Q4 LCD panel market is families vary

In 11, according to foreign media reports, the 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. But it also pointed out that only some types of LCD panel supply gap is larger, while the overall supply and demand gap between the LCD panel is only 4.8% (slightly lower than the previous forecast of 6.1%).

Although most of the 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.

In addition, Bloomberg and other media have generally agreed that the LCD panel does not appear in the pile up in excess of requirement of the situation, it reported in July 8th, the growing market demand not only reduces the possibility of oversupply of LCD panel price stability.

However, the most optimistic media also belong to South Korea Electronics Times website. The site said in July 6th that Samsung and LG.Philips's inventory levels have fallen to their lowest level since 2004. It also quoted Samsung executives Jo Yong-deok said, all types of LCD panels will be in the fourth quarter of this year, a shortage of supply, this situation will continue until the first half of next year.