Panel Prices Will Usher In Full Rise In August
- Aug 13, 2018 -

As the core component of the color TV set, the panel is the key factor that restricts the development of the color TV industry. The rise and fall of panel prices is particularly significant for color TV companies.

 

In the first half of 2018, the price of color TV panels was basically in the range of year-on-year decline. After entering the second half of the year, panel prices began to rise.

 

In the first quarter, color TV companies strengthened their stocking in response to the Yuanchun market and World Cup marketing. The demand for color TV panels is still very strong. However, in the second quarter, the overall supply and demand of the panel showed an unbalanced state, which led to the continuous decline in panel prices.

 

According to the analysis of Ovi Cloud, the imbalance between supply and demand was particularly evident in the second quarter. The global TV panel supply and demand ratio reached 9.7% in the second quarter, much higher than the 5% balance point. The panel price in the second quarter showed a cliff-like decline, the main dimensions. Prices have come to the lowest point in history, hitting the cash cost line, and the pressure on the panel factory has surged.

 

According to Ovi Cloud data, in June 2018, the prices of 65-inch, 55-inch, 50-inch, 49-inch, 43-inch, and 40-inch ultra-high-definition panels decreased by 41%, 27%, 42%, 39%, and 45, respectively. %, 49%; 32-inch high-definition panel prices fell 38% year-on-year. In terms of overall decline, both are in double digits, which has brought about no small impact on the panel and the whole machine industry.

 

After entering July-August, the panel price has a tendency to stop falling, while the small and medium-sized size will take the lead in price increase. The prices of 32-inch and 40-inch panels showed an upward trend in July; the prices of 43-inch, 49-inch, 50-inch and 55-inch panels basically stopped falling.

 

Qunzhi Consulting pointed out that in August, the price of color TV panels will rise in an all-round way, and some sizes will increase. Sales in overseas markets improved, and TV manufacturers continued to actively export goods. The demand for TV panel stocks in the peak season from July to August was strong. In the environment of tight supply and demand of LCD TV panels around the world, panel makers actively promote price increases.

 

The 32-inch panel maintained an increase of about 5 US dollars in August; the 39.5-inch-43-inch panel is expected to increase the average price in August by 4-5 dollars; 49 inches to 50 inches, and the price will reach about 5 dollars in August. Rise; 55-inch, 65-inch panels, is expected to maintain about $5 in August.

 

If the panel price rises in the second half of the year, it is likely to drive up the price of the whole color TV. In the case of a small profit margin, it will undoubtedly increase the cost pressure of the whole machine enterprise. Previous data shows that the price increase of the whole machine is often less than the increase of the panel price. Under this circumstance, color TV enterprises need to take countermeasures in advance.