基於占有台灣中小尺寸面板出貨比重最高的功能型電話(Feature Phone)面板,全年市場需求呈現下滑趨勢;雖然中國大陸面板模組廠商對Cell Panel的需求仍有增幅空間,但成長力道隨著中國大陸行動電話內需市場產品組合的改變,如:智慧型行動電話銷售比重的增加以及外銷至新興市場的功能型電話訂單成長空間有限,使得Cell Panel出貨僅較Q4微幅增長2%,出貨量為203,164千片,但出貨比重卻因模組出貨衰退大於整體平均,而高達57%;反觀模組出貨則是基於淡季效應,季減幅度高達16%,出貨量達155,441千片。以YoY來看,已無過往強勁的出貨表現,年增率僅有5%,季減幅度達6.6%,出貨量為358,605千片。基於此,產值表現也因Cell Panel出貨比重提升,使得2012年Q1產值,僅達1,768百萬美元,季減幅度約為7.8%。
Taiwanese Small and Medium Size TFT Panel Shipment Volume, 1Q 2010 - 4Q 2012 Taiwanese Small and Medium Size TFT Panel Shipment Value, 1Q 2010 -1Q 2012 Taiwanese Small and Medium Size TFT Panel Shipment Volume by Size, 1Q 2010 - 1Q 2012Taiwanese Small and Medium Size TFT Panel Shipment Share by Size, 1Q 2010 - 1Q 2012Taiwanese Small and Medium Size TFT Panel Shipment Volume by Application, 1Q 2010 - 1Q 2012Taiwanese Small and Medium Size TFT Panel Shipment Share by Application, 1Q 2010- 1Q 2012 Taiwanese Small and Medium Size TFT Panel Manufacturer Volume Ranking, 1Q 2010 - 1Q 2012 Taiwanese Small and Medium Size TFT Panel Manufacturer Module Inhouse Volume Ranking, 1Q 2010 - 1Q 2012Intelligence Express Research Scope & Definitions
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