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

To: rhering who wrote (8600)	1/26/2004 9:41:56 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

LCD equipment market to jump 41% in 2004 Silicon Strategies 01/26/2004, 7:10 PM ET AUSTIN, Texas--DisplaySearch Inc., a flat-panel display market research and consulting firm, believes that 2004 will be by far the biggest year ever in TFT LCD equipment spending. Equipment expenditures projected to reach $9.42 billion--or 41 percent higher than the previous annual record achieved in 2000. DisplaySearch reports that the record 2004 spending will be up 43 percent, compared to 2003 when spending rose 26 percent to $6.59 billion. The projected increase in 2004 spending is integral to the elevated long-term growth in TFT LCD revenues, particularly the increased penetration of LCD TVs into the television market, which DisplaySearch now expects will exceed 50 million units in 2008. Taiwan producers are expected to lead the spending charge, as they capture an estimated 49 percent capital expenditure share in 2003 and a forecasted 50 percent share in 2004. Taiwan is also expected to lead in capex in 2005. Chinese manufacturers are expected to account for 11 percent of 2004 spending. Although Japan is estimated to account for a 26 percent share in 2003, their share is expected to drop to 10 pecent in 2004. Korea will also play a significant role, as their share of the total spending rises from an estimated 24 percent in 2003 to a forecasted 28 percent in 2004.