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According to WitsView’s large-sized panel report, large-sized panel shipment totaled 71.5 million units, up by 25.3% MoM and up by 6.4% YoY for 2 key reasons. First, in February, the number of working days was fewer, so some demand was delayed to be fulfilled in March. Next, at an end of a quarter, panel makers cleared their inventories, so all the top 4 application categories’ shipments grew. In particular, for the TV panel segment, the mid-sized segment (the 32″ and 43″) TV panel prices began to rise. This factor stimulated panel makers’ passion to ship out more. Therefore, in an indirect way, TV panel shipment rose by 18.3% MoM, coming to 25.17 million units and up by 8.2% YoY.

Source : 10.Monthly Panel Shipment Tracker and Forecast

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