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WitsView Weekly Express    |   2008/04/14
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MCI
20080407
MCI Biweekly Update
From Mar 24, 2008 to Apr 4, 2008 the MCI index edged up by 7.3 points, increasing from 8081.1 to 8088.4. The slight change in the MCI index over the past two weeks (still hovering near the 8000 level) shows the rather hesitant mood of the market. Factors such as... more
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Price Info $ : Panel Price | Street Price | DRAM Spot | DRAM Contract | Flash | Shipment
Top Story
Published 2008/04/14

LG Stock Drops on TV Price War Concerns

Shares in LG Display Co Ltd fell more than 5 percent early on Friday, despite the firm's strong quarterly results, due to growing concerns that the market position of its key client TV makers is weakening. Analysts said aggressive marketing by leaders Sony Corp and Samsung Electronics Co Ltd in the key North American TV market threatened the market share of LG Display's client brands, such as Philips, LG Electronics and Vizio. By 0146 GMT, LG Display was down 4.76 percent at 44,000 won in ...
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Product Info - SET
Published 2008/04/10

Panasonic lifts veil on the FHD 46" PZ85

In 2008, Panasonic added the 46" to its VIERA PDP TV lineup. As its 5x and 6x range respectively includes the 50", 55" and 58" and 60", 61", 63" and 65" sizes, it is reasonable to add another size to its 4x class (previously there was only the 42"). Unlike the 42" and 50", which first supported only the SD/HD resolution, Panasonic’s new 46" already features FHD resolution....
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Market Status
Published 2008/04/07

Price Overview, 1H of April, 2008

Based on WitsView’s observation, the panel prices of the three major applications--NBs, monitors, and TVs, fell due to the traditional weak seasonality of the first quarter. In terms of the profit margins, NBs are considered the most profitable segment. In terms of unit shipments, monitors account for the largest share. In terms of production value, TVs contribute a near 50%. In general, the 2007~2008 time period will mark another profit peak for the panel industry. To make up for their previous losses and accumulate enough cash in pursuing their future investments, panel makers must wisely make use of this current market upturn...
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Column - Component
Published 2008/04/11

Solution seen in current 5G Color Filter shortage; Backlight and Polarizer makers stay near clients to maintain competitiveness

Although 1Q08 was a traditional slow season, panel makers did not reduce their glass input, due to an anticipated strong demand for 2008. This has subsequently resulted in the glass substrate demand to increase by 3% QoQ. ...
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