Phone Demand Drives Taiwan Panel Driver IC

Data: 2014-01-02

According DIGITIMESResearch statistics, Taiwan's six major manufacturers panel driver IC product revenue in the second quarter of 2013 and the traditional peak season demand for smart phones, the amount shipped in the first quarter grew 18.6%, compared with the second quarter of 2012 also increased 27.7%, outstanding performance. To apply the breakdown in the second quarter of small size applications (5 inches or less, but contains 5 to 6-inch mobile application) the amount shipped quarter by 28.1%, much higher than the amount shipped in large-size applications growth rate (10.4%), small size applications grew mainly from the growth in demand for smart phones.In the Taiwanese manufacturers, the second-quarter revenue growth rate is the highest Xu Yao, a growth rate of 49.6%, mainly due to its mainland China smartphone driver IC shipments quarter by 50% in the second quarter the company became Chinese mainland's largest smartphone vendor driver IC. In addition, some of Taiwan's growth momentum driver IC manufacturers also from Samsung Electronics in the low-end mobile phone driver IC orders.Looking in the third quarter, DIGITIMESResearch said that the small size of application mainly in mainland China remains a key growth smartphone market. 2013 first half of the handset supply chain because of the Chinese smart phone shipments forecast optimism bias, resulting in the second quarter panel and driver IC has more repeat orders situation, so half of June to the third quarter of the need for inventory adjustments. Joint, the third quarter of small size driver IC shipping price forecast to decline due to intense market competition, unfavorable growing small amount shipped.Large-size applications, due to application of the second half of the global PC shipments of LCD panels for TV applications and the growing strength is limited, estimates Taiwan Driver IC Manufacturer third quarter related revenue hardly have excellent results. Overall, the second quarter because of a large, high-growth small and medium-size applications elevate the base of comparison in mainland China plus half of the third quarter smartphone driver IC demand falls, forecast third-quarter Taiwan factory driver IC shipments amounted to single-digit rate of decline quarter.

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