Polarizer prices continuing to drop
Rebecca Kuo, Taipei; Alex Wolfgram, DIGITIMES [Monday 2 February 2015]
Polarizer makers have seen pricing for their products drop about 3% a quarter over the last few quarters, which is expected to carry over into early 2015.
The makers expect the trend to continue throughout the first quarter of the year and then slow down by the second. Orders will still remain at healthy levels throughout the first quarter but may experience a slight decline in February due to the Lunar New Year holiday period.
Polarizer makers such as Chimei Materials saw steady performances in the fourth quarter of 2014 driven by demand in the TV panel segment despite the declining pricing.
Meanwhile, Japan-based Nitto Denko expects its fiscal 2014-2015 revenues to increase 10% on year due to steady demand for smartphone and tablet orders.
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