LG Display Sees Rebound In Prices for LCD Panels

LG Display Co.称，由于液晶显示器(LCD)面板价格疲软，公司连续第二个季度出现净亏损，但未来几个月随着LCD价格反弹，公司业绩预计将会好转。以收入计，这家韩国公司是全球第二大LCD生产商，仅次于三星电子(Samsung Electronics Co.)。截至3月31日的第一季度，LG Display净亏损2,550亿韩圆（合1.911亿美元）。该公司上年同期实现净利润7,170亿韩圆。销售收入下降9.2%，至3.666万亿韩圆。ReutersLG Display的管理人士表示，他们对LCD市场未来几个月的前景保持乐观，因一些类别的LCD面板价格正在上涨，同时重要客户的订货量也在增长。LG Display首席财务长James Jeong说，全球液晶电视需求强劲，今年2月以来，我们的产能利用率保持在98%-99%，而且只能满足70%的面板需求。副总裁Kevin Choi说，他预计部分液晶电视面板的供应短缺状况会持续到6月底。LG Display称，与去年第四季度相比，第一季度平均销售价格降低了12%左右，发货量减少3%。该公司预计第二季度LCD发货量将较第一季度增长24%-29%，平均销售价格也将在第一季度的水平上逐步提高。虽然大多数分析师认为，稳固复苏要到今年下半年才有可能实现，但韩华证券公司(Hanwha Securities)的Lim Seung-bum表示，市场因素可能不久就会对LG Display的业绩形成提振。由于许多公司补充存货，加上中国不久前出台了家电下乡补贴政策，一些显示器的价格自3月以来已开始逐渐抬升。Jung-Ah Lee相关阅读三大LCD厂商承认存在价格操纵行为 2008-11-13 本文涉及股票或公司document.write (truthmeter('2009年04月17日11:30', 'LPL'));LG Display Co.  (ADS)总部地点：韩国(South Korea)上市地点：纽约证交所股票代码：LPLdocument.write (truthmeter('2009年04月17日11:30', '034220.SE'));LG Display Co.总部地点：韩国(South Korea)上市地点：韩国证交所股票代码：034220


LG Display Co. posted its second consecutive quarterly net loss due to weak prices of liquid crystal display panels, but it expects improvement in the months ahead as prices rebound.The South Korean company, the world's second-largest LCD maker by revenue after Samsung Electronics Co., swung to a net loss of 255 billion won ($191.1 million) for the first quarter ended March 31, from a net profit of 717 billion won a year earlier.Sales fell 9.2% to 3.666 trillion won.LG Display executives said they are optimistic about the outlook for the LCD market in the months ahead thanks to rising panel prices in some categories combined with increasing orders from key customers.'Demand for LCD TVs is solid world-wide,' said Chief Financial Officer James Jeong. 'We've maintained our factory utilization rate at 98%-99% since February and we have only been able to meet around 70% of our [panel] demand.'Kevin Choi, a vice president, said he expects the supply shortage of some LCD TV panels to continue until the end of June.LG Display said its first-quarter average selling price fell around 12% and its shipments declined 3% from the fourth quarter. For the second quarter, the company expects its shipments of LCDs to increase by mid-to-high 20s in percentage terms from the latest quarter. It also expects average selling prices to rise gradually from the first quarter.While most analysts said a solid recovery isn't likely until the second half, Lim Seung-bum at Hanwha Securities said market factors may boost LG Display's result sooner.Some panel prices have started to edge up since March thanks to companies replenishing their inventories and China's recent policy to subsidize TV and appliance purchases in rural areas.Jung-Ah Lee