Discussion of LCD market
Last year, consumers bought 13.5 million flat-panel monitors, more than double the 6.4 million shipped in 2000, said Rhoda Alexander, director of monitor research at Stanford Resources-iSuppli. In 2002, 23.5 million are expected find their way to consumers and businesses, fueled in part by the cool factor and by efforts of Dell Computer, Apple Computer and others to promote the space- and energy-saving screens. ... "The California energy crisis, whether real or manufactured, had a tremendous impact on LCDs. I received lots of calls from government agencies asking about them," said Alexander, who added that the energy savings "for a large corporate account makes a significant difference."
c|net: LCD market not so clear news.cnet.com
Good thing Apple invested so heavily in Samsung a couple years ago (to the tune of $100M) ... I imagine that strategic investment should stand them in very good stead today as they reap the benefit of disproportionate access to LCDs as demand for them finally begins ramping up and outstripping supply. |