|
|
 |
|
Viewing report
|
|
|
|
The Taiwanese Large Size TFT LCD Panel Industry, 2003 and Beyond
Market Intelligence & Consulting Institute (MIC) [a division of Institute for Information Industry (III)], March 2004
In 2003 Taiwanese large size TFT LCD panel makers faced a favorable situation in which demand rose unhindered in applications markets, outstripping supply throughout the year. Though panel makers were impacted by the shortage of color filters in the fourth quarter, panel shipments nevertheless rose 17.1% sequentially, reaching 11.2 million units. Shipment value hit approximately $2.6 billion, a sequential increase of 35.3%, exceeding expectations.
In the first quarter of 2004, fifth generation production capacity and yield rates are expected to gradually climb. However, because the first quarter is low season for PC demand, the tight state of supply will likely relax, resulting in a lighter rise in prices on mainstream size panels. The scale of value and volume growth will also contract as demand weakens in applications markets.
List of Topics
- Quarterly shipment volume forecast for Taiwanese TFT LCD industry up to 4Q 2004.
- Special discussion on the impending glass substrate shortage.
- 4Q 2003 review and tier breakdown analysis of volume, value, ASP, product mix, and applications including:
LCD monitor
notebook PC
and LCD TV
- industry concentration and major maker volume rankings. Major player competitive profiles.
Companies mentioned include:
- AUO
- CMO
- CPT
- Hannstar
- QDI
- Sintek
- Taiwan Toppan
- Toppoly
|
|
|
|
