Well the LCD industry it seems has followed the memory industry into a downswing. This has resulted in some companies realigning their focus and strategy. Some of the small-to-medium size panel makers are according to Digitimes hedging unstable demand in the digital frame and low cost PC markets by targeting the portable navigation device (PND) sector. Digitimes writes:
While AU Optronics (AUO) and TPD Displays have been the major LCD panel suppliers for portable navigation device (PND) applications, weakening small- to medium-size panel demand has made other LCD panel makers look to the segment as well, and prices are expected to drop accordingly, according to market sources.
With panel sizes for digital still camera (DSC) and PND applications being of a similar size and with an OEM customer base being concentrated in Taiwan, Taiwan panel makers have an opportunities to make headway in the PND segment. While demand growth in the PND market is slow, it is steady and stable, unlike the fluctuating orders seen in the digital photo frame and low-cost PC segments, the sources noted. However, prices for PND panels are expected to drop in the second half of the year.
Digitimes continues further on saying:
Chunghwa Picture Tubes (CPT) and Innolux are focusing on low-cost PC and PND panels for small-to-medium size product in the second half of the year, Wintek also entered the supply chain for PND panels in the second quarter. CPT indicated that demand for PND panel will grow but the overall price for small size panel will continue to drop.
Well I suppose they have to do something. They cannot just sit around and hope for the best.
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