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WitsView : Panel demand growth spurs further panel price increases in 1HApr

9 April 2009

Taipei, March 31, 2009--- According to WitsView’s forecast for Apr09, downstream clients will continue to show a strong demand for monitor and TV panel products. Amid the tight supply of some components and high demand of the below 40W segment, capacity allocation between the TV and monitor panels of the G6 lines has been difficult.

After several monthly declines, large-sized panel shipments finally experience an increase in February, reports WitsView

25 March 2009

Taipei, March 18, 2009---According to WitsView’s survey, global large-sized panel shipments (including the 8.9” and above) reached 27.82 million units in Feb09, up by 25.1% MoM. But on a YoY basis, it still amounted to a 16.1% fall. After 5 consecutive monthly declines since Sep08, an increase was finally witnessed in Feb09.

Both SI and brand post positive growth in monitor shipment in February by rush orders, reports WitsView

25 March 2009

Taipei, March 25, 2009---According to WitsView’s survey, the Top 10 SIs shipped a total of 10.5 million monitors in February, up by16.2% MoM. Although February belongs to the traditional weak seasonality, a high level of business activity was seen, as downstream brand and retailers’ continued to replenish their inventory.

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.  


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