Supply chain
Taiwan small- to mid-size panel shipments pick up in 2Q20, says Digitimes Research
Jason Yang, DIGITIMES Research, Taipei

Taiwan's shipments of small- to medium-size LCD panels improved significantly in second-quarter 2020 thanks to rush orders from end-market device makers following a resumption of manufacturing activities, mainly in China, according to Digitimes Research.

Taiwan makers' second-quarter small- to medium-size panel shipments totaled 230 million units, up 37.5% sequentially and 28.9% on year, Digitimes Research data shows.

Shipments of handset panels registered the highest 47.2% increase sequentially in the second quarter, and shipments of below 9-inch panels for tablet applications were up 36.8% thanks to orders supporting remote teaching.

Looking into the third quarter, handset panel shipments are likely to sink 11.4% sequentially due to reduced orders from the feature phone sector, although orders from the smartphone sector will continue to edge up.

Shipments of small- and medium-size panels for applications other than handsets will increase 4-8% in the third quarter on seasonal demand. But shipments for all major applications will fall in a range of 2-10% sequentially in the fourth quarter due to seasonality, Digitimes Research estimates.

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