4Q11

WitsView: 2011 LCD TV, Monitor, Netbook Panel Shipments Dropped 1.4%, 5.1%, 13.5%, YoY

Global large-sized panel shipment dropped QoQ by 1%, or 1.74 million units in 4Q11

WitsView: Controller IC price decline critical to touch module’s 4-5% cost decrease in 4Q11

In the second half of 2011, the tablet market business has been slightly rocky. Aside from the dismal sales reported by most brand vendors in the third quarter, even No.1 leader Apple has lowered its projected sales for the fourth quarter. In light of the weaker-than-expected market sales, touch module makers have been especially keen in controlling costs.

WitsView: Taiwan SI LCD TV shipments expected to grow 6~9% in 4Q11; market share in 2012 to rise to 27~28%

Global consumer spending and corporate profitability have been deeply affected by Japan’s earthquake in Mar 2011, inflationary pressures, worsening credit crisis in Europe and the US and tightening of capital towards small to medium sized enterprises by the Bank of China.

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