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Study optimistic on local large area TFT, LCDs in Q2

Study optimistic on local large area TFT, LCDs in Q2

The shipment volume of Taiwanese large area TFT-LCD (thin film transistor-liquid crystal display) panels is projected to resume growth and reach approximately 34 million units in the second quarter of the year, following an end to inventory problems, a Taipei-based IT industry research house said yesterday.
According to the Market Intelligence Center, the continuous expansion of higher production lines and higher market demand for LCD TVs will prop up the shipment volume of LCD TV panels in the second quarter
This will likewise drive shipment growth of the Taiwanese large area TFT-LCD panel industry, MIC continued.
Growth of PC panel shipment volume is expected to slow down since this market segment is becoming mature, it added.
During the first quarter of 2006, the shipment volume of Taiwanese large area TFT-LCD panels fell 0.4 percent sequentially to 29.7 million units due to the off-season effect and panel inventory buildup resulting from lower-than-expected demand in the first quarter, MIC said. New production capacity - having come online in the fourth quarter of 2005 - also contributed to this inventory buildup, it added.
"This development, plus the continuing decline in panel prices, drove down the shipment value of Taiwanese large area TFT-LCD panels by 6.8 percent sequentially in the first quarter to about US$5.2 billion," the IT industry research house said.
"Due to oversupply, prices of various large area TFT-LCD panels dropped, ranging from 12 percent to 17 percent, with LCD monitor panels suffering the steepest decline on weak end-market demand."
The average selling price of Taiwanese large area TFL-LCD panels in the first quarter fell six percent sequentially to US$175.
DSL CPE shipments
Meanwhile, MIC also reported yesterday that the total shipment volume of Taiwanese digital subscriber line customer premise equipment (DSL CPE) reached 10.8 million units in the first quarter of 2006, up 10.9 percent year-on-year with shipment value rising 21.6 percent year-on-year to US$364.2 million.
Shipment share of wireless DSL routers and integrated access devices reached 28.6 percent and 24.9 percent respectively, MIC said.
DSL is a very high-speed Internet connection that uses the same wires as a regular telephone line.
"Shipment volume of Taiwanese central-office equipment reached 637,000 ports, thanks to the continuous shipment growth for the Japanese market," the industry tracker said.
"Although penetration rates of DSL subscribers have gradually reached saturation in Western Europe, North America, Japan, and Korea, shipment of high-end DSL products, which incorporate VoIP (Voice over Internet Protocol) and QoS (Quality of Service) management functions, increased along with the promotion of triple play services by operators, boosting the average selling price."
Owing to the vigorous promotion of broadband services by telecom companies in Southeast Asia, Eastern Europe, Latin America, and the Middle East, the number of DSL subscribers in those areas grew. This will drive shipments of customer premise DSL products to those markets, MIC said.
In the second quarter of 2006, DSL CPE shipment volume is estimated to only grow slightly to 10.8 million units, with the shipment value reaching about US$387.5 million.Growth in shipment volume will be influenced by the Restriction of Hazardous Substances directive of the European Union, the report said.


Updated : 2021-10-20 21:37 GMT+08:00