Second quarter Taiwan LCD panel shipments over the annual growth rate of over 50%

Over the past 10 years, the Taiwan area in the image display industry with outstanding performance, from the past in the world leading in CRT display industry, further extends to the LCD display industry, many manufacturers also extended to LCD TV (LCD TV) market. In the upstream, the second quarter of 2005 (Q2) in Taiwan area of large size TFT LCD shipments market share rate ranks first in the world, at the same time in the small and medium size shipments also show strong explosive force, overall, Taiwan region in the global industry continued to enhance the influence of image display.

Large size TFT LCD shipments surpass Korean merchants ranked first

The first half of the Taiwan area of large size TFT LCD panel Wuhu total shipments reached 40 million 930 thousand, surpassing Korean manufacturers, factory shipments continued to lead the reverse Han Taiwan factory situation. In particular, Q2 Taiwan factory shipped 22 million 136 thousand, growth of 51.5% over the same period in 2004, 17.8% higher than Q2, and the Korean factory Q2 quarter growth rate compared to Samsung (Samsung Electronics) Q2 growth of 13%, LG PHILPS (LG.Philips LCD; LPL (9%) growth by area shipments growth of 14%, Taiwan factory in backstepping) shipments growth is fast; the full year outlook, Taiwan factory shipments will exceed 90 million, the global market share rate will exceed 46%.

The first half of the panel plant in Taiwan area shipments growth the most dazzling part in large size LCD, is still used in LCD TV, according to statistics, Taiwan factory Q2 LCD TV shipments amounted to 2 million 543 thousand, accounting for the global LCD TV shipments accounted for just over 50%, the Taiwan area will be following the display with LCD take the 1 first in the world. Although the CMO (3009) Q2 for 30, 32 inches of product line, resulting in a shipment growth if not as fast as the past, but the panel plant in Taiwan area in the lack of international well-known brand TV support of the environment, can still be won by more than 5 of global LCD TV market, is indeed a rare achievement. Small size TFT LCD to maintain strong growth momentum

Similarly, in the small and medium size TFT LCD, Taiwan factory including AUO (2409), (8169), TPO, PVI Innolux has brilliant performance, small and medium size TFT Q2 LCD total shipments reached 22 million 941 thousand, quarter growth rate reached 45.4%, the annual growth rate reached 105.6%, is very eye-catching performance.

2004 Japanese manufacturers accounted for about 70% of the global output of small and medium sized TFT LCD, Han plant about 16%, the Taiwan plant accounted for about 10%, however, in the Taiwan plant quickly catch up, estimated in the next 3 years to reach the same position with the Han factory.

Compared with South Korea's small and medium size TFT LCD output of about 2/3 of Samsung, Samsung Q2 shipments reached 13 million 100 thousand, a slight decline of compared to Q1, LPL was a slight increase. Taiwan is played in many manufacturers more, including digital camera, digital camera, with the vehicle, Portable DVD and TFT mobile phone shipment is increased, thus further narrow the Taiwan area and South Korean manufacturers shipments gap.

Benefits of group relationships and customer relationships

Future projects beneficial to small and medium size TFT LCD industry in Taiwan area, including the Taiwan panel factory than Japanese manufacturers on average 30% lower price competitiveness (compared with SHARP products such as CGS TFT LCD special specifications can be even lower 50%) and flexible production mode of operation, in addition, can be seen from BenQ's acquisition of SIEMENS (2352) a mobile phone cause partial panel orders, Hon Hai "rich dad" effect of fermentation, is expected to introduce the cooperation with world-class customers the opportunity to innolux.

In contrast, although the Japanese manufacturers in the consumer electronics field remains a major place in the world, manufacturers and machine manufacturers group relations are close, but the Japanese manufacturers in the price strategy is not flexible, overseas market development also slightly slow, is a favorable factor to further expand the influence of the future Taiwan factory.

AUO general manager Chen Xuanbin said that the management of small and medium size TFT LCD business, the key is not technology, but customer relationship. The Japanese consumer electronics factory and panel factory group relations are close, the technical level of Japanese companies in the small and medium size TFT LCD is also made, but now almost all consumer electronic products prices continued to fall, the Japanese consumer electronics share rate is on the decline in the global market, Taiwan manufacturers of small and medium size capacity increasing increase in price strategy is flexible attraction.

In order to reduce costs, the future of consumer electronics in the field of the use of large panel system will be expected to be the case, which has emerged in the digital camera market. In the future, the interaction between the small and medium size LCD factory in Taiwan and the world class brand manufacturers will be more stable, and the trend of Taiwan, South Korea and Japan in three minutes will be very obvious. In the future, Taiwan factory should pay special attention in the field of small and medium size, as the emerging display technology brings opportunities and threats, or if one day OLED or other technology can replace the TFT LCD in the field of small and medium size, even have more capacity is not much significance, TFT LCD STN LCD out of the market in many warnings can't forget.

Taiwan LCD TV poised for white market orders

According to the survey, Q2 Taiwan LCD TV shipments reached 859 thousand units, an increase of 25.3% over Q1, accounting for the total global shipments of 4 million 10 thousand units of 21.4%. As a result of Taiwan factory shipments are still more than 20 (including 20 inches) based, accounting for the total shipments of 51%, 30 inches (hereinafter referred to as containing all of the 30 inches) to the last, accounting for 26%, compared to the global distribution of this proportion is not inferior.

Samsung, for example, Q1 its 30 inch LCD TV shipments accounted for more than, Q2 accounted for about 23%, with the Taiwan region accounted for Q1 manufacturers accounted for, accounting for roughly the equivalent of Q2. However, the global trend of development of LCD TV is the rapid development of large-scale, is expected to Q3 global average size