Display Materials & Systems

Panel Inventories Remain at Low Levels as Shipments See a Small Decline 
LCD Health Watch - November 2012 
The LCD Health Watch reports the status of and outlook for the supply and demand environment for large TFT-LCD panels on a monthly basis. It provides market condition indicators for the main three segments of the large TFT-LCD value chain: (1) systems (2) panels and (3) components. It also discusses near-term macro-economic conditions that may impact the supply-demand balance...
Key Issues
  • What are the current inventories and lead times at the systems and panel level for each key large TFT-LCD application?
  • What is the supply-demand environment for the TFT-LCD component market?
  • What type of panels have the greatest risk of shortage or oversupply in the near future?
  • When will product availability be impacted? What factors will impact availability?
  • What are the global panel price trends?
  • What are the large LCD panel shipment trends for the major application markets (notebooks, monitors and TV)?
  • What is the unit shipments market shares of major suppliers by application?
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
    • Monthly Update
    • Two-Month Forecast
  • Measures
    • Supply/Demand Outlook
    • Inventory Levels
    • Panel Price Changes
    • Desktop Monitors
    • Notebook / Netbook Computers
    • Televisions
    • Major LCD Components

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