Growth in shipments of PC monitors is to grind to a halt this quarter following a 5.8 percent year-on-year increase to 23.73 million units last quarter, Taipei-based Digitimes Research said in a report on Thursday last week.
As the growth in shipments last quarter was mainly due to brand vendors stocking up on inventory as a precautionary measure against proposed US tariffs on China-made monitors, the report forecast that Taiwan’s monitor shipments this quarter would suffer a more than 10 percent quarter-on-quarter decline.
That would mark the first annual decline since the first quarter of last year, the report said.
Taiwanese monitor makers contributed more than 70 percent of global shipments last quarter as their clients grabbed market share from LG Electronics Inc in the mid-range to entry-level segment due to fierce competition from US-based brands and the sub-brands of TPV Technology Group ( 冠捷科技集團), it said.
TPV and Qisda Corp (佳世達) were ranked as the top two monitor makers worldwide in the third quarter, while Foxconn Technology Group (富士康科技集團), or Hon Hai Precision Industry Co (鴻海精密) in Taiwan, came third, surpassing LG Electronics, the report said.
Qisda has posted stable growth in shipments since the first quarter of the year, while TPV, Hon Hai and Wistron Corp (緯創) posted quarter-on-quarter increases of more than 10 percent last quarter, it said.
Wistron posted more than 30 percent year-on-year growth in the third quarter as US client HP Inc increased its orders, it added.
TPV, Hon Hai and Wistron are likely to post more than 10 percent quarter-on-quarter declines in shipments this quarter, the report said.
Last quarter’s shipment breakdown showed that 22-inch and larger PC monitors did not see much growth worldwide as most of LG’s monitors were undermined by fierce competition, while smaller monitors witnessed major gains in shipments, the report said.
However, market demand in the long term would lean toward larger models, it said.
PC monitor production posted weaker quarter-on-quarter growth last quarter compared with shipments in the same period last year, it said, adding that the trend is expected to continue this quarter.
As prices of flat panels continued to slump, the average selling price of a PC monitor also slipped last quarter, it added.
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