LCD flat panel 2008

 

According to market research firm IDC pointed out that the 2008 first quarter of the global supply and demand of large-size LCD panels 17% of the oversupply in the state, if not the lower reaches of the huge market demand changes, 08 in the large-size LCD panels or after limited circumstances, the panel is expected to supply and demand in the second quarter turned balance, and 08 in the second half of the supply and demand gap will be with the downstream market and the increase of demand for expansion, it is expected panel prices in the second quarter will be slightly higher, and reached a peak in the third quarter. Outlook 2009, in the LCD TV market, spurred by demand has yet to be amplified panel plant capacity to fill demand gaps, it is expected 08 end of the second quarter the market demand gradually become clear after the panel plant will be to publish the new expansion plan .

According to IDC research manager panel Xu Wen pointed out that the United States, 08 in the first quarter of large-size LCD panel oversupply large extent, but it did not lead prices have fallen substantially and is the main reason for panel makers improve the strategic panel inventory, panels this year Plant 07 is not such as in the first quarter as a result of oversupply, production should be, the main plan is reversal of supply and demand in the second quarter after the gradual sale of stock, to avoid repeating the second half of 07 panels in short supply, prices surging, no panels can sell predicament, in order to increase revenue and profitability.

In addition, some customers panel downstream end of the first quarter because of 07 panels without warning out of the experience affected contrarian increase panel inventory, coupled with mainland China triggered by the snowstorm of planning problems that have prompted panel downstream customers panel to low inventories, in fact China has not snowstorm, the downstream manufacturers to bear panels from the decline in losses, have now reduced inventory panel, in making the original snowstorm to China as a major manufacturing base panel module not the smooth transport to downstream customers, resulting in further downstream panel inventory level to low, the panel prices are also planning difficulties, the effect of low inventories downstream without huge slide.

Outlook 2008 panel production capacity in the supply side, Taiwan Friends of the 7.5 generation line (1950 x 2200), Chi Mei’s six-generation line (1500 x 1850) and the 7.5 generation line (1950 x 2200) and South Korea’s Samsung 7 2 Line (1870 x 2200) and two eight-generation line (2200 x 2500) and the eight-generation line LG.Display (2200 x 2500) have new capacity in Japan, while only 8 Sharp-generation line (2160 x 2400 ) 30 K increase the production capacity of China’s ultra-deep 08 photoelectric the fourth quarter is expected to be a small amount of production; If considerations of 4/4.5 generation production line to produce small and medium-size panels, on the whole, 08 panel production increased only about 25% to 30% (19 “W calculated on the basis), compared to market demand remained inadequate.

On the demand, despite the expected 08 LCD monitor market will be subject to desktop computers gradually being replaced by the laptop caused limited growth Road, but the LCD TV market, should not be underestimated demand growth, still-driven LCD Plate shipments of main engine of growth. However, at this stage whether or not the United States market by the secondary mortgage demand and the dollar’s depreciation affected, as well as the secondary mortgage derivatives of financial products, it will also demand in Europe and other markets, the impact due to large-size LCD products associated downstream market be affected, the huge demand reduction, thereby causing supply and demand reversal remains to be seen.

On the price front, 08 and the first quarter of liquid crystal display panels laptop prices fell by 3 ~ 10%, while LCD TV panels in the market where demand rose, the biggest decline also to only 4% of the size The Lcd panel prices even contrarian rose 1% to 2%. Outlook 08 second quarter, though supply and demand is expected of a state of equilibrium, but because of some other downstream applications are still not yet fully to the inventory of the impact, coupled with the second quarter of the low season demand for LCD TVs, panel prices are expected to remain in the second Jichu hard rose substantially, but the third quarter panels supply gap is expected to widen, panel prices are expected to climb accordingly Jan. However, despite the expected panel prices will continue to rise, not conducive to depreciation of the dollar relative to dollars of the panel sales, coupled with the appreciation of the NT dollar against the dollar, the depreciation of the won-dollar exchange rate and other factors, making comparison, the Taiwan panel plant faces The more difficult challenge, if not properly hedge, will be the first time in the industry fear a shortage of panel prices Jan circumstances, industry, a huge loss.

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