Large LCD Supply – Display Daily

LG Display to halt TV LCD panel production in Korea this month

by Bob Raikes

What They Say The Elec reports that LG Display will stop making LCD TV panels in its P7 plant in Korea this month although manufacture of IT LCD panels will continue in the firm’s …

Tags:Large LCD Supply| LCD Fabs| LG Displays (LGD)

AUO & Innolux Ease Up Slightly in November

by Bob Raikes

What They Say While AUO and Innolux both reported revenues up from last month by 1.7% to $570 million and by 3.6% to $528 million, respectively, they were both down dramatically from last year …

Tags:AUO| Innolux| Large LCD Supply| Pricing| Taiwan

DSCC Downgrades Display Capacity Growth

by Bob Raikes

What They Say DSCC said that for the fourth consecutive quarter it has downgraded it display capacity forecast as more delays and cancellations are recognised in the face of weak demand and poor pricing. …

Tags:Display Supply & Demand| Forecasts| Large LCD Supply| Market Data| Supply Chain

Top-5 notebook brands see shrinking shipments in October

by Bob Raikes

What They Say Digitimes Research reported that the combined shipments in October from the top five notebook brands (excluding Apple) were down 13% from September and nearly 40% down on last year. Lenovo went past …

Tags:Large LCD Supply| Market Data| Notebooks| ODMs & OEMs| Supply Chain

Innolux & AUO Report October Numbers

by Bob Raikes

What They Say This ‘stock chart’ has rarely looked so inappropriate!Innolux & AUO put out their monthly results for October. Innolux was down 8.0% MoM and 41.7% YoY to $521 million with large display …

LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4

by Bob O'Brien

After fifteen months of decreases, LCD TV panel prices finally hit bottom in September 2022 and prices for several sizes increased in October. We now expect to see a modest increase in prices through …

Tags:Display Supply & Demand| Large LCD Supply| LCD Panels| Pricing| Supply Chain

Slowdown in Display Fab Utilisation in Q3 Was Worse Than Expected and Continues – DSCC

by Bob Raikes

What They Say DSCC pointed out that the LCD continues to suffer with display fab utilisation further slowing in Q3 and worse than expected. After a 6% sequential decline in Q2’22, total TFT input for all …

Tags:Financial Data| Forecasts| Large LCD Supply| Market Data| OLED Fabs

Taiwan Panel Makers Booked M/M Revenue Increase in September; Have They Hit Bottom?

by Bob Raikes

What They Say We reported on the results of the main Taiwanese panel makers last week and DSCC has gone further by publishing the trend for the results over the last year, showing that …

Tags:AUO| Innolux| Large LCD Supply

TV Panel Price Trends in Sep. 2022 (Early September Version)

by Bob Raikes

What They Say Sigmaintell of China released its data for early September TV LCD panel prices and despite this normally being a ‘hot season’ for TV panel purchases, the firm said that the market …

Tags:Large LCD Supply| Pricing

Innolux & AUO Continue to Suffer in Q3

by Bob Raikes

What They Say Innolux and AUO released their monthly data and unsurprisingly, given the weak market conditions, the firms were both well down. Innolux said that its revenues were up 11.1% on August in …

Display Industry to Show Weakness thru H123, Suffers 1st Quarterly Loss in Q222 after 7 Consecutive Profitable Quarters

by Bob Raikes

Over the past few months the economic conditions for the consumer electronics market have been deteriorating, but there is a start of a normalizing correction in inventories, which had been built up throughout the …

IT Panels Shipments Continue Decline, Destocking Inventory to Continue Into 4Q22, Says TrendForce

by Bob Raikes

What They Say TrendForce said that after a weak year already, the shipment of notebook LCD panels in Q3 2022 will be down 13.4% QoQ to 45.1 million, down from 49.9 million in 2019, …

Tags:Desktop Monitors| Large LCD Supply| Notebooks