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At the end of 2005, panel demand was expected to remain strong in the first quarter of 2006 despite the quarter being a traditional slow season for the panel industry. However, actual large-size TFT LCD panel shipments only increased 2% sequentially to 31.24 million panels in the first quarter.
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Chart 5: Monitor panel shipments by size, 1Q05-1Q06 (k units)
Chart 6: Monitor panel shipment proportion by size, 1Q05-1Q06
Chart 7: Notebook panel shipments by size, 1Q05-1Q06 (k units)
Chart 8: Notebook panel shipment proportion by size, 1Q05-1Q06
Table 1: Quarterly capacity increases from new TFT LCD lines, 2006 (k substrates)
New wave of competition arrives as capacity expands at 7.5G lines
TV the key segment for Taiwan large-size TFT LCD developments
Chart 11: Taiwan large-size panel shipments and global share, 2001-2005 (k panels)