The share of Korean panel makers large-area TFT-LCD panel shipments increased 1.6%p M/M to reach 53.9% and this is due to both lowered production volume from second tier makers as well as some panel makers' changed their strategy and focused more towards small/mid-size LCD panel production. These and other findings are disclosed in Displaybank's newly updated Monthly Large-area TFT-LCD Panel Shipment Data Report, which covers Liquid Crystal Display (LCD) panel shipments on a monthly basis.
In October 2010, TFT-LCD panel shipments for TV application showed a decrease in volume for the first time in 8 months. TV panel shipments that have shown continuous growth since March of this year, decreased 4.4% M/M to 19M units shipped. Ricky Park, senior analyst in Display research group at Displaybank noted "The decrease in TV panel shipments is linked with decreased panel sourcing from Chinese TV makers after the Chinese holidays."
Monitor panel shipment showed increase of 6.0% M/M to 16M units shipped which turned positive after 7 months, but this is only slightly higher than the month of September which was the lowest point of this year. 19.9M notebook panel were shipped in October to a record 4.6% increase M/M.
Overall, October 2010 large-area TFT-LCD panel shipments increased 1.7% M/M or 12.5% Y/Y to 55.8M units that have been showing an increase over the 3 month period but in terms of revenue, October shipments was recorded at US$5.89 billion which was a 6.4% decrease M/M.
source: Displaybank
