Au Chairman and group strategy chief Peng Shuanglang yesterday (20) confirmed that the panel industry's "rigid demand" back! He revealed that not only "the frequency of meeting customers is much higher", but also the attitude of customers is "much more polite"! 'In the second half of 2023, demand will be stronger than the first half, and the business cycle will return to its normal track,' Mr. Peng said.
"2023 Smart Friends Exhibition" was launched today (21), and has received up to 300 groups of supply chain booking customers. Au held a media visit day yesterday to unveil AU's achievements in vertical field, non-pure panel and non-manufacturing fields. Peng Shuanglang accepted the media interview, let go for the first time confirmed: "the panel industry's rigid demand back!" .
Peng Shuanglang said that the panel industry boom has improved, not only TV panel urgent orders, including IT panel has also seen. He pointed out that although the PC panel product inventory is not the same, but has gradually returned to a healthy level. What is certain is that between April and May this year, we can see a bottoming out.
He pointed out that when the home economy driven by the epidemic fever, the shipments of PC panels in 2021 hit a peak of 240 to 250 million pieces. PC panel shipments this year are expected to fall to around 190 million, which is not as good as 2021, but has returned to normal demand.
Peng Shuanglang said that since no new production capacity was opened in the panel industry in the past two years, when the demand returns to normal, the supply and demand situation is expected to be healthier. The industry situation in the second half of the year is better than that in the first half of the year, and the subsequent quotation also maintains a positive view.
