全球液晶面板行业在2011年仍旧处于衰退期，价格深跌。2011年11月大尺寸面板价格较金融危机前最高点下跌了50%以上，而2011年就下跌了约20%。价格不振导致行业亏损严重。另一方面，中小尺寸面板由于需求旺盛，价格相对平稳，成为各大厂商争夺的热点。我们深入剖析了造成目前行业困境的原因，认为液晶周期、经济周期以及国内液晶行业的生态加剧了本行业的亏损。我们对行业前景进行了预判，认为大尺寸面板反弹乏力，但中小尺寸面板有望一枝独秀。
The global LCD panel industry still suffered from recession throughout 2011, with product prices plummeting significantly. The price of large-size panel declined by over 50% compared to the highest point before the Financial Crisis in Nov., 2011. The plummeting price widened the industry loss. On the other hand, mid- and small-size panel market was fairly stable and drew fierce competition, thanks to the strong demands. We analyze the reasons and believe that the crystal cycle, business cycle, along with the ecosystem of domestic LCD industry, made the situations even worse. We expect that large-size panel market will remain stagnant while mid- and small-size panel market will hopefully improve.
