SAN JOSE, Calif. - There appears to be a sudden slowdown in the cell-phone, PC and other product segments-a trend that impacts chip makers.
Now, there is a slowdown in two of the hottest markets to date: LEDs and solar.
LCDs could be next to see a slowdown.
''Datapoints from the LCD foodchain continue to come in incrementally weaker,'' said C.J. Muse, an analyst with Barclay's Capital.
''Our most recent checks point to an incrementally worse LCD picture, with August panel shipments trending lower month-over-month in Taiwan, Sharp cutting G10 utilization to 30,000, and increasing uncertainty from Korea, thereby putting panel shipment/glass volume guides for 3Q at risk and likely causing recovery in September to be more muted than we initially thought,'' he said.