TV panel prices after nearly half a year of correction, the recent decline has been significantly converged, of which, small and medium-sized TV panel prices are even close to the same, Jibang Monitor Research Office senior vice president Qiu Yubin believes that tv panels are expected to fall to the bottom in this season, but IT panels reflect the off-season, capacity increase, freight deferral effects, etc., in the short term, the decline is likely to expand, facing greater pressure.
Qiu Yubin said that the decline in TV panels has gradually converged, reflecting that the price has been close to the cash cost price, not only small and medium-sized panels are expected to take the lead in stopping the decline, 55, 65 inches also continue to move closer to the cash cost price, it is expected that the fastest before the end of the season, the slowest price will fall at the beginning of the second quarter, as to whether it can rebound, but also to observe the demand for brand factory stocking in the second half of the peak season.
In addition to the slowdown in demand, panel factories have not had large-scale repairs, production cuts are also one of the main reasons for the plunge in panel prices last year, most panel factories have maintained a high-end production capacity, in addition to stabilizing the market, but also means that compared with the past loss of money business, the market is still profitable.
Qiu Yubin pointed out that as the price of TV panels fell from the high point last year, including Korean factories and Taiwan factories will transfer part of the production line to produce IT panels, mainland manufacturers also actively seize the ADVANTAGE of production capacity to enter the IT market, coupled with the fact that the price of IT panels last year was relatively stable compared to TV panels, which became the key to supporting panel factories to maintain profits in the second half of last year.
With the expansion of IT panel production capacity of each panel factory, Qiu Yubin believes that this year's IT panel oversupply risk will be greater than the TV panel, observation into the industrial off-season, all sizes of monitors, laptops and other IT panels are reversed downward, and the decline continues to expand, at this stage need to observe whether the brand factory has due to logistics, and the panel over-order (Overbooking) doubts, if the follow-up logistics resume, the brand factory large-scale cut orders, do not rule out that the PRICE of IT panels is afraid of last year's TV panel plunge.
Observing the panel quotation released by Jibang's Witsview in early January, the decline of TV panels continued to converge, and the price of 32 and 43 inches of small and medium-sized TV panels maintained the level of the end of last month, and the decline of 55 and 65 inches was less than 2%, the smallest decline in the past six months, and the price decline of various sized displays and laptop panels continued to expand, with an average decline of about 2%.
Source: Juheng.com
Cover image source: Paixin.com
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