Taiwan TFT-LCD makers report decreased revenues in November

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Yvonne Young, Taipei; Carrie Yu, DIGITIMES Asia

Thursday 9 December 2004

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Taiwan TFT-LCD panel makers post mixed results in January (Feb 15, 2005)
AUO the only Taiwan panel maker to report positive gross margin in 4Q04 (Feb 1, 2005)
CPT expects strong large-size panel shipments in 2005; panel prices likely to rebound in 1Q (Jan 24, 2005)
AUO topped Taiwan panel makers in 2004 revenues, Quanta Display grew the most (Jan 11, 2005)
Sources: Some Taiwan TFT-LCD panel makers to report a loss, despite record shipments projected for 4Q (Dec 21, 2004)
DisplaySearch: LCD-monitor panel prices to stop falling in 2Q05 (Dec 15, 2004)
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Market research firm: Monitor-panel ASPs drop to new low (Nov 23, 2004)
AUO expects lower sales of LCD-monitor panels in 2005, details 5G roadmap (Nov 18, 2004)
Sources: Large-size LCD TV panel supply lags demand 15-30% (Nov 11, 2004)
CMO only Taiwan TFT LCD panel maker to report revenue growth in October (Nov 11, 2004)
Taiwan panel makers eyeing higher-margin panel segments (Nov 8, 2004)
Taiwan TFT-LCD makers expect large-size panel shipments to rise in 4Q (Nov 8, 2004)
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CPT: LCD-monitor prices to continue dropping through 1Q05 (Nov 3, 2004)
CPT: Small-to-medium-size panel shipments to jump 140% in 2005 (Nov 3, 2004)
CMO secures top 3Q margins among panel makers, will still adjust product mix (Oct 29, 2004)

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