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“TV panel prices should decline only slightly in first half of 2006 thanks to special demand from the 2006 World Cup tournament in Germany in June.”
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“The fourth quarter was quite good but panel prices began to fall again from January and we anticipate more declines going forward.”
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“Matsushita and LG Electronics are quite aggressive in capacity-ramp up. Samsung SDI will need to bring forward the schedule for the new line.”
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“Samsung SDI's margins are under pressure despite growing shipments because plasma panel prices are falling sharply.”
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“At current prices, even first-tier companies barely break even for monitor and notebook panels.”
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