Taiwan LCD driver IC urgent single-stack customer inventories in the first quarter off-season is not light

Although the industry chain inventory level is low, but when the back-up orders actually appeared, but no industry is sure, the recent Taiwan LCD driver IC manufacturers spread good news, due to TFT LCD panel plant capacity utilization has shown signs of rising, In the event that related components and parts are prepared for shipment, the recent LCD driver IC suppliers have experienced short-term orders increase and urgent single-stacking. Although the customer's order-raising action is still difficult to significantly increase the performance of the first quarter, it is expected to enter the traditional low season. For Taiwanese IC designers, it is still regarded as the first Chunyan.

Taiwan-based LCD driver IC suppliers pointed out that Taiwan and South Korea's TFT panel plants have recently felt that they are ready to pull up capacity utilization. Customers have expressed that orders for the first quarter will grow month by month. This is the second quarter since 2011. The client expressed for the first time that it had a positive view on future operations. Although the number of customer rush orders at the current stage was not too large, it was still in the snow in the first quarter in which the original operating performance was conservative. In particular, the inventory level of the industrial chain was obviously low. In March and March, the number of urgent orders was further enlarged, and the operating performance of the first quarter in the off-season is not expected to be expected.

LCD driver IC design industry said that in terms of order visibility in the first quarter, large-size LCD driver ICs outperformed small-sized ones, especially after the middle of the fourth quarter of 2011, although the sales of smart phones are still not bad, but with Demand for the global feature phone market is rapidly declining. With the large-scale shipment of feature phones, the demand for small-size LCD driver ICs has significantly declined. In the first quarter of the global mobile phone market, the demand for size LCD driver ICs will decrease. Decrease 5 to 15%.

Due to fears that only large-size LCD driver ICs will show a trend of improvement in the first quarter, demand for small-size LCD driver ICs will continue to hover. Taiwan-based LCD driver IC suppliers expect the first quarter to have a chance to be off-season, but they are still too optimistic. So as not to expect too much and cause hopelessness. Overall, TFT panel makers have increased their capacity utilization rate, allowing Taiwan-based LCD driver IC suppliers to show signs of rising from the bottom of the wave in this wave of panel industry. However, the industry remains cautious and conservative.