Large-area TFT LCD shipments hit record levels in June

Austin, Tex. — Shipments of large-area TFT LCD panels in June were up eight percent month-to-month, reaching 46.7 million units to set a new record for the highest monthly shipments of these panel types, according to DisplaySearch’s latest report. Shipments were up 24 percent year-to-year.

Large-area TFT LCD revenues reached $5.3 billion, up 14 percent M/M, but 17 percent lower than June 2008, according to the latest Monthly TFT LCD Shipment Database. DisplaySearch said unit shipment results indicate a continuation of the recovery in this sector. The market researcher expects shipments to increase again in July, but at a slower rate because the glass substrate shortage is limiting panel makers’ production. Tight supply is projected to continue in July and August, which will drive higher revenues.

“June results broke many monthly records, such as total large-area shipments, notebook PC and LCD TV panel shipments, shipment area, and mini-note shipments,” said David Hsieh, vice president of DisplaySearch, in a statement. This is representative of the strong recovery in end-market demand, which is not limited to TV, but also includes notebook PCs and desktop monitors,” in a statement.

On a unit basis, LG Display was the leader with a 24.5 percent market share, followed by Samsung with 24.1 percent and AUO with 16.6 percent.

All three major applications — notebook PCs, monitors and TVs — showed M/M growth with LCD TV panels achieving the highest Y/Y growth at 57 percent, followed by notebook panels at 19 percent, and monitor panels at 12 percent, reports DisplaySearch. Notebook PC and LCD TV panel shipments both reached monthly record highs, with 14.7 and 13.1 million units, respectively.


In terms of area, large-area TFT LCD shipments reached 7.1 million square meters in June, up 7 percent M/M and 32 percent Y/Y, reports DisplaySearch. The growth in shipment area was primarily driven by TV panels. Samsung led in area shipments with a 27.2 percent market share, followed by LG Display at 24.9 percent, CMO at 16.5 percent, and AUO with 15.6 percent.

The Premium Version of the Monthly TFT LCD Shipment Database includes shipment data by suppliers for each application and screen size. Penetration of 16:9 aspect ratio panels in LCD monitors reached 49 percent in June, up from 42 percent in May. The penetration of 16:9 in notebook PCs reached 41 percent, up from 36 percent in May.