In the past year, TV panel prices have continued to fall. The 32-inch panel averaged $45 in June, a 45% drop from last year's high, while the 65-inch panel fell down by $10 a month, making it the hardest hit in the low-level LCD cycle. For other sizes of panels, prices have fallen by about 40% in the past year, and TV panel makers have generally fallen into losses.
However, most TV panels are expected to stop falling in July due to the warming of TV panel pulls in June and the adjustment of production capacity by panel makers.
BOE took the lead in proposing a 32-inch panel price increase. The 32-inch panel is the main source of profit for BOE and Huaxing Optoelectronics. In the second quarter, they reduced the 32-inch panel supply and converted the 8.5-generation plant capacity into a 55-inch panel, making 32-inch supply and demand reverse in just one quarter. turn. In the third quarter, downstream manufacturers increased their cargo prices, and BOE and Huaxing Optoelectronics immediately shouted. At present, the 40吋/43吋 panel is also a balance between supply and demand, and panel makers strategically increase prices for some products with lower prices.