Monday, July 4, 2011

LC 디스플레이를 사모아야 할때

현재 대형 panel의 가격이 하락하는 것을 막기 위하여 대만과 한국의 LCD 업체들이 6월 생산량을 줄이기로 했다고 한다. 현재 세계 TV 수요가 약하기 때문에 이러 방식으로 가격 방어를 하고 싶어 하는데... 아마도 8월까지 생산량을 줄일것으로 예상된다고 한다.

http://www.digitimes.com/news/a20110704PD204.html

LG 디스플레이는 TV 뿐 아니라 휴대용 기기, 특히 iPad에 공급되는 ips panel을 생산하고 있으며 9월 이후 매출이 늘어날 것으로 예상됨. 9월까지 주워 담기하는 것이 좋을듯 함.

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