LGD

TrendForce: Samsung and LGD Cut Monitor Panel Production to Increase Sales Growth and Profit

As smart mobile devices prevail and impact the market demand for traditional PCs, monitor product sales remain weak as well.

Latest LCD industry cycle shows panel makers facing mounting profit pressures, says WitsView

Taipei, August 29, 2008---By observing the operating margins of panel makers in the past 5 years, 2 major downslides can be spotted. One occurred between 4Q04~2Q05, while the other happened between 2Q06~1Q07.
 

WitsView:價格跌幅劇烈,面板廠進入下一波的循環低潮

2008年8月29日---根據WitsView的觀察 ,從過去五年來面板廠營業利益率的變化,可以發現LCD產業有兩個明顯下滑虧損的波段,分別為2004年第四季到2005年第二季;以及2006年第二季到2007年第一季。

1. 2004年液晶面板主要應用於IT產品,由於市場需求跟不上供給的成長,面板價格一路下滑,整年價格下跌的幅度超過美金100元,造成面板廠在2004年第四季到2005年第二季營收有相當大幅的虧損。

2. 2006年預期世界盃足球賽將會刺激市場需求,帶動液晶電視市場的銷售成長,因此面板廠積極生產,電視品牌商也全力佈局歐洲與北美市場,然而世足賽並未如預期大幅帶動液晶電視的買氣,連帶造成庫存堆疊,加上六代線以上產能大量開出供過於求,面板價格急速下滑。在2006年第二季部分面板廠開始呈現虧損的狀況,但較前一個循環低點的虧損情形略為緩和。

Large-sized panel shipment increases 6.7% to 110 million units in 2Q08, says WitsView

Taipei, July 24, 2008---Global aggregated large-sized panel shipments in 2Q08 reached 110.8 million units, a QoQ increase of 6.7% and a YoY growth of 22.4%, according to WitsView's latest shipment report The growth mainly stemmed from increases in IT panel shipments, especially the NB segment, where it jumped by 12.9% to 35.4 million units.

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