The decline was mainly due to the effect of Chinese New Year (CNY) holiday: First, the actual number of working days is only about two weeks in February. Second, this year, China faced serious labor shortage problems both before and after CNY holiday; hence, downstream customers’ demand was reflected in January, ahead of schedule. Third, tight supply of several panel components, such as polarizers and IC, continued.
As a result, overall shipment in February recorded a double-digit decline. In terms of annual growth rate, shipments in February rose by 58.5 percent compared to the same period last year when the economy was on a gradual recovery post-financial downturn; therefore, the base volume during that period was relatively lower.
In February, shipments of all three applications declined due to the aforementioned factors related to CNY holiday. Of which, TV panel shipments fell by 10.1 percent MoM to 13.87 million units; monitor panel shipments slid by 16.6 percent MoM to 15.15 million units; netbook panel (<12.1”) shipments decreased by 14.3 percent MoM to a mere 3.2 million units; notebook (>12.1”) panel shipments fell by 7 percent MoM to 12.12 million units.
Table 1: TFT-LCD Panel Shipment in Feb-10 (K units)
Source: WitsView, Taiwan
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