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According to Taiwan media reports, the research firm DisplaySearch David Hsieh, vice president yesterday (13) that the panel industry in Europe and the United States Christmas led the revival of demand, coupled with China and other emerging markets, strong demand in the second quarter panels will be in short supply, gap up to 10% to 20%, panel prices will start to rise in 3,4 months.
Gtm analysis, this year’s Thanksgiving, 42-inch LCD TV will fall below the historical low-cost 500 U.S. dollars is expected to make Europe and the United States by the end of season sales achieve better results, and to reduce electricity AUO and Chi Mei panel factory, the first the impact of seasons off-season effect, causing panel prices fell slightly slowly opposite Panel Plant in the fourth quarter profit, but also can get some support.
David Hsieh said that at the end of season sprint, is working on assessment increases this year and the global LCD TV shipments. Last year, the global LCD TV shipments of 105 million units estimated 130 million units this year, next year’s estimated 155 million units, he pointed out, may now be raised to ship this year, compared with 135 million units next year, compared with 160 million units by 2013 it will break 200 million units worldwide.
DisplaySearch held in Taipei yesterday, the annual flat-screen TVs seminars, research director Yang Jingping, said the agency, but also remember that in 2008 the U.S. Thanksgiving period, the 32-inch LCD TVs dropped to 499 U.S. dollars, resulting in the week to sell the brand TVs up to 10 million units, In order to meet this year’s season, the major TV brands under the plant or even earlier to kill the price.
She stressed that this year the price of killer Sharp, now 499 U.S. dollars in the United States launched the 42-inch LCD TV, expected to include brands such as Samsung and Vizio industry, will be Thanksgiving, when follow-up, the price cuts stimulated season this year, Europe and the United States out of the sale is expected to be stimulated.
David Hsieh said that under the effect of the Christmas season, on the current panel industry is still optimistic about the economy, in addition to the recovery of Europe and the United States demand, the supply side, manufacturers have been able to quickly cut during the low season, coupled with China and other emerging market demand strong, although the first quarter of next year, is the traditional off-season, but the second quarter panels will be in short supply, the gap 10% to 20%, panel prices will start to rise in 3,4 months.
He stressed that in the fourth quarter to first quarter of next year, is the traditional off-season, although the panel will be excess supply, but the panel plant will cut response, after all, television is a low and peak seasons, however, in order to meet peak season demand in the second half of next year, next year, in the second quarter will begin procurement of TV panels will lead to shortage of panels, as for next year, is in short supply, who is the winner.
In his view, the brand TV makers such as Samsung, LGE and Sony and other manufacturers, the procurement TV panels next year, still own panel factory-based, as the second source of supply, of course, AUO and CMO.
Taiwan’s flat panel pairs of Tiger In addition to international brands, the next year, Chinese mainland is Taiwan’s flat panel plant supporting an important pillar of the performance is expected next year, Chinese TV brands, there are still up more than half of AUO and Chi Mei to electricity supply in Taiwan procured
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