Beancounters at Digitimes Research said that Taiwan will make about 61 million panels in the third quarter which is a rise on the previous quarter but still lower than last year.
Taiwan's large-size panel industry may be seeing limited shipment growth, but volumes may not be a major concern for them, as applications that use large-size panels usually have better margins and profits, and these are what the makers value the most currently, Digitimes Research said.
The Taiwan makers are looking forward to a nice year end holiday sales too although , shipments will weaken during the second half of the quarter because of the approach of the slow season and clients' inventory corrections.
Overall, Taiwan's large-size LCD panel shipments are expected to arrive at 60 million units, slipping 2.2 percent sequentially.
Notebook panels will have the highest share of Taiwan's large-size panel shipments in the fourth quarter, accounting for 35 percent. This is because Korean makers have been slowly phasing out from the notebook panel market due to profitability concerns and strategic purposes, leaving most of the business opportunities to Taiwan makers.
BOE's and HKC's newly increased capacity from their 8.5/8.6G production lines are expected to heap pressure on Taiwan's TV panel shipments in the fourth quarter. To counter their competitions, AUO is expected to strengthen its shipments of 65- and 75-inch TV panels, areas where China-based makers rarely have a presence, while Innolux will expand its panel supply to emerging markets.