Vertical Divider
LCD Panel Makers Expect Shortages to Continue for 2-3 Years
Digitimes’ reports LCD panel makers continue to feel the impact of chip shortages, which will likely persist for the next 2-3 years, according to industry sources. The price of LCD TV panels below 55 inches has been further declined by US$3-4 in August, compared with the month earlier. Larger LCD TVs of 65 or 75-inch ended their rising ASP streak in August; the price of IT panels continues to rise but by smaller increases. AUO, HannStar, and Coretronics have reiterated at their shareholder meetings that the shortage isn't going away in 2-3 years. Paul Peng, AUO' chairman said the demand for commercial panels will start growing in the second half of the year while materials are nowhere to be found, and the chip shortage could persist for a few years more. Panel production will still be limited due to the chip shortage. Hsu-Ho Wu, HannStar vice president said the shortage will continue to impact the IC industry as chips are needed for mobile phones, tablets, and notebooks. Sarah Lin, president of Coretronics said the supply of driver IC is still tight. On top of material shortage, the lack of shipping containers causes another impact on shipments. LCD panel makers have seen orders picking up, in turn boosting their demand for driver ICs. But supply of LCD driver ICs has fallen far short of demand, prompting vendors to consider raising prices. Many other components are also in short supply, including networking chips. Some networking chip vendors, such as Broadcom, have had to extend their delivery lead times. At TSMC, its foundry services are expected to see strong demand from 5G, HPC and automotive sectors during second-quarter 2021. LCD driver IC supply fell short of demand by over 20% prompting suppliers to initiate price hikes, according to industry sources. Some networking chip vendors, such as Broadcom, have extended their delivery lead times to as long as 50 weeks due to the tight supply of critical parts and components, heralding the tight supply of networking chips in H221, according to industry sources. TSMC has seen its production capacity during the second quarter filled by a strong pull-in of orders for 5G, HPC and automotive electronics chips, according to industry sources.
Digitimes’ reports LCD panel makers continue to feel the impact of chip shortages, which will likely persist for the next 2-3 years, according to industry sources. The price of LCD TV panels below 55 inches has been further declined by US$3-4 in August, compared with the month earlier. Larger LCD TVs of 65 or 75-inch ended their rising ASP streak in August; the price of IT panels continues to rise but by smaller increases. AUO, HannStar, and Coretronics have reiterated at their shareholder meetings that the shortage isn't going away in 2-3 years. Paul Peng, AUO' chairman said the demand for commercial panels will start growing in the second half of the year while materials are nowhere to be found, and the chip shortage could persist for a few years more. Panel production will still be limited due to the chip shortage. Hsu-Ho Wu, HannStar vice president said the shortage will continue to impact the IC industry as chips are needed for mobile phones, tablets, and notebooks. Sarah Lin, president of Coretronics said the supply of driver IC is still tight. On top of material shortage, the lack of shipping containers causes another impact on shipments. LCD panel makers have seen orders picking up, in turn boosting their demand for driver ICs. But supply of LCD driver ICs has fallen far short of demand, prompting vendors to consider raising prices. Many other components are also in short supply, including networking chips. Some networking chip vendors, such as Broadcom, have had to extend their delivery lead times. At TSMC, its foundry services are expected to see strong demand from 5G, HPC and automotive sectors during second-quarter 2021. LCD driver IC supply fell short of demand by over 20% prompting suppliers to initiate price hikes, according to industry sources. Some networking chip vendors, such as Broadcom, have extended their delivery lead times to as long as 50 weeks due to the tight supply of critical parts and components, heralding the tight supply of networking chips in H221, according to industry sources. TSMC has seen its production capacity during the second quarter filled by a strong pull-in of orders for 5G, HPC and automotive electronics chips, according to industry sources.
Contact Us
|
Barry Young
|