Shipments of large display panels fell 1 percent from the third quarter of last year to 174.8 million units in the fourth quarter as demand for netbook and tablet panels plunged, market intelligence firm WitsView, a LCD research team at TrendForce Corp (集邦科技), said yesterday.
Between October and December, notebook computer shipments dropped 2 percent to 46.8 million units from 47.6 million units in the third quarter because of a shortage of hard-disk drives and the end of inventory stocktaking for the Christmas shopping season, the Taipei-based firm said in a report.
Tablet panel shipments fell 9 percent quarter-on-quarter to 21.6 million units during the period, as Apple Inc began to control its iPad 2 inventory in the fourth quarter and found it difficult to improve yield rates for panels used in the new iPad 3, squeezing the demand for 9.7-inch panels, the report said.
The largest drop in shipments was for netbook computer panels, under 12.1 inches in size, which fell to 6.5 million units in the fourth quarter, a 23 percent drop from the third quarter.
WitsView said that some panel brands and suppliers had transferred research resources and production from netbooks to tablet PCs, touch sensors and other small and medium-sized niche products.
However, TV and monitor panel shipments grew in the final quarter of last year as a result of increased demand in China and the Asia--Pacific region, the firm said.