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WitsView: Relative low point of LCD market confidence (MCI) projected to occur in Mar09~Apr09

3 March 2009

Taipei, March 3, 2009---According to WitsView’s latest research, utilization of the Fourier Transform analysis on the monthly averaged MCI (Market Confidence Index) data reveal that the next relative low point is projected to occur during Mar09~Apr09, while the high point is set to appear in Aug09~Sep09, the traditional peak season.

Panel makers huge financial losses triggers another component price war, says WitsView

3 February 2009

Taipei, February 1, 2009---As panel makers gradually disclose their 4Q08 financial results, it is seen that even the first tier players have started to post huge financial losses. Obtaining further material costdown has become one of the most efficient ways to improve businesses. According to WitsView, the component price war is expected to be exceptionally intense this quarter.  

Both SI and brand monitor shipments fall 11% in December 2008, says WitsView

3 February 2009

Taipei, January 22, 2009---According to WitsView, the Top 10 SIs shipped a total of 7.9 million monitors in December. This amounted to a MoM drop of 11.8%. In the wake of the continuous macroeconomic woes, the decline was mainly attributed to the SIs’ inventory clearing since November, along with December’s year-end inventory accounting.

Large-sized panel shipment increases 9% to 405 million units in 2008, reports WitsView

3 February 2009

Taipei, January 21, 2009---According to WitsView, a total of 405 million large-sized panels were shipped in 2008. Compared to the 371 million figures in 2007, this amounted to a YoY growth of 9%. TVs increased 19.4% YoY to 97.47 million units. Meanwhile, NB grew 17.4% 127.75 million, while monitors slipped by 0.6% to and 179.46 million units.

WitsView indicates a possible panel price rise in February

21 January 2009

Taipei, January 20, 2009---According to WitsView, with the panel prices in the three main applications staying flat in 2HJan, the likelihood of prices hitting bottom in Jan or Feb has greatly increased. This has spurred downstream clients to prepare their inventory.

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