DisplaySearch Indicates Q2'05 LCD Desktop Monitors Rise 4% Q/Q; LCD Monitors Account for 65% of Desktop Displays Shipped Worldwide in Q2'05.AUSTIN, Texas -- DisplaySearch, the worldwide leader in flat panel display A thin display screen for computer and TV usage. The first flat panels appeared on laptop computers in the mid-1980s, and the LCD technology became the standard. Stand-alone LCD screens became available for desktop computers in the mid-1990s and exceeded sales of CRTs for the first time (FPD (1) (Flat Panel Display) See LCD, plasma display, EL display, FED and flat panel display. (2) (Field Programmable Device) An umbrella term for all chips that can be programmed by the customer including SPLDs, CPLDs and FPGAs. See PLD. ) market research and consulting, indicated in its latest Quarterly Desktop Monitor Shipment and Forecast Report that worldwide LCD desktop monitor shipments grew on par with expectations, rising 4% Q/Q and 36% Y/Y to 23.6M units in Q2'05. 15", 17" and 19" models remained the most popular sizes, collectively accounting for 96.6% of all LCD desktop monitors shipped in the quarter; the 17" monitor size was the most popular category with a 58.1% shipment share in Q2'05. However, slight M/M M/M Multi-Media M/M Mr. and Mrs. M/M Male/Male M/M Man/Machine panel component price increases for 15" and 17" panels may stunt growth in 2H05. Average low street pricing for 15" and 17" LCD monitors A flat panel display that uses liquid crystals. Although laptops have used LCDs as their flat panel technology almost exclusively, LCD is also the most popular for flat panel desktop monitors. Toward the end of 2003, sales of LCD displays for desktops overtook CRTs for the first time. dropped in Q2'05; 15" went from $245 in Q1'05 to $228 and 17" fell from $306 to $285. Consequently, revenues dropped slightly from $7.8B in Q1'05 to $7.7B in Q2'05. The only trend preventing LCD monitor revenues from dropping further was the continuing shift towards larger displays, with the percentage of 15" share dropping to 17.2% from 19.7% in Q1'05. While a good portion of the 15" demand shifted to the 17" category, some of the 17" demand shifted in turn to one of the fastest growing categories: the 19" category, which increased its share from 18.3% in Q1'05 to 21.6% in Q2'05. Collectively, the total unit volume of LCD desktop monitor shipments in Q2'05 accounted for 65.0% of all desktop solutions shipped in the quarter.
Table 1 Market Share for LCD and CRT Monitors
Q2'04 Q3'04 Q4'04 Q1'05 Q2'05
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LCD Monitors 48.1% 50.3% 56.2% 62.6% 65.0%
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LCD PCs 0.8% 0.8% 1.3% 1.1% 1.1%
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Total LCD Penetration
(Monitors and PCs) 48.9% 51.1% 57.5% 63.7% 66.1%
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CRT Monitors 51.1% 48.9% 42.5% 36.3% 33.9%
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Total Desktop Displays 100% 100% 100% 100% 100%
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Street level pricing for LCD desktop monitors remained aggressive in Q2'05 despite three to four consecutive months of $2-5 component-level LCD panel Also called a "projection panel," it is a data projector that accepts computer output and displays it on a see-through liquid crystal screen that is placed on top of an overhead projector. See data projector. price increases due to the fact that component-level price increases usually take a quarter before impacting street level pricing. This aggressive LCD monitor street pricing caused the worldwide CRT (1) (C RunTime) See runtime library. (2) (Cathode Ray Tube) A vacuum tube used as a display screen in a computer monitor or TV. The viewing end of the tube is coated with phosphors, which emit light when struck by electrons. monitor market to continue to drop, falling 29.3% Y/Y and down 7% Q/Q to 12.3M units. EMEA (Europe, Middle East, Africa) Refers to that region of the world. For example, one might see products packaged differently for the UK, EMEA and Asia Pacific markets. , formerly the world's largest market for CRT monitors, dropped 59% Q/Q, but price-sensitive markets such as China witnessed a 16% Q/Q growth, making this region now the top region for CRT desktop monitor shipments. However, EMEA remained the largest market for LCD monitor shipments in Q2'05 with 38.2% of the world's shipments going into this region, slightly down from 41.0% in Q1'05. The North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. market remained the #2 region for LCD monitor shipments with a 33.4% share, an increase from its Q1'05 share of 31.6%. Dell remained the worldwide leader in the shipments of desktop LCD monitors in Q2'05, with a relatively stable worldwide market share of 20.3%. After Dell in worldwide shipments were Samsung, HP and Acer Acer trees of the family Aceraceae. Acer rubrum ingestion of wilted or dries leaves of this tree causes acute hemolytic anemia characterized by red urine, jaundice, anemia and methemoglobinemia in horses. , all of which increased share slightly. LGE LGE LG Electronics LGE Local Government Employers (UK) LGE Laser Guided Energy LGE Louisville Gas & Electric LGE Loop or Ground-start, Exchange (Newbridge) remained in the #5 spot despite a 5% Q/Q drop in unit shipment volume. Other changes in the worldwide top ten rankings were caused by the break-up of NEC-Mitsubishi into NEC (NEC Corporation, Tokyo, www.nec.com, www.necus.com) An electronics conglomerate known in the U.S. for its monitors. In Japan, it had the lion's share of the PC market until the late 1990s (see PC 98). NEC was founded in Tokyo in 1899 as Nippon Electric Company, Ltd. Display Solutions and Mitsubishi Electric Mitsubishi Electric Corporation (三菱電機株式会社 Corporation and by the consolidation of IBM (International Business Machines Corporation, Armonk, NY, www.ibm.com) The world's largest computer company. IBM's product lines include the S/390 mainframes (zSeries), AS/400 midrange business systems (iSeries), RS/6000 workstations and servers (pSeries), Intel-based servers (xSeries) into Lenovo.
Table 2 Q2'05 Worldwide Desktop LCD Monitor Market Share and
Growth
Rank Manufacturer WW Share Q/Q Change
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1 Dell 20.3% 5%
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2 Samsung 11.0% 15%
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3 HP 9.4% 16%
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4 Acer 7.0% 7%
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5 LGE 5.7% -5%
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Others 46.6%
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Total 100% 4%
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Dell continued to hold the top position in Japan with a 15.2% share and in North America with a 37.8% share, but it lost the top spot in Latin America Latin America, the Spanish-speaking, Portuguese-speaking, and French-speaking countries (except Canada) of North America, South America, Central America, and the West Indies. to Samsung, which enjoyed a 27.7% share in Q2'05. Samsung was also the market leader in the world's largest market for LCD monitors, EMEA, where it saw its share increase to 12.6%, as well as in Asia Pacific with a 16.3% share. Lenovo remained the top vendor in China with an 18.8% share. Dell's impressive North America market share dropped slightly in Q2'05, falling down to 37.8%, with unit volumes growing only 7% sequentially in a region where total shipments grew by 9%. Consequently, both HP and Samsung increased share due to much higher quarterly unit volume shipment growth rates Growth Rates The compounded annualized rate of growth of a company's revenues, earnings, dividends, or other figures. Notes: Remember, historically high growth rates don't always mean a high rate of growth looking into the future. than Dell. Of the top ten vendors in North America, Samsung showed the most impressive Q/Q growth increasing 34% sequentially.
Table 3 Q2'05 North America Desktop LCD Monitor Market Share
and Growth
Rank Manufacturer NA Share Q/Q Change
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1 Dell 37.8% 7%
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2 HP 10.2% 19%
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3 Samsung 7.3% 34%
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4 ACER 4.5% -3%
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5 ViewSonic 3.8% 13%
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Others 36.4%
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Total 100% 9%
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Shipments of monitors 20" and larger were approximately 2.9% of the market total in Q2'05. On a percentage basis, this total seems small, but analysis shows that there was a greater shift to wide desktop monitors in this category. New products such as 20" Wide, 21" Wide, 23" Wide and 24" Wide are all competing in the market; wide desktop displays accounted for 29.6% of all the monitors 20" and larger. The wide trend was bolstered in a great way by the combined 23"/24" WUXGA (Wide Ultra XGA) A wide screen resolution of 1900x1200 pixels. See PC display modes.  market, which grew 35.1% Q/Q due to
such industry heavyweights as Dell, HP, Samsung, Sony, ViewSonic and
others joining Apple in promoting large, wide, high resolution displays
for desktop monitor usage.Since 57.8% of large-area LCD panels were consumed by the LCD monitor market in Q2'05, the importance of this market to the overall health of the LCD market is evident. DisplaySearch has recently expanded its tracking of this category and now offers the most comprehensive look at the overall LCD and desktop monitor market place tracking unit volume shipments by size and by technology into all major regions on a quarterly basis. Now capturing data from over 33 brand companies, 19 OEM/ODM companies and 17 large-area LCD panel producers, DisplaySearch is able to offer on-going tracking of over 20 different sizes and resolutions of LCD monitors by the six major regions (NA, EMEA, Japan, Greater China, Latin America and Asia Pacific) to offer the most detailed and compressive com·pres·sive adj. Serving to or able to compress. com·pres  sive·ly adv. tracking of the desktop LCD monitor
market.The Quarterly Desktop Monitor Shipment and Forecast Report includes shipment and forecast data for LCD monitors, CRT monitors, LCD PCs, and TFT LCD (Thin Film Transistor LCD) See LCD. monitor modules. The Quarterly Desktop Monitor Shipment and Forecast Report also provides cost forecasts of TFT LCD monitor modules, LCD monitor interface electronics, and LCD monitors. This report is delivered in PowerPoint and includes Excel pivot tables See multidimensional views. . Please contact Arie Braun at DisplaySearch at 512-459-3126 or arie@displaysearch.com for subscription information. About DisplaySearch DisplaySearch has a core team of 29 employees located in North America and Asia who produce a valued suite of market forecasts, technology assessments, surveys, studies and analyses, and they organize influential industry events worldwide. Headquartered in Austin, Texas, DisplaySearch has regional operations in Chicago, Hong Kong Hong Kong (hŏng kŏng), Mandarin Xianggang, special administrative region of China, formerly a British crown colony (2005 est. pop. 6,899,000), land area 422 sq mi (1,092 sq km), adjacent to Guangdong prov. , Houston, Kyoto, San Diego San Diego (săn dēā`gō), city (1990 pop. 1,110,549), seat of San Diego co., S Calif., on San Diego Bay; inc. 1850. San Diego includes the unincorporated communities of La Jolla and Spring Valley. Coronado is across the bay. , San Jose San Jose, city, United States San Jose (sănəzā`, săn hōzā`), city (1990 pop. 782,248), seat of Santa Clara co., W central Calif.; founded 1777, inc. 1850. , Seoul, Shenzhen, Taipei and Tokyo, and the company is on the web at www.displaysearch.com. |
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