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LCD equipment up in 2010

Posted: 11 Nov 2010 ?? ?Print Version ?Bookmark and Share

Keywords:LCD? equipment? market report?

Market analyst Barclays Capital has released a report on the LCD equipment segment, forecasting that Q4 2010 is the trough for the LCD cycle.

''We estimate LCD capex is trending a little higher in 2010 at 77 percent (verses our prior estimate of 60 percent),'' said C.J. Muse, analyst, Barclays Capital.

''LCD capex for 2011 now appears to be trending minus 15 percent year-over-year, and while not terrible, it does mean a likely downward trajectory for LCD equipment orders/revenues as we head into 2011,'' he said.

''With capacity expected to grow 26 percent (and) 19 percent in 2010 (and) 2011, respectively, the decline in 2011 capex should drive a relatively healthier LCD environment than if all of the announced projects in China had proceeded,'' he said.

''We continue to view Q4 2010 as the trough for the LCD cycle,'' he said. ''Finally, on the equipment side, the likely downward trajectory in capex means orders/revs should trend lower through 2011, making LCD equipment the least attractive segment in the LCD vertical.''

- Mark LaPedus
EE Times

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