TV panel prices slowed down
- Jun 29, 2018 -

The continuous expansion of global panel production capacity led to excess capacity, and panel prices have been declining since the second half of last year. In the first quarter of this year, TV panel shipments increased by 13.3% year-on-year, TV shipments increased by 7.9% year-on-year, and LCD TV panel shipments grew faster than LCD TV shipments. This deficit is reflected in The price.

Since the second quarter, the volume of large-size panels has decreased, and some of the TV panels have already reached cash costs in May, and panel makers still have a risk of loss. However, as the upcoming traditional peak season begins in the third quarter, TV panel prices will stabilize in the near future.

The data shows that in June, the overall purchase of TVs has become more stable. With the anticipated arrival of the peak demand season in the third quarter, the procurement side will actively prepare for preparations, and the supply side will still maintain a high capacity utilization rate. However, panel makers have begun to adjust the product structure since the second quarter. The decline in panel prices has narrowed in June. The decline in panel size in July will further converge to US$3-5.

The decline in the price of large-sized TV panels will further slow down in July, while small- and medium-size TVs may experience price stability this month. Although the peak season has been quietly approached, the phenomenon of oversupply is still not much better, and panel makers still have to fight prices and fight yields.