Display
The Taiwanese Small and Medium Size Display Panel Industry, 3Q 2004 and Beyond
November 26, 2004 / Renee Shaw
38 Page, Statistics Report
US$1,280 (Single User License)

Abstract

With Chinese mobile phone makers facing high display and handset inventories, Taiwanese small and medium size panel shipments declined in the third quarter of 2004 for the first time in six quarters, failing to reach estimates. Shipment value, however, saw a sharp increase due to increased procurement of TFT LCD from brand-name mobile phone vendors and rising module shipments, which offset declining prices on CSTN, a-Si TFT, LTPS TFT, and PM-OLED. In the fourth quarter, orders from brand-name vendors will likely continue to increase. However, with pre-holiday inventory restocking finished, the Taiwanese small and medium size panel industry will enter its traditional slack season. Overall shipments are thus expected to decline.
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