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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (6810)	8/18/2003 3:14:33 PM
From: Proud_Infidel	Respond to of 25522

Smith Barney brighter on chips Analyst: semi fundamentals looking up but issues persist marketwatch.com

To: Proud_Infidel who wrote (6810)	8/18/2003 4:50:43 PM
From: Fred Levine	Read Replies (1) \| Respond to of 25522

This old article is taken from the PANL thread. Robust outlook for the TFT-LCD industry 2003/8/16 By William C. Pao, TAIPEI, Taiwan, The China Post The outlook for the TFT-LCD industry over the next five years is robust, as demand for each of the three devices needing flat-panel displays (FPDs) ¡X LCD TVs, LCD monitors and mobile phones ¡X will top 100 million, said Ross Young, an executive with FPD market research firm DisplaySearch. LCD TVs only account for two percent of the television market now, but the number will grow to five percent, seven percent, 12 percent and 16 percent from 2004 to 2007, respectively, Young quoted DisplaySearch figures as suggesting. The statistics indicate that the share of LCD monitors in the desktop monitor market will be 41 percent, 53 percent, 66 percent 77 percent and 83 percent from 2003 to 2007, respectively. The so-called active matrix panels (such as TFT-LCD and OLED) will have a share of 23 percent, 29 percent, 39 percent, 52 percent and 58 percent in the handset display industry between now and 2007, respectively. The executive, who spoke at the 2003 Taipei FPD International Conference, mentioned that active matrix products including non-silicon, poly-silicon and OLED panels will have a compound annual growth rate (CAGR) of 21 percent up to 2007 and will have production value of US$58 billion by that year, accounting for 83 percent of the FPD market. The cathode ray tube (CRT) TV replacement cycle will take place faster than the desktop CRT monitor replacement cycle, Young stated. Currently mainstream LCD TV products have 30-inch screens, and 32-inch models are expected to generate more sales, once sixth- and seventh-generation fabs begin production, he said. An increasing number of TFT-LCD applications will minimize price volatilities, making it easier for companies to make more profits and raise funds, he said. The conference was the first such event held in Taiwan. It was affiliated with a major DisplaySearch meeting held in the United States every year. Copyright © 2000 The China Post fred