Comments on: Earthquake in Taiwan Impacts TFT-LCD Supply Chain

By: Sharp LC-20B6U-S 20″ Flat-Panel LCD Television

Sharp LC-20B6U-S 20″ Flat-Panel LCD Television — Thu, 20 Oct 2011 10:08:16 +0000

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By: Shawn Lee

Shawn Lee — Mon, 08 Mar 2010 22:06:18 +0000

CMO and HannStar did not shut down all of production process in last week, some process were re-starting within two days; we still watch the impact of panel output, it is early to gauge the impact of supply and demand now.

By: Andrew Abrams

Andrew Abrams — Fri, 05 Mar 2010 11:47:56 +0000

Is this just an easy way for panel producers to justify price increases or is it real? By my calculations if both Hannstar and CMO were shut down for the entire week, it would amount to a .4% decrease in m2 for the year, using 2009 numbers. As 2010 capacity in m2 is larger, the impact would be even smaller and likely the shutdown will be less than a week. Does this really justify any change in panel pricing or is it just an excuse to try to convince OEMs and set makers to pay up for inventory?

By: norman

norman — Fri, 05 Mar 2010 03:42:42 +0000

TSMC do have a fab (fab 6) in Tainan which is a 8″ fab and has LCD drivers production over there.