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Monitor panel shipments drop by 13% in July, reaches a new low over the past year, according to WitsView

29 August 2008

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.

WitsView sees 1HAug panel price falling further

7 August 2008

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.

Component makers first to be hit by persisting panel price falls, says WitsView

4 August 2008

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.

Large-sized panel shipment increases 6.7% to 110 million units in 2Q08, says WitsView

24 July 2008

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.

Large-sized panel prices fall further in 2HJuly, according to WitsView

22 July 2008

Taipei, July 21, 2008---The large-sized panel prices continue to fall further in the second half of July: TV panels slipped 2-3 per cent ($10), NB panels dropped about 3 per cent ($4) and monitor panels fell 6-7 per cent ($8).


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