Some warn of an LCD supply shortage. "The LCD industry is improving more strongly than expected and panels are likely to be in short supply from 2013, as manufacturers upgrade their lines to increase high-end products. This requires more processing time and steps, reducing total output," said Kim Dong-won, an analyst at Hyundai Securities. Converting a line to IGZO and LTPS processing can cut LCD output by 30-70 percent, according to BNP Paribas. As LCD prospects improve, LG Display, the world's top LCD maker, swung to a quarterly profit in July-September, ending a run of seven straight quarterly losses. LG Display is expected to continue its solid performance, as Apple buys fewer parts from rival Samsung and moves more to high-end displays on a wider range of its products. LG Display shares have risen by around a third in 3 months, double Samsung's gains.