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Although the large-size TFT LCD industry is at its low point during the first half of each year, demand for notebooks and monitors was slower than expected in the first half of 2006. The LCD TV market continued growing, but shipments of Taiwan’s large-size TFT LCDs were still affected by oversupply amid rapid capacity expansion.
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Chart 5: Monitor panel shipments by size, 1Q05-2Q06 (k units)
Chart 6: Monitor panel shipment proportion by size, 1Q05-2Q06
Chart 7: Notebook panel shipments by size, 1Q05-2Q06 (k units)
Chart 8: Notebook panel shipment proportion by size, 1Q05-2Q06
Will price reductions of large-size panels stabilize amid the upcoming hot season?
Samsung and Sony add investments for 8G production, how about Taiwan?
Table 4: New TV panel capacity, end of 2008 (k substrates/month)
Chart 12: Taiwan large-size panel shipments and share of global market, 2001-2008