Archive for the ‘Equipment’ Category

Survival Games in TFT LCD Components

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 ...

Panel Prices Start to Increase

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 ...

The Golden Goose

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. ...

Increasing LCD Transmissivity, Key to Lower Costs

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, ...

Utilization Down, Fab Closure, What’s Next for Taiwan?

Thursday, November 13th, 2008

By David Hsieh, Vice President, Greater China Market TFT LCD makers are now suffering from a deep downturn. According to the latest Quarterly TFT LCD Cost Forecast Reports with Annual and Quarterly Projections, panel prices are approaching cash costs, and some panel makers are already selling products ...