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市場調査レポート
LCD産業サイクルの変化に見るディスプレイパネルメーカーの新しい課題
New Challenges for Display Panel Makers In Light of Changes in the LCD Industry Cycle
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Abstract
Each industry is characterized by cyclical trends, and the LCD panel industry
is not an exception. This report examines historical patterns in the LCD
industry cycle, and the recent changes which have occurred in this cycle.
Furthermore, the report analyzes new challenges for display panel
manufacturers in light of these industry cycle changes.
Table of Contents
1. LCD Industry Cycle Development
- 1.1 Changes in LCD Industry Cycles
- 1.2 Factors Impacting LCD Industry Cycles
- 1.2.1 Panel Supply and Demand Create LCD Cycle
- 1.2.2 Demand Variables Direct LCD Industry Cycles
- 1.2.2.1 The Influence of the Consumer Market Becoming More Evident
- 1.2.2.2 Expansion Strategies of Downstream Clients Face Increased
Difficulty in Terms of Demand Forecasting
- 1.2.2.3 Value Chains of Downstream Clients Integrating Upwards,
Creating Supply Chain Battles
- 1.3 The Historical Lessons of 2007-2008
2. New Challenges for the Display Panel Industry
- 2.1 Market Environment
- 2.2 Industry
- 2.3 Business Operations
Appendix
List of Topics
- Historical trends in the LCD industry cycle
- Recent changes in the LCD industry cycle, including changes on the
demand-side
- New challenges for display panel industry, including challenges arising
from the overall market development, from industry trends and challenges in
business operations
- Companies and organizations analyzed or mentioned in the report include:
LGE, Panasonic, Philips, Samsung, Sharp, Sony, Toshiba
List of Tables
- Table 1. New Challenges for the Display Panel Industry
List of Figures
- Figure 1. Worldwide LCD Panel Industry Operating Profit Margins, 1Q 2003
-4Q 2008
- Figure 2. Worldwide Large-size LCD Panel Demand and Production Capacity
YoY Growth Rates, 1Q 2003 -4Q 2008
- Figure 3. Worldwide Large-panel LCD TV Panel Supply Chain Demand, 1Q 2008
-4Q 2008
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