What They Say
The Taiwanese panel makers have put out their monthly data – see below graphics.
What We Think
Given the recovery in large panel prices, the boost in large panel volumes will be very welcome. The total for large panels has not been above 21.X million before, at least not in the last few years that we have data for and, I suspect not before.
The small panel market is also doing well with a high three month average, although overall Taiwaness small panel production was higher when CPT was still in business. (BR)
