Taiwan Industrial Technology Research Institute (IEK) ITIS plan said that the first half of this year, smart phone sales, especially the iPhone 4 and Android two mobile phone camp competition, pushing up the demand for small-sized panels, including Shenghua, Lingju, Yang Both China and the interface have maintained growth. It also drives the growth of OLED panels. It is estimated that the output value in the fourth quarter will reach 2.03 billion yuan; the annual growth rate will be 5.8%.
The ITIS plan of the Taiwan Industrial Technology Research Institute pointed out that small and medium-sized TFTLCD panels are related to two hot-selling consumer electronics products this year, such as smart phones and one tablet computers.
In the first half of this year, smartphone sales, especially the competition between iPhone4 and Android, have driven the demand for small-sized panels, making relevant small and medium-sized panel suppliers such as Lingju, Shenghua, or touch panel suppliers. If the performance of Yanghua and the interface grows month by month, it is expected that the fourth quarter will continue to rise.
In the OLED panel industry, global consumer electronics products are expected to grow slightly in the fourth quarter, driving demand for OLED panels. In the fourth quarter of 2010, Taiwan's OLED output will grow slightly, reaching a scale of 2.03 billion yuan. This year, it will reach 8.01 billion yuan, up 5.8% from last year.
ITIS said that in the polarizing plate industry of key components of the panel, it is estimated that the value of Taiwan's polarizing plate will drop by 2%. Compared with the third quarter, it is expected that in the fourth quarter of 2010, due to the destocking of many important holidays in the third quarter, the output value will reach 20.23 billion yuan.
In the backlight module industry, it is estimated that the output value of Taiwan's backlight module in the fourth quarter of 2010 will grow slightly by about 3%. The backlight module manufacturer's customer portfolio will benefit from orders from US and Japanese manufacturers from NB and TV, plus the effect of stepping into the LCM business. It is estimated that the size of orders in the fourth quarter will still grow. 2010 The output value of the fourth quarter of the year is estimated to be 47.56 billion yuan.
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