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
Author Archives: Deborah Yang
China LCD TV Panel Demand to Peak at the End of 2012
Higher-than-expected shipments of panels to Chinese TV makers over the past 3 months has encouraged optimistic shipment forecasts for the remaining months of the year. Continue Reading
2013 LCD TV Panel Supply/Demand Size Mismatch
As 2012 comes to an end, the LCD TV panel market continues to be tight due to new process technologies, capacity conversions, a strong Chinese market, and average size growth. Continue Reading
Half of All LCD TV Panels Likely to be “Cell” in 2012
As the downstream LCD TV OEM and branded TV manufacturers are becoming more integrated by establishing backlight and module assembly lines close to their TV set production sites, the integration of the LCD TV panel and LCD TV set assembly has been evolving rapidly in the past years. Continue Reading
2012 Brings Confusion about TV Panels and Backlights
A half-year of falling LCD TV panel prices has driven panel makers in two directions: reduce costs or increase value. In a search for higher value, panel makers are launching several new sizes, including 36.5”W, 39”W, 43”W, 48”W, and 50”W. Meanwhile, in order to reduce cost and target emerging markets, panel makers are developing a series of new LCD TV panels that are largely differentiated by the backlight design, including direct-type LED backlights, thick backlights, and scanning backlights. Continue Reading



