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The haze LCD prices difficult to pile up in excess of requirement is still difficult

A succession in the next generation panel plant production capacity, stimulation of large size LCD LCD panel demand pull, but overall is still in the haze of pile up in excess of requirement, so a few large LCD factory such as ViewSonic, although the CMO are said to be the price, but whether manufacturers expected turned up, still worth observing. According to statistics information industry, this year Taiwan large size LCD panel in the downstream demand, enhance the capacity to continue to expand in the second quarter, the total volume of more than 20 million, year-on-year growth of 48%. Average sales price rose slightly compared with the previous quarter, the output value of more than $3 billion 700 million, an increase of about 20% compared with the previous quarter, but compared with the same period last year, it is still a slight decline. According to product application analysis, notebook computer panel, in CPU and chipset and other key components supply stabilization, shipments in the second quarter compared with the previous quarter increased slightly. The liquid crystal display panel prices due to limited gains, coupled with rising panel prices did not reflect to the end product, caused by the liquid crystal display is still in historical low price; but the market demand is still drive shipments over the first quarter growth of nearly 10%. LCD TV panel, due to the strong downstream demand, and the new line of production capacity gradually increased supply, shipments grew more than 50% in the first quarter growth of more than. In the second half of the market, MIC industry analyst Zhou Huijuan pointed out that since has entered the PC and TV market shipments season, the downstream demand is expected to continue to rise. The panel makers in the 5.5 generation and the production line of the 6 generation of the cast and yield is expected to continue to grow, is expected in the third quarter of Taiwan, the size of the panel shipments are expected to exceed the number of films in the fourth quarter is expected to close to more than 30 million films. Total annual size of Taiwan large LCD panel industry shipments will challenge 100 million films; output value is expected to reach $15 billion 500 million. Zhou Huijuan said that in the 5.5 generation panel plant with more than 6 generation production line capacity gradually increased, 32 inch and 37 Inch LCD TV panel, supply shortages will gradually slow down. Following the 32 inch LCD panel, the first half of this year to replace the 30 inch LCD TV panel, has become the living room with the mainstream size LCD TV, 37 Inch LCD TV panel in the second half of the new production line yield stability, shipments will increase significantly.

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