How Can LCD Revenue Be Down With Unit Sales Up 29 Percent?

Readers surprised by our general bearish stance on LCD panel makers generally point out how much demand for the monitors (both as computer monitors and flat panel TV sets) is rising. Indeed, Large-size LCD panel shipments dropped 4% in November, says WitsView

Worldwide large-size LCD panel shipments dropped to 26.3 million units in November, a 4% on-month decrease but 29% on-year increase, said research firm WitsView.

Ignoring the bearishness of the headline, 29% year/year unit growth is rather respectable. But with prices dropping 35% it means sales are lower this year than they were last.

Simple math.

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Topics: AU Optronics (AUO), Corning (GLW), LG Philips LCD (LPL), Matsushita (MC), Sharp (SHCAY.PK), Sony (SNE), Stock Market | RSS

One Comment on “How Can LCD Revenue Be Down With Unit Sales Up 29 Percent?”

  1. [...] was pretty bearish on the LCD market last year, but as the overcapacity problem started to subside I have been fairly [...]

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