Taiwan small- to mid-size LCD panels

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Since the first quarter is a traditional slow season for the small- to medium-size panel industry, shipments lid 4.8% sequentially to 69.3 million panels in the first quarter of 2007.

Table of contents

Introduction
Review and forecast
Chart 1: Shipment trend and forecast, 4Q05-2Q07 (k units)
Product breakdown by application
Chart 2: Shipments by application, 4Q05-2Q07 (k units)
Chart 3 Shipment share by application, 4Q05-2Q07
Product breakdown by technology
Chart 4: Shipment share by technology, 4Q05-2Q07
Chart 5: Handset-use shipment share by technology, 2Q06-2Q07
Chart 6: DSC-use shipment share by technology, 2Q06-2Q07
Industry concentration
Chart 7: Industry concentration, 2Q05-2Q07
Industry watch
Shift in handset market has makers eyeing 4G production
Table 1: Japan and Korea makers: 4G-class production for handset-use panels
6- to 8-inch panel supply running behind demand
2Q plans for CPT and Innolux
TPO producing entry-level LTPS handset panels
No negative earthquake effects for TMDisplay
Wintek to get TFT LCD boost in 3Q
Shipment forecast, 2007-2009
Chart 8: Global shipments and Taiwan’s share, 2004-2009 (k units)

Taiwan small- to mid-size LCD panels – 1Q 2007