Total shipment of panels in June decreased by 1.7% M/M worldwide due to inventory and weak demand from the set and panel makers. Shipment of notebook and monitor panels decreased by 4.4% and 3.8% respectively. On the other hand, shipment of TV and tablet panels increased by 2.7% and 1.7% respectively. Despite the peak season in China during July and August, high growth like in the past years is not likely. Shipment is expected to increase by 5%.
