Analysts cautious about panel market in H1 2006
Although LG.Philips LCD (LPL) reported strong sequential growth in net profits last quarter ; most analysts remain conservative about the panel market in the first half of 2006, with demand and supply balance to be the key to evaluating the trend of panel stock pricing for the period. The speed of the capacity ramp up at the sixth-generation (6G) plant from IPS Alpha Technology, a joint venture between Hitachi, Matsushita Electric Industrial and Toshiba, and the 7.5G plant from LG.Philips LCD is key to supply conditions in the first half of 2006, according to Wan-Li, Wang (transliterated from Chinese), an analyst at Credit Suisse First Boston.
More here at DigiTimes.
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