Archive for the ‘Supply Chain’ Category
Monday, January 5th, 2009
By Brian Chen, Research Director, Greater China Market
As TFT LCD makers are now suffering from a deep downturn cycle, TFT-LCD component makers also face the same situation from Q3'08. As some of panel prices are approaching material costs, cost down requests from panel makers to LCD component makers are ...
Posted in Brian Chen, Equipment, Suppliers, TVs | No Comments »
Wednesday, December 31st, 2008
By David Hsieh, Vice President, Greater China Market
Some panel makers have raised LCD monitor panel prices for January. Panel suppliers and their OEM and brand customers are agreeing to increase the panel price of the 19” Wide and 18.5” Wide LCD monitor panels by $3-5. Meanwhile, there are many reports ...
Posted in Authors, David Hsieh, Desktop Monitors, Economics, Equipment, Notebook PCs, Suppliers, TVs | No Comments »
Wednesday, December 17th, 2008
By David Barnes, Vice President, Strategic Analysis
A recent DisplaySearch Blog by David Hsieh led me to think about potential changes in the TFT LCD supply chain. As he points out, brand owners and retailers play a dangerous game when they drive flat panel display prices towards the cost of materials. ...
Posted in Applications, Authors, David Barnes, Desktop Monitors, Equipment, Notebook PCs, Suppliers, Supply Chain | No Comments »
Tuesday, December 16th, 2008
By Charles Annis - Vice President, Manufacturing Research
LCD prices are on a relentless downward trend. Lower prices are key to stimulating more demand and further growing the total market in terms of units, as well as shifting demand to larger panel sizes. In order to maintain margins as prices fall, ...
Posted in Authors, Charles Annis, Equipment, Supply Chain, Technology | No Comments »
Monday, December 15th, 2008
By David Hsieh, Vice President, Greater China Market
As they have for the last six months, panel prices continue to fall. Most notebook, monitor and TV panel prices are less than half of their levels six months ago. Panel makers are cutting capacity utilization, closing some fabs, and selling below ...
Posted in David Hsieh, Desktop Monitors, Economics, Notebook PCs, Supply Chain, TVs | No Comments »
