Large-area TFT-LCD panel makers see rising shipments, revenues in Q2 2012
Large-area TFT-LCD panel shipments declined in Q4 2011 and again in Q1 2012, but should grow 11% to 189.6 million in Q2 2012, with brands and OEMs increasing orders, and panel makers increasing capacity utilization. Revenues will rebound as well, with panel prices increasing, according to NPD DisplaySearch's Quarterly Large-Area TFT LCD Shipment Report - Advanced LED.
Following a "long-standing over-supply" in the TFT LCD industry, which induced lower panel prices, panel makers are "restructuring and adding new technologies and processes" to improve costs and performance, said David Hsieh, VP, Greater China Market, NPD DisplaySearch. Hsieh sees 2012 as a year of "gradual recovery," when panel prices rebound and shipments increase. Q2 2012 is an example, with double-digit growth in shipment units, shipment area, and revenues. Large-area TFT LCD shipment revenues will grow 14% Q/Q to $20.6 million.???M.C.
Solid State Technology, Volume 55, Issue 5, June 2012