Sony will increase the proportion of purchases to Taiwanese panels to 50%. Taiwan panel makers AUO, Chi Mei Power, Huaying, and backlight module factories Fuxiang, Zhongguang, Ruiyi, etc. will all benefit.
The continued appreciation of the yen has prompted Japanese manufacturers to accelerate the procurement of components such as panels for Taiwan, and to release LCD TV OEM orders. AUO and CMO are one of Sony's BRAVIA brand LCD TV main panel suppliers; Huaying is a supplier of Sony's small notebook panels.
The industry estimates that at present, the price of LCD monitors has risen from the previous year, the notebook computer panel is flat, and the TV panel price continues to fall. LCD TV panel inventory pressure is still heavy, prices continue to decline, especially with LED backlight panel prices falling fastest.
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