Plasma / LCD Sales/Shipment Levels - AVS Forum
Forum Jump: 
 
Thread Tools
post #1 of 11 Old 09-07-2004, 08:20 AM - Thread Starter
Advanced Member
 
semigolfer's Avatar
 
Join Date: Oct 2003
Location: (SE)MI
Posts: 658
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
After setting up the Brand Index I was always a little curious as to which vendors were “the players†and who were “the pretenders†in this industry. Thus I always wanted to see if it was possible to construct a table on what percentage of the market they controlled.

This endeavor has been one of the hardest I’ve attempted to date at this forum. The manufacturers aren't going to help out much by making this info readily available, because they likely regard it as competitive data, and while I have found several marketing research firms who do this for a living - they generally want to charge you somewhere between $2000 to $4000 for this type of information. But I have also found that some newspapers and others must be buying this information from them, and they obviously publish snippets here or there from time to time. This was basically constructed from those snippets.

It's probably obvious, but the way you can help is to post links here of web site articles or sites, or newspaper magazine articles that provide supporting data to any of the tables you find below - and I'll adjust the them accordingly. I would appreciate getting your actual source though, because I like to try to keep track of where the information is coming from. I’ve found that assembling this information from snippets is not easy because sometimes the references talk about glass, sometimes monitors, sometimes TV's, sometimes it sales, sometimes it's shipments, sometimes global, sometimes national, but any help I can get just finding the information would be appreciated. That being said, I’ve tried to be as accurate as possible, but because I don’t have my hands on actual source data, none of this should be relied on for any decision making purposes - it’s done out of curiosity and at best it might get you inside the ballpark.

Well let the experiment begin! I wish you well.:)

Here’s the official 2nd Draft - October 25, 2004, how well it develops, will depend on whether anybody else is interested in the subject.

Plasma/LCD Sales/Shipments and Market Share by Brand or Manufacturer
---------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------

LCD Section of Tables
-------------------------------------------------------------------------------

Large Size TFT LCD Shipments by quarter
(Please note this is not just TV’s, it’s for all sizes greater than 10â€, and includes
PC monitors that make up at least 90% of the total)
Code:
Brand/Mfr          2003  2003  2003  2003  2004  2004  2004  2004  2005  2005  2005  2005
                    1Q    2Q    3Q    4Q    1Q    2Q    3Q    4Q    1Q    2Q    3Q    4Q
                   ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----
Samsung    units                                  7.8
           MS      16.9  18.9  20.0  21.6  23.5  22.1
LG Philips units                                  6.9
           MS      19.4  21.2  21.5  23.0  20.8  19.7
AUO        units                                  4.9
           MS      11.5  11.9  11.8  12.2  13.2  13.8 
CMO        units                                  3.8
           MS       6.9  10.1  10.0   9.8  10.0  10.9
CPT        units                                  2.7
           MS             6.3   7.6   8.3   7.9   7.6
Quanta     units                                  1.8
           MS                               5.0   5.0
HannStar   units                                  1.5
           MS                               3.6   4.2
Sharp      units
           MS       7.7   6.8
Others     units                                  6.1
(Japan?)   MS      37.6  24.8  29.1  25.1  17.8  17.2
-----------------  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----
           units*  20.1  23.1              30.4  31.6  34.5P 38.8P 39.6P 39.6P 44.2P 51.3P
           MS                  100   100    100 100.5
All units are (millions) and MS (market share) is per cent
AUO - AU Optronics
CMO - Chi Mei Optoelectronics
CPT - Chunghwa Picture Tubes
Code:
* These numbers breaks down as follows (units millions):
Brand/Mfr         2003  2003  2003  2003  2004  2004  2004  2004  2005  2005  2005  2005
                   1Q    2Q    3Q    4Q    1Q    2Q    3Q    4Q    1Q    2Q    3Q    4Q
                  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----
Used in notebooks                         11.1  11.5  13.2F 13.9F 13.6F 13.3F 14.9F 16.1F
Used as monitors                          17.1  17.4  18.0F 20.3F 22.2F 21.7F 23.4F 26.4F
Used as LCD-TV                             1.4   1.8   2.3F  3.4F  2.7F  3.3F  4.5F  7.2F
Used as other                              0.8   0.9   1.0F  1.1F  1.1F  1.2F  1.4F  1.5F
--------------   -----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----  ----
Panel demand                              30.4  31.6  34.5F 38.8F 39.6F 39.6F 44.2F 51.3F
Panel supply                              32.3  35.5  37.9F 41.1F 46.2F 49.0F 54.9F 59.7F
Supply/Demand(%)                           6.2  12.4   9.9F  6.0F 16.7F 23.6F 24.1F 16.4F

F=Forecast
Large Size TFT LCD Shipments by year
Code:
Brand/Mfr          2003  2004  2005  
                   ----  ----  ----  
LG Philips units       
           MS      
Samsung    units 
           MS      
AUO        units                                  
           MS 
CMO        units                                  
           MS       
CPT        units                                  
           MS             
Quanta     units                                  
           MS                               
HannStar   units                                 
           MS                               
Sharp      units
           MS       
Others     units                                 
(Japan?)   MS      37.6  24.8  
-----------------  ----  ----  
           units   20.1  23.1              
           MS                  100   100    100 100.5
------------------------------------------------------------------------------------

Monitor Supplier Market Share
Code:
Brand/Mfr             2003  2003  2003  2003   2004  2004  2004  2004
                       1Q    2Q    3Q    4Q     1Q    2Q    3Q    4Q
                      ----  ----  ----  ----   ----  ----  ----  ----
Dell                                    17.1   16.3
Samsung                                  8.8   10.3
HP                                      10.6   9.9
NEC-Mitsubishi                           4.4   4.9
LGE                                      3.3   4.1
-------------------------------------------------------------------------------------

Total LCD TV Sales (all numbers - millions)
Code:
                    Q1       Q2       Q3      Q4        Total
                  ------   ------   -----   -----     -------
2001 units                                              
2002 units                                              1.3 (P)
     revenue
2003 units         
2004 units                                              8.8 (P)
2005 units                                             17.8 (P)
2006                                                   16.1 (P) needs revisions
2007
2008                                                   
(P) - projected
---------------------------------------------------------------------------------

Quarterly LCD-TV and LCD-TV MFM (Multi Function Monitor) Shipment and Forecast Report by brand
(All units are (thousands) and MS (market share) is per cent)
Code:
Brand/Mfr        2002  2003  2003  2003  2003  2004  2004  2004  2004
                 4Q    1Q    2Q    3Q    4Q    1Q    2Q    3Q    4Q
                 ----- ----- ----- ----- ----- ----- ----- ----- -----
Sharp      units 
           MS     52.0  43.0  31.0 31.0P        26.5
Samsung    units 
           MS     12.7  20.0  13.3              11.9
Sony       units
           MS      8.0   6.4  10.5              11.9
LG Philips units
           MS
Panasonic  units
           MS
Other      units
           MS
---------------- ----- ----- ----- ----- -----  ----  ----  ----  ----
Total      units
           MS
-------------------------------------------------------------------------------

Quarterly LCD-TV Shipment and Forecast Report by brand
(All units are (thousands) and MS (market share) is per cent)
Code:
Brand/Mfr        2002  2003  2003  2003  2003  2004  2004  2004  2004
                 4Q    1Q    2Q    3Q    4Q    1Q    2Q    3Q    4Q
                 ----- ----- ----- ----- ----- ----- ----- ----- -----
Sharp      units       440.4
           MS     52.0  60.0  36.0 30.0P        26.5
Samsung    units        69.7
           MS     12.7   9.5  11.0              11.9
Sony       units        66.1
           MS      5.9   9.0  12.0              11.9
LG Philips units
           MS                 11.5
Panasonic  units
           MS
Other      units
           MS
---------------- ----- ----- ----- ----- -----  ----  ----  ----  ----
Total      units       734.0 882.0P             1400  1890P
           MS
------------------------------------------------------------------------------------
------------------------------------------------------------------------------------
------------------------------------------------------------------------------------

Plasma Section of Tables
------------------------------------------------------------------------------------

Total Plasma TV Sales (all numbers - millions)
----------------------------------------------------------

Code:
                    Q1       Q2       Q3      Q4        Total
                  ------   ------   -----   -----     -------
2001 units                                              0.315
     revenue
2002 units                  0.176                       0.520
     revenue
2003 units         0.300    0.390                       1.300
     revenue                                           
2004 units         0.669    0.799   1.006P              2.630P
     revenue                                         
2005                                                    5.000P
2006                                                    7.000P
2007                                                   10.000P
2008                                                   12.800P
(P) - projected

US Plasma TV Sales (all numbers - millions)
----------------------------------------------------------
                    Q1       Q2       Q3      Q4        Total
                  ------   ------   -----   -----     -------
2001 units                                              0.xxx
     revenue
2002 units                  0.xxx                       0.xxx
     revenue
2003 units         0.065    0.xxx                       0.xxx
     revenue                                           
2004 units         0.175    0.xxx   0.xxx               0.xxx
     revenue                                         

Japan Plasma TV Sales (all numbers - millions)
----------------------------------------------------------
                    Q1       Q2       Q3      Q4        Total
                  ------   ------   -----   -----     -------
2001 units                                              0.xxx
     revenue
2002 units         0.xxx    0.xxx                       0.184
     revenue
2003 units         0.xxx    0.xxx                       0.230
     revenue                                           
2004
2005                                                    x.000P
2006                                                    x.000P
2007                                                   xx.000P
2008                                                   xx.800P
(P) - projected

Japan Plasma Sales by Brand Market Share

Brand/Mfr             2001  2002  2003  2004
                      ----  ----  ----  ----   ----  ----  ----  ----
Hitachi                     32.6  30.8
Matsushita                  23.0  29.1
Sony                         8.5  16.3
Pioneer                     24.6  14.6  Big reduction because models didn’t ship
JVC                          2.6   5.0             with terrestrial digital tuner
-----------------------------------------------------------------------------------
                            91.3  95.8
Market Share of Global PDP Panel (Glass) Makers
Code:
                                                       2004
Brand/Mfr             2001  2002  2003  2004    1Q    2Q    3Q    4Q
                      ----  ----  ----  ----   ----  ----  ----  ----
Samsung SDI     units             330.0              180.7
                MS                18.0  27.0P         22.0
LG Electronics  units                                178.7
                MS                17.0  23.0P         22.0
Panasonic       units
                MS                19.0  18.0P         22.0 
Fujitsu/Hitachi units                                
                MS                24.0  17.0P         22.0
NEC             units
                MS                11.0   5.0P
Pioneer         units 
                MS                 8.0   7.0P         11.0 (includea NEC)
CPT             units
                MS                 2.0   1.0P
Formosa         units
                MS                 1.0   0.xP         Japan,the biggest
AUO             units                                 supplier of PDP’s
                MS                 0.x   0.x          had 54% of overall sales
Orion           units             
                MS                 0.x   0.x
-------------------   ----  ----  ----  ----   ----  ----  ----  ----
Total           units             1800P               818
                MS                 100   100

Units (thousands), MS (percent), P (Projected)
----------------------------------------------------------------------------------

Plasma Shipment and Market Share by Brand
Code:
Brand/Mfr             2003  2003  2003  2003   2004  2004  2004  2004
                       1Q    2Q    3Q    4Q     1Q    2Q    3Q    4Q
                      ----  ----  ----  ----   ----  ----  ----  ----
Samsung    units
           MS                                        22.5
Panasonic  units                              27.37
           MS                                 15.5   23.1
Sony       units                              26.87
           MS                                 15.3
Gateway    units                              21.80
           MS                                 12.4
LG         units                              21.24
           MS                                 12.1
Hitachi    units                              14.83
           MS                                  8.5
Others     units                              62.89
           MS                                 36.
------------        -----  ----  ----  ----  ------  -----
Total      units                             175.00  799.0
The data source for numbers shown 2Q ’04 was not very specific - it may represent total glass production some of which may be sold to other brands.
semigolfer is offline  
Sponsored Links
Advertisement
 
post #2 of 11 Old 09-09-2004, 07:39 AM - Thread Starter
Advanced Member
 
semigolfer's Avatar
 
Join Date: Oct 2003
Location: (SE)MI
Posts: 658
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
Well it's been two day and so far there's zero interest in this idea....but in the process I did find a new way to search the internet and it led to a great little site that looks like it operates out of China. They seem to consolidate information from a number of sites such as DisplaySearch, iSuppli, etc. in one handy place. Here's a little sample discussing LCD panels and the slowing of falling panel prices.

DisplaySearch: Prices of Large-size FPD Panels to Slower in 3Q
---------------------------------------------------------------------------
DisplaySearch said on Sep 9 that the trend of falling prices for larger-sized flat-display panels is expected to slow in this quarter due to improving demand for computer monitors in the Christmas shopping season.
An oversupply built up mostly in 2Q has caused around a 30% drop in prices of computer monitors in the three months to August, DisplaySearch said. Monitors consume 90% of LCD panel production.
"Now there is the smell of stabilization in the air," said David Hsieh, director of DisplaySearch Taiwan, during a Taipei seminar on the flat-panel display industry. He said the 17-inch LCD panels have fallen 25% to a recent price of US$220 per unit from US$295 in June.
Currently panel supply has exceeded demand by 8.6% and will remain flat at 9%, according to DisplaySearch. The supply-demand is expected to improve to a 7% surplus in the first three months of 2005.

The site's kind of endless, if you play with the tabs - I'm still in News & Information (News, New Product, Market Forecast, Diagram Statistics).

(Updated the next day) Oh man!, this search technique works like magic. take a look at:
DigiTimes
GlobalElec
MarketIntell
ElecPublications
semigolfer is offline  
post #3 of 11 Old 09-09-2004, 07:59 AM
Advanced Member
 
technofan's Avatar
 
Join Date: Mar 2003
Location: Massachusetts
Posts: 574
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
technofan is offline  
post #4 of 11 Old 09-09-2004, 09:33 AM
AVS Addicted Member
 
rogo's Avatar
 
Join Date: Dec 1999
Location: Sequoia, CA
Posts: 30,055
Mentioned: 1 Post(s)
Tagged: 0 Thread(s)
Quoted: 20 Post(s)
Liked: 375
I love this idea, semi....

One note: "Large size LCD panels" includes those from 10 inches and up (or some similar cutoff). It includes nearly every computer monitor and laptop panel and has little to do with figuring out the TV market right now. It's still important data about the LCD makers and their health, share, etc. of course.

Keep it up if you'd like. I may want the data for another project.... PM me if you wish.

Mark

There is no difference in HDMI cables. If you can see the picture without visible dropouts or sparklies, the cable is working at 100%. No other cable will display a better version of that picture. You're simply wrong if you think there is a better digital cable than one that is already working.
rogo is offline  
post #5 of 11 Old 09-09-2004, 09:56 AM
Advanced Member
 
hoodlum's Avatar
 
Join Date: Dec 2001
Location: Toronto, Canada
Posts: 934
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
This link discusses Matsushita's future capacity of 42" panels. By next spring they will be producing 1.5M units/year.

Matsushita tops PDP market

"Matsushita launched operations at its Ibaraki Fab 2 in Osaka in April. The fab has provided the base of Matsushita's aggressive PDP strategy of larger panels and higher volume.

Fab2 added a capacity of 40,000 42-inch panels a month and will add another 40,000 units next spring, bringing total annual capacity 1.5 million units. Glass substrates used at the Fab 2 can be cut up into three 42-inch panels. Existing fabs produce up to 50-inch panels; Fab 2 will enable Matsushita to offer larger panels up to about 70-inch. "
hoodlum is offline  
post #6 of 11 Old 09-09-2004, 10:19 AM
AVS Special Member
 
Mike53's Avatar
 
Join Date: Jun 2004
Location: New Jersey
Posts: 1,620
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
Your LCD info is flawed as you don't have the biggest supplier even listed.

I know that you believe you understand what you think I said, but I am not sure you realize that what you heard is not what I meant.
Mike53 is offline  
post #7 of 11 Old 09-09-2004, 12:06 PM - Thread Starter
Advanced Member
 
semigolfer's Avatar
 
Join Date: Oct 2003
Location: (SE)MI
Posts: 658
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
hoodlum - Thanks every bit helps

Mike53 - that's why it's called a rough first draft. You are probably speaking about Sharp - but I haven't much info on Japan's manuf. to date. About an hour ago I did find a source on LCD-TV, where they popped up on, but it's a wee bit dated. Now if you have some info that you can share - feel free to supply some numbers.
semigolfer is offline  
post #8 of 11 Old 09-09-2004, 12:13 PM
AVS Special Member
 
Mike53's Avatar
 
Join Date: Jun 2004
Location: New Jersey
Posts: 1,620
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
I can when I return. I am currently in Foxwoods CT on my way to CEDIA tomorrow. I have worldwide estimates and USA actuals.

I know that you believe you understand what you think I said, but I am not sure you realize that what you heard is not what I meant.
Mike53 is offline  
post #9 of 11 Old 09-10-2004, 08:17 AM - Thread Starter
Advanced Member
 
semigolfer's Avatar
 
Join Date: Oct 2003
Location: (SE)MI
Posts: 658
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
Well this thread finally did generate a minimum of interest, and with my new techniques, I've located four times as many sites as when I started. Looks like an old dog can learn some new tricks.

Thus I've released the official first draft of the tables, at the top of this thread. This surplants the very rough (draft) or sketch previously posted.

It does show some interesting things, the rise of the Korean manufacturers, (how much longer before Chinease companies start to show up), the explosive growth of LCD TV. Oh it would be so interesting to get my hands on sales by diagonal size. It fairly clear that this growth has occurred in sizes below 30". When you look at the total LCD glass production I read in one report that for 2004 LCD-TV panels will account for only 7% (I think in my tables I showed 10%) of total LCD panel demand.

Now I'm going to take a break and hopefully read all the new threads resulting from those people lucky enough to make it to CEDIA.
semigolfer is offline  
post #10 of 11 Old 09-10-2004, 08:22 AM
AVS Special Member
 
rmcgirr83's Avatar
 
Join Date: Jan 2003
Location: East Lyme, CT
Posts: 4,345
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
Quote:
Originally posted by Mike53
I can when I return. I am currently in Foxwoods CT on my way to CEDIA tomorrow.
FOXWOODS!!!

Should have hooked up Mike, I would've shown you round the town...so to speak.
rmcgirr83 is offline  
post #11 of 11 Old 09-29-2004, 09:54 AM - Thread Starter
Advanced Member
 
semigolfer's Avatar
 
Join Date: Oct 2003
Location: (SE)MI
Posts: 658
Mentioned: 0 Post(s)
Tagged: 0 Thread(s)
Quoted: 0 Post(s)
Liked: 10
In one of my earlier responses in this thread I wondered about the entry of China into the PDP market.
Well I was out looking for more sales data, and low and behold look at what I found.

Hisense to market PDP TVs with Contrast Ratio of 5,000:1

looks like this company is growing like a rocket (ahh yes sometimes those rockets crash and burn). Are we to expect very low priced plasmas soon or will Hisense mostly sell within China?
semigolfer is offline  
Closed Thread Flat Panels General and OLED Technology

User Tag List

Thread Tools
Show Printable Version Show Printable Version
Email this Page Email this Page


Forum Jump: 

Posting Rules  
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off