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• Panel Price Book_1H Dec07
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Price Info $ : Panel Price | Street Price | DRAM Spot | DRAM Contract | Flash | Shipment

Panel material costs drops steadily in 4Q07

In general, 3Q07 marks the peak of the panel demand for 2007. Although the seasonality effects have started to kick in as the market enters into the fourth quarter, the overall market demand remains at a stable level. After experiencing price increases for nearly 7 months in the IT segment, it has significantly boosted the profits of panel makers. Compared to 1H07, the smaller material cost down pressure has subsequently eased the demand on upstream component makers to conduct further price cuts. Although the decline in the material panel cost will be a bit larger than in 3Q07, it will only be a slight price correction. In contrast to 3Q07, the IT panel material cost will drop by 2~4%, while TV panels will decline by 3~4% in 4Q07 ...

Major LCD panel makers accelerate 8G LCD investment

Korea-based LCD panel makers, including LG.Philips LCD (LPL) and Samsung Electronics, are accelerating their eighth-generation (8G) investments while major Taiwan-based players such as Chi Mei Optoelectronics (CMO) and AU Optronics (AUO) have also ramped up investment in new plants to produce larger LCD panels, according to the companies and sources. LPL has begun its 8G LCD production. For the new line, the company has decided to opt for a panel size of 2,200×2,500mm, the same as Samsung Ele ...

The XEL-1 ushers in a new era

Dubbed the XEL-1, Sony officially launched the world’s first commercially available OLED TV in Dec07. Although featuring a screen size of just 11 inches, it sells for a staggering ￥200,000. Naturally, one may wonder whether anyone would be interested in buying such an expensive small-sized TV. Before deciding, it should be noted that this is not some ordinary FPD, but is an OLED TV made by Sony, which sends two very important messages--- 1. Sony still has strong ambitions in regaining its dominance in the TV industry. 2. The era of next-generation displays has already arrived...

Price Overview, 1H of Dec, 2007

Since Apr07, panel prices have continued to rise for nearly 8 months, prompting an earlier-than-expected inventory pull in from downstream clients. This subsequently created a panel shortage in 2Q07 and 3Q07. Looking into 2008, with only CMO’s new G6 coming online, the market expects the panel supply growth to be limited. Thus, despite the market already entering into the slow season, the panel price decline is expected to be more moderate when compared to the 30% drop witnessed between the end of 2006 to 1Q07. Coupled by the persisting strong TV panel demand, chances for a sharp panel price decline will not be too high. According to WitsView’s survey, for 4Q07, IT panel prices will decline by merely 3%~5%, while in the TV segment, prices will remain relatively steady...