LCD panel production at record levels
Production of large-area TFT LCD panels reached 46.7 million units, up 8% per month and 24% per year, according to the DisplaySearch Monthly TFT LCD Shipment Database.
This sets a new record for the highest monthly large-area TFT LCD shipments.
On a unit basis, LG was the leader with a 24.5% market share, followed by Samsung with 24.1% and AUO with 16.6%. Large-area TFT LCD revenues were 14% up in the month but 17% lower than June 2008.
The figures indicate a continuation of the large-area TFT LCD industry's recovery. DisplaySearch forecasts that shipments will increase again in July, but at a slower rate, because the glass substrate shortage is limiting panel makers' production.
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 monthly growth. Research found that LCD TV panels had the highest annual growth at 57%, followed by notebook panels at 19% and monitor panels at 12%.
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