05 LCD panel is still oversupply estimated prices continue to decline

According to LG.Philips LCD (LPL) CEO Koo Bon-joon said on the 3, in the global economy is weak, the LCD panel industry probably will be a fierce competition in the hitherto unknown.

Koo said that in 2005 the industry environment, the company must further reduce costs and increase competitiveness in order to tide over the difficulties. Samsung Electronics has also said that in 2004 more than 10 inches LCD panel supply more than the demand of more than 0.5%, is expected in 2005, the excess supply ratio will be expanded to 1.9%.

ISuppli research institutions pointed out that because of this panel manufacturers (2005) will continue to expand production capacity, estimated by the Ming (2006) years of small size LCD panel will be in a state of pile up in excess of requirement of related products, also will be significantly lower. IDC pointed out that the global LCD panel production is expected to grow 38.5% to $180 million in 2005, while revenue estimates will only grow by about $39 billion to $11%.

According to DisplaySearch released the third quarter of 2004, global TV shipments report, the quarter LCD and plasma TV shipments were 220 and 710 thousand units.

Among them, Europe for the first time surpassed Japan to become the largest market, shipments grew 71%, which accounted for 35%. Japan fell to the second largest market, shipments grew by 15%, the share was 29%. North America grew by 46%, the market for the top third, with a total of $26%. China has 3% of the rest of the world, with a total of 7%.

Sharp holds the third quarter global LCD TV market leader, occupancy rate increased from 27% to 28%; Philips from the hands of SONY won the second, occupy 11%; SONY 10%; Samsung beat Panasonic won fourth, LGE/Zenith ranked sixth.

In plasma TV, the third quarter shipments of a total of 714 thousand units, North America accounted for about 36% of them, followed by Europe's 33%, the rest of the world, Japan's total of 12% and China's 6% and 13%.

Panasonic has 20% of the plasma TV market in the third quarter, SONY fell to the second place, with a total of 13%; followed by the order of LGE of, Hitachi and Samsung Electronics of 8%, Philips and Pioneer of 7%. Among them, Panasonic is a leading enterprise in North America, Japan and the European market, Samsung Electronics in China, LGE in the rest of the world as the leading manufacturers.