What They Say
Large panel shipment continue to be positive for the Taiwanese makers who saw their best sales for the year. Small panels, on the other hand continue to be weak as the makers’ mainly LCD capacity comes under more pressure from OLEDs. Supply is tight for larger panels for IT and TV applications so prices continue to be firm or up.
What We Think
The strength of the Taiwanese makers in IT panels has been a real advantage this year. In small panels, OLED remains the real driving technology. (BR)
