Thursday, November 8, 2007

Tight LCD TV panel supply leads to PDP TV panel shortages also

Max Wang, Taipei; Esther Lam, DIGITIMES [Thursday 8 November 2007]

Buoyant demand for small- and medium-size LCD panels which has consumed LCD TV panel capacity while stimulating procurement of PDP (plasma display panel) TVs, is now leading to a shortage of PDP panels in the region of around 10%, industry players in Taiwan have revealed.

David Su, senior vice president of AU Optronics (AUO) explained that that the limited quantity of fresh TFT LCD panels and buoyant demand has led to a shortage of 32-inch LCD TV panels. Some panel makers, striving to meet shipments targets for flat panel displays, have thus turned to increasing their procurement amount of PDP TV panels to compensate.

Besides the side effect from the shortage of LCD panels, the industry players said the transition to the high season for TVs is also a major reason for the PDP TV panel shortages. China is leading among all regions in terms of PDP procurements, they noted. 42-inch PDP TVs are seeing the highest demand in China, while demand for LG's recently launched 32-inch PDP TV is also good, the sources added.

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