NOT HOT: LCD Panel Prices to rise soon

[WooDaddy]

All,

Get your LCD panels now. Reports say that 2nd half of the year LCD prices will go up due to shortages. The reason why panels are going for so low now is because of an oversupply.. but of course when you overbuild, you create shortages in the future.

I'm not making this up.. Here's the link

 

[vtqanh]

In other news, RAM prices keep falling.....

 

[aphex]

So i guess i should hang on to my 1703's and sell them the end of the year?

 

[JuicyLucy]

Since when did this become a not hot deals forum :roll:

 

[Slick5150]

A sign you're posting in the wrong forum:

Your topic starts with "NOT (insert forum title here)"

 

[imported_KirbsAw]

Originally posted by: Slick5150
A sign you're posting in the wrong forum:

Your topic starts with "NOT (insert forum title here)"

Bah, you and your "logic"

 

[edplayer]

Originally posted by: WooDaddy
The reason why panels are going for so low now is because of an oversupply.. but of course when you overbuild, you create shortages in the future.

when you overbuild you make more product than the market needs and prices usually go lower.

 

[edplayer]

which is the opposite of what you posted

 

[grandeCC]

Price continues to drop - false warning!

 

[WooDaddy]

Originally posted by: edplayer
which is the opposite of what you posted

No knucklehead... I said future.. Read the article. Same to you grandeCC.
Shortages to come = prices increase due to decreased supply.

And yes this is the right forums.. It's an indirect bump for all the LCD threads. They are hotter than they really are..

 

[edplayer]

Originally posted by: WooDaddy
No knucklehead... I said future..

You are the knuckledhead. Overbuilding does not creating shortages. Even a child can figure that one out. Undercapacity or excess demand makes shortages

 

[imported_kkcleung]

yeah.. i was about to say that too..
how does overbuilding create shortages.. unless they overbuild then sit back and wait for the supply to die out

and go out of business in the process of sitting back

 

[ReiAyanami]

but think about it, in the future they'll have 6ms LCD's that are 32-bit and 23"

but glad to hear it will be the softest downturn evar

 

[WooDaddy]

You know what.. I really hate doing this..

READ THE FRIGGIN LINK!!

Since people are such numnutzes...

LCD Panel Material Shortages on Horizon

Online staff -- Electronic News, 3/30/2005

Following an acute oversupply in 2004, materials and components used for the manufacturing of large-sized LCD panels are likely to enter a state of shortage in the second half of this year, market researchers at iSuppli Corp. believe.

Supply of glass substrates for large-sized TFT-LCD panels -- panels 10-inches or more in diagonal size -- is expected to fall 8 to 10 percent short of demand in the second half of the year when measured in area, according to the El Segundo, Calif.-based firm.

Color filters used for fifth- and sixth-generation LCD fabs are forecasted to experience shortages of 7 to 12 percent in Q4.

The seeds of the upcoming shortages were sown in second half of 2004 as the thin film transistor liquid crystal display (TFT-LCD) industry entered a downturn in Q3 2004 as shipments of panels for desktop PC monitors declined and demand for displays for mobile computers grew only marginally, iSuppli said.

Also, unit shipments of large-sized TFT-LCDs shrunk in Q3 2004 on a sequential basis, before bouncing back in Q4 2004, while unit shipments rose sequentially in both Q3 and Q4 2003.

With the market slowdown, materials used in the production of large-sized panels went into a state of oversupply late last year since materials suppliers typically require one quarter to respond to shifts in LCD shipment levels, iSuppli said.

As a result, these material suppliers are presently limiting production increases as a reaction to conditions from last year and therefore materials production is not expected to keep pace with panel manufacturing in the second half of the year, iSuppli predicted.

While the glass substrates and new-generation color filters are predicted to experience the most acute shortages, other parts will not be immune including polarizers, TAC film and lamps, which are all expected to experience only varying degrees of supply tightness this year.

READ THE FRICKEN ARTICLE!! CLICK YOU LAZY BASTARDS!!!

:roll:

Napoleon says: Gosh!

<ignore future posts from lazy left mouse click deficient nerds..>

 

[OptimisTech]

Originally posted by: edplayer

Originally posted by: WooDaddy
No knucklehead... I said future..

You are the knuckledhead. Overbuilding does not creating shortages. Even a child can figure that one out. Undercapacity or excess demand makes shortages

Sorry edplayer, but you really are being a little dense here...

Oversupply creates two things...

1. Low price point, therefor reduced profits for manufacturers.
2. Reduced demand, due to more people who want LCDs, will already have them by the summer.

The manufacturing sector looks at this data and reduces their output of product A (be it LCDs, RAM, whatever...) This is especially true for high-dollar, long life goods like monitors. LCDs being sold today are likely to be in use for at least three years. That means demand will hit a saturation point. Manufacturers are well aware of this, and will adjust output to compensate. THAT is how oversupply creates shortages. It takes someone more advanced then a child to figure that out.

 

[rizorith]

Don't rip the OP. Right now there's an oversupply thus lower prices but production has slowed down while demand hasn't. It will take a few months for the lower production to trickle into reduced inventories and then prices will go up.

Of course, this may not even happen if demand stagnates or production isn't dropping off enough.

 

[Idleuser]

market prices for the lcd will hit equalibrium... you can pretty much bet it'll go up soon... manufacture's aren't stupid their objective is to maximum profit and right now they aren't maximizing profit but driving down the market price for lcd...

 

[bigfil]

glad i picked up the 20 inch widescreen when i did then
ehhe

 

[gonzo2k]

NOT HOT: LCD Panel Prices to rise soon

Rising to a point WELL BELOW what they were, I imagine.
I just hooked up my $317.00/shipped Dell 1905 ($529.00/novice)... the same monitor I bought at discount for a client 2 years ago for $575.00 ($659.00/novice).
HDTV is taking over & the masses will not (can't afford) spend 3 grand for a TV screen.
Plasma...DLP... LCD... technology will find a way to extract cash from the consumer.
Prices WILL drop!

 

[zippin44]

So LCDs are a hot item now cause prices may be headin' up. Thanks for the heads up OP.

 

[Mastas]

Originally posted by: OptimisTech

Originally posted by: edplayer

Originally posted by: WooDaddy
No knucklehead... I said future..

You are the knuckledhead. Overbuilding does not creating shortages. Even a child can figure that one out. Undercapacity or excess demand makes shortages

Sorry edplayer, but you really are being a little dense here...

Oversupply creates two things...

1. Low price point, therefor reduced profits for manufacturers.
2. Reduced demand, due to more people who want LCDs, will already have them by the summer.

The manufacturing sector looks at this data and reduces their output of product A (be it LCDs, RAM, whatever...) This is especially true for high-dollar, long life goods like monitors. LCDs being sold today are likely to be in use for at least three years. That means demand will hit a saturation point. Manufacturers are well aware of this, and will adjust output to compensate. THAT is how oversupply creates shortages. It takes someone more advanced then a child to figure that out.

Hmm...concerted reduction in output to artificially raise prices? Smells like violation of the Sherman act to me. Didn't know there was LCD version of OPEC.

and everyone has lcds? news to me...must be like VCRs...everyone has them now, so noone is buying them and they're like $500 each for an intro model right?

 

[WooDaddy]

Thanks for the support OptimusTech..

Oversupply now + high demand = low prices now.
Later... shortage due to low materials + low demand (because everyone bought them earlier) = higher prices <- smaller supply

BTW, I manage manufacturing operations at my company and deal with international CMs (contract manufacturers).. Don't worry the info I posted doesn't violate NDAs. edplayer doesn't realize it's not that simple. Any aware (not child) person understands you can't do squat without core materials available on a CONSISTENT basis. You adjust output based on materials and demand.

I know WTF i'm talking about .. We typically build in cycles and we are limited to what materials are available.

Mastas.. Nah, not like opec. More like farming. From a core materials level, the substrates come in batches (mining, etc.)... Actually, it does sound like Opec though.. But there isn't a governing body. It does sound like they're hoarding the materials, but actually that happened prior to the LCD boom (now). They just know that after a while they'll need to get to a more steady state until newer, more efficient manufacturing techniques arise and/or different LCD technology. Personally, I'm waiting for OLED displays. No more response time and viewing angle problems.

Anyway.. back to the point... BUY THOSE LCDs NOW WHILE THEY'RE STILL LOW!!

Now.. 19" Hyundai, Samsung 913T or Dell 1905... hmmm....

(And to reiterate. ATers are lazy sumbritches. None of this banter would've gone on if people clicked the link in the first place)

 

[Slick5150]

Why hasn't this thread been locked or moved? It's a discussion about possible shortages of LCD screens, it's not a hot deal.

 

[WooDaddy]

Then stop bumping it

 

[imported_motodude]

This is a potential hot deal,but I already got mine so f&ckum.