Looming Price corrections on Monitor and NB panels in 1HDec

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2007-12-04 13:04

Taiwan--(뉴스와이어)--In light of the sufficient monitor and NB panel inventory for the year-end Christmas season, downstream clients are cutting the amount of orders since November. Some Tier 1 brand vendors had even requested panel makers to cut their panel prices in November. Prices ultimately remained firm, due to concerns of a possible panel shortage in 2008. However, this will unlikely be the scenario for December, as the price pressure grows.

According to WitsView's survey, price negotiations are currently ongoing between the buyers and sellers. The final price may not be apparent until the month's end. But for the first half of December, panel makers are at least expected to reasonably adjust their panel prices. With only a third of the quarter left, the market demand for monitor and NB panels are evidently falling. In addition, with the respective price levels already at a high point, a 2%~4% price decline is projected in December. Meanwhile, in the TV segment, the persisting strong demand will help underpin current price levels. Nevertheless, further observations should be made on whether the inventory levels in China's retailers start to increase. In addition, amid the continued ramp up of the 7.5G and 8G lines, and a more sufficient TV capacity brought forth by the IT panel demand slowdown, an oversupply in the TV panel segment may possibly occur in the coming months.

The panel prices for 1HDec will be released by WitsView on December 5th.

About WitsView

Founded in the year 2004, WitsView is composed of a team of TFT-LCD industry experts with many years of invaluable experience. Headquartered in Taiwan, which is the major focal point of the global IT industry supply chain, the research field covers the development and market trend of upstream components, midstream panels and downstream system integrators and retailers.

With the tremendous amount of capital expenditures in the TFT-LCD industry nowadays, the inherent risks are undoubtedly higher and higher. WitsView strongly believes that high-value intelligence and sophisticated research is the key in helping manufacturers to avoid such risks, and to develop strategies in achieving high growth and profits. Thus, WitsView adopts a bottom-up research method in closely analyzing each affecting parameter in the industry value chain. Clients can always make the right decisions in their product planning, market penetration and investment risk assessments from our most in-depth view points and market analysis reports.

After WitsView was acquired by DRAMeXchange in 2006, the newly combined research group has further established itself as a unique global hi-tech research institute that encompasses both the semiconductor and optoelectronics industries. By pooling the information platforms of both companies, clients will most certainly be able to benefit from the synergy of the two distinctive brands. We strongly aspire in providing our clients with even higher standard research and service qualities in helping them to perform well, amid the severe competition.

The clients of WitsView include major players of the upstream key component manufacturers, panel makers, downstream system integrators, channel vendors and brands in the TFT-LCD industry, along with global investment institutions and government organizations.

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