New Challenges for Display Panel Makers In Light of Changes in the LCD Industry Cycle

Table of Contents

1. LCD Industry Cycle Development

• 1.1 Changes in LCD Industry Cycles
• 1.2 Factors Impacting LCD Industry Cycles
  • 1.2.1 Panel Supply and Demand Create LCD Cycle
  • 1.2.2 Demand Variables Direct LCD Industry Cycles
    • 1.2.2.1 The Influence of the Consumer Market Becoming More Evident
    • 1.2.2.2 Expansion Strategies of Downstream Clients Face Increased Difficulty in Terms of Demand Forecasting
    • 1.2.2.3 Value Chains of Downstream Clients Integrating Upwards, Creating Supply Chain Battles
• 1.3 The Historical Lessons of 2007-2008

2. New Challenges for the Display Panel Industry

• 2.1 Market Environment
• 2.2 Industry
• 2.3 Business Operations

Appendix

List of Topics

• Historical trends in the LCD industry cycle
• Recent changes in the LCD industry cycle, including changes on the demand-side
• New challenges for display panel industry, including challenges arising from the overall market development, from industry trends and challenges in business operations
• Companies and organizations analyzed or mentioned in the report include: LGE, Panasonic, Philips, Samsung, Sharp, Sony, Toshiba

List of Tables

• Table 1. New Challenges for the Display Panel Industry

List of Figures

• Figure 1. Worldwide LCD Panel Industry Operating Profit Margins, 1Q 2003 -4Q 2008
• Figure 2. Worldwide Large-size LCD Panel Demand and Production Capacity YoY Growth Rates, 1Q 2003 -4Q 2008
• Figure 3. Worldwide Large-panel LCD TV Panel Supply Chain Demand, 1Q 2008 -4Q 2008