At current prices, even first-tier companies barely break even for monitor and notebook panels.
The fourth quarter was quite good but panel prices began to fall again from January and we anticipate more declines going forward.
Matsushita and LG Electronics are quite aggressive in capacity-ramp up. Samsung SDI will need to bring forward the schedule for the new line.
Samsung SDI's margins are under pressure despite growing shipments because plasma panel prices are falling sharply.
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