TFT-LCD by the LCD panel into the bottom of the economy, monitor panel quotes rebound, TV panel shipments in the fourth quarter estimate will increase over the previous quarter and other factors, the recent legal opinion for the panel industry upturn. North and South Korea in 11/23 with fire, but also for Taiwan's flat panel industry has brought short-term positive imagination. However, the panel double tiger CMO, AU Optronics 11/24 stock performance is as expected, only a little red to open lower plate also have turned black.
Mainly due to the two Koreas exchanged fire for the panel industry, the real impact remains to be seen. Even if the short-term positive on the market, although inspired Lenovo (because the two Korean panel makers worldwide large-size panel market share of 50% or more, if the war extended to the Island, Korea, Department of panel may impact the situation for export shipments), but, in fact, in the will produce long-term benefit Taiwan-based panel makers the real impact of supply and demand changes, including panels, brand order flow, etc., are still too early to tell.
Panel industry is currently the main market for the positive point of view, including short-term water level of the inner panel of supply chain inventory has been reduced, European and American Thanksgiving and Christmas season is expected to continue to melt the stock immediately from mainland China will drive the wave of the Lunar New Year stocking needs, monitor panel quotes stabilized rebound, although TV panel prices continued to fall, but shipments are expected to return to temperature, and the emerging markets will drive the 2011 global LCD TV shipments onto the 220 million units, the new technology and new Application help panel manufacturers to improve product mix and gross profit margin and so on.
However, the long-term view, as several China-generation LCD panel TFT-LCD new plant, are under construction or completed, or are still planning hearings, expected as China-generation panel production carve out a new will for the global TFT-LCD panel industry in the territory of supply and demand changes and move to bring variables.
6 on behalf of China, Hefei BOE line was formally put into operation in November this year. The current plant has been completed, yet to be imported machine equipment production line, including 8.5 generation line of Beijing BOE, and a joint venture between TCL and deep ultra 8.5 Huaxing Power Generation line. Also, is evaluating the new production line, and China Electronic Information Industry Group, Nanjing Panda 8.5 on behalf of the CEC's line of 8.5 generation line BOE Hefei, Chengdu, 8.5 generation line Foxconn, Samsung 7.5-generation line in Suzhou, LG Display 8.5 on behalf of the Guangzhou line and so on.
Mainly due to the two Koreas exchanged fire for the panel industry, the real impact remains to be seen. Even if the short-term positive on the market, although inspired Lenovo (because the two Korean panel makers worldwide large-size panel market share of 50% or more, if the war extended to the Island, Korea, Department of panel may impact the situation for export shipments), but, in fact, in the will produce long-term benefit Taiwan-based panel makers the real impact of supply and demand changes, including panels, brand order flow, etc., are still too early to tell.
Panel industry is currently the main market for the positive point of view, including short-term water level of the inner panel of supply chain inventory has been reduced, European and American Thanksgiving and Christmas season is expected to continue to melt the stock immediately from mainland China will drive the wave of the Lunar New Year stocking needs, monitor panel quotes stabilized rebound, although TV panel prices continued to fall, but shipments are expected to return to temperature, and the emerging markets will drive the 2011 global LCD TV shipments onto the 220 million units, the new technology and new Application help panel manufacturers to improve product mix and gross profit margin and so on.
However, the long-term view, as several China-generation LCD panel TFT-LCD new plant, are under construction or completed, or are still planning hearings, expected as China-generation panel production carve out a new will for the global TFT-LCD panel industry in the territory of supply and demand changes and move to bring variables.
6 on behalf of China, Hefei BOE line was formally put into operation in November this year. The current plant has been completed, yet to be imported machine equipment production line, including 8.5 generation line of Beijing BOE, and a joint venture between TCL and deep ultra 8.5 Huaxing Power Generation line. Also, is evaluating the new production line, and China Electronic Information Industry Group, Nanjing Panda 8.5 on behalf of the CEC's line of 8.5 generation line BOE Hefei, Chengdu, 8.5 generation line Foxconn, Samsung 7.5-generation line in Suzhou, LG Display 8.5 on behalf of the Guangzhou line and so on.
