Taiwan-based makers will ship a total of 365.985 million small- to medium-size TFT-LCD panels in the fourth quarter of 2013, a decrease of 3.2% on quarter and 0.5% on year, according to Digitimes Research.Of the panels, 85.5% will be made based on a-Si process and 14.5% on LTPS technology, Digitimes Research indicated.In terms of application of panels, handset will account for 78.32% of the shipments, tablets 6.55%, digital cameras 4.71% and automotive displays 2.52%.Chunghwa Picture Tubes (CPT) will be the largest producer accounting for 31.19% of the shipments, followed by Innolux with 24.35%, HannStar Display with 23.94% and AU Optronics (AUO) with 20.52%.
Taiwan-based Innolux, AU Optronics (AUO), Chunghwa Picture Tubes (CPT) and HannStar Display will ship a total of 62.086 million large-size TFT-LCD panels in the fourth quarter of 2013, slipping by 3.8% on quarter and by 7.6% on year, according to Digitimes Research.In terms of applications, TV panels will account for 28.64% of the shipments, notebook panels 34.89%, monitor panels 29.65%, and 9-inch and larger tablet panels 5.19%, Digitimes Research indicated.Innolux will ship 10.106 million TV panels, 10.849 million monitor panels and 10.678 million panels used in notebooks and 9-inch and larger tablets, while AUO will respectively ship 7.678 million, 7.289 million and 12.442 million units. HanStar and CPT will ship 1.31 million and 450,000 panels used in notebooks and above 9-inch tablets respectively.
Taiwan-based makers will ship 44.621 million smartphone touch panels, 15.517 million touch panels used in below 11-inch tablets and 3.728 million touch panels used in notebooks and 11-inch and above tablets during the fourth quarter of 2013, decreasing on quarter by 5.3%, 10.0% and 7.4% respectively, according to Digitimes Research. Of the smartphone touch panel shipments, 63.44% will be film-based capacitive models, 22.29% OGS (one glass solution) models and 14.27% GG (two sheets of glass) models, Digitimes Research indicated. Young Fast Optoelectronics will be the largest maker accounting for 22.88% of the shipments, J Touch 19.02%, Wintek 17.04%, General Interface Solution 15.75% and TPK Holding 14.79%. GG models will take up 38.54% of shipments of touch panels used in below 11-inch tablets, OGS 29.36%, film-based capacitive 28.45% and G1F (glass plus one layer of film) 3.65%. J Touch will account for 17.27% of the shipments, General Interface Solution 16.45%, TPK 16.41% and Wintek 14.86%. TPK will account for 26.29% of shipments of touch panels used in notebooks and 11-inch and above tablets, followed by AU Optronics (AUO) with 22.83%, Innolux with 19.66% and Wintek with 16.98%.
Despite comprehensive upgrades in hardware specifications, and expectations of strong sales during the October 1 holiday season, shipments of smartphones by China-based makers declined 7.3% sequentially in the third quarter of 2013, affected by high inventory levels of low-end models in the market, according to Digitimes Research.Smartphone shipments of first-tier vendors, including Huawei, Lenovo, ZTE and Coolpad, all suffered an over 20% sequential decline in the third quarter, Digitimes Research noted. However, Huawei recaptured the title as the number one smartphone exporter in China, accounting for 12% of China's total overseas smartphone shipments, followed by Lenovo at 11.6%.Although ZTE has managed to ramp up its overseas shipments to 60% of its total smartphone shipments, the company's high inventories of entry-level models in the domestic market will continue to impact its sales in the local market.While still focusing on sales in the domestic market, Coolpad has been performing relatively well as compared to local rivals, optimizing the high price/performance ratios of its smartphones as well as its aggressive pricing. The chance is high for Coolpad to see its total smartphone shipments surpass those shipped by ZTE in 2013, said Digitimes Research.TCL's performance in the third quarter was eye-catching as the vendor managed to post a 60% sequential shipment growth in the quarter.TCL's efforts to venture into the mid-range to high-end segment and to leverage the brand image of Alcatel to promote sales in more mature markets, including the US and Europe, enabled the vendor to take the fifth position in smartphone shipment rankings in China in the third quarter.
Taiwan-based ODMs Ability Enterprise, Altek, Foxconn Electronics (Hon Hai Precision Industry) and Asia Optical will ship a total of 4.05 million digital cameras in the fourth quarter of 2013, decreasing 20.2% on quarter and 49.5% on year, according to Digitimes Research.Of the shipments, 45.1% will be 16-megapixel CCD models, 31.9% 20-megapixel CCD models, 17.2% 16-megapixel CMOS models and 3.7% 18-megapixel CMOS models, Digitimes Research indicated.Ability will account for 65.06% of the shipments, Altek 25.31%, Foxconn 6.17% and Asia Optical 3.46%.Nikon will be the largest client accounting for 37.04% of the shipments, followed by Fujifilm (16.30%), Casio (16.05%), Sony (14.07%), Samsung Electronics (7.41%), Panasonic (3.70%) and Olympus (1.23%).The four ODMs will ship 20.65 million digital cameras in 2013, slipping 48.3% on year.
Taiwan-based makers shipped a total of 378.228 million small- to medium-size TFT-LCD panels in the third quarter of 2013, increasing 4.6% on quarter and 0.2% on year, according to Digitimes Research.Of the panels, 85.1% were made based on a-Si process and 14.9% on LTPS, Digitimes Research indicated.In terms of applications, handset accounted for 78.6% of the shipments, tablet 5.62%, digital camera 5.05% and automotive displays 2.49%.Chunghwa Picture Tubes (CPT) was the largest producer accounting for 30.8% of the shipments, followed by HannStar Display (24.57%), Innolux (23.45%) and AU Optronics (AUO, 21.18%).
Taiwan-based ODM, JDMs (joint design manufacturers) and OBMs (own-brand manufacturers) shipped 16.6 million handsets in total in the third quarter of 2013, increasing 2.7% on quarter and 10.6% on year. 16.44 million units or 99.04% of which were smartphones, growing 3.3% on quarter and 23.1% on year, according to Digitimes Research.Of the shipments, 81.9% were of WCDMA models, 16.7% CDMA 2000 models and 1.4% GSM models, Digitimes Research indicated.HTC was the largest maker accounting for 30.72% of the shipments, followed by Arima Communications with 22.89%, Chi Mei Communication Systems with 20.48%, Compal Communications with 15.66% and Inventec Appliances with 5.12%.
Taiwan-based Innolux, AU Optronics (AUO), Chunghwa Picture Tubes (CPT) and HannStar Display together shipped 64.543 million large-size (above 9-inch) TFT-LCD panels in the third quarter of 2013, slipping 3.5% on quarter and 9.6% on year and accounting for 36.8% of global shipments, according to Digitimes Research.Of the shipments, 34.6% were for use in notebooks, 29.68% in monitors, 29.04% in TVs and 5.16% in tablets, Digitimes Research indicated.Innolux shipped 10.46 million TV panels, 11.01 million notebook panels and 11.283 monitor panels, while AUO shipped 8.281 million, 12.806 million and 7.495 million units, respectively.
TPV Technology, Foxconn Electronics, Wistron, Compal Electronics, Amtran Technology, Pegatron and other Taiwan-based makers together shipped 8.99 million LCD TVs in the third quarter of 2013, increasing 15.7% on quarter but decreasing 9.0% on year, according to Digitimes Research.Of the shipments, 71.5% were on OEM/ODM basis, mainly shipped to Japan-based vendors (36.7%), US- and Europe-based ones (21.5%), and China-based ones (11.5%); 28.5% were OBM shipments, Digitimes Research indicated.North America was the largest regional market accounting for 45.2% of the shipments, followed by Asia (23.2%), and Europe (20.3%).The third-quarter shipments were comprised of 32-inch models (37.5%), sub 30-inch models (18.4%), 37- to 39-inch models (8.3%), 40- and 42-inch models (17.7%), 46- to 48-inch models (8.1%) and 50-inch and above models (10.0%).TPV was the largest maker accounting for 44% of the shipments, followed by Foxconn (22%), Wistron (10%), Compal (9%), Amtran (8%) and Pegatron (5%).Taiwan-based makers will ship a total of 10.03 million LCD TVs in the fourth quarter, leading to total shipments of 34.702 million units in 2013.
In the third quarter of 2013, global tablet shipments reached 35.68 million units, up 15.3% sequentially and 34.6% on year, driven mainly by non-iPad tablet shipments, which reached 20.08 million units, up 22.9% from the previous quarter and accounting for 56.3% of the total volume, according to Digitimes Research's latest figures.Apple released the iPad Air and the iPad mini with Retina Display on October 22, but the iPad mini with Retina Display did not start shipping from suppliers until the end of October due to supply shortages of the high-definition panel. As a result, iPad shipments in the third quarter only grew 6.8% sequentially, reaching 15.6 million units and accounting for 43.7% of global shipments.Taiwan's proportion in global tablet shipments dropped further to 63% in the third quarter as Samsung Electronics and Lenovo have been increasing their in-house production of tablets, Digitimes Research said.Apple and Samsung were the top-two tablet vendors in the third quarter. Samsung's market share grew to almost 30%. Google ranked third thanks to its second-generation Nexus 7. Lenovo, Acer and Asustek Computer were number 4-6, while Amazon was ranked number seven.As for application processors (APs), Marvell was the second-largest AP supplier in the third quarter as it has become the main supplier of Samsung's tablet products. Intel was the third-largest due to orders from Samsung and for Windows-based tablets, followed by MediaTek and Qualcomm.