已屆旺季的Q4常是零組件出貨表現修正的時刻,但2010Q4卻仍較Q3微幅成長,其主要原因是中國大陸市場需求以及部分品牌客戶訂單遞延所致,使Q4仍較Q3微幅成長0.7%,達358,668百萬片。台灣面板廠商深知產能條件仍有擴增的空間,將難以抑止產品單價的下滑趨勢,而藉由產品差異化,提升產品單價,以維持營收表現。因此,已有台灣廠商業務策略已轉向供應品牌客戶之面板模組為主,因此Q4 LCM占整體出貨比例為53%,季增率為5.8%,達193,376千片。隨著模組出貨比重提升,且部份智慧型行動電話面板支援廣視角規格,有助面板單價提升,且隨著LTPS面板產能供應吃緊,也使面板跌價空間有限,產值較Q3成長4.7%,達1,615百萬美元。
Taiwanese Small and Medium Size TFT Panel Shipment Volume, 4Q 2008 - 4Q 2011 Taiwanese Small and Medium Size TFT-LCD Panel Makers' Cell Panel Shipment Share by Internal Use and External Sales, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Panel Makers' Module Shipment Volume, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT Panel Shipment Value, 4Q 2008 -3Q 2011 Taiwanese Small and Medium Size TFT-LCD Panel Shipment Volume by Application, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Panel Shipment Share by Application, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Module Shipment Volume by Application, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Module Shipment Share by Application, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Panel Shipment Volume by Size, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Panel Shipment Share by Size, 4Q 2008 -4Q 2010 Taiwanese Small and Medium Size TFT-LCD Module Shipment Volume by Size, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT-LCD Module Shipment Share by Size, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT Panel Manufacturer Volume Ranking, 4Q 2008 - 4Q 2010 Taiwanese Small and Medium Size TFT Panel Manufacturer Module Inhouse Volume Ranking, 4Q 2008 - 4Q 2010 Vendor's Profile Intelligence Insight Research Scope & Definitions
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