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Driven by TV and monitor applications, large-size panel shipments were strong in the second quarter with supply running tight. Demand started to pick up in April, and shipments continued rising in May and June, as vendors, such as Dell and Hewlett Packard (HP), and OEMs made an early start to build their inventories for back-to-school demand for the third quarter.Table of contents
Table 1: Worldwide and Taiwan large-size panel shipments by application, 1H07-2H07 (m units)
Chart 4: Monitor panel shipments by size, 1Q06-2Q07 (k units)
Chart 5: Monitor panel shipment proportion by size, 1Q06-2Q07
Chart 6: Notebook panel shipments by size, 1Q06-2Q07 (k units)
Chart 7: Notebook panel shipment proportion by size, 1Q06-2Q07
Table 2: Panel makers’ expansion schedule, 4Q06-4Q07 (k substrates)
Table 3: Samsung’s predictions for large-size panel shipments by applications, 3Q07 (m units)
Chart 10: Large-size panel shipments and Taiwan’s share of the global market, 2005-2009