It is reported that the total shipments of Taiwanese manufacturers' displays in the first quarter of 2019 achieved a year-on-year increase of 5.6%, which was also the fifth consecutive quarter of growth. Despite the slow growth rate, it is still in sync with global trends and is expected to continue into the second quarter.
However, as Korean suppliers shipped more private-label products during the quarter, most OEM orders for international brands point to Chinese manufacturers, and Taiwanese manufacturers’ shipments in the first quarter were higher than the previous one. The quarter fell by 7.1%.
For individual companies, Qisda's shipments in the first quarter remained stable and stable compared to the previous quarter, and sales increased year-on-year. Due to the low base year, Wistron monitor shipments were realized. A 20% year-on-year increase.
In the first quarter, shipments of large-size displays in Taiwan grew strongly, with shipments of 22-26-inch models increasing more than expected, especially for 23.x-inch displays.
Compared with the quarterly reduction in unit shipments in the first quarter, Taiwan's display output declined slightly; but due to the increase in screen size, the average sales price of Taiwan's monitors reversed the downward trend of panel prices, and the average selling price is expected to be second. The quarter continues to rise.
However, it remains to be seen whether the ongoing Sino-US trade war will prompt brand suppliers to place orders ahead of schedule and push up the average selling price.