Large flat-panel are due for a price drop next year as oversupplies hit the market after larger than expected capital investments in capacity cited by iSuppli. Look for price wars in LCD panels next year to start reminding us of the price drops that CRTs felt before the big switch to flat panels. RColinJohnson @NextGenLog
iSuppli’s forecast for capital expenditures among major large-sized LCD panel suppliers from 2005 to 2010. iSuppli defines large-sized LCD panels as those having a diagonal dimension of 10-inches and larger.
Here is what ISuppli says about its own report: Capital Spending Spurs LCD Panel Oversupply...In a race to build bigger and better next-generation fabs, large-sized LCD panel manufacturers in 2010 are set to boost their spending on capacity expansions by more than 40 percent—triggering an oversupply of LCD panels , according to iSuppli Corp...For the Top 13 large-sized LCD panel makers, capital expenditures in 2010 are forecasted to reach $16.9 billion, up a hefty 43.2 percent from $11.8 billion in 2009. This follows a decline of 29.3 percent during the recession year of 2009...
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