Taiwan's LCD-TV panel manufacturers are expected to enjoy brisker business in the latter half of 2011, thanks to the shift of orders to Taiwan from Japan, DIGITIMES Research said Tuesday.
The electronics research institute said the yen rose in March to its highest level since World War II against the U.S. dollar after the March 11 earthquake and tsunami, which has in turn forced Japanese LCD-TV panel makers to switch their orders to Taiwan under a cost-saving drive.
China's Oct. 1 National Day holiday, a long seven-day break, should also spark shopping sprees for LCD-TV panels, said Lin Fen-hui, a DIGITIMES Research analyst and project manager.
Lin forecasts that Taiwanese LCD-TV panel manufacturers will witness a quarterly increase of 15.6 percent in shipments July- September over the same period in 2010.
In Q4, normally the high season for electronics merchandise, Taiwanese LCD-TV panel manufacturers' shipments could soar 25.6 percent quarter-on-quarter, to a total of 17.2 million sets.
According to Lin, orders from Sony and Toshiba should make up 70 percent of all orders directed from Japan to Taiwanese manufacturers in 2011. Orders from Sharp could top 20 percent.
The electronics research institute said the yen rose in March to its highest level since World War II against the U.S. dollar after the March 11 earthquake and tsunami, which has in turn forced Japanese LCD-TV panel makers to switch their orders to Taiwan under a cost-saving drive.
China's Oct. 1 National Day holiday, a long seven-day break, should also spark shopping sprees for LCD-TV panels, said Lin Fen-hui, a DIGITIMES Research analyst and project manager.
Lin forecasts that Taiwanese LCD-TV panel manufacturers will witness a quarterly increase of 15.6 percent in shipments July- September over the same period in 2010.
In Q4, normally the high season for electronics merchandise, Taiwanese LCD-TV panel manufacturers' shipments could soar 25.6 percent quarter-on-quarter, to a total of 17.2 million sets.
According to Lin, orders from Sony and Toshiba should make up 70 percent of all orders directed from Japan to Taiwanese manufacturers in 2011. Orders from Sharp could top 20 percent.
