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Optoelectronics/Displays??

Notebook PC display panel shipments drop 23% YoY

Posted: 11 Sep 2013 ?? ?Print Version ?Bookmark and Share

Keywords:notebook PC? mobile PC? LCD panel?

According to the latest report from IHS, eight of the nine leading mobile PC brands reduced their LCD panel purchases in July, resulting in the 23 per cent YoY plunge for worldwide market shipments. Global notebook PC liquid crystal display (LCD) panel shipments in July 2013 reached 14.9 million units, down from 19.3 million during the same month in 2012, noted the market analytics firm.

On a YoY basis, Acer, Asus, Dell, HP, Lenovo, Samsung, Sony and Toshiba all cut demand compared to July 2012. Among the top tablet panel buyers, only Apple raised its shipments on an annual basis, as it ratcheted up orders to meet MacBook Air demand.

"Notebook brands during the Q3 typically increase their purchases of LCD panels as they prepare to launch new mobile PC models for H2," said Ricky Park, senior manager for large-area displays at IHS. "However, many key brands this year have accumulated large panel inventory surpluses because of weak sales in H1. This has caused them to reduce purchases in July, leading to major declines in notebook PC panel market shipments both on a sequential and an annual basis."

The drop in July panel orders followed a terrible Q2 for the overall mobile PC market. Worldwide mobile PC shipments in Q2 shrank a steep 5.1 per cent compared to Q1, based on initial findings. This represented the first time the industry experienced a sequential decline since 2Q02way back during the dot-com bust. The mobile PC industry at present is facing tough competition from media tablets, along with a dearth of innovation that would compel consumers to buy new systems.

Several notebook PC brands in July encountered difficulties digesting excess panel stockpiles, with most of the overage consisting of displays for old-model and entry-level notebooks.

Acer posted the biggest decline as its orders in July plunged by 53 per cent compared to June. The next biggest drop was at Toshiba, down 43 per cent. For its part, Lenovo suffered a 35 per cent fall.

Dell and HP's procurement in July also contracted sequentially given the impact stemming from the end of their fiscal quarters. Dell's procurement declined 36 per cent, while HP's decreased by 20 per cent.

In preparation for the launch of new notebook models, Apple, Asus, Samsung and Sony increased their panel purchases in July compared to June.

Apple generated the largest increase, up 76 per cent, with 1.8 million units ordered. Apple's MacBook Air model launched in July with a 13.3-inch, 2,560 x 1,600-resolution panel.

IHS estimated that total notebook panel purchasing returned to sequential growth in August with a 10 per cent increase. However, the August total still is expected to drop by 23 per cent compared to the same time in 2012.





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