LG Display said to be top LCD panel maker in September

Siu Han, Taipei; Yvonne Yu, DIGITIMES [Tuesday 28 October 2008]

Taking advantage of a weak Korean won and the LG Group's vertically integrated supply chain, LG Display shipped 9 million large-size panels in September, taking the top spot among LCD panel makers worldwide, according to market sources.

Total global large-size LCD panel shipments reached 40.2 units in September, up 3.5% sequentially and up 8.4% on year, according to market sources. LG Display ranked number one with a 22% share of total shipments, with Samsung Electronics accounting for 21.6%. Taiwan makers AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) had a 17% and 16% share, respectively.

Global LCD TV panel shipments increased 6.8% compared to August, while LCD panel shipments for monitors and notebooks increased by 1.8% and 3.6%, respectively.

Taiwan-based panel maker AUO indicated that its current market order visibility is low, and the panel maker estimates that its shipments for large-size panels will drop 5-8% in the fourth quarter.