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Author Archives: Deborah Yang

Deborah Yang

About Deborah Yang

Deborah is a Research Director, Monitor & TV for DisplaySearch and specializes in analyzing value chains for TVs and LCD monitors.
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Strong TV Panel Demand from Chinese TV Makers Expected to Slow in May

After reaching a record high of 6.8M in December, our research indicates that shipments of LCD TV panels to Chinese TV makers fell to 5.0M in January, declining 26% M/M, about five points worse than we had forecast. LG Display and Chinese panel makers did worse than expected, but Innolux, Samsung, and AUO had shipments as planned.  Continue Reading

TV Panel Shipments Remain Strong – For Now

Currently, there are mixed signals on LCD TV panel supply/demand. Panel makers expect that inventory corrections have come to an end (panel price reductions were modest in December), continue to ship at high levels in Q4’13, and are forecasting firm panel shipments for Q1’14, despite the usual seasonal decline. Continue Reading

iPad-sized Tablets No Longer Driving Panel Growth Momentum

Although tablet PC demand remains firm, average selling price (ASP) declines continue, as brands try to find the correct balance to compete against Apple’s iPad and at the same time fight strong pricing competition from fast growing private-label white box brands. Continue Reading

Facing Slower Growth and Increasing Complexity in Product Mix, LCD TV Brands Fight for Share

Entering the slow season, the aggregate production of LCD TV brands surveyed for our MarketWise – LCD Industry Dynamics report declined 14% M/M in December 2012, and is expected to fall in January and February before recovering somewhat in March and April, for a drop of 24% Q/Q in Q1’13. Continue Reading

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