Global large-size panel shipments increased by 21% in March

According to the March panel shipment survey report of WitsView, a panel research division of TrendForce, the shipments of large-size panels in March 2011 were 57.57 million, which was a 21% increase from February.

Due to the impact of the Chinese Lunar New Year holidays in February, panel makers were faced with short working days and shortages, which caused some shipments to postpone until March. In addition, downstream brand factories and foundries, after digesting excessive inventories in January and February, the inventory replacement and new machine distribution requirements before China’s May holiday resulted in an overall increase in production and sales plans compared to February. This is reflected in the shipment performance of the panel plant. In addition, WitsView also found that compared with the same period from February to March 2010, although the overall panel shipments maintained a growth rate of 21% in the same month, but in addition to the increase in the shipment growth rate of TV and tablet panels, The growth rate of laptops, netbooks and monitor panels has been decreasing.

According to the application, although the first quarter was the low season for the traditional European and American TV market, due to the availability of stocking support for China’s May Day holiday in Asia, TV panels rose by 16.9% from the previous month’s shipment, and the total shipments came. To 17.04 million; monitor panel shipments to 17.87 million, a monthly increase of 23.5%; notebook computer panel shipments to 15.36 million, a monthly increase of 20.3%. With the hot sales of iPad, HTC, MOTO, Acer, Samsung, Lucky Gold, Asus, Lenovo, Dell, ViewSonic and many other well-known brand manufacturers have also launched a series of self-owned Tablet PCs equipped with Google Andorid operating software to grab this large Cake, announced the official arrival of the Tablet PC in the Warring States Period, and it also steadily boosted the use of tablet PC panels to maintain strong shipments, up 57.7% from the previous month, and shipments came to 4.24 million. Compared to the hot sale of tablet computers, netbooks that gradually lost their aura in the market continued the trend of decline in February shipments. The total number of shipments in March was 3.04 million, which was a decrease of 1.8% from February.

The shipment of TFT-LCD panels from February 11 to March 11 (unit: thousands)

With the completion of the production line process reform and new production capacity for the Korean panel plant at the end of March, for the Taiwan panel factory, the benefit of the original order transfer benefited from the brand factory should be greatly reduced in the second quarter, and the customer structure is bound to There will be a certain degree of change. In addition, the recent Japanese panel leader Sharp, also announced earlier, because after the strong earthquake in Japan, the Japanese domestic market consumption situation is in the doldrums, resulting in a serious decline in sales of their own TV brand, inventory pressure, and plans to be its two LCD The production line (G8, G10) was shut down for about a month. Can not help but worry about leading by Sony, including Japanese TV makers such as Sharp, Toshiba, Panasonic, originally due to the end of the Eco-Point subsidy policy, in 2011 there will be fear of sales growth underestimate, and buried A layer of shadow.

After the March 11 earthquake, many people are worried that there will be a broken chain in the LCD panel supply chain. However, after WitsView's investigation, it was found that all panel makers have a certain level of semi-finished and finished products and production raw material inventory in their hands. Some of the key raw materials mastered by Japanese manufacturers, the panel makers are also actively looking for alternative vendors and solutions, and in the short term they should not cause a gap in panel supply. Therefore, looking forward to the second quarter, panel prices and panel plant shipment performance still have to be directly linked to the end market demand strength, panel makers have to carefully regulate the production capacity configuration to prevent customer loss and inventory under the client's conservative pull goods The panel quote pressure.