Things, of course, couldn't be better for flat panel manufacturers than a shortage because for the last 18 months there's been a glut that has benefited buyers rather than sellers.
According to Digitimes, a AU Optronics suit said today that in the fourth quarter of this year there will be a supply and demand balance.
But heck - the same article reckons that there will be oversupply again in the first quarter of 2008. µ
L'INQ
Digitimes