Generally speaking, the second quarter of the year is a healthy one for the manufacturers as companies gear up their offerings for the third and fourth calendar quarters.
But, according to a survey from Trendforce, that doesn’t seem to be happening.
The survey showed that for the notebook sector there’s no demand for panels even given the traditionally healthy back to school sales. Nor has the industry see demand for Windows 10 generate additional orders.
In fact, there’s a glut of inventory in the channel, meaning that prices for panels have actually fallen in June.
Sales of monitors are not helping the panel manufacturers either. Trendview said there was a “significant” decline in shipments in the first quarter this year, and the second and third quarter look to be gloomy too. Here too prices have dropped.
The other sector that generates profits for the manufacturers are TV panels but there’s a price war there, particularly on the popular 32-inch size.