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3D LCD TV Q3 Shipments Up 27%

11/22/2011 10:21:30 AM Eastern
Santa Clara, Calif. - Overall LCD TV panel shipments may have been lower, but global shipments of 3D-capable panels reached 6.6 million units in the third quarter of 2011, up 27 percent from the preceding quarter, according to The NPD Group's DisplaySearch unit.

Shipments of film pattern retarder-type 3D panels and active shutter glass type 3D panels rose 34 percent and 23 percent, respectively, in the period.

Table 1: Q3'11 LCD TV Panel Shipment By 2D and 3D (Shares)  
ApplicationQ1'11 Actual Q2'11 Actual Q3'11 Actual Q4'11 Forecast Q1'12 Forecast Q2'12 ForecastQ3'12 Forecast 
2D95.50%90.70%88.20%85.10%83.10%79.50%78.50%
3D Pattern Retarder1.00%3.60%4.80%6.60%6.40%10.40%10.60%
3D Shutter Glass3.50%5.80%7.10%8.30%10.50%10.10%10.90%
Source: NPD DisplaySearch Quarterly Large-Area TFT LCD Shipment Report - Advanced LED + 3D
According to DisplaySearch's "Quarterly Large-Area TFT LCD Shipment Report - Advanced LED + 3D," panel makers are targeting very strong 30 percent growth in 3D LCD TV panel shipments for the fourth quarter of 2011.

Manufacturers and brands are continuously promoting 3D, and end-user awareness and interest are growing, the analysts said.

In the third quarter, 3DTV panel penetration in total LCD TV panel shipments reached 12 percent.

"The TFT LCD industry has been in oversupply for six consecutive quarters, which has influenced the price premium for 3D panels. While there are still many questions about the lack of 3D content and services, as well as end users' needs, LCD TV panel makers have been strongly promoting 3D through lower prices and the introduction of new, cost-effective technologies," stated David Hsieh, NPD DisplaySearch greater China market VP.

While LCD TV panel shipments did not grow in third quarter 2011, 3D panel shipment growth was healthy, and panel makers are targeting 30 percent quarter-to-quarter growth for the fourth quarter of 2011.

The firm predicted 3D LCD TV panel shipments reaching 21.5 million units in 2011, with 3D penetration in LCD TV panels of 10 percent (4 percent pattern retarder type and 6 percent shutter glass type).

Newer low-cost 3D solutions are expected by panel makers to help the 3D penetration rate achieve 20 percent by the third quarter of 2012, which DisplaySearch said could lead to more content availability.

In addition to 3DTV, panel makers are aggressively promoting 3D monitor panels, especially for consumer entertainment PC and game markets.

In 3D LCD monitors, pattern retarder makers are more aggressive than shutter glass makers.

Panel makers are targeting shipments of more than 1.5 million per quarter from the second quarter of 2012 onward. This is up from 250,000 units the third quarter of 2011, DisplaySearch said.
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