As we reported earlier today, notebook sales are not hitting vendors’ expectations and that news is borne out by a market research briefing from Taiwanese company Trendforce.
It said that while shipments in August of notebook display panels grew by 21 percent compared to July, demand is still weak and there’s heaps of inventory sitting in warehouses worldwide.
Trendfore estimates that 41.74 million notebook display panels will ship in this, the third quarter, and that’s a four percent drop compared to the second quarter.
The third quarter was the boom time for notebook and PC sales, until recent years.
The manufacturers of flat panels are now concentrating on high value products rather than vlime shipments, according to Trendforce.
LG Display and Samsung – the leading South Korean vendors – will concentrate on wide view angle products – with between 25 and 30 percent of shipments using this format.
Trendforce also expects there will be demand for wide view angle displays from so called 2-in-1 devices.
Resolutions are now moving to Full HD and above but margins on these products are “razor thin” because of competition and price cutting.
Trendforce believes that panels will Full HD or above will represent 20 percent of shipments during 2015 with those figures set to grow next year.