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Taiwan's PC monitor shipments are expected to fall 8.2% sequentially in the first quarter of 2021, after registering a 3.7% sequential increase in the prior quarter, according to Digitimes Research.
Taiwanese makers together delivered 25.69 million PC monitors in the fourth quarter of 2020. The makers, out of concern about component shortages, expanded their component inventory and shipments in the fourth quarter.
Although the volumes will slip more than 8% sequentially in the first quarter of 2021 because of seasonal factors, the volume will represent a 27.4% on-year increase, thanks to a low comparison base in the same quarter a year ago, Digitimes Research's figures show.
Taiwan-based makers' shipments continue to lean toward large-size models with the 23.x-inch and 27-inch and above segments witnessing increasing shipment proportions. The combined shipment share of 22-inch and above monitor products reached more than 75% in the fourth quarter of 2020.
Among Taiwanese makers, Wistron had the highest sequential shipment growth in the fourth quarter of 2020, up 24.1%, thanks to increased orders from Dell and Lenovo. Foxconn enjoyed the second highest sequential increase also because of order ramp-ups by Dell and Lenovo.
For the first quarter of 2021, Wistron's shipments are expected to dip slightly from a quarter ago or remain flat, while other Taiwanese makers will all suffer from a between 8-10% sequential drop.