Taking a brief overview of the TFT-LCD panel industry in 2009 – in 1Q09, downstream customers’ demand was sluggish after the financial downturn, panel production capacity was over-adjusted after panel makers suffered severe losses, and panel maker’s demand freeze led to a substantial gap in the supply chain of upstream components.
2010/1/4--------According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.
In the wake of the merger of Innolux Display and Chi Mei Optoelectronics (CMO), there has been much speculation in the industry about the new panel giant’s market strategy, as well as the integration of both company’s upstream component supply chains.
According to WitsView’s top 10 monitor brand survey, total monitor shipment reached 11.65 million units in November 2009, which is fairly flat compared to that of October.
2009/12/24--------With the recovering PC shipment at 2009, DRAM shortage had accelerated since August and reach at the peak in October. Some PC-OEMs even spent US$55, 1Gb for US$3.25 equivalent, for DDR2/2GB module from module houses at spot market.