Recent word from LCD panel producers and consumers in Asia is that 2010 will open with a shortage of netbook/laptop panels. Output is limited and supply is tight in that market right now. Suppliers are not getting full support from the major manufacturers -- AUO, CMO and LG -- for January demand. Smith is advising clients to evaluate their forecasts and consider pulling in stock earlier than planned.
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Looking to 2010: LCD Panels will be short
Written by Layla Wright Wednesday, 16 December 2009 00:00
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