TrendForce: monitor panel shipments declined in 4Q2022
According to TrendForce’s research, the shipment of monitor panels dropped significantly later than that of TV and notebook panels. From the third quarter of 2021, TV panel shipments will decline significantly; in the second quarter of 2022, shipments of notebook monitor panels will also drop sharply, and the rebound time is currently unknown. According to previous reports, notebook panel shipments hit a new low in October. As various display brands still hold excessive panel inventories, TrendForce expects display panel shipments to decline again by 5.3% in the first quarter of 2023.
Looking ahead to the second quarter of 2023, brand and channel inventory levels will return to more ideal levels. With the arrival of the traditional peak season in the second quarter, shipments of monitor panels are expected to rebound to 35.7 million units, thereby returning to the average level from 2016 to the second quarter of 2019. Due to the low shipment base in the first quarter, double-digit quarter-on-quarter growth is expected.
According to TrendForce’s tracking of shipments, monitor panel shipments began to decline gradually after peaking in the fourth quarter of 2021, and are expected to reach the lowest point in the first quarter of 2023. Monitor panel shipments are expected to climb sequentially in the next few quarters after supply chain inventory levels return to normal.
