Taipei, September 22, 2008---Based on WitsView’s 2HSep price survey, IT panels grew more stable. As panel makers face mounting financial pressures, the room for more price drops narrowed. Meanwhile, mainstream TV panel prices continued to fall by 2~4 per cent ($10) in 2HSep, as panel makers tried to aggressively secure more orders.
Taipei, September 17, 2008---According to WitsView’s survey, worldwide large-size panel shipments in August reached 35.3 million units, a 7.8% MoM increase and a mere 2.2% growth on year. Since SI makers and brand vendors started to adjust their inventory levels in June, panel shipments have fallen for two consecutive months.
Taipei, August 21, 2008---Based on WitsView’s market survey, mainstream monitors panel prices fell by 8~12% in 2HAug. NBs and TVs dropped respectively by 6% and 2~5%. According to WitsView’s large-sized panel cost structure, NB panels are currently the only profitable segment.
Taipei, September 10, 2008---According to WitsView’s panel price survey for September, the price pressure on the 3 main applications can still be felt. This stems from the weaker-than-usual end market demand during the traditional strong seasonality, as the global economy remains weighed by inflation and credit squeeze problems--resulting in weak consumer confidence and buying power.
Elpida/PSC’s 10-15% output cut is not powerful enough to drive the swing. Most importantly are Korean makers, who have a combined market share of almost 50%, need to cut output by 10% or more to ensure stability in market.