LCD panel prices continued to rise due to shortages of driving ICs and raw materials, the Shanghai Stock Exchange reported. Sigmaintell, that is expected to March to April mainstream size LCD TV panel prices to maintain an upward trend, among them, the 32-inch average price is expected to rise more than $5 in March, April up $4; Demand for the 55-inch remains strong and is expected to maintain a $10 increase in March, an average $8 increase in April, and increases of $5 to $10 for all other sizes.
Since June (2020), LCD TV prices have continued to rise for more than 10 months, thus ushering in the longest and largest rise cycle in nearly 10 years. Discien Cui, general manager of panel research group DiHen Consulting, expects the price rises to continue into the third quarter of 2021. China star photoelectric business department chief believes that the expected LCD panel prices in the first half of the year is still firm, supply and demand in the second half of the year roughly balanced.
As Chinese enterprises gradually occupy the dominant position in the panel industry, the low localization rate of middle and upstream components in China is the current shortcoming, which is also the bottleneck of China's panel production capacity supply in this round. TCL huaxing photoelectric business director, points out that although Chinese panel output has a higher proportion in the whole world, but in such aspects as the core material, key equipment of high external dependency, material China GuoChanLv only about 15% 30%, mainly in the backlight module materials, the photoresist, wet chemicals, plate material, liquid crystal materials, but its upstream materials such as polaroid film materials, all kinds of optical film, glass, high purity metal, rare gas mainly rely on import, etc.
China GuoChanLv equipment from the panel about 10% - 20%, mainly concentrated in the back-end module simple equipment and automation equipment, core equipment recently, such as array exposure machine, array glue developing machine, color film exposure machine, color film developing machine, chemical vapor deposition, physical vapor deposition equipment, etc., due to technical threshold is high, it is unable to conquer, still rely on imports.
