EBN Online meldt dat de prijzen van LCD flat panels het komende jaar door overproduktie snel zullen dalen. De omslag van onder- naar overproduktie is het gevolg van capaciteitsuitbreiding bij LCD fabrikanten:
The most popular LCD modules for notebook PCs and desktop monitors are entering a period of oversupply, bringing lower prices for OEMs as the boom-or-bust cycle continues for flat-panel display makers.
[...] “We definitely see an oversupply because there's just too much spending,” said DisplaySearch analyst Ross Young. “There's somewhat of a herd mentality in the [thin-film transistor] TFT-LCD industry. No one wants to lose market share, so they all increase spending.”
[...] The main reason for the increase is new capacity coming on line at established suppliers and a concerted market entrance by Taiwanese vendors. In fact, DisplaySearch said that by region, Taiwan will have 35% of the world's LCD manufacturing capacity by 2005, significantly more than Japan and nearly as much as Korea.