Taiwan panel makers’ shipments of large-size (9-inch and above) TFT LCD panels reached 60.165 million in the first quarter of 2015, down 10.2% on quarter but down 3.3% on year, according to Digitimes Research.
Out of the four major applications (TV, monitor, notebook and tablets), only TV panel shipments witnessed growth, reaching 13.5%. Korea and China panel makers opened new capacity for TV and monitor applications during the first quarter, which influenced Taiwan makers’ shipments.
BOE, Samsung Display and LG Display’s 8.5G lines opening new capacity in addition to old fabs being switched to increased production of TV and monitor panels caused Taiwan makers’ overall share in the large-size segment to drop.
Monitor and notebook panel demand was also weak in the first quarter, and Taiwan makers saw a 9% sequential decline in PC panel shipments while tablet panel shipments declined 17.5%, said Digitimes Research.