5 Quotes by 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.

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.

Samsung SDI's margins are under pressure despite growing shipments because plasma panel prices are falling sharply.

At current prices, even first-tier companies barely break even for monitor and notebook panels.

The fourth quarter was quite good but panel prices began to fall again from January and we anticipate more declines going forward.