Bay TFTLCD when thawing? In 2009 the opportunity really is not

People ask about the next boom in 2009 TFTLCD, will present a number of legal persons such as general estimates, in 2009, starting the second half? Would like to stress is a personal point of view, is the view put forward long ago, and now re-order them, though difficult to accept the truth, but in all conscience is TFTLCD Taiwan factory economy to recover in 2009, the opportunity really is not.

TFTLCD Taiwan repression of economic rejuvenation, and even though there is considerable potential, but I think the key important factor in any of the following three.

Japan and South Korea TV

Panel

Compared to Taiwan's good at selling a lot of

First of all, Japanese and Korean TV panel sales better than in Taiwan, many of the current observation with TFTLCD major global TV manufacturers, including Japan

Sharp

(Sharp), South Korea

Samsung

Electronics (Samsung Electronics),

LG

 LCD and Taiwan's AU Optronics, Chi Mei Optoelectronics, in the current economic turmoil, although more or less have a hard time, but in Taiwan TFTLCD manufacturers have reduced the cost of capacity utilization in order to reduce state spending, the current Friends of the up to the capacity utilization has been below 6 percent, Chi Mei Optoelectronics also reduced to around 5 percent. But continue to lower plant capacity utilization compared to Taiwan, Japan and South Korea, TV with LCD but not so much yield reduction, estimated the current capacity utilization is maintained at about 9 percent or more.

Japan is only a take-away Sharp LCD TV to use the surplus, IPSAlpha Only 6 Line, but its limited capacity with the supply of major shareholders Hitachi (Hitachi) and the Panasonic can not meet, let alone take away. Sharp, due to have an alliance with Toshiba and Sony, so our own brand of TV demand than supply, the excess capacity can be used to supply alliance partners.

Hand, there is no large-size LCD production capacity to Toshiba Leaving aside, why has a joint venture with Samsung S-LCD manufacturing large-size LCD panel TV with Sony, but also further cooperation with Sharp to buy LCD panel and the joint venture to build 10 on behalf of the line?

Actually preferred the Japanese domestic market has considerable relevance, basically there are domestic products has long been Japan's consumer goods is good, which is preferred habit of the Japanese domestic products. Sales in the LCDTV Sharp "Kameyama manufacturing" system of advantage lay in Japan, obstinately than Sony's South Korean production "SonyLCD" easy to sell on too much. As for the Japanese market, simply do not see Samsung Electronics and LG Electronics of TV products, but also on behalf of the even can do anything they want in the global market, but in the Japanese market as attractive in fact.

Thus, where is the Japanese TV maker to sell in Japan, TV, preferably from the inside should be the Japanese system. PDP as sufficient production capacity in Japan, basically there will be no shortage of supply problems. In contrast, demand for more large-size TFTLCD, the current generation of line than IPSAlpha 6, the other on the left and the next generation of Sharp's Gen 8 line 6 can be supplied. LCD TV production in Japan, with a panel Yushaosengduo the case, Sharp will naturally not be cut pressure.

Korea, since the cause of this wave of financial turmoil won against the U.S. dollar depreciated more than 3 percent, so the relative export exports has great competitive advantage. South Korea TFTLCD industries upstream and downstream development of production has always been a long time, basically has a high rate key components domestically, without the cost of foreign exchange to import from overseas. Therefore, under the same cost of materials, South Korea's export competitiveness of LCD panels greatly increased, this is a straightforward relationship.

In the NT dollar relatively limited range of circumstances, no matter how the Taiwan TFTLCD manufacturers lower production costs resulting exchange differences are difficult to make up for the price disadvantage. In such circumstances, foreign TV makers will naturally tend to purchase South Korean production of TV with LCD panels. Therefore, the past six months of continuous Taiwan LCD makers cut Ku Haha, but Korea's large-size LCD LCD Hutch production line capacity is still maintained at high level.

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