LG says considering additional LCD line
Published at: www.reuters.com
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Munisamy AnandanPresident & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC
Generation after Generation- Surge in LCD manufacturing activity-what about OLED activity?
July 5, 2009
(1) Cautiously Planned LCD supply by manufacturers have resulted in short supply and consequent price increase. There is an opportunity for making up the loss incurred by panel manufactureres in 2008. (2) Increase in demand for LCD TV, including the recent demand from China, is forcing the manufacturers to enhance the capacity utilization that was deliberately reduced in 2008. (3) In an anxiety to exploit the increased demand situation, intense manufacturing activity is forecast to result in over supply by Q4-2009/Q1-2010. (4) The increased panel manufacturing activity including improvement in LCD technology may serve as one of the factors, among others, to slow down the manufacturing of large size OLED and hence slow down the penetration of OLED TV.
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