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WitsView Weekly Express    |   2008/03/10
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MCI
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MCI Biweekly Update
From Feb 25, 2008 to Mar 07, 2008 the MCI index increased from 8199.5 to 8314.7, an increase of 195.2 points. Given the high MCI index level, the market sentiment is very upbeat. According to WitsView’s Market Status Update report for March, panel makers are already beginning to adopt a more aggressive attitude towards their relevant panel price terms. They are keen in creating a setting for the market to rebound in the not-too-distant future. In March, the drops in the PC panel prices are expected to be more moderate when compared to February. Nevertheless, a close eye still needs to be kept on the possible influence from rising oil prices, lingering effects of the subprime credit crunch and rising inflationary pressures... more
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Price Info $ : Panel Price | Street Price | DRAM Spot | DRAM Contract | Flash | Shipment
Top Story
Published 2008/03/10

Merck KGaA turns upbeat on liquid crystals

Rattled last year by the sudden rise of Japanese rivals, Merck KGaA (MRCG.DE: Quote, Profile, Research) has regained confidence in its liquid crystal business -- its single most important product. "Looking at their investments, (Japanese competitors) are not going to have a major impact. Absolutely not," Walter Zywottek, head of Merck's chemicals business, told Reuters in a rare interview. "We are not afraid of that at all," said Zywottek, who has spent over two thirds of his 61 years at the family-controlled drugs and chemicals company founded more than 300 years ago. ...
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Product Info - SET
Published 2008/03/06

Toshiba launches next generation super-slim ZF series in Europe

Although JVC’s LCD TV sales lag behind the likes of other Japanese makers, such as Sharp and Sony, in terms of the development of high-end TVs, JVC stands on an equal footing with them. For example, JVC was the first to adopt 120Hz refresh rates in 2005, which is now seen as a “must-have” in premium-priced TVs...
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Market Status
Published 2008/03/05

Price Overview, 1H of Mar, 2008

As the market enters into March, panel makers are starting to adopt a more aggressive pricing strategy. As predicted by WitsView, panel makers are trying to create a setting conducive for the market to rebound in 2Q08. Based on our current observations, with the number of working days returning to normal in March, panel shipments are expected to return to January’s levels. As downstream clients kept a close eye on their inventory levels after the market entered into the traditional weak season in the first quarter of 2008, there is currently no serious glut. Coupled by persisting strong shipments at the channel side, the market demand in Q1 have been stronger-than-usual. Meanwhile, given expectations of panel prices rising again in Q2, an earlier-than-usual inventory pull-in in Q1 has helped consume the high panel production output, as panel makers maintained a high glass substrate input ratio. Thus, in March, the rate of decline in the PC segment should be more moderate. As a matter of fact, a tight supply may be seen for some monitor sizes. Speculations have also been floating around that some panel makers have already started to sell their panels at a higher price...
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Column - Component
Published 2008/03/05

Price correction in prism film becomes main contributor to backlight unit module cost down

Although 1Q08 is a traditional slow season, most panel makers have maintained their glass input capacity at 100% because of an anticipated panel shortage in 2008. Thus, the glass substrate demand remains at the same level as seen in 4Q07. The stable demand has helped underpin the glass substrate price. We estimate a 1% decline for 5G and 6G. For 7G and above, since Taiwanese TFT makers are further increasing their glass input , the price decrease should be a little bit higher than the smaller generation plants, which is about 1~2% by our estimation ...
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Column - Downstream
Published 2008/03/07

WitsView unveils Feb08 FPD street price survey: 20W and 19" monitor price gap drops to only USD 6; Price declines seen in most LCD TV sizes

Based on WitsView's Feb08 FHD street price survey, prices dropped for most of the various TV sizes. The only exception was the 47", where prices were up, due to a decrease in the amount of low-cost models. Sizes that dropped by more than 4% included the 20", 40", 52" and 57". In the PDP segment, price rose for the 42", 55" and 60". This is the second consecutive month for the 42" and 55" to increase. In the monitor segment, the below 22" portion were up slightly, mostly within USD 3. The price gap between the 19W and 17" stood at USD 8, while the previous USD 9 gap between the 20W and 19" narrowed to USD 6...
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