Taiwan makers' shipments of large-size (9-inch and above) TFT LCD products are expected to reach 63.19 million in the second quarter of 2015, up 5% sequentially but down 3.3% on year, according to Digitimes Research.
Taiwan makers are seeing declines for their monitor panels while notebook demand is conservative. China panel makers such as BOE meanwhile are increasing production of monitor panels, which is expected to cause Taiwan makers' overall shipments of monitor panels to drop 19.6% on year.
In the second quarter the makers expect steady demand for TV panels, however, and notebook panel demand will remain flat. Shipments for tablet panel applications are expected to take a hit due to decreased orders from Samsung Electronics and Apple.
Global TFT LCD panel demand is expected to only grow 2.8% on quarter in the second quarter due to lagging demand for notebook and tablet applications while TV and notebook panel reserves remain high. Additionally, large-size panel production capacity is expected to only grow 1.3% on quarter followed by 3.2% growth in the third quarter of the year and 4.4% in the fourth quarter, added Digitimes Research.