Worldwide TFT-LCD Panel Demand and Supply 1Q05-4Q06 Forecast and Analysis

SUMMARY

This IDC study examines the worldwide TFT-LCD demand and supply issues for 1Q05--4Q06, covering the notebook PC, desktop PC monitor, and LCD TV panel markets.

"IDC believes that the overall LCD panel market is in a balanced status in 2005 and expects to see slight oversupply in 2006, especially in the first half of the year. As panel vendors continue to build up new capacity with next-generation fabs, there will be larger capacity coming online in the next few quarters. By examining market demand by application, panel makers need to plan ahead of the future product mix, which is the key factor affecting the overall demand and supply ratio." -- Clark Tseng, manager for IDC's Global TFT-LCD Research

TABLE OF CONTENTS

• I.IDC Opinion
• II.In This Study
  • Methodology
• III.Situation Overview
• IV.Future Outlook
  • Forecast and Assumptions
    • Stronger-than-Expected Demand from Notebook PCs and PC Monitors
      • Figure: Worldwide TFT-LCD OEM Panel Demand by Application, 1Q05--4Q06
      • Table: Worldwide TFT-LCD Panel OEM Demand by Application, 1Q05-4Q06 (M)
    • Slower-than-Expected Capacity Ramp-Up in 2005
      • Figure: Worldwide TFT-LCD Panel Supply and Demand, 1Q05--4Q06
      • Table: Worldwide Notebook Panel OEM Demand by Size, 1Q05-4Q06 (%)
    • Notebook Panel Demand and Supply Will Remain in Balance Situation
      • Figure: Worldwide Notebook LCD Panel Supply and Demand, 1Q05--4Q06
      • Table: Worldwide Notebook PC LCD Panel ASP by Size, 1Q05-4Q06 ($)
    • Potential Oversupply for LCD Monitor Panel in 2006
      • Figure: Worldwide LCD Monitor Panel Supply and Demand, 1Q05--4Q06
      • Table: Worldwide LCD Monitor Panel OEM Demand by Size, 1Q05-4Q06 (%)
      • Table: Worldwide PC Monitor LCD Panel ASP by Size, 1Q05-4Q06 ($)
    • LCD TV: Where the Future Lies
      • Figure: Worldwide LCD TV Panel Supply and Demand, 1Q05--4Q06
      • Table: Worldwide LCD TV Panel OEM Demand by Size, 1Q05-4Q06 (%)
      • Table: Worldwide LCD TV Panel ASP by Size, 1Q05-4Q06 ($)
    • Capacity Build-Up Plan of Next-Generation TFT-LCD Lines
    • Taiwanese Vendors to Lead the Market in Terms of Shipments
      • Table: Worldwide TFT-LCD Fab Buildup Plan by Company, 1Q05-4Q06 (000/Month)
      • Table: Worldwide Large TFT-LCD Panel Supply Share by Application and Country, 1Q05-4Q06 (%)
    • Forecast Assumptions
      • Table: Key Forecast Assumptions for the Worldwide TFT-LCD Market, 1Q05-4Q06
• V.Essential guidance
• VI.Learn More
  • Related Research
  • Appendix: Panel Supply Forecast by Application
    • Table: Worldwide TFT-LCD Panel Supply by Application, 1Q05-4Q06 (M)
  • Synopsis