Taiwan’s shipments of small- to medium-size LCD panels are anticipated to edge down 1.1% sequentially within the third quarter of 2021 after rising 11.7% within the second quarter, in line with Digitimes Research.
Taiwan shipped a complete of 210 million small to medium-size panels within the second quarter, down 9% on 12 months. The sequential progress within the second quarter was pushed primarily by demand from function telephones and entry-level wearables.
With smartphone demand to select up within the third quarter, Hannstar is anticipated to shift a few of its function telephone panel capability to make larger-size smartphone panels. This ought to scale back the variety of panel output by Taiwanese makers within the third and end in a 19.6% on-year cargo decline.
In addition, Hannstar transport all its stock panels to Huawei within the third quarter of 2020 earlier than US commerce sanctions started taking impact additionally considerably enhance the comparability base and create an nearly 20% drop on 12 months in Taiwan’s third-quarter shipments.
Since Amazon has shifted its consideration to strengthen its over-10-inch pill merchandise and China-based panel maker HKC will be part of the competitors of 7- to 8-inch entry-level tablets in opposition to Taiwanese suppliers, Taiwan’s small- to medium-size pill panel shipments could slip over 28.9% sequentially within the third quarter.
As the smartphone LCD panel market continues to be taken over by AMOLED panels, tablets are progressively leaning towards that includes large-size panels and the panel market is affected by the intense driver IC shortages, Taiwan’s small- to medium-size LCD panel shipments are anticipated to drop 6.9% on 12 months to 790 million models in 2021.
