Large-Area TFT LCD Shipments Grew 20% Y/Y in 2009, Reaching 527 Million

Sort Date: 02102010
AUSTIN, Texas, February 10, 2010—Global large-area TFT LCD panel shipments reached a record high of 527 million units in 2009, with strong growth in TV, mini-note and public display applications, indicating recovery from the economic crisis in late 2008, according to the DisplaySearch Quarterly Large-Area TFT LCD Shipment Report. Q4’09 was the strongest quarter, with 154 million units shipped, up 1% from Q3’09.

Monitors are a relatively mature market for large-area TFT LCD, with only 2% Y/Y growth from 2008, and the same level as 2007. However, notebook PC and mini-note panels reached 175 million units for a healthy 25% Y/Y growth (Table 1). TV panels are the brightest spot, with 45% Y/Y growth to 163 million units. In addition, public display panel shipments grew substantially, by 93% Y/Y, from 0.9 million units to 1.1 million.

Table 1: Large Area TFT LCD Panel Shipments (Millions)

Application

2008

2009

Y/Y

Monitor

174

177

2%

Notebook PC

135

141

5%

Mini-Note

5

33

603%

LCD TV

113

163

45%

Public Display

0.6

1.1

93%

Others

13

11

-12%

Total

439

527

20%

Source: DisplaySearch Quarterly Large-Area TFT LCD Shipment Report

“In the middle of 2009, DisplaySearch indicated that 2009 panel shipments would exceed 520 million units, based on the aggressive business plans of panel makers, and these results justify our forecast,” noted David Hsieh, Vice President of DisplaySearch and the research leader for large-area panels. “Q4’09 was a very strong quarter, especially for LCD TV, which passed 50 million units for the first time. This is a result of strong panel demand from China, as well as economic recovery in North America and Europe. Panel makers are increasing their utilization to boost shipments.” Hsieh continued, “However, due to seasonality, shorter working days, and a labor shortage in China, we expect that panel shipments will decline by 4% Q/Q in Q1’10, although panel makers are targeting more than 50 million LCD TV panels.”

LG Display led 2009 shipments with a 24.9% share, but Samsung followed closely with 24.5%. AUO’s share was 17.0% and CMO’s was 14.2% (Table 2). However, Samsung remains the leader in both area and revenues. Korean makers significantly increased their area share, from 46.2% in 2008 to 52.8% in 2009.

Table 2: 2009 Large-Area TFT LCD Panel Unit Shipment Ranking

Application

#1

#2

#3

#4

#5

Monitor

LG Display

Samsung

CMO

AUO

InnoLux

Notebook PC

LG Display

Samsung

AUO

CMO

InnoLux

Mini-Note

HannStar

AUO

LG Display

Samsung

CMO

LCD TV

Samsung

LG Display

CMO

AUO

Sharp

Public Display

Samsung

LG Display

AUO

Sharp

CMO

Others

AUO

Sharp

LG Display

InnoLux

Epson

Total

LG Display

Samsung

AUO

CMO

HannStar

Source: DisplaySearch Quarterly Large-Area TFT LCD Shipment Report

This Quarterly Large-Area TFT LCD Shipment Report covers the entire range of large-area panels shipped worldwide and regionally. With 100% coverage of panel makers and authored by industry experts, the Quarterly Large-Area TFT LCD Shipment Report analyzes historical shipments and forecast projections to provide some of the most detailed information and insights available. The report is delivered in Excel pivot tables, flex spreadsheet and PowerPoint analysis. For more information, contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.

The 12th annual DisplaySearch USFPD Conference, called "Laying the Foundations for the Next Wave of Growth: Energy Efficient & Low Cost Alternatives Lead the Way" will be held March 2-3, 2010 at the Hilton San Diego Resort in San Diego, California. The event will focus on all major and emerging flat panel display applications, as well as key components and materials related to the supply chain. To view the agenda and register, visit www.displaysearch.com/usfpd. Register by January 25, 2010 to receive the early bird discount and save $400! Media interested in attending the USFPD Conference should contact Stacey Voorhees-Harmon at stacey@savvypublicrelations.net or call +1.925.336.9592.

About DisplaySearch
Since 1996, DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the $770 billion display supply chain, as well as the emerging photovoltaic/solar cell industries. DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge and resources. In collaboration with the NPD Group, its parent company, DisplaySearch uniquely offers a true, end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on DisplaySearch analysts, reports and industry events, visit us at http://www.displaysearch.com/. Read our blog at http://www.displaysearchblog.com/ and follow us on Twitter at @DisplaySearch.

About The NPD Group, Inc.
The NPD Group is the leading provider of reliable and comprehensive consumer and retail information for a wide range of industries. Today, more than 1,700 manufacturers, retailers, and service companies rely on NPD to help them drive critical business decisions at the global, national, and local market levels. NPD helps our clients to identify new business opportunities and guide product development, marketing, sales, merchandising, and other functions. Information is available for the following industry sectors: automotive, beauty, commercial technology, consumer technology, entertainment, fashion, food and beverage, foodservice, home, office supplies, software, sports, toys, and wireless. For more information, contact us or visit http://www.npd.com/ and http://www.npdgroupblog.com/. Follow us on Twitter at @npdtech and @npdgroup.

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