Shipments of 3D-capable large-area TFT LCD panels increased to 5.2 million units in Q2, growing by 124% Q/Q. Shipments of 3D panels were primarily for LCD TVs, reaching 4.9 million units in Q2â€™11, 118% Q/Q growth, and pushing the 3D penetration in LCD TV panels from 4.5% in Q1â€™11 to 9.3% in Q2â€™11.
Note these are 3D LCD panels shipping into the supply channel. The question then becomes: is the increase in 3D LCD panel shipments the result of end user market demand for 3D TVs? Or it is simply a supply side push based on wishful thinking? I’m betting it’s the later.