Imbalanced Panel Supply-demand Continues under Gloomy European and US Economies

 

  According to the survey announced by the research institute WitsView under TrendForce on latest shipment of large-sized panels in June, the total shipment of large-sized panels in June 2011 are 59.53 million units with MoM regression of 2.8% and YoY growth of 8%.

 

The surprising YoY -1.2% and -3.3% of shipments of large-sized panels in May and June!!?

 

  However, as indicated by the WitsView analyst Jien-Ann Chen, if we exclude the shipment of red hot Tablet PC panels this year and only compare shipments of LCD TV/LCD monitor/large-sized NB/Netbook panels in the first half of this year with the number during the same timeframe in 2010, we will see the YoY -1.2% and -3.3% of panel shipments in May and June respectively. According to WitsView’s observation on the panel shipment trend from 2006~2010, there have been positive growths among YoYs of every May and June.

 

 

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