1. Panel prices are set to increase in January 2010, and it is likely that they will rise through Q1'10 due to the strong demand to build inventories. How long can prices stay strong?
2. When will we see new fabs and capacities? Encouraged by strong demand, panel makers are starting to pull in their new fab schedules and capacity additions.
3. Will there be more consolidation and alliances? If so, who will swallow whom?
4. Most TV brands are targeting 30-50 per cent LED backlight penetration in their 2010 business plan; will they be able to achieve that? How fast will LED backlight LCD TVs grow?
5. E-book readers are a promising new application category, attracting new entrants and stimulating technology evolution. However, there are still doubts about consumer acceptance of these devices. Will e-book readers become an accepted consumer electronics device? Or it will be just a fad? Is color required for broad acceptance?
6. 3D can provide inspiring and thrilling experience, but there are uncertainties about the availability of content, the technological readiness, and acceptance in the living room. Can we move away from the requirement for glasses?
7. Except for
Panasonic and Chinese makers, plasma panel makers have stopped investing in new capacity. Even
Panasonic is shifting resources into LCD. What can change PDP's destiny in 2010? Can plasma survive in the TV market? Or can it find a new niche?
8. Among the many potential projects for Gen 7/8 fabs in China, which ones will eventually come true? How will they influence the 2011 supply/demand balance?
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