Taiwan-based makers will ship 134.7 million large-size (9-inch and above) TFT-LCD panels in the second half of 2014, up 3.8% from the first half, according to Digitimes Research.
As Taiwan-based makers will appropriate portions of large-size panel production capacities for making small- to medium-size models, their combined large-size panel capacity in the second half of 2014 will shrink by 0.1% from the first half, Digitimes Research indicated. In contrast, China-based BOE Technology will expand capacity at an 8.5G factory in the second half of 2014 and LG Display and Samsung Display will do so at their 8.5G factories in China as well, rendering it difficult for Taiwan-based makers to increase large-size panel shipments.
In addition, LG Display and Samsung Display will see increased supply of panels used in iPad and Samsung tablets respectively, allowing their large-size panel shipments in the second half of 2014 to grow more than Taiwan-based makers' average.
This article is an excerpt from a Digitimes Research Quarterly Data Report (Taiwan large-size LCD panels – 2Q 2014). Visit our latest Data reports.