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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (40450)	12/4/2000 10:11:02 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

World LCD Monitor Production to Exceed 14 Million in 2001 December 4, 2000 (TOKYO) -- According to a study of Nikkei Market Access, shipments of worldwide LCD monitors for use in desktop PCs increased to 2,052,000 units in the third quarter of 2000, up 45 percent from the same period last year. Shipments are expected to increase 2,379,000 in the fourth quarter of 2000, up 75 percent in the same period from a year ago. As a result, production in the whole of 2000 will reach 7,113,000, up 46 percent from that of last year. The production of LCD monitors leveled off since the second half of 1999, however, it is recovering and started to gain momentum. This is mainly due to a big drop in module prices. The price of 15-in. LCD modules is less than the US$470 in the third quarter of 2000. Production capacity of TFT-LCDs will be boosted in 2001, and it will lead to a possible oversupply. The LCD module price will be further reduced, and it will likely be sold as a set PC system for a price of less than US$1,000. In 2001, worldwide shipments of LCD monitors will increase to as much as 14,090,000 modules, up 98 percent from a year-ago level. Looking at the production volume by region, Taiwan's LCD makers are seeing the largest growth in the world. Their production of LCDs increased to more than 1,000,000 in the third quarter of 2000, up 105 percent from the same period a year ago, and as a result, its world market share reached as high as 50 percent. The main contribution to the share expansion by Taiwan's LCD manufacturers is the increase in OEM orders placed by PC makers and monitor makers in the United States, such as IBM Corp. and Viewsonic Corp. More than 60 percent of demand for LCD monitors had been from Japanese users in 1999, but it is estimated a larger percentage of demand will come from Europe and the United States from now on. The most aggressive in trying to grasp promptly the emerging markets in Europe and the United States were PC makers in the same markets which placed OEM orders to Taiwan. As for Japanese LCD monitor makers, the production of LCDs was 666,000 in the third quarter of 2000. Since 1999, its production and shipments have had little growth, but the domestic demand in the second half of 2000 is picking up, and production is also recovering accordingly. As concerns Japanese production targeted at Europe and the United States, many makers are less competitive with American or European counterparts. As a result, the worldwide unit-based share by Japanese makers declined to one third in the third quarter of 2000. In order to increase production and shipment of Japan-based makers, the key is to explore market opportunities overseas. Related story: Taiwan's LCD Manufacturers Slash Prices to Take Advantage of Mounting Demand (Mayumi Amagai, Nikkei Market Access)