DIGITIMES Research: at Q2 Taiwan factory panel driver IC shipments amounted to surge 18.6% ,at Q3 it is not busy season ,the amount of total shipments will be reduced by 4.5%.According DIGITIMESResearch statistics, Taiwan's six major manufacturers panel driver IC product revenue in the second quarter due to the traditional peak season and demand for smart phones, the amount shipped over the first quarter grew 18.6%, compared with the second quarter of 2012 increased by 27.7% , outstanding performance.To apply not distinguish, in the second quarter of small size applications (5 inches or less, but contains 5 to 6-inch mobile application) the amount shipped quarter by 28.1%, much higher than the amount shipped in large-size applications growth rate (10.4%), small size applications grew mainly from the growth in demand for smart phones.In the Taiwanese manufacturers, the second-quarter revenue growth rate is the highest Xu Yao, a growth rate of 49.6%, mainly due to its continental driver IC smart phone shipments quarter by 50%, in the second quarter the company became continent smart phone driver IC largest supplier. In addition, some of Taiwan's growth momentum driver IC manufacturers also from Samsung Electronics in the low-end mobile phone driver IC orders.Looking in the third quarter, the small size of the application remains the main growth key continental smart phone market. First half of the handset supply chain because of the continent smart phone shipments forecast optimism bias, resulting in the second quarter panel and driver IC has more repeat orders situation, so in June to 3rd quarter of half the need for inventory adjustments. Joint, the first three quarters of small size driver IC shipping price forecast to decline due to intense market competition, unfavorable growing small amount shipped.Large-size applications, due to application of the second half of the global PC shipments of LCD panels for TV applications and growing strength is limited, estimated Taiwanese driver IC manufacturers in the third quarter related revenue hardly have excellent results. Overall, the second quarter due to a large, high-growth small and medium-size applications elevate the base of comparison, with the first three quarter of a half continent smart phone driver IC demand, estimated in the third quarter Taiwan factory driver IC shipments amount will appear quarter-digit rate of decline.
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