The LCD panel Taiwan high expectations that the fourth quarter pile up in excess of requirement

Taiwan investment company and panel makers are expected to demand TFT LCD panel declined, after the supply will be accepted too high. Some investment companies in Taiwan that the four quarter, the industry will have to face oversupply situation.

Market research firm iSuppli, a member of the Taiwan conservative, is expected in the second half of this year, the panel will not be tight supply situation. Some of the specific specifications of the panel supply will be temporarily out of stock, but the total supply will not be short, and to the fourth quarter will exceed demand by about 4.8 percentage points.

At the same time, although the majority of Taiwan panel makers refused to predict the market supply and demand situation in the fourth quarter, but most companies are conservative attitude.

Bloomberg is optimistic about the market. The 8 this month, the report pointed out that the LG. Philips LCD and its two main rivals (Samsung and AUO) will show "rising demand to ease the excessive supply and to support prices in the second quarter profit report." The article quoted MacquarieIMM investment management company Yang Jun Won, with the price stabilization and increased shipments, the industry has had a trough.

The most positive market is expected to come from the South Korean Electronics Times Internet, the author pointed out that Samsung and LG. Philiphs LCD inventory has been reduced to three days, rather than in the middle of the week of 2004. The article also quoted Samsung executive director Jo Yong-deok as saying that in the four quarter of this year, the LCD panel will be in short supply, and this situation will continue until the first half of next year.