TFT LCD Supply/Demand, Capital Spending and Equipment Suppli

[Dale]

"The supply/demand situation improved more than expected in Q2'05 for large-area TFT LCD suppliers on healthy unit growth and size mix shifts in most applications, as well as slower than expected supply growth due to challenges in ramping new fabs. This situation led to price increases that we expect to continue into Q3'05 resulting in a return to profitability for some suppliers in Q2'05 and an improved profitability outlook in the 2H'05. However, the projected large increase in the 2006 surplus warrants caution on next year's TFT LCD supplier profitability outlook."


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