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Dołączył: 28 Paź 2010
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Skąd: England
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| Temat postu: it more and more bold and clear |
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1 - 3 years national panel voted chip output compared with 090,403 (Economic Daily), AUO (2409) and Chi Mei Optoelectronics (3009) and other panel makers in Taiwan will actively improve capacity utilization is expected in the second half to double tiger Taiwan-based panel factory shipments, will be more in the first half increased up to 42%, and will be notebook (NB) and the highest growth rate of LCD TV panels.
components factory that AUO and CMO of the number of components under a single monthly increase in the past,[link widoczny dla zalogowanych], Samsung and LG Display (LGD) of the capacity utilization rate is far higher than in Taiwan, the Korean system Component orders higher than that AUO and CMO, but AUO and Chi Mei Optoelectronics number of parts procurement, system vendors have started more than South Korea, Taiwan's flat panel display plant capacity utilization is rapidly ascending.
panel plant will be announced March sales and shipments, industry sources said that AUO and CMO in March revenue growth of at least one or two more in February as, 1,2 months is CMO's monthly growth rate is relatively high, but starting from March, AUO utilization rate to increase substantially from month to month growth rate will be higher than CMO.
DisplaySearch1 said Monday such AUO and Chi Mei Optoelectronics of Taiwan panel makers will be produced in the second half to take a more proactive strategy, a change in the first half of the conservative strategy, the Taiwan panel makers early this year, capacity utilization is in fact very low, but Under the current plan,[link widoczny dla zalogowanych], expected in the second half of Taiwan LCD glass substrate plant taped area, will increase 39% over the first half, the output is more than half the number of panels increased by 42%.
NB panel and this year the growth rate of the LCD TV panel LCD monitor panels is much higher than, two tigers in the second half the main cast film products will be low-priced NB, NB with the traditional TV panel based.
NB panel shipments are expected this year's global reach 197 million, representing growth of 30% last year; TV panel shipments of 12,900 this year,[link widoczny dla zalogowanych], will grow 20% over last year, is the highest growth rate of the top two panels products.
DisplaySearch Yih, vice president, said Xie, NB panel panel factory gradually transferred to the Five plants, such as AUO and Chi Mei Optoelectronics, or eight-generation line of production such as Samsung, while LCD panel production line is transferred to six generations, As a result, the display panel size will increase sales and improve AUO and Chi Mei Optoelectronics and other panel plant profits.
has been over the last two quarters of low capacity utilization Taiwan LCD panel makers, with an average capacity utilization of 50% or less, some even less than 30% However, getting the economy back to the mainland and Europe warm, endless rush orders,[link widoczny dla zalogowanych], the Lunar New Year since the capacity utilization of the same can be said with the Taiwan stock market,[link widoczny dla zalogowanych], in up the pattern.
with rush orders will become the norm this year, LCD panel plant capacity expansion, it more and more bold and clear, especially in the second half of season will be coming, notebook (NB) in the low NB,[link widoczny dla zalogowanych], touch NB and Windwos 7 and other products, led by shipments will come out of the bottom, and the upward trend was reversed.
the same time, LCD TVs, especially small-size low-cost LCD TVs, in the economic downturn, both in mainland China or Europe, have become hot commodities this year, resulting in the production of TV panels 32, the six main on behalf of the plant capacity can supply tight, prices are up beginning in April.
warm under the demand, AUO and CMO natural capacity utilization rose in the past can not be enlarged production capacity, because the material components factory stock, limited production carve out.
again with the whole supply chain system established,[link widoczny dla zalogowanych], the material shortage problem will be solved,[link widoczny dla zalogowanych], Taiwan-based LCD panel makers quickly pulled up the utilization of the natural.
However, from the product point of view, panels of glass area to year, but less than last year, because the hot products are low-priced entry-level NB and small-size LCD TV panels, small size product to the glass area is less natural.
2 - Effect of panel shipments cut my consumption Han 090403 (Commercial Times), due to the reduced impact of the economic downturn gradually surfaced, according to market research unit DisplaySearch estimates that this year South Korean manufacturers of TFT panel meter Draw volume will increase 23% over 2008, while Taiwan companies will only be 12% more than last year, the strength of the two panel industry growth and decline is increasing. According to DisplaySearch analysis
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