Wednesday, November 7, 2007

ASP for 32-inch TV panels continues rising in 1H Nov; price increases for notebook panels finally ease

Rebecca Kuo, Tainan; Emily Chuang, DIGITIMES [Tuesday 6 November 2007]

The ASP (average selling price) for 32-inch TV panels continued rising during the first half of November due to a panel shortage while prices for LCD monitor panels increased only slightly during the period as supply/ demand for the segment is becoming balanced, according to latest prices survey from DisplaySearch.

The ASP for 32-inch LCD TV panels continued rising by US$2 to US$330 during the first half of November, as leading TV brands are pushing the segment for the year-end holidays.

The research firm has also predicted that the shortage of 32-inch LCD TV panels will not ease after December. Some buyers are estimating that prices for 32-inch LCD TV panels will reach US$340, according to a Chinese-language press release from DisplaySearch. The overall capacity from six-generation (6G) LCD plants is expected to only slight change next year; therefore, tight supply of 32-inch TV panels will persist during 2008.

Quotes for 19-inch TN-mode LCD monitor panels remained flat at US$159 during the first half of this month. Although demand for the segment in the business PC market remained strong, some leading business PC brands are adjusting their inventory, said the research firm. Meanwhile, some panel makers, which have higher quotes for the segment, are reducing prices and shifting their capacity.

Supply for 19-inch SXGA panels will fall by around 20% in 2008 as some panel makers plan to stop producing for the segment, DisplaySearch pointed out.

The ASP rise for notebook panels finally eased during the period after consecutive increases for the past seven months.

Source: DisplaySearch, compiled by Digitimes, November 2007

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