http://www.displaysearchblog.com/2009/12/korean-government-approves-samsung-and-lg-display-investments-in-china/ The Official Blog of DisplaySearch, an NPD Group Company Fri, 10 Feb 2012 04:26:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 http://www.displaysearchblog.com/2009/12/korean-government-approves-samsung-and-lg-display-investments-in-china/comment-page-1/#comment-2746 Andrew Abrams Mon, 28 Dec 2009 21:01:28 +0000 http://www.displaysearchblog.com/?p=1093#comment-2746 If they build greefield, given the more modest infrastructure in China, the fabs will come on stream mid 2011. The real question would be,"What do panel producers do in 2010 to meet the aggressive shipment goals of the NB and set makers?" If they don't add capacity in 2010 they will lose share and be unable to meet demand. While this will cause prices to rise at first, demand elasticity, especially in China would seemto be a bigger issue than in the past, and demand would drop off. More likely, they will build capacity in 2010 as planned, leaving a very difficult situation in 2011 as each major producer adds capacity on the mainland and has already built capacity local capacity. If China does notramp at an accelerated pace, wouldn't this leave the industry in an oversupply situation in 2011? If they build greefield, given the more modest infrastructure in China, the fabs will come on stream mid 2011. The real question would be,”What do panel producers do in 2010 to meet the aggressive shipment goals of the NB and set makers?” If they don’t add capacity in 2010 they will lose share and be unable to meet demand. While this will cause prices to rise at first, demand elasticity, especially in China would seemto be a bigger issue than in the past, and demand would drop off. More likely, they will build capacity in 2010 as planned, leaving a very difficult situation in 2011 as each major producer adds capacity on the mainland and has already built capacity local capacity. If China does notramp at an accelerated pace, wouldn’t this leave the industry in an oversupply situation in 2011?

]]> http://www.displaysearchblog.com/2009/12/korean-government-approves-samsung-and-lg-display-investments-in-china/comment-page-1/#comment-2745 News Alert » Blog Archive » Korean Government Approves Samsung and LG Display Investments in … Mon, 28 Dec 2009 19:04:26 +0000 http://www.displaysearchblog.com/?p=1093#comment-2745 [...] Korean Government Approves Samsung and LG Display Investments in … Tags: david, david-hsieh, display, greater, korean, market, officially-approved, president, [...] [...] Korean Government Approves Samsung and LG Display Investments in … Tags: david, david-hsieh, display, greater, korean, market, officially-approved, president, [...]

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