LCD panel Market Q4 out of stock or crash?

From the news media in Taiwan, the world's top 2 suppliers of Samsung TFT LCD panel (Samsung) and PHILPS LG (LPL) have a panel of stock news, Samsung said, has begun to control the LCD TV panel (LCD TV) supply, estimated in the fourth quarter can see all kinds of panels out of stock; LPL also pointed out that at present, 20 32 and 37 Inch LCD TV panels are in short supply. However, the Taiwan industry does not agree with this view, they even believe that with the gradual exposure of the problem to solve the problem, the panel plant next generation capacity has been out, Q4 panel market crash may.

According to South Korean media reports, Samsung believes that in 2005 the Q4 panel will be out of stock, and tight supply situation will continue until the year 2006, LPL said that the current 20, 32 and 37 Inch LCD TV panel in short supply.

Investment institutions Hannuri believes that the current LCD TV panel supply gap, display overcapacity situation has been alleviated, Samsung, LPL inventory level for only 3 days, the global LCD panel market rebound soon, and this wave of rebound is expected to continue to demand in 2006 4, May, in addition, the world cup will also promote demand.

Goldman securities investment institutions (Goldman Sachs) believes that the TFT industry bottomed out, enter the period of economic recovery, it is an indisputable fact, based on 17 inch display panel as an example, has jumped from $150 to $170, which will be a great investment for PHILPS LG profit; diversion mechanism iSuppli that Q3 panel will fully out the situation is unlikely to occur, although some manufacturers of next generation capacity by exposure machine, slightly delayed out, but the second half of the LCD TV market demand may not as expected rapid take-off, even if some of the size of the temporary shortage of products is possible, but not likely to cause structural shortage. ISuppli and that the Q4 panel oversupply will reach 4.8%.