Can TFT LCD supply meet PC demand in 2004?

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By Vinita Jakhanwal, iSuppli/Stanford Resources

Friday 13 February 2004

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Sources: Taiwan TFT LCD makers vary between 7G and 7.5G lines (Apr 16, 2004)
AU Optronics to invest over NT$100 billion in new 7G TFT LCD plant (Mar 8, 2004)
Rear projection becomes new TV battleground, according to iSuppli (Feb 27, 2004)
HannStar and CPT to raise 15-inch LCD monitor panel prices in March (Feb 26, 2004)
IDC: Taiwan to top South Korea in TFT LCD industry in 2004 (Feb 24, 2004)
Sharp forecasts strong LCD sales growth over next three years (Feb 20, 2004)
Acer’s move into LCD TVs highlights increasing FPD competition (Feb 18, 2004)
DisplaySearch: Global TFT LCD panel supply to exceed demand by only 3.8% in 2004 (Feb 12, 2004)
Constrained supply and rising prices could decelerate LCD panel sales increases (Jan 16, 2004)
TV demand spurs LCD shortfall, says iSuppli/Stanford Resources (Nov 20, 2003)
DisplaySearch: Global LCD TV shipments increased 46% in 3Q (Oct 31, 2003)
iSuppli/Stanford Resources: Third-quarter LCD monitor shipments surge in US (Oct 31, 2003)
DisplaySearch: TFT LCD supply to remain tight next year (Oct 21, 2003)
DisplaySearch: Continuing strong growth of global LCD TV market estimated for 2Q (Jul 30, 2003)
DisplaySearch: Global LCD monitor shipments increased significantly in 1Q while CRT monitor shipments dropped sharply (Jun 27, 2003)

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