PCB News - Downstream distributors are active in August, showing a 12% growth in TV panels

Downstream distributors are active in August, showing a 12% growth in TV panels

According to the August 2012 survey report on large-size PCB panel shipments by WitsView, TrendForce's panel industry research department, the total volume of large-size panel shipments for the month was 69.07 million, an increase of 9.8% from the previous month and an increase of 15% from the same period in 2011. For TV panels, following the Chinese government’s announcement of the energy-saving and benefiting people policy in June and the announcement of the first batch of energy-saving TV promotion lists, the second batch of promotion lists was also officially released in late August, showing that there are more brands and compliance Products with energy-saving labels are added to this subsidy program. Coupled with the approaching of the promotional schedule for the November and Mid-Autumn Festivals, downstream brand manufacturers have begun to actively distribute goods, pushing up the overall TV panel shipments to increase by 12% from the previous month, bringing the total shipments to 2065 million.

The monitor market was affected by the substantial inventory replenishment of downstream brand manufacturers. The overall monitor panel shipment volume reached 15.33 million units, an increase of 13% from the previous month; for the regular notebook panel, downstream brand manufacturers experienced a wave of July After the inventory adjustment, demand for distribution before the launch of Win8 began to emerge in August, pushing up the total shipment of conventional notebook panels over 12.1 inches to 18.47 million, a monthly increase of 11.7%; for tablet computers, due to inventory and product strategy adjustments Recently, the demand for New iPad panels has been revised downwards, coupled with the quality defects of the iPad mini panels, the official shipment time may be delayed to September. The overall tablet panel shipments in August were not as strong as expected, but due to the Kindle Fire 2 Panel shipments such as Nexus 7 and Surface continued to increase, supporting overall tablet PC panel shipments to increase by 8.3% monthly to 12.33 million units; small notebook panel shipments continued to decline, with total shipments reaching 2.28 million units, A decrease of 23.2% from the previous month.

Looking forward to the large-size panel shipments in September, WitsView said that the base period in August has been advanced, and that September was affected by downstream brands' inventory control in response to quarterly financial settlements. Although the overall shipment volume is on an increasing trend, the monthly growth rate is likely to increase. Converges to 0~1%. In addition to the double-digit growth of tablet PC panels, the monthly growth rate of shipments of other application-specific panels will shrink a lot. In addition, WitsView observed that in recent years, LCD TV and monitor panel products have been developing in large sizes, pushing up the overall shipment area to increase a lot. In terms of LCD TV panel shipment area, August increased by 12% compared with July., Reaching 8.7 million square meters, which is a significant increase of 33% over the same period last year.

Chen Jian’an, research manager of WitsView, said that because large-size panels are relatively cheaper than in the past, and Chinese TV brands are responding to energy-saving policies, product designs will develop in the direction of large-size and high-efficiency. It is expected to cause the average LCD TV panel in 2012. The size is the main reason for the sharp increase compared to the past.

Chen Jian’an further pointed out that the total of the two batches of energy-saving TV promotion models announced by the Chinese government has reached 2,940 models (the first batch/1399 models; the second batch/1541 models). Among them, 32-inch is still the mainstream size in the market, accounting for 21% of the total, followed by 19% of 42-inch, 9% of 46-inch, 8% of 55-inch; 39-inch and 50-inch promoted by Chi Mei Electronics and AUO It also accounts for 9% and 5% respectively, and the proportion of products above 40 inches has reached 53%. It shows that in order for Chinese brands to obtain higher subsidies and increase corporate profits, the price of large-size panels such as 40 inches and above is much cheaper than in the past. Therefore, the design of high-efficiency new products focuses on large-size products.

The promotion of the policy has accelerated the increase in the average size of panel products; the average LCD TV panel size from 2009 to 2011 was 33.6 inches, 33.7 inches, and 34.5 inches, respectively, and the annual increase was less than 1 inch, but WitsView estimates In 2012, the average size of LCD TV panels will reach 36.5 inches, a two-inch increase from 34.5 inches in 2011. With the upward development of panel size, it will greatly help to reduce the global huge panel production capacity.
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