In January, the decline in TV panels continued to narrow, and the price of the whole machine fell to the freezing point

Recently, Aowei Ruiwo released the first edition of the January TV panel and the whole machine price express, from the express report, it can be seen that the price of the panel in January is still declining, but the decline has narrowed significantly. The price reduction of the panel has led to a reduction in the cost of the whole machine, and major TV brands are also actively preparing goods to prepare for the arrival of the Spring Festival promotion season.

According to Aowei Ruiwo data, 32, 39.5 ~ 43 inch small size panel pull willingness to pull goods, supply and demand improvement is obvious, December fell by 1 US dollars, is expected to drop 1 US dollars in January; 50 ~ 55 inch panel supply is loose, the price gradually bottomed out, December fell at 7 US dollars, is expected to drop 5 US dollars in January; 65 ~ 75 inch shipment is not good, December fell by 10 US dollars, January is expected to decline at about 10 US dollars.

It is not difficult to find that the price reduction trend of various size segments has not stopped, but the price reduction has slowed down. Aowei Ruiwo pointed out that on the demand side, the demand for small-size panels continued to recover, while the demand for medium- and large-size panels was relatively sluggish, and the willingness of brands to pull goods was weak; on the supply side, the recovery of small-sized demand led to a decline in small-size panel inventory, large-size inventory was high, the overall supply was loose, and the price decline was narrowed by the strengthening of stockpiling at the end of the year.

Overall, small-size TV demand is strong, and the decline has narrowed significantly; large-size TV shipments are not good, and the decline in panel prices remains high. For consumers, if you want to choose a large-size TV, you may wish to wait, as the price of large-size panels continues to decline, coupled with the upcoming Spring Festival promotion season, large-sizeDVs will also usher in price cuts.

However, is the decline in TV panel prices continuing? How long does it last?

For when the price of the panel will stop falling, Qunzhi Consulting TV panel analysts said that due to the impact of supply and demand expectations, it is expected that the price of LCD TV panels in the first quarter of next year will still maintain a downward trend, but the decline will be significantly narrowed; the price is expected to stop falling back to stability in the second quarter. That is to say, the price of the panel may also fall, at least two months of decline.

This is not unrelated to the demand cycle of the smart TV market.

From the demand side, the world's major TV brands have become more active in pulling panels by the end of 2021, with the goal of launching promotions to mature and emerging markets by the end of the year and the first quarter of 2022. Because, as one of the world's largest TV markets, because there is a Spring Festival holiday, the first quarter of each year is the hot season of the TV market, the brand is very active in stocking, and the demand for panels is very large.

However, panel manufacturers are also well aware of this, so in the case of panel prices continue to decline, choose the output of the intentional control panel, which also narrows the price decline of the December panel and the January panel. However, after the New Year is the off-season for shipments, it is a new test for upstream panel companies.

In the field of LCD panels, Samsung, LG and Panasonic and other head brands have chosen to withdraw, lcd panels as a whole are tilted towards the country, China's panel companies are facing the greatest challenge, as well as very cruel inner volume.

According to statistics, the shipment area of LCD TV panels of BOE, Huaxing Optoelectronics and Huike in the first half of 2021 accounted for 50.9% of the total global shipment area in the current period, and the center of gravity of LCD panels has shifted to China. In addition, coupled with Samsung, LGD, Panasonic and other enterprises with LCD panel production lines have sold and stopped production, this move has made China a large country in LCD panel shipments.

Although China's LCD panel production capacity ranks first in the world, but the LCD panel LCD has entered the end of the dividend, the LCD panel has entered the era of "price for volume", and the market has also entered the buyer's market from the seller's market, and even the situation of loss. For China's liquid crystal market, internal consumption and internal rolling are also a very big challenge.

For consumers, lcd panel prices continue to fall to buy cheaper TVs. For China's panel enterprises, it is necessary to actively find the next alternative technology, which is the long-term solution for the development of the industry.