Taiwan Excellence
台灣精品

[宅編]各位同學，正經的文章來了，不要嘻嘻哈哈，那個還在一邊打魔獸一邊吃可樂果的把桌子收一收筆記本拿出來！這是資策會和ITIS智網最近公布的液晶顯示器產業訊息，台灣的液晶顯示器產業第二季出貨量，於2008年第四季呈現7%以上的衰退之後，可望於09年第二季出現正成長。

According to research of the Taipei-based Market Intelligence & Consulting Institute (MIC) conducted as part of the ITIS project, in 2009 the market for LCD (Liquid Crystal Display) monitors will still be affected by developments in the overall economy. In the first quarter, some urgent orders will contribute to shipment of the Taiwanese LCD monitor industry's shipment, but they will only provide temporary growth as branded vendors were not aggressive during the fourth quarter in terms of releasing production orders for the first quarter of 2009. It is expected that the Taiwanese LCD monitor industry's shipment volume and value will continue to decline in the first quarter of 2009. Orders in the second quarter are expected to increase. The high inventories of the second half of 2008 have disappeared, while demand in some regional markets is gradually rebounding. As a result, the Taiwanese LCD monitor industry is forecast to experience 4.3% sequential shipment growth in the second quarter of 2009.

一項資策會和智網的專案研究指出，雖然部分品牌大廠於第1季追加小量訂單，銷量的小幅成長亦反應於第1季出口量，但預估2009整體產業出口值、量仍將受到大環境經濟不景氣的衝擊。歷經08下半年的景氣寒冬之後，新興市場需求量出現回溫，預估第2季出口量將比去年同期成長4.3%。

Although ASP (Average Selling Price) of the Taiwanese industry continued to decline in the fourth quarter of 2008, the panel oversupply situation gradually improved as LCD monitor panel manufacturers cut production and as branded vendors and contract manufacturers gave priority to clearing their inventories. As a result, the scale of LCD monitor panel price declines became smaller in the fourth quarter. This also led to a reduction in the price decline of LCD monitors in the fourth quarter. ASP of the Taiwanese LCD monitor industry fell to US$135.0 in the fourth quarter of 2008, down 3.8% compared to the third quarter. Compared to the 10.8% decline in the third quarter, the fourth quarter decline was much smaller. Shipment value of the Taiwanese LCD monitor industry in the fourth quarter of 2008 reached US$3.52 billion, down 10.9% sequentially and 26.7% year-on-year.

由於供過於求，台灣液晶顯示器均價至去年第4季為止都呈現逐步下降的趨勢，品牌廠商策略性出清存貨，於是在08年第4季價格下跌的狀況趨於和緩。08年第4季台灣液晶顯示器平均報價(ASP)為每台135美元，較08年第3季下跌3.8%；和第3季比第2季的跌幅10.8%相比已大幅減少。08年第4季整體液晶顯示產業產值為35.2億美元，較上一季減少10.9%，和07年同期相比則減少26.7%。

As for shipment destinations of the industry, shares of shipments to mature markets continued to fall, while the shares of shipments to emerging markets, such as China, Latin America and Eastern Europe, continue to grow. The share of shipments to China reached 21.0% in the fourth quarter of 2008. The Chinese government is currently pushing a policy aimed at promoting home appliances in rural areas. PC products are included in the product types which are subsidized as part of this program. For desktop PCs, a specification requirement for companies aiming to bid for the tenders is that the accompanying LCD monitors cannot be smaller than 17". It is expected that the rural home appliance subsidy program in China will start to have a positive impact on LCD monitor shipments starting in the second quarter of 2009.

以銷售地區來看，成熟市場占整體出貨比例持續下滑，新興市場如中國、拉丁美洲和東歐占整體產業出貨比例持續上升。08年第4季對中國市場的銷售占整體比例的21.0%，和中國政府推廣的「家電下鄉」政策中，個人電子用品採購規定有關(桌上型電腦搭配的螢幕必須為17吋以上)，預計這類型的政策將會為台灣液晶顯示器產業在2009年第2季帶來正面的影響。

More information can be found in the following MIC report: The Taiwanese LCD Monitor Industry, 1Q 2009 [宅編按：咳，要下載完整報告的話要付錢的，這裡只有摘要，同學們請洽校內圖書館資是否有買授權可以免費下載。]

[資料來源：資策會(MIC)/ 編譯：窄宅]

Market Intelligence & Consulting Institute (MIC), based in Taipei, Taiwan, was founded in 1987. MIC is Taiwan's premier IT industry research and consulting firm providing intelligence, in-depth analysis, and strategic consulting services on global IT product and technology trends, focusing on markets and industries in Asia-Pacific. MIC is part of the Institute for Information Industry. http://mic.iii.org.tw/english [宅編：看英文有點痛苦但又已經硬撐到這邊的同學，這裡有資策會研究團隊的介紹http://mic.iii.org.tw/home/research_team.asp?l=c&f=8&menu=81]

About ITIS

The ITIS (Industry and Technology Intelligence Services) project is managed by the Department of Industrial Technology of Taiwan's Ministry of Economic Affairs. As part of the project, research is conducted in a variety of fields, including the ICT sector. The project serves both the public and private sector.

In the fourth quarter of 2008, shipment volume of the Taiwanese LCD monitor industry reached 26.1 million units, down 7.4% sequentially and 7.2% year-on-year. Reasons for this shipment decline in what is usually the peak season for the industry included the effects of the global financial crisis, which impacted end-market demand. Growth momentum in regional markets weakened, and emerging markets were also unable to escape the effects of the crisis. Meanwhile, LCD monitor brands and distributors cleared inventories and reduced the number of orders given to contract manufacturers. Also, new low-price PC products such as netbook PCs and all-in-one PCs made a push in the market, affecting the existing desktop PC market and indirectly impacting LCD monitor shipments in the fourth quarter. [宅編：這裡有很多產業趨勢和市場分析，相當實用喔！加入會員是不用錢的，可以常常收到不同產業的briefing，但是下載完整報告一樣是要付費喔！]