(The following press release from IHS was received by e-mail and was 
reformatted. The sender verified the statement.) 
Global Tablet Display Shipments to Soar by 56 Percent in 2012 
El Segundo, Calif. (September 17, 2012)—Booming tablet shipments—including the 
iPad with its 9-inch screen, as well as smaller 7.x-inch models from various 
brands—will drive a robust 56 percent annual increase in shipments for the 
tablet display market in 2012, according to the IHS iSuppli Small and Medium 
Displays Service from information and analytics provider IHS.                    
Shipments of tablet displays this year are projected to reach 126.6 million 
units, up from 82.1 million units in 2011, as presented in the figure attached.
“Media tablets increasingly are becoming the biggest growth driver in the 
market for the small and medium display market,” said Vinita Jakhanwal, 
director for Small & Medium Displays at IHS. “While the 9-inch segment 
dominated by the iPad will account for the majority of tablet display shipments 
this year, the fastest-growing portion of the market will the 7.x-inch screens 
used in products like the Galaxy Tab from Samsung Electronics, the Kindle Fire 
from Amazon, the Nook Tablet from Barnes & Noble, and other tablet products 
using the Google Android operating system.”                                      
Approximately 74.3 million units, or 59 percent of all tablet display panel 
shipments, will come from the 9.x-inch segment, of which the iPad is the 
uncontested leader. Growth in the 9.x-inch tablet panel sector this year is 
forecast to rise 35 percent from 55.2 million units in 2011.                     
The second-largest size segment for tablet displays this year will be the 
7.x-inch. Shipments of the 7.x-inch tablet display in 2012 will amount to 41.1 
million units, nearly double from 20.8 million units last year.                  
This means the 7.x-inch category will control 32 percent of the tablet display 
space in 2012, compared to 26 percent in 2011.                                   
The 9.x-inch sector this year is giving up some market share. And while it will 
continue to lead the tablet panel space this year, the 7.x-inch category will 
be helped by the launch of lower-priced tablets in that size segment, along 
with what is widely believed will be a product offering from Apple later this 
year for a smaller iPad.                                                         
The rest of the tablet display market in 2012 will be divided between the 
8.x-inch size, with approximately 9 percent share; and the 5.x-inch, with less 
than 1 percent share. 
Tablet displays dim slightly in Q2                                               
Shipments for tablet displays declined by 20 percent sequentially in the first 
quarter due to seasonal trends, with tablet device makers trying to flush out a 
significant amount of inventory that had built up in the fourth quarter of 2011 
in light of slower consumer demand. Tablet panel shipments grew, however, in 
the second quarter—the result of inventories getting cleared, and of panel 
orders coming in for the new tablet launches planned for the second half of the 
year. Total tablet panel shipments in the second quarter reached 27 million 
units, up nearly 30 percent from 21 million units in the first quarter. 
LG and Samsung dominate tablet display shipments                                 
LG Display and Samsung Display were the main suppliers of tablet displays in 
the first quarter with 42 percent and 38 percent shipment market share, 
respectively. Both are market leaders because they make the liquid crystal 
display (LCD) panels that are used in the iPad, which continued to dominate the 
media tablet space with a commanding 58 percent of all tablets shipped in the 
first quarter.                                                                   
Aside from supplying Apple, LGD also furnishes display panels to Amazon and 
Barnes & Noble, while Samsung provides panels to its internal tablet division. 
Investments are being made by the two major tablet panel suppliers in capacity 
allocation and technological improvements to supply high-performance tablet 
panels and to develop wide-viewing-angle technologies like in-plane switching 
(IPS) and fringe-field switching (FFS). Both LGD and Samsung Display are also 
looking to convert amorphous-silicon fabs into making oxide silicon panels to 
help improve tablet panel resolution, power consumption and overall 
Panel manufacturers enter the tablet panel fray                                  
Other LCD panel suppliers also are jumping into the fast-growing tablet market. 
In particular, Japanese suppliers such as Sharp, Japan Display and Panasonic 
are actively targeting the tablet panel market by dedicating capacity at their 
Generation 6 and Generation 8 fabs in order to make tablet panels.
Together the capacity allocation this year for small and medium displays by the 
Japanese is expected to increase 164 percent from last year’s levels, reaching 
5.5 million square meters in 2012. Of particular interest is the oxide silicon 
capacity at Sharp, which has been supplying panels from its G8 fab for the 
latest iteration of the iPad—also called the new iPad. Another company, 
Panasonic, is likely to produce 7.x-inch and 8.x-inch tablet panels during the 
second half of this year.                                                        
For their part, LCD suppliers based in Taiwan, such as AU Optronics and ChiMei 
Innolux, reportedly are adjusting their business models—some to focus on 
tablets for the education sector, and others to supply tablets for the 
white-box market in China.                                                       
It is believed that AUO may be one of the suppliers qualified to supply the 
smaller iPad’s 7.85-in panels.                                                   
But unlike Tier 1 tablet display makers LGD and Samsung Display, Taiwanese 
panel suppliers primarily                                                      
target the Chinese market that is geared more toward lower-priced tablets. To 
meet lower price points, display specifications are usually dialed down 
compared to Tier 1 products. Displays targeted at the white-box tablet market 
in China mainly employ the more basic twisted nematic (TN) LCD, not the 
wide-viewing-angle LCD technologies of IPS and FFS.                              
Regardless of the display technology and market segment, display suppliers are 
making sure they align their strategies to serve this fast-growing market. 
For more information, please contact: 
Jonathan Cassell
Senior Manager, Editorial
Direct: +1 408 654 1714
Mobile: +1 408 921 3754 
IHS Media Relations
+1 303 305 8021 
Press spacebar to pause and continue. Press esc to stop.