Notebook PC touch-screen panel demand to see double-digit growth
Demand for notebook PC touch-screen panels is forecast by IHS to see double-digit growth in the fourth quarter of this year, after stagnating for much of 2013.
Notebook PC touch-screen panel shipments will reach 4.9 million units in the fourth quarter, up 10 percent sequentially, following a 2 percent increase in the third quarter and a 5 percent drop in the second quarter.
For the entire year, shipments of notebook touch-screen panels are expected to reach 18.2 million units, up nearly 500 percent from the 3.2 million units in 2012.
"While the overall notebook PC market remains sluggish, sales of touch panels for notebook PCs are showing some signs of life in the fourth quarter. The resumption of double-digit growth is being driven by the full-scale launch of 10.1-inch touch-screen panels that appeal to consumers, along with the introduction of a new microprocessor solution and the arrival of exciting new form factors," observes Stone Wu, principal analyst for display components and materials at IHS.
Wu attributes the rise in shipments to the launch of notebooks running Intel's Atom Bay Trail chip and sale of convertible notebooks that have detachable displays. Shipments of convertible notebooks with touch screens rose to 16.9 percent of total shipments of notebooks with touch-screen displays in the third quarter, up from 11.5 percent in the second quarter.
At the same time, clamshell notebooks with touch-screen panels saw shipments falling to 63.4 percent of total shipments, down from 75.2 percent in the second quarter.
Overall, market revenue for notebook touch-screen panels totaled $190.2 million in the third quarter, down 12.8 percent sequentially. Pricing was affected by panel oversupply, particularly in the large-sized laptop market, according to IHS.
- see the IHS stats
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