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Taiwan LCD TV SI shipments plagued by persistent decline

Posted: 31 Jul 2013 ?? ?Print Version ?Bookmark and Share

Keywords:LCD TV SI? panel manufacturers?

According to the recent survey by WitsView, the display research unit of TrendForce, Taiwan LCD TV SI makers' Q2 shipment grew 12 per cent from the previous quarter to 8.35 million units. The shipment forecast for the entire year is revised down to 36-38 million units, showing no growth or even a decline from the 2012 shipment of 37.8 million units, and the market share projection is down to 18 per cent for 2013 from 22.1 per cent for 2011, and this is the second consecutive annual decline for Taiwan LCD TV SI makers, indicated the market analytics company.

Besides, the LCD monitor SI industry sees shipment drops for three consecutive years, and the global monitor shipment for this year, of which Taiwan SI makers control 65 per cent, is projected to slide to 140-141 million units, dropping nine per cent YoY. As for the NB ODM business, Taiwan accounts for as much as 95-98 per cent of the global shipment, which is estimated at around 168 million units for this year, declining 10 per cent from last year and seeing declines for two consecutive years.

WitsView research director Burrell Liu said the reasons for the consecutive declines in Taiwan's LCD TV SI industry: 1. Sluggish macro economy leads to decreasing market demands, and the 2013 global LCD TV shipment may stay flat as that for 2012 or is lower than last year's 206.5 million units, showing the first historical drop; 2. China's TV subsidy policy ends and the advance consumption in H1 would damp that in H2; 3. Taiwan is excessively depended on Japanese clients, seeing an imbalanced structure; 4. In lack of their own brands' outlets, Taiwan makers are easily influenced by the market fluctuations; 5. Brands and retail channels are busy with their business in the low-profit era, pressing revenue and survival room for SI makers.

WitsView stated that the outlook for LCD TV SI makers is actually very dim, and SI makers are struggling. In view of the developments in the TV industry, the emergence of Chinese brands and SI makers are realised with the help of official subsidy policies that drive up domestic demands and make up the losses in export orders, while Taiwan makers are losing edges in the reshuffle.

WitsView believes that the prosperity in Taiwan's electronics and technology ODM industry has waned, and the industrial transformation examples in Japan, Korean, Europe and the U.S. are worth rethinking. The government officials should strongly support the industrial adjustments, integrate resources and boosts the competitiveness in the country's electronics industry.

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