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.
Taipei, September 2, 2008 --- Demand for DRAM did not recover after the Beijing Olympics. Memory module makers, whom realize that their expectations have failed, are starting to initiate price cut in China.