According DIGIT IMES Research statistics, in 2014 the second quarter of Taiwan six main panel driver IC of the company's revenue (including product outside the driver IC) to NT $ 28.18 billion yuan, representing a growth of 13.1 percent in the first quarter, though, and 18.5% over the same period in 2013 quarter growth rate, but lower than the 2013 revenue growth of 4.1%. Driver IC product revenues alone were analyzed in the second quarter Taiwan factory shipments amounted to 23.55 billion yuan, growing 10.4 percent quarter. Taiwan factory driver IC revenue growth rates do not apply, the application is still small high season in the second quarter growth rate of 13.6%, better than the 6.9% in the large-size applications, the outlook in the third quarter, this small size superior to large-size applications, the trend will continue, the estimated amount of the small size of application shipments in the third quarter will be the fourth consecutive quarter, higher than the large-size applications. One of the few bright spots in the large-size applications UHD TV applications, third quarter shipments will increase by 105% over the second quarter, just UHD TV proportion of the total LCD TV still low, the limited sphere of influence. 3rd quarter panel driver IC growth is still the key to major smart phone applications, while the mainland market smart phone shipments are expected to increase over the second quarter, 7.7%; hand the manufacturers themselves can ensure foundry production capacity, shipments of mobile applications focused on resolution and customer relationship changes, both vendors will ship the amount of growth rate has a significant impact. Since the third quarter of the season for the IT industry, the driver IC industry in competing for foundry capacity due to offer relative to other chip design industry is low, relatively disadvantaged, able to ensure wafer capacity is not a small effect on the smooth delivery. In addition, the third quarter smart phone market in mainland demand low-cost models back to temperature, favorable WVGA resolution in the driver IC market competitive force Wilson shipment growth. Customer relations, the traditional peak season in the second quarter by the Korean mobile phone maker wonders inventory adjustment factors, the amount of smart phone shipments fell backward, but in the third quarter return of customer orders, shipments are expected to rebound, relatively , Huaxing power driver IC manufacturers to foster the mainland itself, the impact on the part of the Taiwan factory shipment growth. According DIGIT IMES Research statistics, in 2014 the second quarter of Taiwan six main panel driver IC vendors the company's overall revenue (including SOC, touch IC and other products) to NT $ 28.18 billion yuan, compared with the first quarter of 2014 increased 13.1% .Statistics of six companies including Novatek, Woodland force, Rui Ding, Xu Yao, Sitronix and overseas NASDAQ-listed wonders.2014 third quarter is still the traditional peak season for the industry and end demand visibility is also good, the company forecast revenue related quarter growth rate of 10.9%. |
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14 Taiwan Panel Factories Drive Growth Of IC Revenue At Q4