Taiwan's PC monitor shipments climbed 25% sequentially and 5.3% on year in the second quarter of 2020, fueled by orders deferred from the previous quarter and ongoing stay-at-home initiatives, according to Digitimes Research
But the shipment growth is likely to slow to 1-2% sequentially in the third quarter as an upsurge in demand for TV and other applications has squeezed the production capacity at component makers, causing tight supply for some key components, including LCD panels and scalers.
Looking back to the second quarter, shipments of large-size monitors continued to grow, with 27-inch and above sizes accounting for 20% of total shipments, and 20-inch and above sizes exceeding 70% of total shipments. The ratio of the mainstream 23.x-inch models was also rising, Digitimes Research figures show.
Most of Taiwan-based monitor makers experienced over 20% sequential shipment growths in the second quarter, with Foxconn posting the highest growth after suffering a significant setback in the March quarter.