Display Search’s Latest LCD Report - AvNetwork.com

Display Search’s Latest LCD Report

Publish date:

SANTA CLARA, CALIF, January 11, 2011—The LCD TV industry looked forward to reduced inventories as a result of strong sales in Q4’10, and based on that, had started to plan for a strong 2011. However, results from the newly published DisplaySearch MarketWise—LCD Industry Dynamics report indicates that the major LCD TV brands have adjusted their Q1’11 production plans downward.

The top 16 LCD TV brands, including global brands, such as Samsung and regional players like Konka in China, have reduced their combined monthly production plan from 18.3 million in November 2010 to 15.4 million units in March 2011 (Figure 1). Overall, Q1’11 production is forecast to be 46.3 million units, a 12% Q/Q decline from Q4’10.

“The unstable market environment in many regions is creating uncertainty regarding TV demand. Despite this, some TV brands reportedly are increasing production quantities in January 2011 because of demand anticipated from Q1 product launches,” noted Deborah Yang, Research Director of Monitor and TV for DisplaySearch.

Despite the cautious stance of the TV brands, LCD TV sub-contract manufacturing (OEM/ODM) companies are increasing their monthly shipments from December 2010 to March 2011. This indicates that TV brands are increasing outsourcing manufacturing to OEM/ODM companies, which is driven by cost management, logistics, manufacturing scale, and in some cases, access to panel supply.

Analysis in the DisplaySearch MarketWise—LCD Industry Dynamics also includes other observations about LCD industry dynamics:
• The supply of key TFT LCD panel components, such as glass substrates, color filters, polarizers, LED and light guide plates, is generally in balance in Q1’11.
• January large-area TFT LCD panel shipments will fall 2% from December 2010, due to adjustments in capacity utilization rates, and decline a further 7% M/M in February due to fewer working days in China. However, panel makers expect a big jump in March, with shipments passing 60 million units.
• Panel inventories at the top five TFT LCD makers (Samsung, LG Display, AUO, Chimei Innolux, and CPT), fell to safe levels at the end of 2010.
• TFT LCD makers will reduce their utilization rates in January and February, but expect to be over 90% on a global scale by March.
• The top ten LCD monitor OEMs plan to increase their production in January by 4.3% M/M, to more than 14 million units. However, they plan to reduce February and March production to just over 12 million units.
• LCD TV panel shipments to China were 5.1 million units in November, and fell to 5.0 million units in December. DisplaySearch forecasts shipments will continue to fall to 4.6 million in January and 3.2 million units in February.
• The new DisplaySearch MarketWise—LCD Industry Dynamics report provides clear and accurate monthly status and dynamics updates on the entire large-area TFT LCD supply chain, from components to the end market.

For more information:
Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail:


Latest LCD Numbers from Display Search

The latest DisplaySearch PriceWise information is now available at   www.displaysearch.com/pricewise   for download. This time, the PriceWise page features a highlight from DisplaySearch’s  LCD TV data : ·        Prices are down seasonally with over-supply. ·       

DisplaySearch LCD Inventory Report

The level of inventory in panel makers’ fabs and in the sales pipeline is a key variable for TFT LCD supply and demand. DisplaySearch’s newly published MarketWise-LCD Industry Dynamicsreport shows that panel makers’ inventories returned to a healthy level at the end of December—eliminating concerns over excess invento

TFT LCD Panel Report

Large-area TFT LCD panel price increases halted in mid-June due to an uncertain demand outlook for Q3’11. While demand is slowing down, especially in the TV market, the supply side is making adjustments to prevent drastic panel price fluctuations. Panel makers originally expected to raise capacity utilization—the rati

Large-Area LCD Panel Price Report, DisplaySearch

Hidetoshi Himuro, DisplaySearch– Weak demand in the end-product markets seems to be slowing price movements of large-area LCD panels. In December, notebook PC panel prices remained unchanged or rose by 1% from the previous month. Monitor panel prices stayed flat, as if they were in a lull. Both CCFL- and LED-backlit T

LCD TV’s Continue Rapid Growth

SANTA CLARA, CALIF., June 29, 2010—According to the latest DisplaySearch  Quarterly Advanced Global TV Shipment and Forecast Report , total TV shipments in 2010 will pass 242 million units, a remarkable 15% increase from an anemic 2% level of growth in 2009. Not only does the level of demand for LCD TVs loo

2008 LCD Backlight Report Released

Insight Media has announced the release of the 2008 LCD Backlight Report: Including LCD-TV, Monitor & Notebook PC Displays - An Opportunity Analysis. The report reveals penetration expectations for alternative backlight technologies; with LEDs taking significant share from CCFLs by 2012. The 193-page report provides a detailed analysis of the technologies competing with CCFLs, and provides insights into on-going developments of other components in the Backlight Unit ("BLU") such as light guides, prism films, diffusers and multi-function films. Special emphasis is placed on the throughput analysis of various technologies, their costs - now and through 2012 - and penetration rates by application. The report co

Display Search Digital Signage Conference

The Digital Signage Conference will bring together the world's largest flat-panel display vendors and the world's largest IT companies along side companies already well established in out-of-home environments. Additionally they will be joined by new ventures that this brave new world of digital displays is

LED-backlit LCD New Numbers

David Keene– Interesting, that this new report on LED-backlit TVs just came out, from DisplaySearch– good timing for our Webinar next week on the topic. Well, let me qualify: our Webinar next week focuses more on the commercial grade LCD technology and market. The DisplaySearch report focuses on “TVs”. Of course they