In Q1’13, the LCD TV panel supply chain is adjusting to built-up inventory from 2012. With LCD TV panel shipments 14% higher than set shipments, we would expect over-supply and inventory adjustment in the first half of 2013. Continue Reading
Tag Archives: LCD TV panels
Sharp Samsung Alliance – An Alliance of Mutual Benefits
According to news reports, Sharp is in talks with Samsung on concluding a capital and business alliance. The two sides are believed to be in final negotiations, with Sharp likely to receive around 10 billion yen ($107M) in investment from Samsung, in exchange for a 3% stake of Sharp. Continue Reading
China LCD TV Panel Demand to Peak at the End of 2012
Higher-than-expected shipments of panels to Chinese TV makers over the past 3 months has encouraged optimistic shipment forecasts for the remaining months of the year. Continue Reading
IFA Open Day 1: Chinese Can Be Fast Followers Too
Today was the first day of IFA open to the public, and among the consumers with baby strollers and bratwurst, were booths of manufacturers from all over the world promoting their wares. Continue Reading
The Rise of China: BOE and ChinaStar Passing a Million LCD TV Panels Shipped Per Month
A hot topic in the LCD and TV industry has been the rise of Chinese panel makers. For the past few years, Chinese panel makers have been building and ramping up new Gen 6 and Gen 8 fabs, targeting LCD TV panel production. Continue Reading
