50.2 Million units Shipped in August 09, a 27.1% Increase Y/Y and Monthly Revenue Recovers to Previous Year Level, -1.7% geared with Rapid Increase in NotePC Panel Shipments

Displaybank, a global authority in market research and consulting for the display and solar industries, today announced that August 2009 large-area TFT-LCD panel shipments were 50.18 million units which was once again record high shipments volume of all times. These and other findings are disclosed in Displaybanks newly updated Monthly Large-area TFT-LCD Panel Shipment Data Report, which covers Liquid Crystal Display (LCD) panel shipments on a monthly basis.

The large-area panel shipments had hit its lowest volume in January 2009 and have been maintaining continuous increase to recover to -1.7% Y/Y level in terms of revenue.

Looking at the Shipment share by application on unit/volume base, NotePC panel shipments gathers attention- NotePC panel shipment, including Mini NotePC panel, increased about 5.8% M/M to 17.7 million units. In terms of application share, NotePC panel shipments comprised 35.2% that is about the same level as Monitor panel shipments which had decreased for two consecutive months. Comparing to 70% share of Monitor panel shipments in early 2008, NotePC shipments share show rapid growth. Ricky Park, senior analyst at Displaybank notes that "the reason for such high growth in NotePC panel shipments are due to sharp increase in NotePC demands compared to Desktops and also due to Mini NotePC demand increase that have been continuing from last year".

In terms of market share by maker on unit/volume base, Samsung Electronics maintains No.1 ranking with 27% market share followed by LG Display with 24% market share. AUO maintained No.3 ranking with 17% market share. Combined Korea-based makers market share was at 51% that shows a significant jump from 45% year ago.

Based on shipment volume, Samsung Electronics regained No.1 ranking after 5 months with 25% market share followed by LG Display at 23% market share.

Andy Yu, Vice President in Display Research group at Displaybank explains that "Set makers orders are showing continuous strength as they face high-seasons such as Chinese national holiday and Black Friday in the US. But as panel makers utilization have jumped to over 90% and through production Capa expansion, fourth-quarter (4Q09) is expected to see over-supplied panel and declining panel price".