China-based BOE Technology outraced all other rivals to become the world’s top supplier for TV panels in the first quarter of 2019, both in terms of unit and panel area shipments, according to data from Sigmaintell Consulting.
BOE’s achievements come at the time when global TV panel shipments slid 4.5% on quarter but up 6.3% on year to 70.5 million units in the first quarter, said the China-based marketing research firm. In terms of panel area shipments, global TV panel shipments were down 4.1% on quarter but up 10.6% on year.
Buoyed by continued capacity ramps by China’s players, TV panel shipments from China accounted for 46.4% of global unit shipments and 41.9% of panel area shipments in the first quarter.
Shipments from BOE alone reached 14.62 million units in the first quarter, up 16% on quarter and 17% on year. In terms of panel area shipments, BOE saw its first-quarter TV panel shipments expanded 9% on quarter and 55% on year.
With its 8.5G and 10.5G fabs operating at high capacities, BOE also served as the top vendor for TV panels in 32-, 43- 65- and 75-inch sizes in the quarter.
LG Display ranked second both in unit and panel area shipments, with its unit shipments declining 10% sequentially to 12.28 million units in the quarter.
Innolux took third position with shipments totaling 10.77 million units in the first quarter, down 15% on quarter but up 16% on year.
China Star Optoelectronics Technology (CSOT) shipped 9.4 million units in the first quarter to take fourth title. The company also served as the top vendor for 55-inch panels thanks to increased output from its 10.5G line.
Samsung Electronics followed with its shipments reaching 8.93 million units in the first quarter, decreasing 11% from a year earlier.
AU Optronics (AUO) saw its shipments remain flat at 6.27 million units in the quarter, as increased shipments of 65-inch panels were offset by reductions in other models.
Meanwhile, the average size of TV panels reached 44.5 inches in the first quarter, down 0.4 inches from a quarter earlier due to a rise of 32-inch panels as a proportion to overall shipments, Sigmaintell noted.―Digitimes