Thursday, July 21st 2022
LCD Monitor Demand Continues to Weaken in 2H22, Annual Shipments at Only 139.9 Million Units, Says TrendForce
According to TrendForce research, global LCD monitor shipments reached 72.3 million units in 1H22, a level on par with to the same period in 2021. Certain whole devices orders in 4Q21 were deferred to 1Q22 due to logistics and transportation issues. In addition, some brands felt optimistic regarding the outlook for 2022, so they initiated aggressive promotions to stimulate sales in 1Q22. Although the Russian-Ukrainian war and rising inflation have seriously impacted demand in the European consumer market since Q2, demand for business models is still positive, which in turn bridges the gap left by the consumer market.
Looking forward to LCD monitor market trends in 2H22, TrendForce indicates, since most orders for business models had been digested by the end of 2Q22, coupled with the sluggishness of new orders, overall business demand momentum has not been as good as in 1H22. Consumer models are affected by rising inflation and interest rate hikes in the United States and market consumption continues in lethargy. LCD monitor shipments are expected to decrease by 5.4% and 2.4% QoQ in 3Q22 and 4Q22, respectively. The proportion of shipments in the first and second half of the year will fall at approximately 51.7: 48.3.At present, the shortage of cargo containers and port congestion has eased. In 2Q22, the transit time of whole LCD monitor devices from China to North America and Europe decreased by approximately 2 to 3 weeks compared to 1Q22. In addition, as demand continues to weaken, branded manufacturers' whole device inventory levels have soared. The fastest way for brands to reduce on hand inventory is to curtail the purchasing of front-end panels, components, and SI whole devices and introduce aggressive promotions to stimulate sales. TrendForce forecasts LCD monitor shipments will reach 139.9 million units in 2022, a decrease of 3.5% YoY. However, the shipment strategy branded manufacturers use to control inventory may herald a peakless peak season and a winter of discontent for panel makers and SIs in 2H22.
Source:
TrendForce
Looking forward to LCD monitor market trends in 2H22, TrendForce indicates, since most orders for business models had been digested by the end of 2Q22, coupled with the sluggishness of new orders, overall business demand momentum has not been as good as in 1H22. Consumer models are affected by rising inflation and interest rate hikes in the United States and market consumption continues in lethargy. LCD monitor shipments are expected to decrease by 5.4% and 2.4% QoQ in 3Q22 and 4Q22, respectively. The proportion of shipments in the first and second half of the year will fall at approximately 51.7: 48.3.At present, the shortage of cargo containers and port congestion has eased. In 2Q22, the transit time of whole LCD monitor devices from China to North America and Europe decreased by approximately 2 to 3 weeks compared to 1Q22. In addition, as demand continues to weaken, branded manufacturers' whole device inventory levels have soared. The fastest way for brands to reduce on hand inventory is to curtail the purchasing of front-end panels, components, and SI whole devices and introduce aggressive promotions to stimulate sales. TrendForce forecasts LCD monitor shipments will reach 139.9 million units in 2022, a decrease of 3.5% YoY. However, the shipment strategy branded manufacturers use to control inventory may herald a peakless peak season and a winter of discontent for panel makers and SIs in 2H22.
17 Comments on LCD Monitor Demand Continues to Weaken in 2H22, Annual Shipments at Only 139.9 Million Units, Says TrendForce
In laptops, though, the story is much different. Cheap 4K LCDs, OLED gaining traction at barely any price premium, integrated touchscreens etc.
thing is, it’s thought to sell someone a 24” 1080p monitor for $200 when they bought a 1080p monitor 5 years ago for $120.
People buy one for 2 reasons typically. They need one cause don’t have one or old one died. Or. Want or need an upgrade.
personally I don’t like large monitors (24” plus) cause I sit close on my desk.
Need to make monitors more current. True 10-bit color, 120hz standard refresh rate, latest hdmi and DP specs, maybe add gloss and anti glare options, 4k and 1440p in those sizes., maybe make a 3yr warranty std again instead of 1 yr. Etc etc
i have 2K 24", 2K 27" and 4K 27". at 2K 24" i must put 125% as windows reco, which turns out A LITTLE bigger than old fhd lol. at 100% with such small screen stuff is VERY SMALL. now to 27". at 2K it's perfect at 100%, and at 4K it's either perfect at 125% (which turns out a little more than 2K but still far away from 4K), windows reco is 150% which is plain 2K (why then get 4K very strange idea lol), or i can use it at 100%, which, again, makes stuff small, but, compensating by large 27" screen, and I sit too close to display, it's good enough for me, and i enjoy that plenty of space on the screen.
The only bad-ass feature - is I don't have to use zoom in order to read small text. All I need is to stick my nose closer to the screen :D :D :D
also, you screen are officially called "retina HD":D
Also the trend for PC monitors to be priced hight than a 4K OLED TV are just stupid. LG could totally destroy the PC monitor market with a small OLED 4K TV. All these "high-end" PC monitors with fake HDR need to burn.
edit: since i replaced my CRT monitor where i had brightness knob and could turn black image into real invisible black I hated LCD so much because of this vomit gray shit glow black and i hate it so much to this day. i was thinking about LGs but burn in was way to common. if there was any availability of QD-OLEDs I would already had it. But in my country we have basically 2 sellers and they probably even don't know QD-OLED exists and not even trying to get some inventory. other option is ebay but scalpers have it for 140% and shipping costs are 1/4 price of the product. i pray for the day i dont need to see vomit on my screen