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Apple gives South Korea's display market much needed push

Posted: 04 Dec 2012 ?? ?Print Version ?Bookmark and Share

Keywords:LCDs? smartphone? tablet? SMD panel shipments? iPad?

Thanks to the sales of their liquid crystal displays (LCDs) to smartphone and tablet original equipment manufacturers (OEM), such as Apple, South Korea's panel suppliers were able to defy a projected September decline in the overall small and medium-sized (SMD) display market with a robust 9 per cent expansion in shipments compared to August.

According to an IHS iSuppli SMD PriceTrak Report, SMD panel shipments from South Korean suppliers Samsung Display Co. and LG Display amounted to 48 million units in September, up from 44 million units a month earlier. In contrast, the combined panel shipments from rival contingents from Taiwan declined by 3 per cent during the same time, down to 166.8 million units from 172.3 million units.

The resulting total from both groups, at 214.8 million units, was a marginal 0.7 per cent decline in market shipments compared to the August level of 216.3 million units.


Figure 1: Worldwide Small- and Medium-Sized Display Shipments (Millions of Units). Source: IHS iSuppli Research, November 2012

"Samsung continued to supply LCD panels for the iPad in September, although its monthly shipment volume to Apple declined compared to the first half of 2012," said Vinita Jakhanwal, director for small and medium displays at IHS. "LG Display is expected to take the leadership position in terms of supplying displays for the iPad product line. Along with sales to other top smartphone and tablet OEMs, the Apple business helped the two Korean companies improve their SMD display shipments."

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