Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: etchmeister who wrote (19259)	6/5/2006 9:20:44 PM
From: Gottfried	Read Replies (2) \| Respond to of 25522

actual monthly SIA sales for 2005 [months left to right. WW April 2005 is 16621575] last number in row is YE total Americas 2981900 3056434 3702744 2915431 3007818 3599324 2795789 3330615 4216786 3237951 3724965 4165834 40735591 Europe 3113776 3258018 3752362 2950200 2877625 3504530 2758605 2970676 4139002 3152284 3302125 3495940 39275143 Japan 3720700 3675568 4093966 3318904 3439285 3871861 3392737 3534294 4175231 3482735 3639867 3736913 44082061 Asia Pac 7489572 7232398 9000741 7437040 7657779 9295174 7859520 8850313 10648215 8435154 9065932 10419504 103391342 Worldwide 17305948 17222418 20549813 16621575 16982507 20270889 16806651 18685898 23179234 18308124 19732889 21818191 227484137

To: etchmeister who wrote (19259)	6/6/2006 7:37:40 AM
From: Proud_Infidel	Respond to of 25522

Analysts: LCDs to finally dethrone CRTs Spencer Chin EE Times (06/05/2006 9:23 PM EDT) SAN FRANCISCO — The news has been coming for a long time, but it looks like liquid crystal displays are finally set to overtake cathode-ray-tubes as the preferred display technology. At the Society for Information Display (SID) Symposium Business Conference here Monday (June 5), several analysts gave their predictions on when LCD unit sales will surpass or equal that of CRTs. The analysts expect this to happen as additional LCD fab capacity brings a flood of panels onto the market at favorable prices for OEMs. Worldwide, 69 percent of monitors are expected to use LCD technology in 2006, rising to 91 percent in 2008, according to a presentation by Ross Young, president of DisplaySearch Inc. (Austin, Texas). But the real action is in TVs, where the percentage of LCD usage will increase from just 27 percent in 2006 to 48 percent in 2008, and 61 percent by 2010. The decline of the CRT will accelerate the trend of display makers shutting down CRT plants as capacity utilization continues falling, according to DisplaySearch. CRT capacity, estimated at over 250 million units in 2006, will fall to well under 150 million by 2010. Similarly, iSuppli Corp. (El Segundo, Calif.) sees the display universe becoming flatter, particularly in TVs where LCDs are expected to account for 48 percent of unit shipments by 2009, surpassing CRTs at 42 percent, according to a presentation by Sweta Dash, director of LCD and projection research. By 2010, LCDs will constitute 56 percent of LCD TV sales, she noted. A slightly more modest growth scenario was painted by Korea-based Displaybank Inc. A presentation by Displaybank president Peter Kwon projects CRT TV shipments to fall from 138.2 million in 2006 to 93.3 million by 2010, while LCD shipments will increase from 40.2 to 92.8 million over the same period. Though the long-term outlook for CRTs is gloomy, the technology is holding its own in low-cost monitors and TVs, particularly in low-cost areas like China. iSuppli noted in a separate study that TTE Corp., a joint venture between China’s TCL and Europe’s Thomson, became the leading CRT TV supplier the first quarter of 2006 with 11.2 percent of unit shipments. TTE surpassed South Korea-based LG Electronics and Samsung Electronics Co. Ltd., with 9.7 and 8.6 percent of unit shipments, respectively.