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PDP manufacturers cut 07Q1 sales forecasts November 6, 2006

Posted by fukumimi in Uncategorized.

With LCD display manufacturers becoming more and more competitive in larger form factors, 3 big PDP manufactuers have reduced their sales forecasts by between 8% and 20% for the 07Q1 period. That’s still a year on year increase in boxes being shifted, but they are beginning to feel the squeeze as LCD players ramp up their Gen.8 fabs (Sharp’s Gen8 fab went on-line earlier this year, Samsung/Sony are set to follow next year) which will be churning out larger form factor displays as LCD manufacturers fight the price erosion which is increasing especially at smaller sizes. Gen8 labs will enable manufacturers to churn out more of the 40-50 inch screens which were traditionally the staple of the PDP camp.

Just a couple of years ago, the LCD/PDP boundary was at around the 37V size, but LCD technology has shown it is easier to scale up than PDP to scale down (and price erosion in the 32-inch and below sectors is so intense, it would make little sense for PDP manufacturers in any case).

Sharp recently announced that it intended to make all its large format displays full HD (1080p) capable, in an attempt to secure the higher end of the market and minimise price erosion pressures.

It seems likely that LCD will eventually rule the roost up to at least 50V (Sharp is probably gunning for the markets upto around 65V).

Above that size, I certainly can’t see any reason why RPTV can’t take the bulk of the domestic market (if you have the space to view a 70V screen comfortably, you should have enough space to concede 8-12 inches of floorspace by the wall (yes, new RPTVs are really that thin), and PDP screens are only about half as thick so the difference is insubstantial) which would leave PDP for high brightness, thin form factor commercial usage on the whole. (Will SED be able to survive just on the high end videophile and broadcast monitor markets?)

Also, just compare the power consumption between a PDP and a similar sized RPTV. It seems criminal to use a technology which consumes significantly more power than a competitive alternative. (I’d bet the manufacturing energy costs are also significantly different, based purely on the relative areas of the active display surfaces)

An often overlooked problem with large flat panel displays is that there’s a lot of glass comprising the screen which makes for a high and offset center of gravity which results in a not particularly stable structure. If you live in an earthquake zone (which is like the whole of Japan) or have kids or pets, ensuring that the screen doesn’t fall over is going to be a concern. (And as for those photos of screens hung on a wall, don’t try it unless you have a brick wall or pay for reinforce ments, plasterboard isn’t strong enough to hang a huge sheet of glass and associated electronics from.)



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