China's Semiconductor Industry
Breakdown Analysis of China's Semiconductor Industry
Supply chain inventory continued to climb, the oversupply crisis rises again on elevated panel capacity
Top 10 monitor Brand vendors' shipments grow slightly by 0.2% MoM in Oct.
WitsView: MCI continuously climbed as panel demands supported by China’s subsidy policy and year-end promotions in the U.S. and Europe
Top 10 monitor SIs' shipments declining 7.6% MoM in October
Large-sized panel shipment in Oct. climbed 1.5% MoM as LCD TV panel shipment consecutively attained the new high
TV panel prices continue to climb with Chinese brands’ support
Top 10 monitor Brand vendors' shipments increased by 2.4% MoM in Sep.
WitsView:Benefiting from the subsidy policy in China, MCI index stabilized
Large-sized panel shipment increased 1.3% MoM in Septmber as LCD TV panels reach a historical new high
Top 10 monitor SIs' shipments increased by 2.4% MoM in September
LCD TV panel demand plays a bigger role with the coming of Oct 1st holidays in China and hot season in Europe and US
Top 10 monitor Brand vendors' shipments increased by 0.9% MoM in Aug.
Top 10 monitor SIs' shipments increased by 1.8% MoM in August
WitsView: MCI bounced back from the bottom as market confidence restores
Large-sized panel shipment increased by 9.8% MoM in Aug as shipment area surged sharply by 12%
Prices of mainstream panel sizes remain steady as restocking increases in preparation of hot season
WitsView: The heated-up panel shipment after August will support the stability of panel prices
Top 10 monitor Brand vendors' shipments increased by 3.4% MoM in July
Top 10 monitor SIs' shipments increased by 5.4% MoM in July
Benefitting from the subsidy policy for energy saving products in China and the growing demand of stock preparation before yearend hot season, the panel price in Q3 will receive support.
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