TV panel gains end in May
[China Glass Network] The TV panel price rose for 15 months in a row, and the rally finally ended in May! According to the new panel price of Wits View, the price of 50-inch and 65-inch large-size TV panels is completely flat. As for the IT panel, The monitor panel fell slightly by $0.3, while the NB panel price was flat. Wits View expects the panel prices to be flat in May and June, and the follow-up trend of the TV panel should observe the recent adjustment of the mainland market inventory.
Qiu Yubin, associate of the Wits View Research Department, pointed out that in April, due to the demand for stocking in May 1st Golden Week, the TV panel rose compared with the latter month. TV panels have risen for more than 15 months since the Lunar New Year last year. For example, 32-inch, 40-inch/43-inch and other small and medium-sized TV panels have increased by as much as 30% to 40%.
For brand manufacturers, the cost of panel procurement is soaring. Small and medium-sized TV sets sell almost one loss and cannot be promoted. Therefore, the sales of May 1st Golden Week may be more than 10% compared with the same period last year. In May, we began to see mainland brands' purchases shrinking and adjust the inventory of their panels. Therefore, in May, from different sizes, 65-inch and other large-size TV panels were less supplied, demand grew, supply and demand were stable, and prices were flat. Although the domestic sales of the 32-inch TV is not good, it has performed well in some emerging markets, because the export performance is better than the domestic sales, which helps to support the panel quotation. At present, the murmur on the market is 40 å‹ / 43 å‹ panel, because the previous increase is too large, the cost is too high, the demand is not good, so that brand manufacturers can not afford to scream. On the other hand, Huaxing Optoelectronics' new capacity has gradually increased, mainly targeting 55-inch panels. Due to the increase in supply, the 55-inch panel supply and demand reversed.
In terms of the monitor panel, the TN monitor panel below 21.5 å› has a large increase due to the previous wave, and now the price reduction pressure is also large, including 18.5 å‹, 19.5 å‹, 21.5 都有, which has a drop of 0.2-0.3 USD in early May. The monthly decline is estimated to be around $0.5 to $1.
In terms of NB panel, the average monthly price decline in March and April was about 0.3-0.5 US dollars. However, in May and June, the brand factory launched a new machine in response to the next back-to-school tide, so the panel purchases returned to warm, and the NB panel in May. The price has stopped falling and stabilized, and the offer in May was flat.
Qiu Yubin said that the TV panel offer was flat in May and is expected to remain flat in June. The focus of TV panel price trend in the second half of the year is the correction of the mainland TV market. If the inventory is gradually degraded, the next season will pull the goods back, and the panel price is expected to remain stable. If the inventory adjustment time is lengthened, the panel price in the third quarter will also be loose.
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