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Author Archives: David Hsieh

David Hsieh

About David Hsieh

David is the Vice President, Greater China Market for DisplaySearch and is a noted expert in TFT LCD and LCD TV research and analysis throughout Asia.
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LCD Panel Supply and Demand: Will 2015 Be Tighter?

Panel makers benefitted from the panel shortage in Q2’14, which enabled panel prices and shipments to increase at the same time. We recently summarized the reasons for the shortage. We are expecting the tightness in TV, notebook PC, and monitor panels to continue in Q3’14, before inventory adjustments are made in Q4’14. Continue Reading

Large-Area TFT LCD Panel Shipments Down 7% M/M in July; Q3 Off to a Slow Start on Weak Tablet PC Shipments

Q2’14 large-area (9”+) TFT LCD panel shipments reached 181M units, the second-highest ever, and LCD TV panel shipments, at 64M, reached a record high, according to the Quarterly Large-Area TFT Panel Shipment Report. Continue Reading

8 Million Chromebooks to Ship in 2014, 5% of Global Notebook PC Market

According to the Quarterly Mobile PC Shipment and Forecast Report, notebook PC shipments will reach 167M in 2014, an 8% Y/Y decline. The reasons for the decline are mainly the maturity of the notebook PC market, slowdown in Windows 8 replacement, and in the consumer market, low-priced tablet PCs. Continue Reading

4K LCD TV Panel Value Chain is Changing in 2014

With rapid adoption of the 4K in the TV market, the 4K LCD TV panel value chain is changing in 2014. In technology, developments such as RGBW, M+ or 1G1D (One Gate One Drain Driving) are aimed at making 4K LCD panels cheaper and more efficient. Continue Reading