IDC global hardware assembly research team market analyst Chen Jian-aid said that although the third quarter is the traditional peak season, but in different applications of liquid crystal display panel is facing a completely different shipping performance.First, the flat-panel LCD panel (Tablet Panel) and television LCD TV Panels are the main sources of quarterly growth, up 16.6% and 7.6% respectively from the previous quarter. Second, the IT liquid crystal display panels are facing the impact of sluggish peak season demand. Compared with the second quarter of 2017, The LCD Monitor Panel declined slightly by 0.1% and the portable PC Panel declined by 3.5%.
He also pointed out that although LCD TV panels, which accounted for most of the profit sources from panel makers, grew in the third quarter, the production capacity of the LCD panel continued to rise this year, resulting in an oversupply of the overall industry. The price of LCD TV panels continued to drop in the price of IT LCD panels, It started to decline in the beginning of the third quarter, and it is expected that the liquid crystal display (LCD) panel will still face the pressure of price dropping in the future due to the newly opened production line of 8.5 substituting production lines, enhancement of yield and generation of 10.5 generation capacity.
IDC also said that in the third quarter of this year, the proportion of large-size LCD panel shipments, BOE 8.5 generation capacity continued to expand, the large-size LCD panel shipments among the top panel makers, shipments accounted for the overall industry out Volume of 23.5%; LG Display continued to lead the trend of large-size LCD TV panels, TV LCD panel shipments won the No. 1. Taiwan's two panel makers Innolux and AU Optronics (AUO ) Stable shipments, shipments accounted for the proportion of the overall industry are small shipments grew slightly.
Looking into the fourth quarter, IDC global hardware assembly research team is expected by the slowdown in market demand, the global large-size LCD industry may continue its peak season growth momentum, liquid crystal display panel shipments will tend to be conservative, plus the annual television LCD panel average size increase slowed down to 1.2 inches, unable to fill new capacity this year, the fourth quarter of large-size LCD industry will continue to face the challenge of oversupply.