Abstract
Continuing LCD panel price declines are expected to beneficial to price
reductions of application products; second-half market demand is expected to
be boosted by end-market price reductions, back-to-school effect, and holiday
season. 16:9 IT application panels are expected to break into the value-line
and multimedia application markets and stimulate demand; further room for
growth is projected for emerging medium-sized application products. Taiwanese
LCD TV contract makers find business opportunities with the trend of low-price
LCD TVs and increasing share of major brands' outsourcing production; the
emerging markets of China and Eastern Europe featuring booming demand are
envisaged to become Taiwanese LCD TV makers' new customers. With the support
of domestic panel and IC suppliers, Taiwanese LCD TV makers are able to
accelerate the production of large-sized, high-definition, low-cost products;
moreover, with the global assembly deployment nearing complete, Taiwanese
makers are able to employ SKD or even CKD practice to save on logistics costs
and avoid tariffs. Furthermore, as Taiwanese LCD monitor makers have achieved
economies of scale, Korean vendors continue to increase outsourcing to Taiwan.
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