2015 Large Area Display Shipment Unit Decline Offset by Increase in Shipment Area
November 24, 2015 | IHSEstimated reading time: 2 minutes
Year-over-year large-area display shipments are forecast to fall 5 percent, reaching 682 million units in 2015. This decline in unit shipments will be offset by an increase in large area thin-film transistor (TFT) liquid crystal display (LCD) shipment area, which is expected to grow 5 percent this year, according to IHS Inc. (NYSE: IHS), the leading global source of critical information and insight.
In addition to global currency issues that resulted in higher import prices for displays in most regions, slowing demand for information technology (IT) panels is driving down total unit shipments of large area TFT LCD displays. Combined year-over-year unit shipments for tablets, notebook PC and PC monitors will decline 12 percent. At the same time, TFT LCD TV panel unit shipments will increase by just 7 percent this year.
Similar to the unit-shipment trend, combined shipment area for displays used in PCs, notebooks and tablets is expected to decline 10 percent in 2015; however, year-over-year area shipments of TV panels is forecast to grow 9 percent this year. Increasing TV panel area shipment is leading to growth in the overall TFT LCD panel market, because TV displays comprise the vast majority (78 percent) of total panel area, according to the latest IHS Large Area Display Market Tracker.
“Maintaining television panel production is the most important factor in maintaining the display industry’s fab utilization,” said Yoonsung Chung, director of large area display research for IHS Technology. “Chinese panel manufacturers have focused on increasing Gen 8 fabs for some time now. To consume this added capacity, TV panel makers must produce more panels, which means the industry could end up adding excess panels to inventory, leading to sharp TV panel price erosion in the second half of this year.”
Although the average selling price (ASP) for TV panels has already dropped dramatically, as inventory issues remain, prices will likely continue to decline in the coming year. “Panel price erosion will lower the cost of 55-inch-and-larger TVs, which could end up stimulating consumer demand for larger televisions,” Chung said.
About IHS
IHS is the leading source of insight, analytics and expertise in critical areas that shape today’s business landscape. Businesses and governments in more than 150 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs about 8,800 people in 32 countries around the world.
Suggested Items
Impact of the April 3rd Earthquake on Taiwan’s Display Panel Industry Is Expected to Bolster Panel Prices
04/03/2024 | TrendForceAn earthquake with a magnitude of 7.2 occurred off the eastern coast of Taiwan at 7:58 AM on April 3rd. Continuous aftershocks have left most machinery at AU Optronics and Innolux in a state of shutdown.
SEMI ESD Alliance 2024 CEO Executive Outlook to Explore the Evolving RISC-V Movement and Semiconductor Design Ecosystem
03/27/2024 | SEMIKey executives from leading semiconductor EDA and IP companies will gather to discuss the latest industry trends, challenges and opportunities Thursday, May 9, in Santa Clara, California at the annual CEO Executive Outlook, hosted by the Electronic System Design Alliance (ESD Alliance), a SEMI Technology Community, and Keysight Technologies. Registration opens soon.
IPC APEX EXPO 2024: LPKF—Debunking Depaneling Industry Perceptions
03/27/2024 | Nolan Johnson, I-Connect007In this audio interview, listen to Jake Benz discuss advances in laser depaneling at LPKF. Thanks to advances in laser technology, perceptions about laser depaneling are changing from a low-speed, specialized process to a high volume process suitable for production manufacturing. Benz elaborates on some of the development and engineering that went into creating their latest, most capable depaneling machines.
SMTA Announces Workforce Development Breakfast at Ultra High Density Interconnect (UHDI) Symposium
03/13/2024 | SMTAThe SMTA is excited to announce a Workforce Development Breakfast Panel, “Building Tomorrow’s Expertise,” taking place on March 26, 2024 in Peoria, Arizona, USA.
AEM, Texas Aerospace Technologies Bolster Partnership for Latin America
02/26/2024 | AEM Corp.Canadian avionics manufacturer, Anodyne Electronics Manufacturing Corp. (AEM), is pleased to announce a partnership expansion with Texas Aerospace Technologies, a subsidiary of Texas Aerospace Services, to add AEM’s new MTP136D modern panel-mount P25 VHF FM Forest Service radio to its lineup of product offerings for their Latin American customers.