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Viewing report
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The Taiwanese Large Size TFT LCD Panel Industry, 1H 2004 and Beyond
Market Intelligence & Consulting Institute (MIC) [a division of Institute for Information Industry (III)], Aug 2004, Pages: 30
In the second quarter of 2004, customers aggressively released orders to due to concerns that a seasonality-induced panel shortage would surface in the second half of 2004.
Coupled with improved yield rates on fifth-generation lines, Taiwanese large size LCD panel makers reaped impressive gains in both volume and value.
Shipment volume reached a record high of approximately 14.8 million units while shipment value stood at around US$3.9 billion.
In the third quarter of 2004, as contract arrangements have yet to be firmed up and second-quarter inventory pile-ups need addressing, short-term oversupply is likely to occur.
Panel prices are thus expected to continue falling until the end of the third quarter of 2004.
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