Tablet LCD panel shipments are expected to slow after vigorous December, says IHS

Shipments of tablet LCD panels are forecast by IHS Technology to slow in the first quarter after surging 43 percent year-over-year in December to reach 31.1 million panels shipped in the month.

Japan's Sharp saw the largest growth in tablet LCD shipments, which increased 13-fold in December compared with November. This was primarily due to orders from Apple for its 7.9-inch iPad mini tablet.

The Chinese white-box tablet market was strong in December, resulting in substantial increases in tablet panel shipments for Taiwanese panel makers CPT, HannStar Display and Innolux.

Overall, IHS expects global LCD panel shipments to reach 222 million in the first quarter, down 9 percent sequentially.

"After completion of the pre-stocking and rush orders in the fourth quarter, market demand for LCD panels will not be as strong in January, which will affect overall volume for the first quarter," says Ricky Park, senior manager for large-area displays at IHS.

Because of orders from Hewlett-Packard, notebook LCD panel shipments climbed for the market's four main notebook panel suppliers: Innolux, AUO, LG Display and Samsung Display. Total notebook panel shipments in December reached 16.7 million units, up 4 percent for the month.

For more:
- check out the IHS release

Related Articles:
Notebook PC touch-screen panel demand to see double-digit growth
Competing technologies push IDC to lower tablet forecast
LCD panel suppliers throttle back on shipments, revenue estimates