LCD Monitor Demand Continues to Weaken in 2H22, Annual Shipments at Only 139.9 Million Units, Says TrendForce

[TheLostSwede]

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.

View at TechPowerUp Main Site | Source

 

[DeathtoGnomes]

Would interesting if they had an over/under of say 24 inches, not including anything smaller than 13"

 

[TheDeeGee]

Make 27 Inch 1440p QD-OLED monitors, and watch the sales sky rocket.

 

[Kohl Baas]

Well, I have a strong demand for a 32" 4K120+Hz OLED with VRR under 700$. Unfortunazely it does noz exist yet. Until then, I'm good with my 1440p144Hz VA... for 400$...

 

[silentbogo]

No big surprise here. OLED displays are still expensive, 4K120Hz is still expensive, and everything in-between has been on the market for awhile now (new users bought what they wanted, and potential market for "upgrades" has been stagnant for a long time). GPU shortage forced the issue even more. Heck, my 4K Sammy is already 6 y.o.[!!!] and I don't think I'm going to upgrade it until it kicks the bucket.
In laptops, though, the story is much different. Cheap 4K LCDs, OLED gaining traction at barely any price premium, integrated touchscreens etc.

 

[erocker]

Just waiting for OLED or mini LED monitors to become more available and affordable.

 

[mechtech]

Well……typically a monitor is good for 8-10 years or lasts that or should at least.

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

 

[Bomby569]

Problem is the market is inundated with monitors, everyone has at least one, and many more then one. When you upgrade you sell the old one, like i did.

 

[AleXXX666]

Well……typically a monitor is good for 8-10 years or lasts that or should at least.

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

thanks God i haven't gone for 24" 4K monitor - it would've been same idiot story as with my old macbook pro - on the hype of "4K" or "retina" - going these resolutions on SMALL screen, you gotta either turn on scaling to crazy 150-200%, which will CUT DOWN your super big resolution to plain crappy 1080p or a bit larger, or have eagle vision to see extra tiny stuff like icons and text on that resolution.
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.

 

[silentbogo]

thanks God i haven't gone for 24" 4K monitor - it would've been same idiot story as with my old macbook pro

I was just that idiot. Though, 24" was a matter of space - not specs. It was the same >$400 at the time as the 28" model, but my old apt was too cramped for a larger monitor.
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

 

[AleXXX666]

I was just that idiot. Though, 24" was a matter of space - not specs. It was the same >$400 at the time as the 28" model, but my old apt was too cramped for a larger monitor.
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

then you are from same idiots boat as me - why use zoom and LOSE screen space - let's pimp our eyevision and enjoy ultra-small objects in a BIG resolution land...
also, you screen are officially called "retina HD"

 

[mechtech]

thanks God i haven't gone for 24" 4K monitor - it would've been same idiot story as with my old macbook pro - on the hype of "4K" or "retina" - going these resolutions on SMALL screen, you gotta either turn on scaling to crazy 150-200%, which will CUT DOWN your super big resolution to plain crappy 1080p or a bit larger, or have eagle vision to see extra tiny stuff like icons and text on that resolution.
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.

I have a 27" 4k screen, and yep scaling is at 150% but its very sharp compared to a 27" 1080p or 24" 1080p screen. Only reason have to turn up scaling is cause MS is still making windows made for a 24" 1080p screen. I used to have a 1440p at 23.8" and it was a very nice screen also. I would prefer more 24" ones in high res so I can go dual monitors, since the single 27" is kind of a space hog. Everyone's eyes are different and most monitors are the same for the past 10 years, 24" in 1080p. As for a 24" 4k screen, I have not really seen any decent ones at a 24" screen price. Actually I wouldn't mind trying out a 3:2 ratio screen, seem nice on the MS surface, be nice if those were available.

 

[onemanhitsquad]

simple...inflation...bad governance

 

[R-T-B]

Make 27 Inch 1440p QD-OLED monitors, and watch the sales sky rocket.

How would that help the sales of LCD, an unrelated tech?

 

[stimpy88]

Maybe because rehashing the same specifications over and over and over again is not what the customer wants?

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.

 

[cbns]

im in market for QD-OLED AW3423DW and one QD-OLED 55-65" 4K TV as my monitors. but just impossible to get it and i dont care about price

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

 

[dir_d]

LCD is basically dead unless they use the LCD Dual layering for monitors. I think there's only been 1 TV by TCL that came out with the tech. I think its bad for TVs but could work for gaming monitors.

 

[AleXXX666]

Maybe because rehashing the same specifications over and over and over again is not what the customer wants?

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.

yeah, i even laugh about 32" monitors trend: get same size tv and enjoy... the problem is tvs are more 1080p, but... 32" is anyway kindda "distance use" scenario, and the price they offer all these 32" 4K is worth laughing, it's very close to cheap 4K tvs in bigger screen size. only idiot will pay such $$$ for 32" monitor when one could get bigger tv and enjoy lol