Large-Area TFT LCDs Reach Record Q2 Shipments of 130M Units Print E-mail
User Rating: / 0
PoorBest 
Written by Chelsey Drysdale   
Friday, 07 August 2009 11:06

AUSTIN – Large-area (10" and larger) TFT LCD shipments reached 130 million units in the second quarter, up 10% year-over-year and 42% sequentially, says DisplaySearch.

Because of the increase in prices, large-area TFT LCD revenues of $15 billion grew 51% sequentially, but were still down 29% compared to the second quarter last year.

Strong market demand in the quarter led to a recovery in capacity utilization across all applications, says the research firm.

Also, panel makers are increasing capacity utilization to respond to growing demand and targeting third-quarter shipments of large-area TFT LCD panels of 152.8 million, up 18% compared to the second quarter. If panel makers reach their unit shipment targets, revenue growth is expected to be 32%, says DisplaySearch.

In the second quarter, Samsung Electronics led in large-area TFT LCD panel revenues, with sales of $4.2 billion, a 27.8% revenue share. LG Display was second, with $3.7 billion in revenues and a 25% sales share. AUO was third at $2.3 billion, with a 15.7% share, with CMO closely behind at 15.3% share.

LG Display took first place in unit shipments, but Samsung shipped the most by area, says DisplaySearch.

On a unit basis, Korea was the largest supplier of large-area TFT LCD panels with a 49.8% share, but was down from 52.2% in the first quarter because of strong shipment growth of Taiwanese panel suppliers. Taiwan's share increased from 38.4% in the previous period to 41.2% in this quarter.

"We are forecasting that industry utilization will be 87% in the third quarter, due to growing orders. In the second quarter, the industry experienced a strong recovery, and shipments reached record highs. We expect that strong demand will push panel shipments to another record high in the third quarter. However, strong panel shipments in some cases are due to downstream players piling up inventory, so we believe it will be necessary to watch the supply chain inventory situation closely at the end of the third quarter," said David Hsieh, vice president of DisplaySearch.


blog comments powered by Disqus
 

Columns

RoHS's Side Benefits

I have mentioned numerous times that the first purpose of RoHS is to help make recycling easier. So RoHS was developed to support WEEE. One would imagine that, in doing this, the EU was primarily concerned with recycling in the EU.

Read more...
 
2001 vs. 2009: Why Semis Did Better This Time

The Great Recession that began in the fourth quarter of 2008, at the height of the holiday spending season, had an enormous effect on world economies in 2009. The bursting of the bubble housing market in the US resulted in the meltdown of financial institutions around the world.

Read more...
 

Features

Capacitor Testing Challenges and Solutions

Chip caps are prone to leakage, so consider these test methods for minimizing electrical failures.

Read more...
 
5 Issues Driving the Cost of Poor Quality

Why common metrics fail to root out the causes, and actually add cost in the process.

Read more...
 

Search

Search

Login

CB Login

Language

Language

English French German Italian Portuguese Russian Spanish
 

Products

Fujiploy Offers Sarcon GR-Tac
Sarcon GR-Tac is a 0.25-mm thick polyester reinforced thermal interface material.  Is reportedly easy to install and typically does not require adhesive; ideal for applications where surface space...

Parts


Find and quote components




Powered by


Terms Of Use