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WitsView : FPD International 2009 Embraces ‘Green Innovations’ and ‘3D Touch Entertainment’, in Yokohama, Japan

At FPD International 2009, held in Yokohama, Japan, panel industry heavyweights around the globe have convened and showcased products on the themes of “Green innovations” and “3D touch display”, noted Witsview analysts who attended the event. Featured in the exhibition, LG Display showcased the world’s first 47-inch 480Hz panel, while its 3D models are equipped [...]

WitsView : LED Monitors Blossom with Ultra-slim and Energy-saving Features

After LED backlight modules took the LCD TV market by storm, LED backlight applications are also slipping into LCD monitors; industry players hope that the launch of these LED monitors will set off a positive purchase momentum in the overall LCD monitor market. According to WitsView’s survey, several vendors had already introduced LED monitors in [...]

WitsView : Channel Inventory Awaits Clearing; LCD Monitor Demand in 4Q09 Will Be More Conservative

According to WitsView’s global LCD monitor SI shipment survey, top 10 SI shipments recorded a total of 39.65 million units 3Q09, up by a 3.3% QoQ. Overall market for LCD monitors – channel inventory level is under the adjustment period as it is still at a high level; moreover, as September is the closing month [...]

WitsView : TV Panel Shipment Hit Another Record High in September

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) continued its sequential growth and reached 49.59 million units in September 2009, up by 2.1% MoM and 26.1% YoY. Thanks to the stable supply of upstream components and continued stocking by downstream customers for the traditional hot season, large-sized panel shipments [...]

WitsView : China’s National Day Holiday Sales Will be the Key to October Panel Prices

As WitsView previously mentioned, panel prices have hiked for seven consecutive months, amid downstream customers’ rising inventory level and increased set cost, panel prices in September marked the turning point of a downward trend.
Downstream clients have finalized their price negotiation with panel makers this week. According to WitsView’s observation, monitor panels will decline by $3~5 [...]

WitsView : Both LCD monitor SI and brand vendors saw shipment decline in August

According to WitsView’s global LCD monitor SI shipment survey, top 10 SI shipments reached a total of 12.89 million units in August, 2009, down by 7.1% MoM; this figure reflects that after the sluggish market demand, replenished volume exceeded actual market demand in 1H09, thus inventory was not cleared away as expected; as a result, [...]

WitsView:TV and NB panel shipments continued to increase in August; Downstream customers will likely “proceed with caution” in September

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) continued its seven consecutive month of growth, and reached 48.58 million units in Aug09, up by 2.6% MoM and 31.2% YoY. Despite reduced glass supply due to the fire breakout at Corning’s furnace in Japan, optimism about the sales of the [...]

WitsView:Top-tier panel makers’ third quarter earnings improved dramatically; Korean panel makers’ still enjoy greater cost advantage over Taiwan panel makers

Backed by a six-month panel price hike, as well as panel makers’ efforts to reduce costs, panel makers’ profitability has reached its peak this year. According to forecast from WitsView, top-tier panel makers will witness excellent profitability across all three applications this quarter.
Judging from the evolution of material cost to ASP ratio, it is evident [...]

LEDinside Expects LED Chip Supply Strained Won’t Be Eased Till Year End

As demand for LED TV and LED NB expands, LED chips are running short of supply during the second quarter of this year, which has resulted in a more stable price of white LED compared to that of last year, according to LEDinside, a LED industry research house. In the later half of this year, [...]

WitsView: Short-term glass substrate shortage problems a positive development to the panel industry

Taipei, June 8, 2009—According to WitsView’s analysts, the rapid utilization rate increases by panel makers has cleared away the previously accumulated glass substrate inventory in recent months. The current glass substrate output is now immediately consumed by eager buyers. As the capacity increases from the furnaces can not keep up with the rising glass substrate [...]

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