When will TFT-LCD panel prices bottom out?

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Calvin Shao, Taipei; Carrie Yu, DIGITIMES Asia

Thursday 13 January 2005

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Research firms: LCD panel market to veer back toward oversupply in 1H06 (Aug 31, 2005)
DisplaySearch raises panel-demand forecast for 2005; price increases unlikely before June (Mar 3, 2005)
DisplaySearch to hold 2005 Taiwan FPD conference in April (Mar 1, 2005)
DisplaySearch: LCD monitor shipments to reach 23 million in 2Q, panel prices likely to increase in March (Feb 23, 2005)
ASPs for most large-size TFT-LCD panels stop falling (Feb 22, 2005)
CPT: Panel prices to stabilize soon, oversupply to widen in 4Q05 (Feb 4, 2005)
Taiwan market: 19-inch LCD monitors accounting for greater portion of first-tier shipments (Jan 25, 2005)
DisplaySearch: 29- to 32-inch segment to become LCD-TV mainstream (Jan 20, 2005)
CPT: Average price of 17-inch monitor-panels to fall slightly in January (Jan 6, 2005)
System makers: Samsung slightly lowers 17-inch panel quotes; more dramatic drops from Korean makers may follow (Dec 30, 2004)
Stock prices of TFT LCD makers drop as LG.Philips LCD forecasts further price drops next quarter (Dec 23, 2004)
iSuppli: First-tier LCD-monitor panel prices to stabilize next month (Dec 22, 2004)
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)
LCD-monitor panel-use CF prices drop nearly 20% from September (Dec 10, 2004)

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