14 DAY TRIAL // Event hough LCDs components are getting more expensive, and despite the toxic waste that used LCDs become (though they supposedly possess actual medicinal properties), sales of such displays will reportedly only grow during the next three months. In fact, according to supposed market sources, LCD TVs in particular will see a significant sequential increase during the third quarter of the ongoing year. A report made by Digitimes offers some details on the forecast.
Apparently, about 600,000 LCD TVs were sold during the first half of the ongoing year. This figure is higher than what companies originally expected, because the first two quarters are usually known as the weak season. Nevertheless, this year somehow led to a stronger demand that usual. The effect was two-fold. For one, vendors got bigger revenues and adjusted their expectations for the next three months. On the other hand, the strong demand led to a shortage of LED components. This shortage will determine whether or not vendors actually reach their intended shipment goals.
All in all, on a sequential basis, the sources cited by Digitimes foresee a growth of 10-20% for Q3. Combined with the first two quarters and based on the overall estimates for the fourth, the so-called expectation for the whole year is that LCD TV shipments will amount to 1.2 million units. Obviously, this means that the first half of the year will account for 50% of all sales. The figure of 1.2 million also corresponds to a 10% year-on-year growth.
According to the report, BenQ sees a 15% market share of LED-backlit TVs, in Taiwan at least, for 2010 (180,000 units). The same types of products are expected to enter the mainstream by 2012. This will occur because, by then, component supply will supposedly stabilize and LED prices will, overall, drop.