Observers at Morgan Stanley believe that the system demand in the end of 2011 will grow by 20% on an annual basis, while the total capacity of the panel will grow by only 14%, and under these circumstances, the Panel will see strong growth in 2011.Moreover, with LED panels Background TV is becoming mainstream, and will help to further push the sales of LCD TVs in 2011. The sources estimated the market that shipments of LCD TVs will reach 180 million units at 2010.205 million units in 2011 and 223 million units in 2012.
It is expected that the overall demand for makers Panel TFT LCD in 2011 to be good, and is expected makers working in the first half of 2011 to take advantage of the fact that has been modified inventory levels, and utilization rates reduced, and prices for the panel declined to the levels of costs in the second half of 2010, and on top of that, the acceptance of LCD TVs in the background LED market will be higher, which would help to further stimulate demand in 2011.
Prices have dropped for three major applications of LCD dramatically, and prices of information technology and monitoring of laptop panels have already dropped to the cost levels, while prices for TV panels is also close in terms of cost. However, according to previous experience, the total demand for the team when it reaches the bottom of the panel makers start to reduce the rates of use to the more limited the possibility of price drops.
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