Shipments of small- to medium-size LCD panels by Taiwan makers fell 23.6% sequentially to 184 million items within the first quarter of 2019, reflecting components together with seasonality and vital discount in shipments by financially-battered Chunghwa Picture Tubes (CPT), in response to Digitimes Research.
CPT noticed its shipments tumble 68.7% sequentially within the first quarter as its manufacturing was disrupted by its monetary woes. Fellow firm HannStar Display suffered a much less extreme drop of 25.5% because it managed to obtain extra windfall orders for smartphone panels whereas lowering these fashions for characteristic telephones.
Innolux skilled the least sequential decline of two.5% within the first quarter, because of sturdy demand for automotive and pill panels.
Taiwan’s shipments of small- to medium-size panels are anticipated to rebound 6.7% on quarter within the second quarter, buoyed by a pick-up in seasonal demand and a gradual resumption of panel manufacturing at CPT.
But such shipments are prone to plunge 37.3% on a yearly foundation, as CPT will be unable to renew manufacturing of panels for characteristic telephones, and HannStar plans to ramp up automotive and smartphone panels, whereas lowering these for characteristic telephones.
Shipments of medium-size panels for shopper electronics functions, which suffered a extreme sequential drop of 49.1% within the first quarter attributable to seasonal stock changes, are anticipated to rebound 29.5% within the second quarter, Digitimes Research estimates.
For particular person firms, CPT is anticipated to see its shipments broaden 75.2% on quarter within the second quarter because of a gradual restoration of its manufacturing capability, whereas HannStar is prone to be the only real panel producer that may see its panel shipments proceed to fall within the second quarter because it goals to ramp up smartphone panels and medium-size fashions.
