First-tier LCD-monitor makers extend lead times on strong orders
First-tier LCD-monitor makers, including ViewSonic, BenQ, Acer, and the Chi Mei group (under the CMV and PolyView brands), have had to double their production lead times to four to six weeks as continued LCD-panel price drops during the traditional peak season have caused a surge in demand, according to company sources.
With a large amount of orders emerging towards the end of November, demand began to exceed capacity at the first-tier makers, the sources explained. In addition, demand has strengthened in December, the sources added.
Delivery of orders received in late November and early December will have to wait until January 2005, the sources said.
Second-tier makers, such as Amtran Technology, Jean, and Sampo Technology, have not had to extend their lead times, but they did report that their November shipments grew 20-30% on-month.
