Global shipments by LCD monitor makers on a contract basis, led by TPV Technology Inc (冠捷科技), are expected to decrease 6.7 percent next quarter because customers have almost completed inventory buildup for the Lunar New Year holiday in China, local market researcher TrenForce Corp (集邦科技) said yesterday.
Shipments are forecast to drop to 39.96 million units in the quarter ending March 31, compared with 42.82 million LCD monitors shipped this quarter, according to a report released by Taipei-based TrendForce yesterday.
“Most products for the holiday sales will be shipped to customers in the fourth quarter or in January; shipments [of LCD monitors on a contract basis,] will not be back on track until March,” said Linda Lin (林筱如), an analyst with TrendForce’s LCD research team, WitsView.
Chimei Innolux Corp (奇美電子), the world’s second-largest LCD monitor maker on a contract basis, is expected to see the biggest decline in shipments next quarter among the top 10 LCD monitor makers, TrendForce said.
Chimei Innolux is forecast to ship 7.1 million units next quarter, down 17.9 percent from 8.65 million units shipped this quarter, TrendForce’s statistics showed. TPV might ship 9.1 percent less LCD monitors next quarter or 13.5 million units from 14.85 million units this quarter.
However, shipments from LCD monitor brands, such as Dell Inc and LG Electronics Inc, are expected to drop only slightly by 0.3 percent to 36.03 million units next quarter from 36.12 million units this quarter, indicating that they have good prospects for the first quarter, Lin said.
The research house yesterday said LCD monitor shipments from global contracted manufacturers last month grew 1.5 percent to 12.23 million units from October, as demand increased ahead of the Lunar New Year holiday and a rising euro against the US dollar boosted electronics spending in Europe.
This month, shipments from contract makers might fall 1.6 percent month-on-month to 14.27 million units, ending four straight months of growth, TrendForce predicted.
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