AUSTIN – June shipments of large-area TFT LCD panels set a new high for units, even though pricing pressure tamped revenues.
 
Shipments for the month reached record 46.7 million units, up 8% sequentially and 24% year-over-year, says DisplaySearch.
 
However, while revenues were up 14% sequentially, to $5.3 billion, they were 17% lower than June 2008.
 
On a unit basis, LG Display was the leader with 24.5% share, followed by Samsung with 24.1%, and AUO with 16.6%.
 
June’s shipments indicate a continuation of the large-area TFT LCD industry’s recovery, says the research firm. DisplaySearch forecasts shipments will increase again in July, but at a slower rate. The panel supply situation will continue to tighten in July and August, which will result in higher revenues.
 
All three major applications – notebook PC, monitor and TV – showed sequential growth. DisplaySearch found LCD TV panels had the highest year-over-year growth at 57%, followed by notebook panels at 19%, and monitor panels at 12%.
 
Notebook PC and LCD TV panel shipments both reached monthly record highs, with 14.7 and 13.1 million units, respectively.
 
Large-area TFT LCD shipments reached 7.1 million m² in June, up 7% sequentially and 32% year-over-year, the largest amount yet, says the firm.
 
TV panels mainly drove the growth in shipment area. Samsung led in area shipments with a 27.2% market share, followed by LG Display at 24.9%, CMO at 16.5%, and AUO with 15.6%.
 
Mini-note panel shipments were 3.5 million in June, also an all-time high. HannStar took back the lead from AUO with 956,000 units, passing AUO’s 920,000.

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