PIDA: flat panel display industry in 2009 will be weak to stay strong

PIDA photoelectric Association pointed out that the 2008 Taiwan area of flat panel display industry output value of 1 trillion and 480 billion yuan NT, a recession in 2007 8%, is the main economic recession caused by the impact of the consumer demand for electronic products. Expected in 2009 will be the adjustment of the flat panel display industry, unable to continue to invest in the next generation of the line may be relegated to the second tier manufacturers, physical health may even be forced to exit. But the LED backlight, All-in-one models, touch panel, OLED, electronic paper and so on new products and technology will continue to rise, bringing vitality to the flat panel display industry, at the same time, Monitor, NB, TV and other basic disk applications will support demand for panel. Therefore, the expected value of the flat panel display industry in Taiwan in 2009, and is expected to be held steady in 2008.

PIDA predicts that in 2009 the global panel industry output value of about $83 billion 900 million, compared with last year's decline of about 4%. The main reason is the global panel oversupply, but the price is expected to slow down the trend of the test. Expect this wave panel industry boom will show L type bottoming, with the recovery of the slow recovery. Panel manufacturers in this period will be cut, cut, tight capital expenditures, strict control of cash flow. But in the past the most attention costdown panel manufacturers, now also force space is more and more limited, manufacturers operating difficulty rising.

PIDA further explained that in 2009 will be the year of the flat panel display industry adjustment. The display industry will be a survival of the fittest, unable to invest in next generation line of both manufacturers, manufacturers may lose the competitive qualification is not enough, the competitiveness of manufacturers may be relegated to second tier suppliers, supplier panel factory is second, possibly even after the second retreat. As for the physical health of the manufacturers, may be forced to withdraw from the industry.

However, LED backlight, All-in-one models rise, touch panel, OLED, electronic paper and other new product technology, will continue to bring vitality and growth momentum for the flat panel display industry. Among them, the LED backlight is expected in NB products (excluding mini pen) penetration, 2009 will look at 37.5%, as the mini pen LED backlight penetration will reach 100%. All-in-one models in 2009 will account for the overall Monitor market share of about 10%-15%.

Touch panel manufacturers in 2009 will be fully planar, capacitive and other technical direction. But PIDA believes that the domestic touch panel manufacturers in 2008 revenue scale, as well as the proportion of touch panel products accounted for the proportion of revenue panel manufacturers, the contribution to the flat panel display industry in 2009 is still limited. Electronic paper manufacturers in 2009 will gradually increase, the product is still positioned in niche products. As for the impact of OLED in the environment, 2009, I am afraid it is not easy to have a big breakthrough.

According to PIDA statistics show that the global photovoltaic industry output value of about $345 billion in 2008, the output value of about $365 billion in recent years, about two digit growth in 2007. But affected by the global financial turmoil, the output value is expected to decline to $353 billion in 2009. Among them, the flat panel display industry in 2008 the global output value of about $162 billion 400 million, but is expected in 2009 the output value will decline to $156 billion 100 million in 2010 is expected to grow to $167 billion 300 million.

Among them, the Taiwan optoelectronics industry began to develop in 1984, in 2000 began in the flat panel display industry driven by the third wave height growth. In 2007 the total output value of Taiwan optoelectronic industry about NT $2 trillion and 100 billion, for the first time exceeded NT 2 trillion yuan, but by the downturn, is expected in 2008 will be slightly reduced to 2 trillion and 90 billion yuan NT, in 2009 the output value will be further reduced to 2 trillion and 50 billion yuan nt. But it is expected to resume growth in 2010, the output value of 2 trillion and 270 billion yuan nt. In particular, flat panel display, the main application is distributed in consumer electronics products, this wave will be affected by the impact of the deep. The expected value of Taiwan flat panel display industry, the NT $1 trillion and 610 billion in 2007, 2008 to 2009 the annual output will be maintained in the vicinity of 1.48-1.49 trillion yuan NT, 2010 is expected to restore growth to 1 trillion and 660 billion yuan nt.

However, in terms of output value, in Taiwan in 2008, 396 billion 200 million optoelectronic products, TFT-LCD panel and LCD module output value is still known as the crown of NT $1 trillion and 20 billion, TFT-LCD component industry output value of NT $200 million times. The highest growth rate of output value of the product is electronic paper, the growth rate of up to 96% in 2008, OLED growth rate of about, LCD equipment output growth rate of 15%.

Market share, in 2008 the global panel industry in Taiwan accounted for the rate of 38%, STN panel industry in the global market share of 26%, OLED global market share of 27%, Taiwan is still the world's top 3 photovoltaic products production center.