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Viewing report
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The Taiwanese Large Size TFT LCD Panel Industry, 3Q 2004 and Beyond
Market Intelligence & Consulting Institute (MIC) [a division of Institute for Information Industry (III)], Dec 2004
In the third quarter of 2004, due to undigested panel inventories from the second quarter and unimproved market demand in the third quarter, Taiwanese large size LCD panel makers saw declines in both volume and value. Shipment volume fell by 5.4% sequentially, while shipment value slipped to around US$2.8 billion. In the fourth quarter of 2004, plummeting panel prices are expected to bring down prices in the consumer market. This and seasonal effects are expected to stimulate consumer demand. Panel oversupply will consequently see relief and the drop panel prices will thus slow down in the fourth quarter. List of Topics Quarterly shipment volume forecast for Taiwanese TFT LCD panel industry up to 4Q 2005; yearly shipment volume forecast up 2009. 3Q 2004 review and tier breakdown of volume, value, ASP, product mix, and panel applications including LCD monitor, notebook PC, and LCD TV; review of industry concentration, and major maker volume and value rankings.
AUO, CMO, CPT, Dell, Hannstar, IDTech, QDI
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