China's Semiconductor Industry
Breakdown Analysis of China's Semiconductor Industry
The Top 10 monitor SIs' shipment regression in December has been worsened
December 2011 Tablet Panel And Touch Module Price Update
Top 10 monitor brand vendors' shipments dropped by 4.3% MoM in November
Top 10 monitor SIs' shipments dropped by 1.3% MoM in Nov.
WitsView:Demand has been cooled down and supply has been increased after December such that the following panel price trend remains to be watched
The demand cool down and increased supply after December have not been conducive to the following panel price trend
November 2011 Tablet Panel And Touch Module Price Update
Top 10 monitor brand vendors' shipments dropped by 5.2% MoM in October
Top 10 monitor SIs' shipments dropped by 8.8% MoM in Oct.
WitsView:LCD Market Confidence somewhat recovers: MCI index jumps by 214.2 points
Panel price has hit the rock-bottom, but the timing for price rebound has yet to come
The shipment of LCD TV panel may regress for the first time in 2011
Top 10 monitor brand vendors' shipments jumped by 10.8% MoM in September
Top 10 monitor SIs' shipments rose by 7.6% MoM in Sep.
Tablet demand ignited by Kindle Fire has driven the continuous growth of panel shipment in September
WitsView:When price fell below the bottom line of cash cost, it is an indication of limited room for further price decline
When price fell below cash cost, there is limited space for further price drop
WitsView:The factor of market uncertainty remains in Q4, leading to continuous drop of price
WitsView：Panel makers face to the environmental with over-supply and weak demand
WitsView: Panel makers face difficult decision on how to lower utilization rates
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