The DRAM industry in the second and third quarters of 2009 posted the strongest sequential growth in revenue and pricing seen in at least five years, indicating that the recent market rebound is real and is likely to continue into 2010, according to iSuppli.
“The continued increase in prices comes as another indicator that the DRAM market is emerging from what has been a long and painful slump,” said Mike Howard, senior analyst, DRAM, for iSuppli.
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According to the latest DisplaySearch Quarterly Worldwide FPD Forecast Report, global flat panel display revenues for 2009 will be $87.6B, down 15% Y/Y from 2008.
The major reason for the decline is erosion in large-area TFT LCD panel prices compared to 2008, despite the fact that the TFT LCD market started to recover in Q2’09.
Other research from iSuppli says small and medium LCD suppliers are preparing for a Q4 slowdown.
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After a year of losing money or generating zero return, the global large-sized LCD panel business returned to profitability in the third quarter, according to iSuppli’s latest research.
Analysts say the main reason LCD panels have not been profitable for so long is the market’s extreme state of oversupply, which resulted in LCD panel pricing that was below manufacturing costs.
LG Display was the world’s largest seller of large-sized LCD panels in the second quarter of 2009, accounting for 25.3 percent of shipments.
Defying hard economic times, the Russian LCD-TV market is set for strong growth this year, with shipments rising by 13.6 percent in 2009, according to iSuppli.
“One of the main reasons for the switch to LCD-TVs in Russia is that they have become a status symbol. Consumers in Russia are very image conscious and prefer to own televisions that they can show off to neighbors and family members,” said Riddhi Patel, principal analyst for television systems for iSuppli.
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VIDEO INTREVIEW. This time at IFA 2009 our reporters interviewed Riddhi Patel, the iSuppli analyst. Riddhi is responsible for the television and plasma display panel (PDP) analysis. She shared with us her latest discoveries on HDTV market as well as her opinion of the nearest future of LCD technology that has dominated our living rooms.
She was visiting this year’s Berlin expo looking for some big innovations. Watch the video to check out if she has found anything that took her breath away.
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Despite a rapid rise in the sales of consumer Blu-ray players, a fall in their prices and an increase in the number of high-definition movie titles, Blu-ray drives in PC systems have been left singing the blues, according to iSuppli.
iSuppli’s recent report says that by 2013, Blu-ray drives will be found in only 16.3 percent of PCs shipped, up from 3.6 percent in 2009.
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