Taipei, June 17 (CNA) Notebooks and tablet computers are seen as the two catalysts driving shipments of large panels in May and in the second half of 2012, according to local market intelligence firm WitsView.
Shipments of large panels increased 6.7 percent from April to 64.43 million units in May this year due to strong demand in the notebook and tablet segments, the Taipei-based firm said in a recent report.
Regular notebook panels sized over 12.1 inches posted a 10 percent growth in shipments to 17.05 million units for the month as PC vendors began to prepare for the back-to-school season and uptake of Windows 8-based Ultrabooks and laptops.
Tablet panel shipments surged 32.4 percent to 10.18 million units in May when suppliers LG Display Co. and Sharp Corp. increased their volumes for Apple Inc.'s new iPad, along with manufacturers who said they are ready to offer a new tablet co-branded by Google Inc. and Asustek Computer Inc.
For netbook panel shipments, the numbers rose 7.9 percent from April to 3.46 million units last month thanks to the launch of Apple's new MacBook Air lines.
After mild growth in 2011, the notebook panel market began to build inventory for the second half of this year, given the recovery of the hard disk drive supply, the launch of new Ivy Bridge chipsets and the introduction of Apple's high-resolution MacBook Pro, said WitsView analyst Chen Jian-an.
With manufacturing yield rate improving gradually and Microsoft expected to launch the touch-enabled Windows 8 system in October, panel shipments will likely increase quarter by quarter and post an annualized growth of 8 percent in 2012, Chen said.
(By Jeffrey Wu)