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Taiwan’s small-to- mid-size LCD panels – 3Q 2005

Ida Chen, DigiTimes Research; Rodney Chan, DIGITIMES Asia
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Taiwan’s small-to-mid-size TFT LCD panel makers continued posting robust growth in the third quarter. For five quarters in a row they have seen on-year growth topping 100% for two major reasons: TFT LCDs have replaced STN LCDs in many applications; and Japanese and Korean competitors have given up the low-margin 1.5- and 1.8-inch digital camera-use panels, leaving Taiwan makers with more orders for the two segments.