3Q'17 Taiwan factory large-size panel shipments rose 4.8% quarter-on-quarter 4Q'17 Affected by the new capacity of land plant inputs Overall shipments forecast quarterly decrease of 2.2% (1)

In the third quarter of 2017, Taiwan's large-size LCD panel shipments were 61.35 million units, a quarter-on-quarter increase of 4.8%, similar to the previous estimates.
Although the Korean factory shipment decreased, but the greater impact of land plant to expand the volume of shipments, Taiwan station in the third quarter share of 0.3 percentage points by quarter.
As the overall application of large-size LCD panels matures, the demand for TV panels in the third quarter is slightly lagging. As a result, the shipment of large-size panel quarter of Taiwan factories decreased by 1.5% year-on-year for the first five quarters.
In the fourth quarter of 2017, the shipment of various types of applications has limited kinetic energy. The best shipping conditions for all manufacturers are expected to be the same as the third quarter.
Q4 LGD TV panel orders relative strong Taiwanese factories, coupled with the new plant into the land by the new capacity to expand market share, the estimated Taiwan factory share will fall below 34%.