Uncertainty abounds in the LCD industry, but future remains bright
By Sweta Dash, iSuppli
Uncertainty is nothing new in the LCD market. However, with LCD-panel manufacturers gambling billions on an ambitious push into TV, and with signs of a softening in demand appearing, these uncertainties are beginning to grow to massive proportions.
Some imponderables facing the LCD market
With LCD-TV sales having fallen short of suppliers’ aggressive expectations in 2004, and with the overall LCD industry having suffered a decline in revenue in the third quarter, will the present market gloom set the stage for a long-term industry boom?
As fabs move to ever-higher generations, how long can the bigger-is-better approach continue to be a practical strategy in the panel manufacturing business?
Are there inherent limits to the expansion in the size of glass substrate, beyond which the law of diminishing returns asserts itself? more...
