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- Merge: CMO, InnoLux and TPO merge into one.
- Panel Price: LCD panel prices experienced two up and down cycles: Q1 down, Q2 up, Q3 up, Q4 down and up in the year end!
- LED Backlight: The successful launch of the LED backlight began an LED boom and reshaped the whole LED supply chain.
- China: Panel makers hurried to announce to plans to build new Gen 7 and Gen 8 plants in China.
- Glass: Glass substrates are in shortage and even shorter due to many disasters.
- 3D and Touch: The launch of Windows 7 and the increase in 3D movies encouraged panel makers to develop 3D and Touch LCD panels.
- China: LCD TV panel demand is stronger than expected due to a surge in demand from China and other regions.
- Vertical Integration: Vertical Integration is everywhere: panel makers, TV brands, component and material makers and TV/PC subcontract manufacturers.
- Gen 10: Sharp sold Gen 6 to China and ramped up Gen 10 in Japan.
- High Transmittance: High contrast ratio and high transmittance technology are booming: Super-PVA from Samsung, AMVA5 from AUO, E-IPS from LG Display, and UV²A from Sharp.
By David Hsieh - Vice President, Greater China Market, DisplaySearch 2009 Dec 22 |