I believe flat panel was probablythe worst segement in building up excessive capacity but it seems to work its way out.
Looks like NVLS and AMAT are in a dogfighting mode while Varian and Lam are doing very well in the segments they compete with AMAT
LCD monitor panel ASP rebounding
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Calvin Shao, Taipei; Carrie Yu, DigiTimes.com [Monday 9 May 2005]
The ASPs (average selling prices) for 15-, 17- and 19-inch LCD monitor panels rose US$3-5 in the first half of this month, according to WitsView Technology.
The ASP for both the 17- and 19-inch segments increased US$5 to US$165 and US$220, respectively, while the ASP of the 15-inch segment edged up US$3 to US$125, the research firm said.
The ASP for large-sized panels started to slump in the second quarter of last year but showed signs of stabilizing last quarter. The price reduction was only 3% in the first quarter of this year and the overall ASP may increase this quarter, according to DisplaySearch.
According to David Joe, president of HannStar Display, the 17-inch ASP will not surpass US$180 though.
LCD TV panel ASPs, on the other hand, have been falling, with the exception of the 20.1-inch segment, which edged up US$2 to US$232 due to tight supply. The ASP for the 32-inch segment has fallen US$10 to US$575, as Chi Mei Optoelectronics (CMO) continues ramping up capacity at its 5.5-generation (5.5G) and AU Optronics (AUO) ramps up capacity at its 6G plant. Both AUO and CMO said they expect the ASP for the segment to fall to US$500 by year-end.
DT has a nice chart ASP versus time
digitimes.com |
