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随着旺季来临,以及通路端经过之前库存调节后,需求逐渐于2004年第四季回温;大尺寸TFT LCD面板出货QoQ明显成长11%,YoY24%,整体出货达37,218K,如下图1所示。如同DisplaySearch先前预期库存水位将随传统旺季到来逐渐下降,虽然市场对面板报价仍存有下滑疑虑,由于主要大型OEM订单皆呈现明显成长迹象,加上面板降价的确刺激市场需求成长,随着通路库存陆续去化,2004年第四季Notebook PC、LCD监视器与LCDTV皆呈现成长趋势。在2005年第一季方面,DisplaySearch预估大型TFT LCD面板出货将呈现持平,整体出货预估37,930K,YoY成长18%,QoQ2%。
With the coming season, as well as the inventory adjustment, demand gradually back to the fourth quarter of 2004 before the end of the path through warm; large-size TFT LCD panel shipments QoQ significant growth in 11%, YoY24%, overall shipments up to 37,218K, as shown below 1 shown. As DisplaySearch previously expected inventory levels will gradually decline with the arrival of the traditional peak season, although the market for panels offer still have doubts decline, mainly due to the large OEM orders are showing clear signs of growth, coupled with the panel price is indeed stimulate market demand growth, with the channel inventory One after another to go, the fourth quarter of 2004 Notebook PC, LCD monitors and LCDTV are showing a growing trend. In the first quarter of 2005, DisplaySearch expects large TFT LCD panel shipments will remain flat, the overall shipments forecast 37,930K, YoY growth of 18%, QoQ2%.