Sources from panel makers say there's a shortage of LCD monitors, a problem they attribute to monitor makers and brand vendors having lower-than-usual panel inventory levels, news and rumor site DigiTimes reports.
The sources note that panel makers were expecting a low fourth quarter and took to reducing output, but are now being caught off guard by a flurry of orders now that panel prices have dropped below cost levels.
A panel shortage doesn't bode well for the mobile market, which is expected to ship a ton of notebooks going into 2010. This has notebook makers scrambling to secure LED supplies as they compete with LCD TV makers for inventory. LED-backlit LCD TV shipments are expected to increase six-fold to more than 30 million units in 2010, with LED-backlit notebooks expected to account for 80 percent of the 160 million notebooks (not counting netbooks) to be shipped next year.