[原创]DisplaySearch 指出等离子面板出货受到经济不景气影响2008年第四季出货量仅达
<p class="MsoNormal" style="TEXT-JUSTIFY: inter-ideograph; MARGIN: 6pt 0cm; LINE-HEIGHT: 12pt; TEXT-ALIGN: justify; mso-para-margin-top: .5gd; mso-para-margin-right: 0cm; mso-para-margin-bottom: .5gd; mso-para-margin-left: 0cm;"><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">DisplaySearch</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">上海办公室，</span><chsdate wst="on" isrocdate="False" islunardate="False" day="3" month="2" year="2009"><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2009</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">月</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">3</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">日</span></chsdate><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;"> --- </span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">在过去几个季度里由于</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">32</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">寸等离子电视在开发中国家销售成绩不错以及大尺寸等离子电视售价下滑至较合理水平，使得等离子面板出货量成长非常强劲。然而由于全球经济衰退及</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">32</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">寸液晶电视面板价格大幅下跌给等离子带来非常大的竞争压力，</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2008</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年第四季全球等离子面板出货量仅达</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">380</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">万片，较第三季下滑</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">8%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">，与</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2007</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年同期相比下滑</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">12%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">，同时这也是等离子面板自</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2007</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年第二季以来首次年成长率下滑。</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2008</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年全球等离子面板出货量达</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">1</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">千</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">510</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">万片，与</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">DisplaySearch</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">在</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2008</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年年出估计非常接近，较</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2007</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年成长了</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">26%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">。从厂商别来看，</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">Panasonic</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">是唯一一家在第四季度年成长率为正值的公司，同时该公司出货量市占率高达</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">47%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">；</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">Samsung SDI</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">与</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">LGE</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">以</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">26%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">及</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">20%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">市占率分居第二及第三名。至于面板出货金额方面，由于面板价格剧烈的下幅使得</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2008</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年第四季出货金额较第三季下滑</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">13%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">，与</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2007</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年第四季相比则下滑了</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">21%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">，不过</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2008</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年全年出货金额仍较</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">2007</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">年成长</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;">6%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial;">。</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN;"><p></p></span></p><p class="MsoNormal" style="TEXT-JUSTIFY: inter-ideograph; MARGIN: 0cm 0cm 6pt; TEXT-ALIGN: justify; mso-para-margin-bottom: .5gd;"><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">2008</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">年全球等离子面板出货量达到</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">1</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">千</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">510</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">万片，较</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">2007</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">年成长</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">26%</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">，同时全高清面板出货持续增加中。</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">DisplaySearch </span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">显示技术与材料研究总监</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';"> YS Chung</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">指出，全高清等离子面板的推出对于提高等离子阵营与</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">LCD</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">阵营的竞争力有一定的帮助。不过</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">YS Chung</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">也提到由于金融危机与需求不振，使得许多等离子生产线关厂，目前很难看出</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">2009</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">年等离子出货量是否会有正成长，同时与液晶电视的竞赛也往上提升到</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">50</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">寸以及以上尺寸等级，预估</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';">2009</span><span style="FONT-SIZE: 10pt; FONT-FAMILY: PMingLiU; mso-fareast-language: ZH-CN; mso-ascii-font-family: Arial;">年等离子面板出货金额将会是负成长。</span><span lang="EN-US" style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-language: ZH-CN; mso-bidi-font-family: '';"><p></p></span></p>
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