Zhitong Financial APP learned,10month5day,WitsView issued a document saying,Although Q3TV panel prices continue to fall,It is expected to be flat or rebound in October。 Previously,A number of domestic panel manufacturers have announced,Start production reduction plans during the National Day holiday,This move is expected to stabilize the price trend of full-size TV panels。
In the first half of this year, due to the tight supply of upstream polarizers and other materials caused by the earthquake in Japan at the beginning of the year, as well as the production reduction and annual repair plans of panel factories, and the low inventory level stimulated the stocking demand of terminal brands, TV panel prices stopped falling and stabilized, and began to rise in February and expanded in March.
However, due to the continued advance of demand, the willingness of brands to stock up began to weaken in May. 6month,618The effect of mid-year promotion activities such as 618 is not as expected,It also makes brand customers unable to expand and continue the panel procurement momentum of the previous months in the short term,The price of TV panels of various sizes turned flat。
EnteringQ3,The price of TV panels began to continue to decline,This has also had a certain impact on the price increase trend of display panels; Laptop panel prices remained stable.
Q3The price of TV panel continues to decline, and the panel price of the panel reversed in October, when manufacturers reduced production?
Entering the 7month, the quotation of TV panels fell across the board,Fan Boyu, vice president of research at TrendForce,Fan Boyu,The demand momentum of TV panels slowed down significantly in July,Brand clients have slowed down the pace of procurement,Hope to strive for more room for price negotiation,In order to cope with the ensuing promotion season in the second half of the year (Double 11、Double 12、Black Friday)。 Therefore, in July, the price of 65-inch panels fell by $2, and the prices of 55-inch, 43-inch and 32-inch panels all fell by $1.
In August, the price of TV panels maintained the decline in July. The price of 65-inch panels fell by $3, the price of 55-inch panels fell by $2, the price of 32-inch panels fell by $1, and the price of 43-inch panels was flat.
On the demand side, it was previously expected that due to Q4 promotional demand, the demand for TV panels will stabilize slightly in August. However, in order to strive for more room for panel price declines, and have low expectations for Q4 promotion demand, they are conservative in the purchase of TV panels and increase inventory control, so the decline in TV prices is still continuing.
On the other hand, on the supply side, panel manufacturers generally hope that panel prices will maintain a slight decline and continue to produce on demand and other regulatory strategies. Fan Boyu, vice president of research at TrendForce, said that as the time series moves towards the end of the year, panel demand will become more and more adjusted towards the rhythm of the off-season, and it is difficult to control the downward trend of panel prices in a short period of time.
In September, in the same direction as previously predicted, TV panel prices continued to fall, reaching their lowest level since June. The price of a 65-inch panel fell by $2, the price of a 55-inch panel fell by $3, the price of a 43-inch panel fell by $1, and the price of a 32-inch panel fell by $1.
Fan Boyu, vice president of research at TrendForce, said that on the demand side, the demand for TV panels continued to weaken in Q3, and the purchase volume of major brand customers is expected to decrease by 4%~5% compared with Q2. It is also worth noting that in September, the domestic subsidy policy for the trade-in of energy-saving household appliances stimulated the demand for super-large panels in the short term, driving the price decline of super-large panels to converge.
Although Q3 TV panel prices continue to fall, they are expected to be flat or rebound in October. Previously,A number of domestic panel manufacturers have announced,Start production reduction plans during the National Day holiday,This move is expected to stabilize the price trend of full-size TV panels。
Q3 display panel price increase is limited, and it faced downward pressure in October
Affected by the decline in the price of TV panels, the price increase of Q3 display panels is limited. In July ~ September, the prices of 27-inch IPS panels were $63.1, $63.1, and $63 respectively; The prices of the 23.8-inch IPS panel are $49.7, $49.7, and $49.6, respectively.
Fan Boyu said that after entering Q3, the inventory of display panels in the hands of brand customers has reached the satisfaction point, and the demand for display panels has begun to weaken significantly. Due to the continuous decline in the price of TV panels, display brand customers have also begun to ask panel manufacturers to reduce the price of display panels.
Although panel manufacturers are maintaining display prices, some Open Cell panel quotations have begun to fall, so display panels will also face downward pressure in the future.
Procurement and shipment were stable, and the price of Q3 laptop panels remained stable
Q3: The laptop panel remains stable. In July ~ September, the average prices of 17.3-inch, 15.6-inch, 14-inch, and 11.6-inch panels remained at $38.3, $40.4, $26.9, and $25.1 respectively.
Fan Boyu, vice president of research at TrendForce, pointed out that while buyers and sellers still maintain a stable pace of purchasing and shipping, the price of laptop panels on the table can still remain stable.