TrendForce: Q3 notebook computer panel shipments hit a new high, and demand for small-size panels dropped sharply

According to TrendForce's latest research report, driven by continued strong demand, coupled with the increase in the supply of upstream materials such as IC and TCON, notebook computer panel shipments in the third quarter of 2021 hit a record high again, reaching 72.27 million units, a quarterly increase 7.1%.

TrendForce said that thanks to the effect of the housing economy, notebook panel shipments from the first quarter to the third quarter of 2021 continue to hit record highs, but demand has already appeared weak. At present, the business sector still maintains high demand, but the consumer sector is The demand for Chromebooks has declined, and as the demand for Chromebooks is downgraded, the shipments of its mainstream 11.6-inch panels have also declined, reaching 10.88 million in the third quarter, a decrease of 28.3% in the quarter, and it is expected to go further in the fourth quarter Reduce. In addition, due to the strong demand in the business sector, panel makers quickly switched to 14-inch and 15.6-inch panels. The combined shipments of the two sizes in the third quarter reached 46.45 million units, an increase of 20.2% quarter-on-quarter, becoming a boost to the overall notebook in the third quarter. The key reason for the record high of computer panel shipments.

At present, it is estimated that the shipment of notebook computer panels in the fourth quarter will reach 71.15 million; the shipment for the whole year of 2021 is expected to reach 278 million, an annual increase of 23.2%.

The agency expects overall notebook computer panel shipments in 2022 to be 279 million pieces, a slight increase of 0.3%.