Consequently, in the fourth quarter, OEMs showed a trend being significantly different with previous years, a large shipment in a slack season. According to Shipment Analysis of Global TV OEMs issued by Sigmaintell, the shipment of top 13 OEMs reached 9.43 million sets in October 2017, which increased by 19.7% year on year.
The Sell-in Quantity of Chinese Monitor in the Third Quarter Was about 8.6 Million Pcs with 5% Quarter-on-Quarter Growth
According to Sigmaintell data, the S/D ratio will be 7.2%, show oversupply in Q4'17. Most of the models show oversupply, and we forecast that LCD TV panel price will keep decline trend in Q4'17.
CTP adoption ratio of Global auto-display in Y2017 will be around 21%, YoY increase 75%.
According to Sigmaintell forecast, CTP adoption ratio of Global auto-display in Y2017 will be around 21%, YoY increase 75%. The control way of Human-machine interface is changed to current touch control from initial push-button, and touch control is changed from RTP(Resistive Touch Panel) to more sensitive CTP(Capacitive Touch Panel).
Oct is still oversea peak season and last stock preparation for domestic“11.11”, affected by delivery time to oversea market, demand of panel is strong, and price decrease of partial size will get less.
Till the end of the second half of the year, domestic TV brands stock up continuously. Purchase quantity in the first two quarters is higher than the shipment quantity, the total inventories reach to 7.6 weeks and the inventory level is excessive (healthy inventory should be sustained within 6 weeks).
According to the Sigmaintell, stimulated by overseas peak season and China’s national day and “ 11.11” stock-up, the shipment of LCD TV across the world reached 23.01 million tablets in August ( excluding the number of OEM between panel manufacturer ), a sharp increase of 8.1% over the previous month, down 4.8% from a year earlier.
According to Sigmaintell’s statistics, thanks to an expanding production capacity and an improvement of yield in 2017, the shipment number of OLED TV display panels is expected to be 1.6 million around the world, with 0.6% permeability.
According to Sigmaintell’s survey, some elements led to a year-on-year decrease of 16% of China’s TV shipment in the first half year of 2017, with the market scale decreased by 4.26 million and a reducing number of 21.91 million in TV’s shipment in the first half year.
According to Sigmaintell’s survey, the supply and demand ratio in Q3'17 will be at 6.4%, and the supply and demand is loose.
According to Sigmaintell’s survey, in H1 Y2017, smartphone panel shipment was about 940Mpcs(based on glass), YoY increased by 1.5%. Among this, OLED Panel shipment was 200Mpcs, YoY increased by 12.6%.
According to Sigmaintell’s survey, in April of Y2017 Global LCD TV Panel shipment volume was 2.041Mpcs(excluding OEM shipment quantity), decreased by 3.8%, and decreased by 0.5%.
According to Sigmaintell’s survey, Q1 automotive panel total shipment volume was around 36Mpcs(including before and after market), increased by 11.3%.
According to Sigmaintell’s survey and TV customs export data, China export volume in Q1 Y2017 was 12.7Mpcs, declined 3.5%.
According to Sigmaintell’s data, global LCD TV OEM market total shipment in Q1 Y2017 is 14.45Mpcs, increased by 11%.
According to Sigmaintell’ data: the shipments of China's eSports monitors were about 40,000 units in Q1 2017, and are expected to rise 15% QoQ to more than 45,000 units in Q2 2017.
According to Sigmaintell’s survey, the global curved TV panel shipments were close to 3 million in Q1 2017. Increasing in multiple, the penetration rate of curved TV panel reached 4.9%.
According to Sigmaintell’s data, the China TV shipments fell 14% to 11.69 million units in Q1 2017.
According to Sigmaintell’s survey, the global smartphone shipments were about 310 million in 2017 Q1, with a decrease of 21.0%, and a decrease of 4.5%.
According to Sigmaintell's survey, global shipment of LCD TV in Y2017 Q1 was 4.93Mpcs, dropped by 3.0% from last year's same period.
