Feeds

Consumer demand drives record LCD spending

Panel makers investing heavily

  • alert
  • submit to reddit

LCD panel makers will spend a record $9.42 billion on equipment this year - 43 per cent more than they forked out last year, market watcher DisplaySearch has forecast.

That significant increase in equipment spending - 41 per cent higher than the LCD business’ last record year, says DisplaySearch - underpins growing consumer demand for flat planel TVs and monitors and notebook PCs.

Tellies in particular are driving that demand. The researcher expects more than 50 million LCD TVs will ship come 2008.

As for the panel manufacturers themselves, Tawainese players are expected to account for half of that $9.42 billion equipment spend, DisplaySearch notes in its latest Quarterly TFT LCD Supply/Demaned and Capital Spending Report. Mainland Chinese companies will account for 11 per cent of 2004 spending, much of it invested in fifth-generation fabs. Indeed, 50 per cent of 2004’s overal spend will go on fifth-gen product lines.

Behind Taiwan, South Korean firms will account for 28 per cent of 2004’s spending. Samsung alone will account for 17 per cent of the total, as it expands its fifth- and rolls out its seventh-generation fabs.

Japan, meanwhile, will see its share of the total capex drop from 26 per cent last year to ten per cent in 2004, primarily through outsourcing to these other areas. ®

Whitepapers

Cloud and hybrid-cloud data protection for VMware
Learn how quick and easy it is to configure backups and perform restores for VMware environments.
A strategic approach to identity relationship management
ForgeRock commissioned Forrester to evaluate companies’ IAM practices and requirements when it comes to customer-facing scenarios versus employee-facing ones.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Three 1TB solid state scorchers up for grabs
Big SSDs can be expensive but think big and think free because you could be the lucky winner of one of three 1TB Samsung SSD 840 EVO drives that we’re giving away worth over £300 apiece.
Security for virtualized datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.