masterlink securities equity research september 07 2006 rickyliu com tw page 1 of 51 taiwan driver ic industry sector update semiconductor analyst ricky liu 886 2 2731 3888 ext 660 related chipbond 6147 tt 4 06 ist 3063 august 31 sitronix 8016 15 vanguard 5347 nov atek 3034 01 starting next up trend cycle null lower global demand but expect to rebound in 4q06 we growth forecast from 26 23 due weak 2q06 and 3q06 fast progress mcd however as the price lcd panel has stopped declining for nb tv even rose monitor is key following 5 years estimate will account 21 total large significantly growing 7 2003 30 2010 thus considerably influence
