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Oct 25, 13:57
LCD monitors 20-30% short of demand, says Acer
Demand for LCD monitors supporting remote working and learning in the wake of the coronavirus pandemic remains strong, but the retail market sees a 20-30% shortage in supply, according to Victor Chien, president for Acer's Digital Display Business.
Apple is showing its preference for miniLED backlighting for high-end notebooks and tablets, and Apple is likely to adopt such backlighting for 13.3-inch MacBook Air to be launched in 2022, according to industry sources.
LED chip and Si-based sensor maker Taiwan Asia Semiconductor (formerly from Opto Tech) is setting aside NT$800 million (US$28.6 million) for production capacity expansions.
With demand for LCD TV panels decreasing, the off-season this year for the LED sector has arrived 1-2 months earlier than in the past, but Apple's adoption of miniLED backlighting for 12.9-inch iPad Pro and 14- and 16-inch MacBook Pro has lessened the off-season impact, according to industry sources.
While LCD TV panel prices have generally been falling since July 2021, the extent of decrease for the 32-, 43- and 55-inch segments has been much bigger the 65- and 75-inch ones, which has sent makers cutting more of their small- to medium-sise TV panel production in order to curb price falls.
China-based display panel makers Visionox Technology, BOE Technology and China Star Optoelectronics Technology (CSOT) have seen considerable achievements in producing and receiving orders for OLED panels, closing in on LG Display and Samsung Display, according to industry sources.
Taiwan recorded exports totaling US$39.65 in September 2021, hitting a monthly record for the third consecutive time with growth of 0.3% sequentially and 29.2% year-on-year, while the corresponding imports reached US$33.21 billion, the second highest-ever monthly figure which slipped 8.0% sequentially but rose 40.4% year-on-year, according to the Ministry of Finance (MOF).
LED driver IC firm Macroblock has expressed optimism about its operations in 2022, citing a boom in demand for miniLED-backlight device applications.
Taiwan-based makers received export orders totaling US$62.90 billion in September 2021, the highest-ever monthly level with increases of 17.6% sequentially and 25.7% year-on-year, according to the Ministry of Economic Affairs (MOEA).
Taiwan's Investment Commission has approved AU Optronics' (AUO) acquisition of a 49% stake in its China-based subsidiary, AU Optronics (Kunshan), from a joint-venture shareholder at CNY3.995 billion (US$617 million) to wholly own the subsidiary, according to the company.
Shipments of Apple's new iPad Pro and just-unveiled Macbook Pro series featuring miniLED displays are forecast to reach nearly 10 million units in 2021, according to industry sources.
There will be 887 million large-size (9-inch and above) LCD panels shipped globally in 2021 and the shipments will increase to 918 million units in 2026 at a CAGR of 0.69%, according to Digitimes Research.