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Title •TFT-LCD update: JULY 26, 2010
  •PCB 2H10 outlook (powerpoint): JUL 21, 2010
  •2H10 Petrochem outlook (powerpoint): JUL 15, 2010
  •2H10 Consumer demand outlook (powerpoint): JUL 15, 2010
  •2H10 Financials outlook (powerpoint): JUL 15, 2010
  •2H10 Handset outlook (powerpoint): JUL 15, 2010
  •2H10 Solar outlook (powerpoint): JUL 15, 2010
  •2H10 Taiwan Equity Strategy (powerpoint): JUL 15, 2010
  •2H10 semiconductor memory outlook (powerpoint): JUL 15, 2010
  •2H10 Semiconductor foundry, fabless, OSAT (powerpoint): JUL 15, 2010
  
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Title:TFT-LCD update: JULY 26, 2010
Download File:TFTLCD update 100726--sinopac.pdf 
 
Summary:TFT-LCD: Panel prices may continue downward trend in 3Q10


1) Downward panel prices trend in 3Q10

2) Inventory digestion is slow

3) Taiwanese panel makers are reducing loading rates to digest inventory

4) Downside to 2H10 earnings

5) Our supply and demand model suggests that oversupply to persist until 2Q11

6) Capacity race in China is getting severe
  
Date:2010/07/26
Author:Calvin Shao
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