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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.
Taipei, August 18, 2008---According to WitsView’s survey, worldwide large-size panel shipments in July reached 32.7 million units, a 7.7% MoM decrease and a mere 1.3% growth on year. Beginning from June, due to rising inventory pressures, some brand and SI makers reduced the amount of panel orders. At the same time, panel prices also began to trend downwards.
Taipei, August 6, 2008---According to WitsView’s 1HAug price survey, IT panels will drop by 7~9%, while TV panels will slip by another 3~5%. There is a chance in seeing monitor panel prices falling past their fully-loaded cost in August. There is even a possibility to witness prices falling near the cash cost level, which would mark the lowest acceptable ASP for panel makers.
Taipei, August 3, 2008---The recent large-sized panel price drops has once again highlighted the profitability pressure panel makers now face. Thus, their demand on upstream component makers for additional cost downs has grown as well. According to WitsView’s latest report, the panel material cost down will be more severe in 3Q08 than in previous quarters.
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.