Direct LED Backlights Grow, TFT LCD is Recovering

Author:
Publish date:
Social count:
0

Large–area TFT LCD panel shipments declined in both Q4’11 and Q1’12, reflecting adjustments in supply chain inventories. However, with brands and OEMs increasing orders and with panel makers increasing capacity utilization, Q2’12 shipments are expected to grow by double digits. This, along with the recent panel price rebound, indicates the recovery of the TFT LCD industry.

According to the NPD DisplaySearch Quarterly Large-Area TFT LCD Shipment Report – Advanced LED, large-area (9”+) TFT LCD shipments fell by 3% Q/Q in Q1’12 to 170.2 million. However, the report forecasts that shipments are expected to make a strong recovery in Q2’12 to 189.6 million, up 11% Q/Q and 4% Y/Y.

In Q1’12, shipments for each of the three major applications—notebook PCs, desktop monitors and TVs—showed Q/Q declines. The first quarter is traditionally a slow one for panel purchases, as downstream companies are conservative in panel purchases while making inventory adjustments. However, tablet PC panels continued to show strong momentum, with 18% Q/Q growth, driven by 9.7” shipments.

In Q2’12, the tablet PC application is expected to continue to show the strongest growth. Apple’s recent release of its new iPad with QXGA resolution has encouraged panel makers to expand shipments in Q2’12. Shipments of panels for notebook PCs and desktop monitors are expected to grow by 9% and 2% in Q2’12, respectively. TV panel shipment growth is expected to be 12%, primarily driven by increased purchases from China as well as demand from North America triggered by recent positive sell-through results.

Table 1: Large-Area TFT LCD Shipments (Millions)

Image placeholder title



Source: NPD DisplaySearch Quarterly Large-Area TFT LCD Shipment Report – Advanced LED

Large-area TFT LCD shipment revenues are expected to increase to $20.6 million, up 14% Q/Q, marking the first time in the past three quarters that the industry has experienced positive revenue growth.

“The TFT LCD industry has experienced unprecedented changes after a long-standing over-supply accompanied by falling panel prices. Panel makers are restructuring and adding new technologies and processes to reduce costs and enhance performance,” noted David Hsieh, Vice President, Greater China Market, NPD DisplaySearch. Continued Hsieh, “The elements are in place for 2012 to be a year of gradual recovery, as panel prices rebound and shipments increase. Shipment units, shipment area, and revenues are all expected to grow by double digits in Q2’12.”

According to the NPD DisplaySearch Quarterly Large-Area TFT LCD Shipment Report, LED backlight penetration reached 59.2% of LCD TV panel shipments in Q1’12. According to the plans of panel makers, this figure will reach 60% in Q2’12 and 70% in Q4’12. These targets account for scenarios in which panel makers ship the cell and open cell only, and downstream companies assemble the backlight unit together with the module. Many panel makers and LCD TV set makers have developed a lower-cost, direct-type LED backlight, targeted at at the market segment that prioritizes panel cost over thickness. NPD DisplaySearch estimates that direct-type LED backlit panels will grow to 17% of all LCD TV panel shipments in Q4’12.

Table 2: LCD TV Panel Shipment Share by Backlight Type

Image placeholder title

Source: NPD DisplaySearch Quarterly Large-Area TFT LCD Shipment Report – Advanced LED

The DisplaySearch Quarterly Large-Area TFT LCD Shipment Report covers the entire range of large-area panels shipped worldwide and regionally. The report analyzes historical shipments and forecast projections with 100% coverage of panel makers. Authored by industry experts, the report provides some of the industry’s most detailed information and insights. It is delivered in PowerPoint and includes Excel data tables. For more information on this report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, or contact@displaysearch.com, or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.

For more information: www.displaysearch.com
www.npd.com

Related

3D LCD TV Panel Shipments Grow in Q1’11

Santa Clara, CA--According to the latest Quarterly Large Area TFT LCD Shipment Report from DisplaySearch , 3D LCD TV panel shipments increased to 1.9 million units in Q1’11, jumping 104 percent Q/Q. This growth represents a 3.9 percent penetration among all LCD TV panels shipped. In addition, panel manufacturers

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

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

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

Sharp LCD-LED Backlit

Sharp introduces its first Professional LCD Monitor with LED backlighting, designed specifically for video wall applications .  With a slim profile and energy savings, the new 60-inch class (60” diagonal) PN-V601 offers the world’s slimmest bezel* available in a professional LCD display and can be used in a va

LCD Panel Market Continues Growth

May 2010 shipments of   large-area TFT LCD   panels were 58.8 million units, up 9% from April, and revenues were 7.5 billion, up 7% M/M, according to the DisplaySearch   Monthly TFT LCD Shipment Database . These results surpassed the previous monthly high record level in March 2010. Furthermor

Display Search’s Latest LCD Report

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