After three consecutive months of shipment declines, the global LCD tablet PC panel shipments recovered in July, according to a report from NPD DisplaySearch. Around 23 million tablet PC panels were shipped, which represents an increase of 8 percent over June. The growth was mainly driven by 7' panels, which comprised almost half (49%) of all shipments. Low-priced white-box brands accounted for 59 percent of 7' panels and 43 percent of all tablet PC panel shipments in July.
The report further shows that the rise of private-label white-box tablet PCs has resulted in some well-known tablet PC brands lowering their prices. For example,
Apple is still the largest single consumer of tablet PC panels, with a 24 percent share in July, followed by Samsung at 18 percent. At the same time,
The rise of white-box brands contributed to the leadership of Chinese panel maker BOE, which made up nearly 30 percent of the worldwide tablet PC panel shipments in July. However, inventories of white-box tablet PC makers could adversely affect BOE shipments in the coming months, the report forecasts. By comparison, Korean LCD panel manufacturers
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