Market outlook: LCD panel trend there are a variety of claims

LCD panel price range has been more than a month's time. However, the current performance of the LCD panel market, there have been a variety of claims in the industry, optimistic pessimists are. Reporters the day before (day 11) seen in a foreign media reports, "LCD panel production capacity growth situation for some Taiwan investment company and panel manufacturers are very worried, they think the LCD panel may appear oversupply situation in the fourth quarter of this year."

However, the market research firm iSuppli is more inclined to think that the LCD panel is likely to appear in the fourth quarter of this year, tight supply situation. However, we also found that iSuppli is only a number of models to predict the LCD panel supply gap larger.

Based on the spot market to analyze the recent performance of the LCD panel, appearing on the market two tone is not Weakness lends wings to rumours.

In June the LCD panel a rally applauded when the industry generally is expected in July the size of the LCD panel prices will rise in the round, especially expected 15 inch notebook computer (NB) LCD panel rose $10, 15 inch LCD panel rose 5 to $10. However, according to early July market price, although the LCD panel prices indeed in the overall rise, but the increase is not expected: including 14.1 inch, 15 inch, 15.4 inch notebook computer panel, and a 17 inch, 15 inch LCD panel, 32 inch LCD TV panel, a panel is 3 ~ the increase of $5.

Although the actual performance of the market is expected to appear so out, but the dealer is still relatively calm performance. Last week, this reporter interviewed in the spot market, a dealer also told reporters: "in fact, I think this increase is relatively healthy, with normal market warming, while panel prices also do not see any weak tendency; instead of more than and 10 rose $20, we will begin to doubt the market is not normal."

However, the market will also appear in the sound, because the supply capacity still continue to open the panel manufacturers, has just entered the market supply and demand situation is stable, the market supply and demand imbalance again if the dealer is likely because of the current "optimistic" and once again the loss. So, the reporter found that the current dealer action has begun to converge.

Data show that the majority of Taiwan LCD panel manufacturers are reluctant to disclose the specific shipments in the fourth quarter, but there is news that most of these vendors have a conservative attitude towards the market outlook.