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WitsView: Top-tier LCD Monitor Vendors Leverage their Brand Image amid Aggressive Price Competition

Top 10 SI shipments in October reached 13.28Mn units or 3.2% growth MoM, according to WitsView’s global LCD monitor SI shipment survey. In line with the conservative viewpoint on 4Q09 demand, noted previously by Witsview analyst Linda Lin, most of SIs’ shipment performances in Oct09 were weak. In particular, smaller-scale SIs were influenced seriously by [...]

WitsView: With the Innolux-Chi Mei Merger, the integration of its component supply system will be based on four principles: Inertia, Cost, Simplicity, and In-house production

In the wake of the merger of Innolux Display and Chi Mei Optoelectronics (CMO), there has been much speculation in the industry about the new panel giant’s market strategy, as well as the integration of both company’s upstream component supply chains. WitsView noted that as the merger is slated to take effect in May 2010, [...]

WitsView : October TV Panel Shipments Witnessed Growth in the Down Cycle

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) fell by 3.5% to 47.88 million units in October 2009. However, the 31.9% YoY growth indicated that the base period last year was exceptionally low due to the impact from the global financial downturn. As TV sales during China’s National Day [...]

WitsView : FPD International 2009 Embraces ‘Green Innovations’ and ‘3D Touch Entertainment’, in Yokohama, Japan

At FPD International 2009, held in Yokohama, Japan, panel industry heavyweights around the globe have convened and showcased products on the themes of “Green innovations” and “3D touch display”, noted Witsview analysts who attended the event. Featured in the exhibition, LG Display showcased the world’s first 47-inch 480Hz panel, while its 3D models are equipped [...]

WitsView : LED Monitors Blossom with Ultra-slim and Energy-saving Features

After LED backlight modules took the LCD TV market by storm, LED backlight applications are also slipping into LCD monitors; industry players hope that the launch of these LED monitors will set off a positive purchase momentum in the overall LCD monitor market. According to WitsView’s survey, several vendors had already introduced LED monitors in [...]

WitsView : Channel Inventory Awaits Clearing; LCD Monitor Demand in 4Q09 Will Be More Conservative

According to WitsView’s global LCD monitor SI shipment survey, top 10 SI shipments recorded a total of 39.65 million units 3Q09, up by a 3.3% QoQ. Overall market for LCD monitors – channel inventory level is under the adjustment period as it is still at a high level; moreover, as September is the closing month [...]

WitsView : TV Panel Shipment Hit Another Record High in September

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) continued its sequential growth and reached 49.59 million units in September 2009, up by 2.1% MoM and 26.1% YoY. Thanks to the stable supply of upstream components and continued stocking by downstream customers for the traditional hot season, large-sized panel shipments [...]

WitsView : China’s National Day Holiday Sales Will be the Key to October Panel Prices

As WitsView previously mentioned, panel prices have hiked for seven consecutive months, amid downstream customers’ rising inventory level and increased set cost, panel prices in September marked the turning point of a downward trend.
Downstream clients have finalized their price negotiation with panel makers this week. According to WitsView’s observation, monitor panels will decline by $3~5 [...]

WitsView : Both LCD monitor SI and brand vendors saw shipment decline in August

According to WitsView’s global LCD monitor SI shipment survey, top 10 SI shipments reached a total of 12.89 million units in August, 2009, down by 7.1% MoM; this figure reflects that after the sluggish market demand, replenished volume exceeded actual market demand in 1H09, thus inventory was not cleared away as expected; as a result, [...]

WitsView:TV and NB panel shipments continued to increase in August; Downstream customers will likely “proceed with caution” in September

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) continued its seven consecutive month of growth, and reached 48.58 million units in Aug09, up by 2.6% MoM and 31.2% YoY. Despite reduced glass supply due to the fire breakout at Corning’s furnace in Japan, optimism about the sales of the [...]

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