世界及台灣TFT液晶面板産業：2008年及其之後

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.

Table of Contents

List of Topics

• Worldwide Large-sized TFT-LCD Panel Inventory Cycle, 1Q 2005 -2Q 2008;
• Worldwide TFT-LCD Panel Shipment Volume by Application, 2005 - 2009;
• Taiwanese Large-sized TFT-LCD Panel Shipment Volume, 1Q 2006 -4Q 2008;
• Taiwanese Large-sized TFT-LCD Panel Shipment Value and ASP, 3Q 2006 -4Q 2008;
• Taiwanese Large-sized TFT-LCD Panel Price by Size, 3Q 2006-2Q 2008;
• Taiwanese Small and Medium-sized TFT-LCD Panel Shipment Volume, 3Q 2006 -4Q 2008;
• Taiwanese Small and Medium-sized TFT-LCD Panel Shipment Value and ASP, 3Q 2006 -4Q 2008;
• Taiwanese Small- and Medium-sized TFT-LCD Panel Makers' Cell Panel Shipment Share by Internal Use and External Sales, 1Q 2006 - 2Q 2008;
• Shipment Volume of Cell Panels for Chinese Small-sized TFT-LCD Application Products;
• Taiwanese Small- and Medium-sized TFT-LCD Panel Shipment Share by Application;
• Taiwanese LCD and CDT Monitor Shipment Volume, 3Q 2006-4Q 2008;
• Taiwanese LCD Monitor Shipment Value and ASP, 3Q 2006 -4Q 2008;
• Taiwanese LCD Monitor Shipment Share by Size, 1Q 2006 -2Q 2008;
• Major Taiwanese LCD Monitor Makers' Shipment Volume and Share by Tier;
• Taiwanese LCD Monitor Makers' Shipment Volume and Share by Customer, 4Q 2006 -2Q 2008;
• Taiwanese LCD TV Shipment Volume, 3Q 2006 -4Q 2008;
• Taiwanese LCD TV Shipment Value and ASP, 4Q 2006 -4Q 2008;
• Taiwanese LCD TV Shipment Volume and Share by Size, 3Q 2006-2Q 2008;
• Taiwanese LCD TV Makers' Shipment Volume and Share by Tier;
• Major LCD TV Brands' Volume and Share of Outsourcing to Taiwanese Makers, 1Q 2007-4Q 2008;
• TOP 10 LCD TV Brands' Outsourcing Strategies and Major Shipment Destinations;
• Shipment Volume and Value by Industry, 2007 - 2008