Abstract
This report provides Taiwanese small- and medium-sized TFT-LCD panel shipment
volume and value forecasts, as well as recent quarter review of shipment
volume, shipment value, manufacturer volume rankings, and shipment by maker
for cell panels and modules using in-house produced cell panels. Also included
are product mix analyses, including major applications such as mobile phone,
PDA/PND, DSC, DVC, portable DVD, MP3/MP4 player, office applications,
automotive, and industrial equipment, as well as panel sizes. The content of
this report is based on primary data obtained through interviews with small-
and medium-sized TFT-LCD panel makers. This report finds that Taiwanese small-
and medium-sized TFT-LCD panel shipment volume recorded significant growth in
the second quarter of 2009 thanks to stable growth in the emerging markets and
substantial growth of Chinese non-brand mobile phone export. Anticipating the
peak-season demand at the year-end, it is expected that 2009 Taiwanese small-
and medium-sized TFT-LCD panel shipment volume will peak in the third quarter.
Nevertheless, if Chinese market demand does not pick up during the October
holidays, it is expected that fourth-quarter shipment volume will see little
growth on excessive inventory buildups.
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