Smartphone application processor (AP) shipments to China in fourth-quarter 2018 declined 10% quarter over quarter with system manufacturers adjusting shipment targets downward.

With weak seasonal demand, Taiwan's large-size LCD panel shipments dropped 3.7% sequentially to arrive at 62.38 million units in the fourth quarter of 2018.

Taiwan's small- to medium-size panel shipments slipped 22.1% sequentially and 23.1% on year to arrive at only 240.55 million units in the fourth quarter of 2018 due primarily to seasonality.

China smartphone market experienced a sluggish fourth-quarter in 2018 amid a weakening economy, instead of strong domestic demand in the period - traditionally a high season.

According to Digitimes Research's statistics and analyses, as previously forecast, weakening demand, delayed transition to new platforms and high levels of first-half 2018 shipments resulted in a decline in global server shipments in fourth-quarter 2018.

Taiwan-based notebook makers failed to see a boost in demand during the traditional peak season in fourth-quarter 2018, recording weaker-than-expected shipments that dipped 0.1% sequentially and 3.8% on year to arrive at 31.41 million units.

Taiwan's LCD monitor shipments grew 6.3% sequentially and 7.5% on year to reach 22.35 million units in the third quarter.

Taiwan's LCD TV shipments increased 11.4% sequentially, but down 3.1% on year to arrive at 8.52 million units in the third quarter of 2018.

Taiwan's handset shipments increased 5.5% sequentially, but dropped 6.8% on year to come to 21.8 million units in the third quarter of 2018.

Entering the traditional strong season, Taiwan's large-size TFT LCD panel shipments increased 4.4% sequentially and 5.6% on year.

Weak demand resulted in Taiwan's small- to medium-size panel shipments recording decreases of 1.3% sequentially and 2.5% on year.

Having ramped up their combined smartphone shipments by 6.5% on year to 192 million units in the third quarter of 2018, China-based vendors are likely to see a single-digit shipment decrease in the fourth quarter due to weakening demand in the domestic market...