Samsung: Next Gen LCD Fab

Samsung Electronics is assessing the glass substrate size for its next generation LCD fab. Whether it is G9 or G10, Samsung has not decided. No construction schedule has been fixed but Samsung is working closely with equipment manufacturers and glass substrate suppliers regarding issues about size. Samsung is also close to commencing volume production at its G8 fab, scheduled for August, two months ahead of time. The G8 fab’s main products will be 46″ and 52″ TFT LCD panels geared for TVs. On the other hand, G8 schedules for AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) are still uncertain. Regarding supply and demand, Samsung believes that the industry will be in oversupply in 1H’07 but a shortage in 2H’07. According to the company, there are five major LCD manufacturers that combine for 75% of the market in 2006: AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Samsung, LG.Philips LCD (LPL) and Sharp.

Source: DigiTimes

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