TFT-LCD Panel Shipment in Apr-09 (K units)
Beginning from Apr09, the demand visibility in 2Q09 has at least become clearer among the three main applications. China’s Labor Day holidays and the launch of new models in major markets helped drive up the TV and NB panel demand. As for monitor panels, it continued to follow the stable demand seen during Mar09. This allowed the panel prices of the three main applications to rise, as panel makers tried to narrow their losses.
TFT-LCD Panel Area Shipment in Apr-09 (K square meter)
Meanwhile, monitor panels were up by 2.4 percent MoM to 15.07 million units. Amid the slowing inventory replenishments, the monitor shipment growth was more moderate. Finally, TV panels rose by 3.6 percent MoM to 10.07 million units, thanks to the robust market demand of China.
In terms of the aggregated area shipments, they edged up by 4.3 percent MoM from 5.907 million square meters in Mar09 to 6.163 square meters in Apr09. Monitor panels were up by 1.7 percent MoM to 1.827 square meters.
Meanwhile, spurred by the strong NB unit shipments, area-wise they were up by 10 percent MoM to 745 K square meters, the biggest growth among the three main applications.
Finally, TV panels climbed 4.6 percent MoM to 3.59 million square meters. On a YoY basis, they were up by 9.3 percent, which was attributed to the sharp 25.9 percent annual TV unit shipment growth, thanks largely to China’s strong demand.
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