Display Standard - Veritas et Visus

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Veritas et Visus Display Standard February 2009 Displaybank reports big falls in LCD shipments According to Displaybank publication “Monthly TFT-LCD Panel Shipment Result Data”, December 2008 largearea TFT-LCD panel shipments (over 10-inch) indicated 7.2% decrease M/M at 27.2 million units. December shipment indicated the lowest number since March 2007 and it also recorded a 22.5% decrease Y/Y. Revenue for the month recorded US$2.9 billion which is the lowest since March, 2005 and it is a 24.7% decrease M/M and a 59.7% decrease Y/Y. Overall 2008 results were also disappointing as LCD industry had to also face the economic recession. Compared to traditional proportion of 1H to 2H in the LCD market with 40:60 respectively, 2008 showed 52:48 (1H:2H) trend that indicates largely declined second half demand. The overall 2008 shipments were 438.6 million, an increase of 11.3% Y/Y, but the number is disappointing as the industry had shown annual growth of 35% and 41% since 2006. Also the rapid decline of panel price during 2H, 2008 led the overall 2008 revenue to only increase 0.4% at $72.7 billion. On an area basis, 2008 shipments were at 63 million m 2 an increase of 19.7% Y/Y. On a revenue basis, Korean makers’ market share was about 46% that increased – a gap with Taiwan makers at 40%. Samsung Electronics continued to maintain its first position for three consecutive years with 25% market share. On a shipment basis, 43% market share of Taiwan makers led Korean makers’ market share of 42% and Samsung was ahead of LG Display with 22% market share. http://www.displaybank.com 45.0 40.0 35.0 30.0 25.0 20.0 15.0 10.0 5.0 0.0 49.2% 43.7% 36.7% 37.6% 31.4% 25.5% Dec'07 -6.5% Jan'08 2.1% -1.5% Feb 12.2% Mar -1.1% Apr 5.9% May 13.1% 4.5% -9.1% -5.6% Jun Jul Monthly large-area TFT-LCD panel shipment trend (Dec 07~Dec 08, unit: million) (Source: Displaybank, “Monthly TFT-LCD Panel Shipment Result Data) MIC says world PC shipments may increase by 7.1% in 2009 Global PC shipments will grow by 7.1% in 2009, with netbook computers providing the main momentum, Taiwan research organization Market Intelligence Center (MIC) said in a report released late last year. Shipments in 2009 will increase to 300 million units from 270 million units in 2008, according to MIC, an organization partially funded by the Taiwan government. MIC defines notebook PCs as products with display sizes of 10.4 inches and larger and netbook PCs as products with display sizes between 7.0 inches and 10.2 inches. In 2009, for the first time in the nearly 30-year history of the personal computer, shipments of notebook computers will exceed desktop computers as unit sales of netbooks double, MIC said. “Although netbook PC shipments will see significant growth rates, this product type is only in the early stages of development,” MIC analyst Nicole Huang said in a November 25 report. “The global notebook PC industry is about to enter maturity. This development towards maturity will be further pushed by the weakness of the overall economy.” Global notebook shipments next year will increase by 11.3% to about 138 million units from 124 million units in 2008, according to MIC. Netbook shipments next year will more than double to 22.6 million units from 11.2 million in 2008. http://www.taiwantrade.org.tw 22 9.0% 10.1% 10.9% -5.1% 3.5% Aug Sep -7.2% -10% -9.5% -21.9% -20% -20.7% -22.5% -30% Oct Nov Dec 60% 50% 40% 30% 20% 10% 0% Others LCD TV Notebook LCD Monitor YoY MoM
Veritas et Visus Display Standard February 2009 DisplaySearch reports large-area TFT LCD shipments down to $72B Results of DisplaySearch’s large-area (10-inch and larger) TFT LCD survey for Q4'08, as reported in its “Quarterly Large-Area TFT LCD Shipment Report”, indicate that shipments reached 93.5 million units, a decline of 19% Q/Q and 17% Y/Y. Due to drastic cuts in panel prices, large-area TFT LCD revenues fell 33% Q/Q and 48% Y/Y, to $12 billion. Slow market demand in Q4’08 led to reductions in capacity utilization as shown in Table 1. Original Specification Application Q3’08 Shipments Q4’08 Shipments Q/Q Growth Y/Y Growth LCD Monitor LCD Monitor LCD TV 43.4 2.5 33.8 1.7 -22% -32% -27% -43% Notebook PC Notebook PC 38.5 30.7 -20% -5% LCD TV LCD TV 28.4 24.8 -12% -12% Others Others 3.2 2.4 -24% -29% Total 116.1 93.5 -19% -17% Table 1: Q4’08 large-area TFT LCD shipments by original specification and application (millions) DisplaySearch also revealed details of market performance for 2008 as a whole. Total shipments of large-area TFT LCD panels reached 439 million in 2008, 11% growth from 2007. Shipments of panels for notebook PCs grew by 22% Y/Y, and shipments of TV panels grew by 20% Y/Y. If LCD monitor panels
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