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TFT LCD Material/Component Tightness in 2015?

Earlier in 2014, we forecasted demand growth of 7% and capacity growth of 4% in 2014. Our latest forecasting indicates 2014 TFT LCD area growth will come in at 7.6%. During 2014, panel prices have been stable, with prices of some sizes – such as 32” and 40”/42” – seeing increases. Continue Reading

China Dominates Crystalline Silicon Solar PV Chain End-to-End

With trade wars continuing across the globe, it is worth examining the PV supply picture at two different points: the quarter in which the first of the trade investigations began and the end of the current year. The figure below shows these points in Q4’11 and Q4’14, highlighting snapshots of the crystalline silicon (c-Si) PV production chain. Continue Reading

LCD Panel Supply and Demand: Will 2015 Be Tighter?

Panel makers benefitted from the panel shortage in Q2’14, which enabled panel prices and shipments to increase at the same time. We recently summarized the reasons for the shortage. We are expecting the tightness in TV, notebook PC, and monitor panels to continue in Q3’14, before inventory adjustments are made in Q4’14. Continue Reading