WitsView sees dark clouds still hovering over the TV panel market
May 20th, 2008 Leave a comment Visited 31 times, 1 so far today
Taipei, May 20, 2008—In May, the IT panel prices trended as expected. Amid the uncertain market demand in the TV segment, the IT panel prices were only up slightly. Given the fully loaded utilization rate and continued new capacity increases, the current IT panel demand and supply is in a relatively balanced state, while the TV segment is experiencing an oversupply.
Based WitsView’s observations, the local TV brand vendors performed more weakly than the Tier 1 international brands during China’s shorter Labor holidays this year. In general, although some of the accumulated inventory in China were cleared away, which included both the TV panel and set, it will still take some time before the they can drop to a more balanced level. Separately, short-term speaking the Si-chuan earthquake may affect the TV end market sales to a certain extent. Meanwhile, on 5/15, the CEO of LGD indicated that with its main TV clients affected by the weak seasonality, it hopes to mitigate the impact by cooperating more closely with Samsung group in TV products, along with shifting some of the excess capacity to IT panels. In addition, LGD also plans to construct a second G6 line (60K/m designed), where mass production is slated for 2Q09. This will undoubtedly raise concerns regarding a possible oversupply situation in 2009. For 2HMay, the TV panels will still under price pressures.
Panel Price List in 2H of May/2008
( Prices are all in USD ), last update: May/20/2008
| Application | Screen size | Format | Resolution | Price | |||||
| Low | High | Avg. | Change* | Last Avg. | Change* | ||||
| TV | 42” | WXGA | 1366×768 | 505 | 520 | 510 | -5 | 515 | -1% |
| 37” | WXGA | 1366×768 | 415 | 435 | 425 | -5 | 430 | -1% | |
| 32” | WXGA | 1366×768 | 315 | 325 | 320 | 0 | 320 | 0% | |
| 26”(TN) | WXGA | 1366×768 | 225 | 233 | 230 | 0 | 230 | 0% | |
| Monitor | 22″W | WSXGA+ | 1680×1050 | 157 | 163 | 158 | 0 | 158 | 0% |
| 20.1″W | WSXGA+ | 1680×1050 | 139 | 144 | 142 | 0 | 142 | 0% | |
| 19″ | SXGA | 1280×1024 | 141 | 147 | 143 | 0 | 143 | 0% | |
| 19”W | WXGA+ | 1440×900 | 125 | 128 | 127 | 0 | 127 | 0% | |
| 17” | SXGA | 1280×1024 | 121 | 125 | 123 | 0 | 123 | 0% | |
| Notebook | 17”W | WXGA+ | 1440×900 | 118 | 126 | 123 | 0 | 123 | 0% |
| 15.4”W | WXGA | 1280×800 | 98 | 102 | 100 | 0 | 100 | 0% | |
| 14.1”W | WXGA | 1280×800 | 94 | 98 | 97 | 0 | 97 | 0% | |
About WitsView
Founded in the year 2004, WitsView, a subsidiary brand of DRAMeXchange, is composed of a team of TFT-LCD industry experts. The research field covers the development and market trend of upstream components, mid stream panels and downstream system integrators and retailers.
For more about WitsView, please visit www.witsview.com
Ends
Media contact:
Lilia Huang
Tel: +886-2-7702-6888 ext.680
liliahuang {at} witsview(.)com
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