 percent YoY. In addition, monitor panel and netbook panel shipments plunged by 11 percent and 15 percent, respectively. The aforementioned figures explain that LCD TV, NB and tablet, spurred by various favorable factors in the market, provided stronger shipment momentum amid stagnant global economy. Sticking to growth factors of the market, Samsung and LG Display's (LGD) business losses were eased in 1Q12, helped by their own brands and their business bond with leading tablet clients (Apple and Microsoft).

In addition, along with the increasing price of 32in, 40in and 42in panels, Samsung and LGD's losses are expected to be curbed in 2Q12 and even further turn loss into profit with a quarter-ahead exceeding than Taiwan panel makers. Despite the fact that Taiwan-based panel makers such as CMI and AUO are facing obstacles regarding taking up tablet market share, their business profit in 2Q12 is estimated to rise significantly compared to the previous quarter, thanks to CMI and AUO's early development of thinner NB products as well as their successful strategies in 39in and 50in products.





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