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Taiwan LCD makers plan 42% increase in large-size output for 2H09, but Korean rivals to maintain lead, says DisplaySearch

Post Time:Apr 02,2009Classify:Industry NewsView:274

Taiwan's TFT-LCD panel makers plan to increase their large-size output by 42% in the second half of 2009 to bring their total increase in shipments for the year to 12%, according to DisplaySearch. But their Korean competitors plan to increase their large-size panel shipments by 23% in 2009.

Korean panel makers' large-size panel output increased by 23% in 2008 and are looking to repeat the growth this year by bringing new fabs on-line and supporting their affiliated brands such as LG and Samsung, the research firm said.

For the second half of 2009, Korean makers plan to allocate 25% more glass substrate area and fabricate 27% more panels. This plan calls for a 2% reduction in the average glass area per panel in the second half of 2009, as Korean makers concentrate on increasing their output for notebook applications more than their output for monitor or TV applications, and the average size of notebook panels decreases, DisplaySearch said.

Taiwanese makers also plan to increase their allocation for notebook displays more than for other applications. While they started this year at much lower levels of capacity utilization, they hope to increase glass input area by 39% in the second half of 2009 and fabricate 42% more panels than in the first half of 2009, DisplaySearch added.

According to the research firm, the average large-size panel is consuming less glass substrate area as makers adjust their product mix in response to consumer preference. Makers are offering smaller, panels for notebooks, as well as entry-level TV applications. The average glass substrate area allocated per panel increased 2% in 2008, but maker plans indicate it will decrease 2% in 2009. Makers in Korea and Japan (excluding Singapore operations) will increase their average panel size as they bring next-generation fabs on-line to support their affiliated TV brands. But overall, the average glass area per TV panel will decrease 2% this year.

"Makers plan to shift fabrication of notebook panels to 5G or 8G substrate lines and allocate more 6G capacity for monitor panels. Such plans will cause the average monitor panel size to increase and this may improve pricing for leading producers," noted David Barnes, DisplaySearch VP. "On the other hand, makers expect PC monitor demand will grow less than notebook PC or TV demand in 2009. Shipments of panels for mini-note or conventional notebook products may grow the most in 2009 and in the second half as well."

Source: DIGITIMESAuthor: shangyi

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