Recent numbers from DisplaySearch, now a part of the NPD group, show data on Q4’05 large-area TFT LCD shipments, for 10-inch+ TFT LCD displays. Shipments increased 10 percent Q/Q and 69 percent Y/Y to 65.5M units. For all of 2005, shipments rose 58 percent to 218.5M panels on strong growth in all applications. Total revenues also experienced strong growth of 13 percent Q/Q and 78 percent Y/Y to $14.0B. For the year, revenues rose 25 percent to $44B, a record year for the TFT LCD industry. DisplaySearch expects Q4’05 to be the peak quarter in terms of Y/Y revenue growth in the latest crystal cycle with Q1’06 expected to rise at 60 percent Y/Y with Q2’06 growing 41 percent Y/Y.
Meanwhile, RPTV is still strong. DisplaySearch’s research on worldwide microdisplay rear projection TV (MD RPTV) shipments showed that Sony is coming out a big winner. Sony accounted for more than one out of every two MD RPTVs sold in Q4’05, earning a 54 percent share, up from 32 percent on 153 percent Q/Q and 113 percnet Y/Y growth.