- TAB・COF thoroughly analyzed the tape substrate market. The market in 2010, which showed significant fluctuations, was analyzed to forecast future demand.
The tape substrate market in 2010 appeared to be robust at first glance, with a year-on-year growth of 108.8%. However, in reality, it was a tumultuous and challenging year. The start was very strong, continuing the good performance from the second half of 2009, and even the production in the typically weak first quarter exceeded the previous quarter, showing an unusual level of strength. This trend led to a very favorable first half. However, in reality, inventory began to accumulate, which became evident after the summer. Production in the second half dropped significantly. As a result, prices fell, and profits decreased sharply. While it may seem stable on an annual basis, the reality was that there were significant fluctuations, with the strong performance in the first half leading to capacity expansion, followed by a decline in production due to production adjustments, which dealt a heavy blow to various manufacturers. Consequently, the elimination of manufacturers, including withdrawals, has progressed further.
The demand forecast for LCDs in 2011 is a bearish and conservative one. However, there is a high possibility that demand in emerging markets may exceed expectations. Depending on trends in that area, there could be upward revisions to the market. Although growth in 2011 is not expected to be significant, it is unlikely to be as tumultuous a year as 2010. A stable trend is anticipated.
- Company：ネットブレイン
- Price：100,000 yen-500,000 yen
