Display Materials & Systems

LCD Panel Markets Bounce Back in Q3, but Q4 Outlook Is Uncertain 
LCD Cost/Profitability Q4 2009 Market Tracker 

This quarter’s report examines financial results and data from company financial reports as well as our own analysis of shipment data and average street prices (ASPs). The report and the forecast database provide analysis of the market by...

Key Issues
  • What are the quarterly total cost, cash cost and profit margin estimation and forecast for large LCD mainstream panels for televisions, notebooks and monitors?
  • How does it impact current and future price as well as capital expenditures, production expansion plans and utilization rates?
  • What is the manufacturing cost difference between different generation fabs for same size panels? Is there any cost advantages for producing monitor panels in 6th generation and higher fabs? 
  • What are the quarterly CAPEX estimates for large LCD panel suppliers? How does it impact future panel supply and production plans?
  • What are the quarterly revenue, gross and operating profit margin estimates for large size LCD panel suppliers



Applicable To
  • Brand Manufacturers, EMS Providers, OEMs, and ODMs
    • Procurement
    • Product Marketing
  • LCD Panel Suppliers
    • Manufacturing and Planning
    • Product Marketing
  • LCD Component Suppliers
    • Manufacturing and Planning
    • Product Marketing
Forecast
  • Time Periods
    • Three-Year Annual
    • Two-Year Quarterly
  • Measures
    • Production Panel Costs by Application, Generation, Size, and Aspect Ratio
    • Cash Costs and Profit Margins
    • Company Financial Metrics
    • CAPEX Analysis

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