In 2015, it was not easy for LCD panel makers. A number of companies suffered a drastic drop in operating performance due to the drop in the price of panel. Fortunately, LCD panel prices began to rebound in the second quarter of this year. Quzhi Consulting survey data shows that with the arrival of the peak season in August, the LCD TV panel market is becoming more and more serious, and panel prices are showing an accelerated upward trend. "Daily Economic News" reporter noted that at the same time out of stock, panel makers are closing production lines.
Recently, South Korea’s Samsung announced that it will close the G7 production line by the end of this year. This production line accounts for 4% of the global large-size panel production capacity and is the largest plant closed in the history of panel manufacturing. This will result in a small increase of 1% in large panel production capacity in 2017. , can't keep up with 5%~6% of demand growth. With panel prices continuing to rise, 2016 panel makers are expected to emerge from last year's decline.
An analyst told reporters with a bit of caution, “There may be some rebound in panel prices in the second and third quarters of this year, but it is difficult to maintain the momentum of a sustained rebound and basically maintain a 'flat' status.â€
Quzhi Consulting data showed that the average price of mainstream 32-inch panels rose sharply by US$5.5 in July. The supply remained in short supply in August, and panel makers, driven by profit, pushed the price of 32-inch panels to continue to rise. The expected increase rate is 7 In the US dollar, gains have increased; due to increased demand and reduced expectations for 40-inch supplies, it is expected that the prices of 40-inch and 43-inch panels in August will increase at an acceleration rate of approximately US$10.
GF Securities believes that this year, on the one hand, the production of Taiwan's panel plant was adversely affected by the earthquake; on the other hand, Samsung tried to use thin glass instead of the original thick glass, and Innotec increased the number of curved panel production, resulting in a decrease in the yield rate. Six months supply of the panel is tight.
Northeast Securities analyst Wang Jianwei said in a research report that there is an inevitable factor in the tension between the panel supply and demand. “On the one hand, small and medium-sized panel technology upgrades from LCD to OLED; on the other hand, large-sized, high-resolution, Incell and other high-end specifications The panel penetration rate continues to increase, and the number of panel production panels per unit panel is declining.â€
Due to the rise of Chinese panel companies, panel companies in Japan and Korea are facing strong competition, and they are gradually withdrawing on some panel sizes. This further increases the tension of panel supply. Sharp's production of the 32-inch panel's 8th-generation line was discontinued at the end of last year, and Matsushita Himeji’s 8.5th generation line is expected to stop production in August this year. Samsung’s L7-1 production line for television panels will also be closed at the end of the year to medium- and small-sized OLEDs.
At present, the continuous rise in panel prices has brought panel companies a glimpse of performance. Is this profitable? CICC expects panel prices to continue to rebound in the second half of 2016. The panel cycle will enter the recovery phase and will continue into 2017 rather than a seasonal rebound.
When investigating the TCL Corporation, Huatai Securities asked how much flexibility was brought about by the increase in panel prices. The TCL Group replied, “If we take 32 inches as an example, we can calculate the output by 1.6 million pieces per month according to the shipment volume. Calculate the elasticity of performance with the increase."
Faced with rising prices of LCD panels, unlike panel makers, the competition strategy of downstream OEMs is likely to face an adjustment. Earlier, a color TV industry source told Daily Economic News reporters that since April this year, after knowing that panel prices have risen, they are concerned that they have been damaged too much and have not continued to follow up on the price war.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
An analyst told reporters with a bit of caution, “There may be some rebound in panel prices in the second and third quarters of this year, but it is difficult to maintain the momentum of a sustained rebound and basically maintain a 'flat' status.â€
Quzhi Consulting data showed that the average price of mainstream 32-inch panels rose sharply by US$5.5 in July. The supply remained in short supply in August, and panel makers, driven by profit, pushed the price of 32-inch panels to continue to rise. The expected increase rate is 7 In the US dollar, gains have increased; due to increased demand and reduced expectations for 40-inch supplies, it is expected that the prices of 40-inch and 43-inch panels in August will increase at an acceleration rate of approximately US$10.
GF Securities believes that this year, on the one hand, the production of Taiwan's panel plant was adversely affected by the earthquake; on the other hand, Samsung tried to use thin glass instead of the original thick glass, and Innotec increased the number of curved panel production, resulting in a decrease in the yield rate. Six months supply of the panel is tight.
Northeast Securities analyst Wang Jianwei said in a research report that there is an inevitable factor in the tension between the panel supply and demand. “On the one hand, small and medium-sized panel technology upgrades from LCD to OLED; on the other hand, large-sized, high-resolution, Incell and other high-end specifications The panel penetration rate continues to increase, and the number of panel production panels per unit panel is declining.â€
Due to the rise of Chinese panel companies, panel companies in Japan and Korea are facing strong competition, and they are gradually withdrawing on some panel sizes. This further increases the tension of panel supply. Sharp's production of the 32-inch panel's 8th-generation line was discontinued at the end of last year, and Matsushita Himeji’s 8.5th generation line is expected to stop production in August this year. Samsung’s L7-1 production line for television panels will also be closed at the end of the year to medium- and small-sized OLEDs.
At present, the continuous rise in panel prices has brought panel companies a glimpse of performance. Is this profitable? CICC expects panel prices to continue to rebound in the second half of 2016. The panel cycle will enter the recovery phase and will continue into 2017 rather than a seasonal rebound.
When investigating the TCL Corporation, Huatai Securities asked how much flexibility was brought about by the increase in panel prices. The TCL Group replied, “If we take 32 inches as an example, we can calculate the output by 1.6 million pieces per month according to the shipment volume. Calculate the elasticity of performance with the increase."
Faced with rising prices of LCD panels, unlike panel makers, the competition strategy of downstream OEMs is likely to face an adjustment. Earlier, a color TV industry source told Daily Economic News reporters that since April this year, after knowing that panel prices have risen, they are concerned that they have been damaged too much and have not continued to follow up on the price war.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
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