TV Panel Q1 Fell By More Than 7percent
Apr 21, 2018
Demand for TV panels was weak in March, TV panel prices declined in March. Overall, TV panel prices in the first quarter fell as much as 7% to 10%. Panel prices such as 32, 43 and 65 were close to the total cost. In April, demand for panel pull goods began to pick up, followed by the need for stock preparations during the May 1st Golden Week and the World Cup. The decline in panel prices in April is expected to shrink, reaching the bottom in May.
China Yuanchun sales are not as expected, compared with the double-digit recession in the same period of last year, and overseas markets also slaughtered the off-season sales of fish, and the brand shipment power is insufficient. In the second quarter of the first quarter, brand manufacturers kept stockpiles conservatively, and some brands reduced demand for panel purchases. As a result, the TV panel trend was weak.
Sigmatel survey pointed out that in March, TV panel prices will continue to decline. From the perspective of various dimensions, the demand for 32-inch TV panels declined, and there was a clear oversupply of supply and demand. In February, the price fell by 2 US dollars. In March, the price fell to 3 US dollars. Overall, the first quarter fell by about 5% to 7%. In terms of medium-size TV panels, 39.5-inch to 43-inch panels, the terminal market has little sales force, weak demand, and loose supply and demand. 40-inch panel Because some of the panel plant inventory is high, the price will maintain the range of 3 to 4 US dollars decline, while the 43-inch panel price to maintain the decline of 5 US dollars. In terms of 49 吋 to 50,, although 50 吋 panel stocks have declined, the inventory level is still high, and it is expected that prices will continue to fall by 4 US dollars in March. The 49-inch panel is similar to the 50-inch panel. The downward pressure on prices continues and the price maintains a decline of $5. The cumulative decline in the size of the panel in the first quarter was as high as 7% to 10%.
Judging from the large-sized TV panels, the 55-inch panel slowed down due to the slowdown in the stocking of brands, and the supply and demand tended to ease. In February, the average price of the market dropped slightly by 1 US dollar. In March, the decline slightly expanded to 3 US dollars. The 65-ton stocking demand was weak, and because the BOE 10.5 generation plant was put into operation, the price pressure was very high. In March, the price maintained a decline of more than US$10. The price drop of large-sized TV panels in the first quarter was also above 7%.
TV panel prices fell for three consecutive quarters, with some sizes like 32-inch, 43-inch panels and so on. Prices are all close to the total cost. The 65-inch panel fell sharply for six consecutive months, and the price has fallen below the total cost. As panel demand picks up, panel price decline is expected to slow down.
