Conservative LCD TV market outlook slows driver IC packaging and testing...
Although we have been generally bearish toward LCD display-related companies, we recognize that demand has been very strong. Our concerns have more to do with the capacity being added in the industry,...
View ArticleAre LCD Manufacturers the World’s Worst Colluders?
Apparently we weren’t the only ones who noticed that LCD makers were teaming up as a way to ease the competitive intensity. LG.Philips says investigated by S.Korea, Japan, U.S.: Financial News – Yahoo!...
View ArticleSharp: “We’re not crooks. We’re inept.”
We recently noted that the price-fixing investigation of LCD makers seemed a little tough to prove, given that the industry pricing model still looks awfully broken. Now it seems that the defendants...
View ArticleInvestigation May Be Unwarranted, But Still Bad for LCD Business
We were the first to point out that the price-fixing investigation aimed at LCD panel makers seemed a bit silly. And at least one firm is using our point as a defense, even at the expense of looking a...
View ArticleHow Can LCD Revenue Be Down With Unit Sales Up 29 Percent?
Readers surprised by our general bearish stance on LCD panel makers generally point out how much demand for the monitors (both as computer monitors and flat panel TV sets) is rising. Indeed, Large-size...
View ArticleProfitless Prosperity in LCD TVs
We already heard from Best Buy (BBY) and Circuit City (CC) that price competition on flat-panel television sets was hurting profit margins. Holidaysales Blog – WSJ.com : ‘The Year of the LCD TV’...
View ArticleSamsung Sales to Slow, Company Does the Right Thing
Samsung posts strong Q4, drops 2007 capex – 1/12/2007 – Electronic News Samsung has dropped its capex for the coming year. The company said that it has earmarked $8.6 billion (8.1 trillion Korean won)...
View ArticleLCD Oversupply? Never!
Paul Kedrosky’s Infectious Greed reports: LCD Panel Prices Continue Freefall Slow seasonal sales and oversupply in the first quarter of 2007 will push prices to less than the $300 level for 32-inch LCD...
View ArticleiSuppli raises 2007 LCD TV panel shipment forecast
iSuppli raises 2007 LCD TV panel shipment forecast | Reuters.com Research firm iSuppli Corp. said on Wednesday it had raised its shipment forecast on panels for LCD televisions by 3 percent to 75.2...
View ArticleLCD Market Update: Channel Inventories a Concern?
I was pretty bearish on the LCD market last year, but as the overcapacity problem started to subside I have been fairly silent of late. Given the positive article about Corning (GLW - Annual Report) in...
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