DisplaySearch said global plasma display (PDP) module shipments rose 38 percent in the fourth quarter of 2005, compared to the same period in 2004, and rose 120 percent year-on-year to a record 2.6 million panels.
Display market research and consulting firm DisplaySearch (Austin, Texas, U.S.) said that, for the year 2005, PDP shipments rose 101 percent to 7.15 million units. PDP module shipments grew 16-percent faster than expected despite shortage conditions as panel suppliers stretched their capacity to meet strong demand.
Average selling prices (ASPs) fell just 2 percent on tight supply. This factor, along with shifts to larger sizes and higher resolutions, helped PDP module revenues rise 35 percent quarter-on-quarter and 72 percent year-on-year to a record U.S. $2.1 billion. For the year, PDP module revenues grew 42 percent to $6 billion.
High definition (HD) PDP modules overtook enhanced definition (ED) modules for the first time since the fourth quarter of 2003, earning a 51 percent share on a unit basis, up from 45 percent in the third quarter of 2005 and 41 percent in the fourth quarter of 2004. PDP suppliers are optimistic that the HD share will continue to surge as 42-inch/43-inch HD PDP TVs become increasingly affordable, expecting a 64 percent HD share in the first quarter of 2006.
Matsushita reclaimed the top position as expected as it ramped its new 42-inch manufacturing facility in Amagasaki, Japan, and continued to enjoy strong demand from its Panasonic brand, the world's number one PDP TV brand. Matsushita last held the top position in Q2'04. Matsushita unit share rose 200 percent year-on-year.
Samsung SDI fell to number 2 on lack of capacity growth, but still earned almost 100-percent growth in the 50-inch PDP segment.
LGE was close behind Samsung SDI as it ramped its new 42-inch manufacturing. LGE should vie for the top position in the first quarter of 2006 as it continues to increase its facility output. LGE continued to lead in 42-inch ED products.
Fujitsu Hitachi Plasma (FHP) enjoyed the highest quarter-on-quarter unit growth in the fourth quarter of 2005 at over 70 percent growth, due to strong growth at 42-inch HD and 55-inch models, and widened its advantage over Pioneer for the number 3 spot.
Pioneer also enjoyed rapid growth and was number one in Public Display modules for the first time, overtaking Matsushita.
DisplaySearch has upgraded its PDP supply and demand outlook as continued strong demand, shortages and an improved margin outlook have caused a number of PDP module suppliers to accelerate their timetables to bring new manufacturing capability online and at larger scales.
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