Plasma prices set to plummet
That's largely because when people think plasma they think Panasonic, which is Matsushita's brand. While Matsushita did well, Korean manufacturers lost share because of intense competition from LCD displays.
That is to to say, with intensive competition from themselves.
Be that as it is, iSuppli analyst Riddhi Patel said that worldwide production of PDPs wil grow to 22.7 million units by 2011 from 13.4 million units this year. Last year, a total of 10 milion PDPs were made, worth $7.7 bilion. The rise and rise of LCD and microdisplay rear projection sets will make profitability of the PDP business a problem.
The table below shows ranking by percentage of unit shipments for panels themselves, not the TVs and other devices that use them.
| Matsushita Panasonic | 37.3% |
| LG Electronics | 24.2% |
| Samsung SDI | 21.1% |
| FHP | 10.7% |
| Pioneer | 6.8% |
ASPs are falling at a 13 per cent CAGR and it's not just LCD competition that's causing that, Patel reckons. Larger, better fabs will boost production efficiencies and electronics and glass prices are set to fall. µ
