Replace CRT LCD display significant effect of high value innovation

According to the Taiwan Area III MIC latest market report, the first quarter of 2005 in Taiwan area (including the LCD PC display and CRT display) industry in shipments and shipments all over the same period last year showed a synchronous growth, but compared to the fourth quarter of 2004 is the traditional peak season, and the amount of shipments showed a downward trend. Total shipments amounted to about 22 million units, the total output value of $4 billion 400 million.

LCD panel prices continue to decline, the first quarter of 2005 in Taiwan area LCD monitor shipments, shipments of whole LCD display size of approximately 16 million units, compared with the same period last year increased by more than 50%, and more than a quarter growth of 10%, the Taiwan area in the whole area of Taiwan LCD display PC display proportion has exceeded 70%, from in the fourth quarter of 2004 61% sharply increased to 72.9% in the first quarter of 2005.

In terms of product structure, 17 inch LCD display is still the mainstream product dimensions, shipments of steady growth; and a 19 inch LCD display in the price decline factors, the first quarter shipments doubled over the previous quarter. In the first quarter, the average price of LCD monitors in Taiwan has fallen from $290 in the fourth quarter of 2004 to $242. Part of the output value increased by 13% over the same period last year, reaching $3 billion 900 million.

In large size panel into the mainstream after the first quarter of 2005 in Taiwan area of large size LCD panel shipments continued to increase, amounted to about 19 million, compared with the same period last year increased by more than 50%. Average sales price compared with the previous quarter, also showed a rising trend. Growth in both the price and volume of the situation, the Taiwan area of large size LCD panel overall output value of more than $3 billion, while the same period last year showed a slight decline, but compared with the previous quarter, a significant growth of nearly 15%.

MIC pointed out that the second quarter of 17 inch LCD display is still the mainstream products, the proportion is expected to continue to maintain more than 50%; 19 inch LCD display is expected to decline in the average selling price, and the upper panel factory supply increasing, the proportion of shipments increased to about 25%; and in the 15 inch LCD display, then because of the 17 inch spread is still low, plus panel manufacturers to reduce production capacity, Taiwan area 15 inch LCD monitor shipments proportion is expected to decline to 15% to 20% level.

Expected in 2005 second and third quarters, if not panel prices continue to rise, the first quarter LCD display CRT display a substitution effect will continue. In the second quarter after the panel factory, in addition to the 6 generation line, AUO, CPT, Innolux 4.5 generation line 5 line production line, and the 5.5 generation line and CMO CPT's 6 generation line will be mass production, prediction of large size TFT LCD panel shipments of up to 20 million 900 thousand; and the third quarter is expected to reach 25 million 100 thousand.