(Nikkei BP Group)
(No.1 High-Tech News Site in Japanese)
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| Shortage of LCD Panels Projected for 1999: Dresdner Kleinwort
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October 23, 1998 (TOKYO) -- The computer industry will experience a serious
shortage of liquid crystal display (LCD) panels in late 1998 and 1999,
an analyst said at a seminar held by Nikkei Electronics.
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Kimihide Takano, a director and senior analyst of the research department
of Dresdner Kleinwort Benson (Asia) Ltd.'s Tokyo Branch, made the projection
at the seminar, "The 1999 outlook on the Japanese PC market."
According to the securities company, the combined supply volume of thin
film transistor (TFT)-LCDs and super twisted nematic (STN)-LCDs in 1998
is expected to total 21.1 million units in terms of 12-in. LCD panels.
However, demand is projected to exceed that amount, and is estimated
at 23 million units.
In 1999, supply is projected to reach 23.3 million units, while demand
is likely to register 32.4 million units, meaning that as much as 30
percent of the demand will not be met.
LCD industry sources told Nikkei Microdevices that LCD panel manufacturers
decline to accept orders from PC makers and peripheral equipment makers
that pressure them to cut panel prices. As a result, panel prices will
likely remain stable.
Meanwhile, LCD panel manufacturers are striving to work out their new
business strategies.
(Nikkei Microdevices)
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