As in past Crystal Cycles, surging investment in new fab capacity is providing LCD panel buyers with the ability to drive prices down as panel suppliers become eager to sell their output. According to DisplaySearch, in the prior major cycle, the average PC monitor panel price fell at an annual rate of 50% from the second quarter of 2004 to the first quarter of 2005. Market indicators suggest the average selling price (ASP) of monitor panels may fall at a 30% to 45% annual rate in June and July 2008.The pace of price declines may slow after the summer.
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