LCD大廠傾銷面板??
 

也許現在是買LCD的好時機??

http://www.theinquirer.net/?article=18862
LCD makers sell panels below production prices

But makers hope stock mountain crumbling

By INQUIRER staff: Monday 04 October 2004, 07:47

WHILE MAKERS of panels for LCD monitors and TVs are hoping that distributors and resellers have demolished inventory mountains over the last few weeks, giant manufacturer LG Philips is now selling units for less than it costs to make them, it has emerged.
The Taiwan Times today quotes AU Optronics CEO Chen Hsuen-bin as saying that rivals, such as LG Philips, is adding to the overcapacity. LG Philips, Samsung, and AUO are the big three players in panel production.

Although AU Optronics is optimistic that things are on the turn because distributors and dealers have flushed their excess stock, we wonder if he's just whistling in the wind. At the DisplayForum just two weeks ago the concensus was that things are still pretty dire.

AU Optronics head chieftain Lee Kun-yao told Taiwanese reporters that prices of displays are at their lowest since 2001. But he's optimistic rising demand will fuel more sales this quarter and thinks the market is recovering.

The oversupply of LCD screens has led to some curious anomalies in the channel, with small brand monitor brands churning out monitors from different display manufacturers, seemingly willy nilly.

In June, the panel makers were hoping against hope that the Olympic Games would spur sales of LCD TVs but now they're hoping in a similar way that we'll all have such displays in our living room at the "chestnuts roasting on an open fire" and "Yule log" season.

Meanwhile, the panel makers, according to the Taipei Times, here, are churning out notebook displays as that market is still pretty buoyant. µ

The Inquirer引用的台北時報報導.
http://www.taipeitimes.com/News/biz...0/04/2003205543

面板廠,繼DRAM.CD-R之後

成為鉅額投資,賺取小利,
再從資本市場套利的
新生代天王

才剛買2個星期cmv又宣佈降價1千多真是.......*****-----

許多網路公司也是呀...

我想可以把他們視為是景氣循環股
你知道在之前面板缺的時候，友達一天可以賺一億耶....:rolleyes:
但是因為缺貨，大家一起擴充產能的結果
造成現在供過於求，當然就只得降價因應，
不過這是過渡時期，
等大尺寸的面板降到一定價錢，
一定會引爆換機的需求，
例如現在的三十吋LCD電視
如果能降到三萬塊左右，我個人認為很有競爭力，
我想年底就有可能第一波的殺價出清，
將三十吋價錢殺進30000-40000，
明年就有機會見到25000-35000的價位，
到時候應該就會引爆需求，
這時候又會開始缺大尺寸的面板，
然後又每天可以賺一億.....

同意 供過於求 就會殺殺殺
:D

小弟持不同看法！！

30"的LCD TV若是標準4:3比例，本身的大小已經不太可能是"第二台"電視了！
而若想買一台LCD TV當成主要電視，以三十吋的大小而言，跟傳統CRT比起來僅獲得體積重量的好處，但色彩及反應時間上卻遠輸全平面CRT！

個人認為30" LCD TV若要普及，價格得落在2萬以內....
:shy:

"但色彩及反應時間上卻遠輸全平面CRT！"
問題是一般消費者不會知道.

我前後分別用過兩台LCD顯示器，感覺這幾年LCD技術進步很多。
記得兩年前買了一台15吋的LCD，25ms反應時間，可是殘影卻很嚴重，視角也很小，稍微轉一下顏色就偏掉了。
最近又買了一台17吋LCD，PHILIPS的，使用過後，感覺上述的缺點都改善很多了，雖還比不上CRT但已經可以讓我接受。