With respect to the color filter (which is a key component) industry, Q1 is usually the beginning of a period of the year in which there is weak demand for the display panel industry. Demand from Mainland China's brand-name LCD TV vendors will drop in January and February, with a rebound expected only after March. In terms of the polarizer industry, prices for polarizers will continue to decline in Q1 of 2016, with output forecasted to decline by 3.3% to reach NTD 18.15 billion. With respect to the glass substrate industry, in Q1 of 2016, the LCD industry will enter a period of the year in which demand is usually weak and prices tend to fall, with output for Taiwan's glass substrate industry forecasted to decline by 6.6% to reach only NTD 25.43 billion. In terms of the backlight module industry, although portable products such as tablet computers will contribute to increasing shipments, due to declines in shipments of backlight modules for IT and TV products, it is forecasted that output will decline by 14.8% compared to the previous quarter to reach NTD 34.08 billion.
I.Overview of Taiwan’s FPD Industry in Q4 of 2015
II.Outlook of Taiwan's FPD Industry for Q1 of 2016
Table 1 Statistical and Forecasted Output for Taiwan's FPD Industry