LCD TV panel makers' inventory levels will be greater than normal in the second half of 2015, due to softening demand and increased output from new LCD panel manufacturing lines (fabs). According to IHS, LCD TV panels reached a peak of 4.7 weeks of inventory in December 2013. Since then, panel makers have sustained inventories at normal levels (i.e., less than four weeks); however, the situation recently changed, when panel makers did not slow production in the second quarter of 2015, as the market shifted to over-supply. Inventory levels are, therefore, expected to stretch beyond the normal range to reach 4.9 weeks at the end of the third quarter 2015, which may cause further decreases in panel prices in the second half of 2015.
from DIGITIMES: IT news from Asia http://ift.tt/1MC9Sso
via Yuichun
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