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Letter "J" » Jeff Kim Quotes
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«TV panel prices should decline only slightly in first half of 2006 thanks to special demand from the 2006 World Cup tournament in Germany in June.»
Author: Jeff Kim
«The fourth quarter was quite good but panel prices began to fall again from January and we anticipate more declines going forward.»
Author: Jeff Kim
«Matsushita and LG Electronics are quite aggressive in capacity-ramp up. Samsung SDI will need to bring forward the schedule for the new line.»
Author: Jeff Kim
«Samsung SDI's margins are under pressure despite growing shipments because plasma panel prices are falling sharply.»
Author: Jeff Kim
«At current prices, even first-tier companies barely break even for monitor and notebook panels.»
Author: Jeff Kim
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