This report provides Taiwanese small and medium size TFT-LCD panel shipment volume and value forecasts, as well as recent quarter review of shipment volume, shipment value, manufacturer volume rankings, shipment by maker, and in-house module production. Also included are product mix analyses, including major applications such as mobile phone, PDA/PND, DSC, DVC, portable DVD, MP3/MP4 player, office applications, automotive, and industrial equipment, as well as panel sizes. The content of this report is based on primary data obtained through interviews with small and medium size TFT-LCD panel makers. This report finds that Taiwanese small and medium size TFT-LCD panel shipment volume declined 4.4% sequentially in the fourth quarter of 2013, with TFT-LCD panels for portable DVD players and DPFs seeing the deepest sequential fall of 23.7%, due to the lackluster sales of white-box tablets as a result of branded vendors' rollout of low-cost tablets and large-screen smartphones. In 2014, as more advanced TFT-LCD panel production lines will begin operation in China, those of lower generations will allocate their capacity to produce small and medium size panels. It is anticipated that the increase in smartphone panel area will not be sufficient enough to alleviate the overcapacity problem in the industry, which will see considerable declines in shipment volume in the first qurter of 2014.
AUO , CMI, CPT, EIH, Giantplus, Hannstar, INX, Wintek